Synchronize the contacts

  CCH iFirm Taxprep T1 CCH iFirm Taxprep T2
Starting with version 2016 2017

Contact information in the Contacts of CCH iFirm is automatically synchronized when creating a return in the Taxprep module. You can cancel this synchronization or still modify the contact to whom a return is synchronized.

Content

Cancel the synchronization of a contact

To cancel the automatic synchronization of a contact, proceed as follows: 

  1. CCH iFirm Taxprep T1ClosedClick Taxprep - T1 - Personal
    CCH iFirm Taxprep T2ClosedClick Taxprep - T2 - Corporate
  2. Click the name of the taxpayer for whom you want to cancel the synchronization. The Return displays.

  3. In the menu bar, click . The list of forms displays.

  4. Select Form Identification and Other Client Information.
    5. In the "Contact," select No to the option Automatically synchronize contact information.
    Note: You can reactivate synchronization by selecting Yes to the option Automatically synchronize contact information.

The contact information will no longer be automatically synchronized in the return.

Make sure that the information is up to date in the return before reactivating the synchronization as this information will overwrite the contact information in the Contacts module of CCH iFirm.

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Modify the contact to synchronize

To modify the contact to synchronize, proceed as follwos: 

  1. CCH iFirm Taxprep T1ClosedClick Taxprep - T1 - Personal
    CCH iFirm Taxprep T2ClosedClick Taxprep - T2 - Corporate
  2. Click the name of the taxpayer for whom you want to modify the synchronized contact. The Return view displays.

  3. In the menu bar, click . The list of forms displays.

  4. Select Form Identification and Other Client Information.
  5. In the "Contact" section, click Change contact.

    6. To synchronize the return with an existing contact, click the Existing contact, select the contact that you want to synchronize with the return, then click Change return.

  6. Note: You can use the search area to find an existing contact more easily.

    7. To synchronize the return with a new contact, click the New contact tab, enter the information required to create a contact, then click Change contact.

  7. Note: The Client code field is automatically generated when it is empty.
    The fields with an asterisk are andatory when creating a contact.
    The fields CCH iFirm T1ClosedSocial insurance numberCCH iFirm T2Closed Business number and Client code must not have been allocated to another contact in the Contacts de CCH iFirm module.
    A red frame displays around a field when an error is detected. Click inside the field to display a message indicating how to correct the error.

The name of the taxpayer is now modified in the list of returns in the return manager as well as in the menu bar. In addition the contact information is transferred to the return.

Note: The Change contact allows you to change the synchronization of a contact for the selected taxation year. If you want to change the synchronization of a contact for several taxation years, do it manually in each return.

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List of synchronized information

The table below presents the list of information that can be synchronized between the Contacts module and the ID form of the return manager module.

CCH iFirm cells CCH iFirm Taxprep T1 cells CCH iFirm Taxprep T2 cells
Code Client Code
("Contact" section)		 Client Code
("Contact" section)
First Name First name and initials
("Identification - Taxpayer" section)		 n/a
Last Name Last name
("Identification - Taxpayer" section)		 n/a
Name n/a Corporation's name (Legal name)
("Identification" section)
Social Insurance Number Social insurance number (SIN, ITN, TTN) ("Identification - Taxpayer" section) n/a
Business Number n/a Business Number (BN)
("Identification" section)
Communication Language n/a Indicate your language of correspondence of your choice. Indiquez la langue de correspondance de votre choix.
("Language of correspondence – Langue de correspondance" section)
Date of birth Birth date
("Identification - Taxpayer" section)		 n/a
Date of death Date of death
("Identification - Taxpayer" section)		 n/a
Physical Address

n/a

 "Address of head office" section
Postal Address "Mailing address" section "Mailing address (if different from head office address)" section
Number Number
("Mailing address" section)		 Number
Street Avenue, boulevard, street
("Mailing address" section)		 Avenue, boulevard, street
Apt Apt.
("Mailing address" section)		 Suite
PO Box CP
("Mailing address" section)		 PO Box
RR RR
("Mailing address" section)		 RR
City / Town City
("Mailing address" section)		 City
Province Province or State
("Mailing address" section)		 Province, territory, or state
Postal Code Postal code or Zip code
("Mailing address" section)		 Postal Code or Zip Code or Foreign postal code
Country Country (Other than Canada)
("Mailing address" section)		 Country (other than Canada)
Work Phone Work
("Email address" section)		 Telephone number
("Certification - Authorized signing officer of the corporation" section)
Mobile Cellular
("Telephone" section)		 Cellular or pager number
("Certification - Additional information" section)
Home Phone Home
("Telephone" section)		 s/o
Fax Fax
("Telephone" section)		 Fax number
("Certification - Additional information" section)
E-mail Email address
("Email address" section)		 Email address
("Certification - Additional information" section)
Tax Year End

n/a

 Tax year end
("Tax year information" section)