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Notice: The information on this page is only for users of Personal Taxprep 2018. If you are using Personal Taxprep Classic 2018, consult the help available in the program. |
CCH iFirm - General
This panel groups the integration options of CCH iFirm and its different functionalities.
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iFirm Web site |
Address |
Allows you to input your firm's CCH iFirm Web site address. This address is required to use the integration functionalities. |
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Creating links |
Prompt to link these taxpayers with a CCH iFirm contact |
Allows you to define the types of taxpayers for whom a diagnostic must display by default. This diagnostic prompts you to create a link with a CCH iFirm contact. In addition, when creating links in batch, the application prompts you by default to link the types of taxpayers selected. To prevent the display of this diagnostic, clear all check boxes. You can at any time establish a link with the help of the CCH iFirm menu in the Advanced toolbar. |
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Select the field to use to search for a CCH iFirm contact |
Allows you to select the field to use during the search and the creation of a CCH iFirm contact. |
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Transfer the SIN during synchronization of data |
Allows you to synchronize the social insurance number of a taxpayer with that of the linked CCH iFirm contact. |