Getting Started with CCH iFirm Engagement
Logging In and Out of CCH iFirm Engagement
Navigating CCH iFirm Engagement
System Requirements
Add Accounts Without Importing
Managing Accounts
Assigning Groups to Accounts Manually
Auto-Assignment of Groups, Types, and Classifications
Managing Financial Groups
Managing Financial Sub-groups
Managing Tax Groups
Managing Tax Sub-groups
Using a Grouping List Template
Creating an Engagement
Copying an Engagement
Opening an Existing Engagement
Viewing Properties for an Engagement
Deleting an Engagement
Editing an Engagement Properties
Using the Engagement List Page
Creating Interim Engagements
Lock or Unlock an Engagement
Rolling Forward an Engagement
CCH iFirm Engagement Licenses
Using the Engagement View
Managing Folders in Engagement View
Organizing Files and Folders in Engagement View
Navigate the Engagement View page in Interim Engagements
Creating a Consolidated Engagement
Navigating Consolidated Engagements
Rolling Forward a Tax Consolidated Engagement
Editing Subsidiary Information in a Consolidated Engagement
Sending Balances to a Tax Return
Financial Reports
Viewing Leadsheets
Viewing Financial Statements
Using the Financial Summary Report
Editing the Index and Name for a Report or Leadsheet
Exporting Financial Statements
Signing Off on a Leadsheet
Adding Journal Entries
Editing Journal Entries
Working with Journal Entries
Viewing the Journal Entry Pane
Journal Entries in Interim Engagements
Exporting Journal Entries
Deleting Journal Entries
Referencing Workpapers from a Journal Entry
Setting Rolling Forward Options for Journal Entries
Permissions Platform
Tax
Exporting Tax Balances to a Tax Return
Exporting the Tax Summary Report to a Microsoft® Excel® File
Using the Tax Summary Report
Using the Trial Balance
Managing the Display of Your Trial Balance
Setting Up Trial Balance Views
Edit the Unadjusted Account Balance
Referencing Workpapers from the Trial Balance
Classifications
Importing Trial Balance Data
Import a Trial Balance in an Interim Engagement
Exporting Trial Balance Data to a Microsoft® Excel® Spreadsheet
Reimport a Trial Balance
Re-Importing Trial Balance Data
Creating Trial Balance Reports
Opening Trial Balance Reports
Editing Trial Balance Reports
Deleting Trial Balance Reports
Creating and Inserting Trial Balance Links
Linking Engagement Information in Workpapers
Analyzing a TB Link Formula
Refreshing Workpaper Links
Inserting Date Functions
Inserting Name Functions in a Workpaper
Drilling Down to Trial Balance Accounts in a TB Link
Workpaper Monitor Overview
Installing, Updating, and Uninstalling Workpaper Monitor
Editing Workpapers Using Workpaper Monitor
Workpapers Overview
Downloading a Workpaper
Managing Workpaper Properties
Renaming a Workpaper
Uploading Workpapers
Deleting a Workpaper
Locking and Unlocking a Workpaper
Releasing or Removing the Active User for a Workpaper
Setting a Roll Forward Option for a Workpaper
Adding or Editing a Workpaper Index
Adding or Removing Sign-offs
Using Workpaper Tags
Working with Notes
Using the Recycle Bin
Submitting Feedback
Getting Started