About Taxprep Home

Taxprep Home is a landing page that provides an alternative way to manage your tax returns. From this page, you can quickly locate, view and open returns without navigating through individual files. This feature is designed to streamline your workflow and improve efficiency when working with multiple returns.

Access Taxprep Home

To access Taxprep Home:

Open the desired CCH iFirm Taxprep product.
Click the Taxprep Home icon, located in the top-right corner of the return manager.
The Taxprep Home landing page opens, showing the list of returns.

Notes:

The system retains the last landing page viewed: Return manager or Taxprep Home. On the next launch of CCH iFirm Taxprep, the same landing page will open.
To navigate to the return manager, click the icon.

Open client information and returns

To view client information, click the white space beside the client name.
The Client Info summary will open on the right.
To open the return from the summary, click Open return.
Alternatively, the return can be opened directly by clicking the client name in the list.

Note: The list of returns can be sorted and filtered using the predefined filters to organize the view and locate the desired return faster.

Tip: Use the Bookmark feature to save a return for quick access later using the Bookmarked filter.

Edit client details

To edit details from Taxprep Home:

Open the client information by clicking the white space beside the client name.
Hover over the detail line to edit and click the icon to edit the information.
Click the check mark to save the changes or X to cancel.

Note:

Certain client information can be modified directly from the return list.

Locate the desired client return.
Select the existing information in the applicable column.
Make the necessary changes.

Add or view notes

To add a note using the icon:
1. Click the icon.
2. Write the note and click the check mark to save it.
To add a note using the icon:
1. Click the icon.
2. Write the note and click Add note to save it.
To view all notes:
- Click the icon to display all existing notes.

Access additional information

Access to additional CCH iFirm modules depends on assigned security roles and licenses.

Ensure the appropriate security roles and licenses are assigned to users.
Available modules are displayed under the client name in the right panel.
Select a module to view its details.

Other actions available in Taxprep Home

From the landing page, you can:

Print returns
EFILE returns
Publish returns
Use the Action button