CCH Personal Tax Export

This help article goes through how to run the CCH Personal Tax Export and how to import it into CCH.

Exporting from Silverfin:

Step 1 - Within your Silverfin file select actions > download data

Step 2 - Select the download file relevant for your client whether that may be a sole trader or partnership

Step 3 - Open the document from the bottom of your screen

Step 4 - Press file and save as and select the relevant Sharepoint folder to save into

Importing to CCH:

Step 1 - To import into CCH > Open CCH > Go into Business Tax within the tax return and click on the relevant accounting period

Step 2 - Click on Import 3 ^rd Party TB on the ribbon bar 

Step 3 - Click on the … and then locate the txt file in the Sharepoint Folder

Step 4 - once the file has been located, click on Import

Step 5 - Click No

Step 6 - Make sure the balances in CCH agree to the accounts and ensure they are accurate.

NOTE: If there is anything in this help article that needs updated please get in touch with the Silverfin Experts.