CCH Online User Guide

Transcription

1 Click on the tabs to find the help you need. Homepage Table of contents the tools Index & chapter browsing Site index multiple publication browse Advanced ing Statute Standards Tax case HMRC Manuals Archive Documents and folders History CCH Online User Guide This guide is designed to help the user navigate the main features of the CCH Online platform. More in-depth instruction is available on request. Software Support (connection and site performance issues): Customer Training Consultant:

2 Click on the tabs to find the help you need. Homepage Table of contents the tools Index & chapter browsing Site index multiple publication browse page 1 Advanced ing Statute Tax case Standards HMRC Manuals Archive Documents and folders History Homepage features and functions Navigation and document viewing toolbars 2. Document management printing, sharing, downloading as Microsoft Word or pdf document formats 3. Table of contents your CCH Online library showing the products you are currently subscribed to 4. Search launch Site index browse, by topic, the most frequently accessed Tax publications 6. Recently viewed documents and recent es. Offering a personalised view of your recent activity Popular titles in CCH Online quick links to our flagship titles. Contact your CCH Account Manager or contact us directly to discuss additional products at

3 page 2 Table of contents the tools 1. Home returns to start position 2. Contents full table of contents 3. Index alternative tab to alphabetical Site Index in centre of homepage 4. Re-size the current viewed document page 5. Reset table of contents after use 6. My Favourites. Create a set of frequently used titles. Click the star next to a title/s to add it to the list Information icons provide a brief description of that product plus show the frequency of updates The order of titles There are various sections in the table depending on customer requirements. + signs are displayed to the side of all products. The amount of material in each section will vary depending on the number of titles they contain. Example: Tax-in-depth commentary may have as many as 10 sub sections as opposed to a section, for example, Hardmans Rates & Tables which comprises only that title.

4 page 3 Index browsing A-Z index within a title Click + beside the title heading to reveal the contents. 1 Chapter browsing An alternative method of accessing a document is to browse the chapter headings within a particular title. Click the + to open title. Click through to the required area. Click the title to view document options. 1 Route taken in this example: + Tax Reporter > + Income tax - Principles > 2 + Taxable persons > + Non-residents > + Paragraph Click the paragraph number to reveal document.

5 page 4 Site index multiple publication browse This feature enables the user to view documents on a specific topic appearing across the most accessed tax titles in the CCH portfolio. Choose 3 Select topic area. This index method displays various titles in one view. 4 In this example: Income Tax Guide Tax Reporter HMRC Manuals Tax Legislation

6 page 5 The Homepage function locates document/s which contain a word, or words that appear near to each other, in all the titles currently available in the user s library. 1 Enter the key words/terms and click Search The results are displayed in the Table of Contents thus: 2 3 Click the + sign against the appropriate product to reveal the hits in this title area. In this example (5 hits) View the document excerpts and click the required title to view the whole document eg

7 Click on the tabs to find the help you need. Homepage Table of contents the tools Index & chapter browsing Site index multiple publication browse Reviewing results 4a 2 Advanced ing Statute Standards HMRC Manuals Archive Tax case Documents and folders History Reviewing results 4 page Search resulted in around 150 hits 2. Distribution of all the hits in various titles 3. Weighted list of titles i.e. relevance ranked 1 4. Use Results tab to view hit documents 4a. Do not use the Windows back arrow at the top of the screen 3

8 Click on the tabs to find the help you need. Homepage Table of contents the tools Index & chapter browsing Site index multiple publication browse Advanced ing page 7 Advanced ing Statute Tax case Standards HMRC Manuals Archive Documents and folders History Advanced ing Search within the results Launch Advanced Search 2. Enter terms. Note that one or more of the entry boxes may be used to narrow the results e.g.: exact phrase in addition to words near each other Restrict the to view results in one or more of the areas shown. or use the default All Content 4. Further restrict the to specific titles in the library. e.g. Tax Reporter or part of that title. 5. Restrict the to the titles saved to My Favourites

9 Click on the tabs to find the help you need. Homepage Table of contents the tools Index & chapter browsing Site index multiple publication browse Search within the results page 8 Advanced ing Statute Standards Tax case HMRC Manuals Archive Documents and folders History Advanced ing Search within the results Example: The exact phrase Capital Allowances plus words near each other fixtures fittings see previous page. The result returns 4 hits. The terms shop front have been added as shown. The scope has now been reduced to display only one hit.

