Navigating CCH iFirm Engagement

The Engagement List page is your home page in CCH iFirm Engagement. It opens by default when you log in to the application. From here, you can create new engagements or open existing engagements. To return to this page at any time, click on the navigation bar.

Clicking an engagement name on the Engagement List page opens that engagement. More information about using the Engagement List page is in the topic Using the Engagement List Page.

When an engagement is open, the client name and engagement name display in the navigation bar. You can move through the different areas of the engagement by clicking the menu icon in the navigation bar and selecting the area of the engagement that you want to view.

If you are working in a consolidated engagement, you can also navigate between a consolidated view and subsidiary views on the Trial Balance, Financial Statements, and Leadsheets pages. The information visible on each page varies depending on which view you select. See Navigating Consolidated Engagements for more details.

Tell me about the areas that are accessible from the menu.

Engagement View	Engagement View provides a way for you to organize and manage your workpapers, leadsheets, and reports all in one location. It also allows you to see the status of all workpapers at a glance. You can click a leadsheet or report name on this page to view it, or click a workpaper name to download it. Click the icon next to an item to perform additional tasks. Click the Engagement View link at the left to view more information about using this page. You can sign off on workpapers, leadsheets, and reports on this page, among other tasks. Click the Engagement View link at the left to view a more comprehensive list of tasks that can be performed on this page. Note: With consolidated engagements, you can only upload, download, and lock workpapers. More functionality similar to non-consolidated engagements, will be available in future releases.
Trial Balance	The Trial Balance section includes the following tabs: Financial. Displays the chart of accounts with the financial group, sub-group (if applicable), type, and classification for each account, as well as the account balances for the current and prior year. Tax. Displays the chart of accounts with the tax group, sub-group (if applicable), property number (if applicable), and account type for each account, as well as the balances for the current and prior year. Send to Tax. Lists all the tax groups, with an option to specify whether a particular tax group should be sent to a tax return. Note: The Tax and Send to Tax tabs are not available for consolidated engagements at this time.
Leadsheets	Displays a list of leadsheets for the engagement. Click a leadsheet name to view it. A leadsheet is created for every financial group in the trial balance. The leadsheet displays the accounts assigned to the group and the account balances. If there are workpapers associated with a leadsheet, you can click the workpaper link at the top right of the leadsheet to view a list of them.
Financial Statements	Displays the balance sheet and income statement with information from the current and prior years.
Tax Summary Report	The net income or net loss for each balance column displays at the top of the report, as well as the net balance for all debits and credits for each balance column. In addition, the following tabs are available: The General tab displays every non-property tax group that exists in the trial balance with the accounts assigned to the group and has an account balance. Property tabs display accounts and sub-groups if accounts have been assigned to a rental, farm, or business property group: The Unassigned tab displays any accounts that do not have a tax group assigned. Note: The Tax Summary page is not available for consolidated engagements at this time.
Recycle Bin	Displays a list of workpapers that have been deleted from the engagement. You can restore or permanently purge workpapers from this page.

Viewing Multiple Engagement Pages at One Time

If you need to reference multiple pages in CCH iFirm Engagement at one time, you can open the pages in separate browser tabs or windows. You can then move between tabs as needed or place them side-by-side in separate browser windows so you can compare them. Since you are already logged in to the application, you do not need to log in again to access the additional tabs or windows.

To open another page in the same engagement, click the menu icon in the navigation bar, and then right-click the page you want to view and select either Open link in new tab or Open link in new window. You can also right-click the report links on the Engagement View page to open items in a new tab or new window.
To open another engagement, open a new browser tab or window, and then enter the CCH iFirm Engagement URL to display the Engagement List page. Then, click the engagement name to open it.

Note: Logging out of one browser tab or window will log you out of all open tabs or windows.

Toolbars

A toolbar displays on the right side of most pages in an engagement. The tools that are visible to you depend on which page you are working on. See the topics linked below for information about the tools available on each page.

Links Available at the Top of Every Page

The following link displays at the top of every page in the application:

Home	Click to display the Engagement List page. You can create a new engagement or open an existing engagement from here. Note: You can only view engagements for clients you have been given permission to access. Client access is managed in the CCH iFirm Contacts menu.
Feedback	Click to submit ideas for future releases of CCH iFirm Engagement.
Help	Click to view detailed instructions for using CCH iFirm Engagement.
Log Out	Click to end your CCH iFirm Engagement session and close the application