Add a return

CCH iFirm Taxprep allows you to add a return from a new or an existing contact in the Contacts module.

Add a return for a new contact

To add a return for a new contact, proceed as follows:

1. CCH iFirm Taxprep T1Click Taxprep - T1 - Personal to access the return manager.
   
   CCH iFirm Taxprep T2Click Taxprep - T2 - Corporate to access the return manager.
2. Click Add return. The Add return dialog box displays.
3. CCH iFirm Taxprep T1Select the taxation year for the return and enter a tag to name the return (optional).
   CCH iFirm Taxprep T2 Enter the taxation year end and year start in the appropriate fields and enter a name for the tag to name the return(optional).
   
Note: The tag is displayed after the name of the return in the shortcut bar as well as in the linked returns menu. In particular, it facilitates the search when more than one copy of a return exist in CCH iFirm Taxprep.


4. To add the return of a new contact, click the New contact tab, enter the information required to create the tax return, then click the Add return button. The return is added to the return manager and a contact is added in the Contacts module of CCH iFirm.
   

   Contacts - View, Add and Edit Contacts

   
   
   Note: The field Client code is created automatically when it is empty.
   The fields with an asterisk are mandatory when creating a contact.
   The CCH iFirm T1Social Insurance NumberCCH iFirm T2 Business Number and Client Code fields must not have been allocated to another contact in the Contacts module of CCH iFirm.
   A red frame displays around a field when an error is detected. Click inside the field to display a message indicating how to resolve the issue.
   

For more information about the synchronization of contacts, consult the CCH iFirm Synchronize Contacts help topic.

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Add a return for an existing contact

To add a return for an existing contact, proceed as follows:

1. CCH iFirm Taxprep T1Click Taxprep - T1 - Personal to access the return manager.
   
   CCH iFirm Taxprep T2Click Taxprep - T2 - Corporate to access the return manager.
2. Click Add return. The Add return dialog box displays.
3. CCH iFirm Taxprep T1 Select the taxation year for the return and enter a tag to name the return(optional).
   
   CCH iFirm Taxprep T2 Enter the taxation year end and year start in the appropriate fields and enter a tag to name the return(optional).
Note: The tag is displayed after the name of the return in the shortcut bar as well as in the linked returns menu. In particular, it facilitates the search when more than one copy of a return exist in CCH iFirm Taxprep.




4. To add the return of an existing contact, click the Existing contact tab, select the contact for whom you want to add a tax return, then click the Add return button. The return is added to the return manager and linked with the contact in the Contacts module of CCH iFirm.
   
Note: You can use the search area to help you easily find an existing contact.

For more information on synchronization of contacts, consult the CCH iFirm Synchronize Contacts help topic.

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