10 Click on the tabs to find the help you need. Homepage Table of contents the tools Index & chapter browsing Site index multiple publication browse page 9 Advanced ing Statute Standards Tax case HMRC Manuals Archive Documents and folders History Statute Offers the opportunity to locate a specific piece of legislation Statutes and SIs or Orders simply and quickly. Click from the Homepage or select Search on the navigation toolbar and click Statute Search. The required piece of legislation then appears. Click the tabs to view interpretation of this provision. Enter reference and click.

11 page 10 Standards Offers the opportunity to locate a specific financial reporting standard (FRS/ISA) simply and quickly. Click and click Standards Search. from the Homepage or select Search from the navigation toolbar Enter reference and click Search.

12 Click on the tabs to find the help you need. Homepage Table of contents the tools Index & chapter browsing Site index multiple publication browse page 11 Advanced ing Statute Standards Tax case HMRC Manuals Archive Documents and folders History Tax case Offers the opportunity to locate a case or tribunal by entering the whole case title or part of the title. Click and click Case Search. In this example the required case report is Cadbury Schweppes but is known to the user as Schweppes. The result confirms the full, correct title and displays any other related cases containing the name Schweppes.

13 page 12 HMRC Manuals Archive Offers the opportunity to access the HMRC Archived Manuals in order to locate guidance over a specified period of time by topic/subject matter. Click and click Archive Search. Enter the terms. Choose the year and month you wish to across. HMRC Archived Guidance Manuals are able dependant on this service being added to the library. Contact your CCH Account Manager or contact us directly to discuss this product on If a specific period is not selected the will encompass all years/months.

14 page Print the currently viewed document 2. Click next and/or previous document in the same publication to view and print those pages

15 Click on the tabs to find the help you need. Homepage Table of contents the tools Index & chapter browsing Site index multiple publication browse page 14 Advanced ing Statute Standards Tax case HMRC Manuals Archive Documents and folders History Document location within the library Document location within the library Click to see where the currently viewed document is located in the library and the other surrounding documents at a glance

16 Click on the tabs to find the help you need. Homepage Table of contents the tools Site index Index & chapter browsing multiple publication browse page 15 Advanced ing Statute Standards Tax case HMRC Manuals Archive History Using the working folder Using the working folder Using the working folder to gather section/s of documents as opposed to single documents Used to gather individual or sections of docs that may discarded as opposed to a saved folder that may be used for future reference 1 Documents and folders Saving a working folder for future reference Saving documents to previously saved folders 1. Save useful documents to your folder as you browse the site by clicking Add to Folder Folder tools edit folders Folder tools delete specific documents Folders the tools 3 3. The docs in the folder are displayed Print the selected documents them to colleagues in preferred formats Download them into MS Word, edit/save to client files Download them into PDF format to save to client files

17 page 16 Using the working folder Used to gather section(s) of docs that may discarded as opposed to a saved folder that may be used for future reference Click Folder tab 2. Open the table of contents and tick the required section or choose individual docs 3. Add the contents selection to a folder 4. Choose either Working or New/Existing folder Follow the same steps as for saving single docs to folder

18 page 17 Saving a working folder for future reference 1 1. Select one or more of the documents in the folder 2 2. Select Save selected to folder 4 4. Click to view all Saved Folders 3 3. Name the new saved folder and save

19 Click on the tabs to find the help you need. Homepage Table of contents the tools Index & chapter browsing Site index multiple publication browse page 18 Advanced ing Statute Standards Tax case HMRC Manuals Archive Documents and folders History Using the working folder Saving documents to previously saved folders Using the working folder to gather section/s of documents as opposed to single documents 1. Add the document currently viewed Saving a working folder for future reference Saving documents to previously saved folders Folder tools edit folders Folder tools delete specific documents Folders the tools 2. Add to existing saved folder 3. New doc has been saved to an existing folder

20 page 19 Folder tools edit folders Choose saved folder and use the Edit command Choose to Rename or Delete the selected folder

21 page 20 Folder tools delete specific documents Select docs to be deleted and click

22 page 21 Folders the tools Print one or all the documents in the folder Send documents to several recipient/s and add a message Download MS Word documents Download PDF formatted documents Select all documents when managing documents Copy documents into a saved folder Delete selected documents Insert page breaks between documents output via print/rtf/pdf

23 page 22 History Keeps a full 30-day record of all the documents you have viewed and es you have performed. Click to view the documents accessed and es performed in the last 30 days. Remember that viewed documents may be added to folders directly via the History tab in the toolbar