CCH Online User Guide

Transcription

1 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. Useful contacts: Technical Support (connection and site performance issues): (UK calls*) + 44 (0) (international calls) CCH Online Product Training: cchonlinetraining@wolterskluwer.co.uk *Calls cost 7p per minute plus your telephone company s access charge.

2 1. My CCH clicking on the downward arrow will allow you quick access to your personalised content and tools as well as update your personal details via My account 2. new dynamic table of contents that enables you to easily browse a publication s contents pages to identify the information you want to read. It collapses when not in use to provide a comfortable online reading experience 3. is visible from the homepage and is accessible from the top of the screen on every page 4. Statute finder, finder and Case finder allow you to find specific information quickly without having to perform a site search page 1 Homepage features and functions The provides quick access to multiple documents on a specific topic appearing in our most popular tax publications 6. Quick links to news stories that appear in our online daily news site 7. An alternative route to access your personal library of products 8. Quick links to your personalised tools, which can also be accessed via My CCH link in the top right corner of the screen 8 6

3 and Browsing Our new dynamic navigation tool,, allows you to browse the content in a similar way to a book s content pages to find the information you want to read in more detail. By clicking on the arrows you drill down to the different layers or sections of the publications. You can access any layer from within the by clicking on the first entry in each column. Click on the page icon to reach major chapter headings or content collections, and continue to browse from within these publications by following section heading links or paragraph numbers. When you close and go back to it later within the session, it remembers your most recent location. You can bookmark favourite products or content next to each entry and layers by clicking on the access your favourites by clicking on the first entry. When you have navigated to the publication or section you want to read, collapses until you want to use it again to browse to a new publication or section of content. page 2

4 page 3 The This feature has a prominent position on the home screen and is then accessible in the footer once you navigate away. The is a convenient way to see more information about different taxes and how they are applied across a range of topics in our most popular titles. 1 Click on the letter that your topic of interest begins with and scan the list of sub-topics. 2 Alternatively use the topic search to quickly filter the number of sub-topics, narrowing down your selection as you type. The is only visible if you have tax products in your subscription. To subscribe to any of our tax products, contact your Account Manager or Customer Services on NEXT

5 page 4 In this example, the query is to find out the VAT treatment of ice lollies. Click on I Start typing in ice Click on ice cream and ice lollies, and Click through to a reference in the VAT Reporter publication on frozen foods. 3 Click on the relevant terms and their associated links until you reach the information you are looking for. 5 4 BACK

6 page 5 can be accessed from the home screen and stays accessible at the top of your screen as you navigate the site. How appears away from the Home screen Clicking on the floppy disc icon will allow you to view your Saved es. Home screen view of As you start typing your search term, the screen switches to a dynamic view of the possible search results, narrowing down the search results as your search term becomes more specific. In the example below the search term inheritance generates more than 23,000 results but by being more specific and typing in inheritance tax liability the number of search results reduces dramatically. NEXT

7 page 6 Narrowing your You can scan your search results using the breadcrumb to help you decide the most appropriate result or you can further refine your search results using the filters on the right hand side. results are filtered for you by Type or by Product. Clicking on the cross restores the original results set or clicking on any of the links takes to you directly to the search results already displayed. You can select a product and drill down within that product. Products ordered by number of search hits related to search term. In this example, search results have been filtered by Product, and again a narrower set of results has been displayed. Advance tip You can search for exact phrases (in double quotes), eg small business Accounting legislation as well as NOT words (expressed with a hyphen). For example, small business Accounting legislation -Enterprise. Note: when using exact phrase search in quotation marks, make sure your search phrase is spelt correctly and/or is an EXACT match, eg Accounting legislation as the will not return results for Accounts legislation when using quotation marks. BACK NEXT

8 page 7 The search restricts the search to just the archive. You can flip between regular and with this button. Return to search results button will take you to the results of your most recent search if you select a result or navigate away from the search results page. If you do any search and then click on one of the results you will see the Return to search results button on the right-hand side. If you click Add to saved searches the button will go green and by clicking on it again you can remove it. Alternatively, click on the floppy disc icon on the search bar. Your Saved es can be accessed from the centre panel on the Home screen or from My CCH in the top right corner. The is only visible if you have the in your subscription. To subscribe to this product, contact your Account Manager or Customer Services on BACK

9 page 8 1 Click on the button on the banner to access. 2 This feature offers the opportunity to locate a specific piece of legislation Statutes or SIs or Order simply and quickly. Enter the information you know about a particular piece of legislation and click Find. 3 This will bring up a list of references where that particular legislative provision is mentioned. You can move between related information in Commentary, Cases and by clicking on the black buttons. Click on Related buttons for interpretation to this provision. Note: If you do not have a product that includes tax legislation you will not see this in your view.

10 page 9 1 Click on the button on the banner to access. This feature offers the opportunity to locate a specific financial reporting or auditing standard (FRS/ISA) simply and quickly. 2 Enter reference and click Find. Note: If your subscription does not include accounting or auditing standards then this will not appear in your view.

11 page Click on the button on the banner to take you to Case finder. This features allows you to locate a case quickly. it is particularly helpful if you know only one name of a party in the case or if you are unsure of the full case title or case reference. in the example below, the case report features Schweppes but is in fact listed as Cadbury Schweppes. The results confirm the full, correct title and display any other related cases containing the name Schweppes. 3 You can then click on the relevant result to take you to a report on that case. BACK

12 page 11 3 You can access the from the or from the button on your home screen. Or, as you undertake a search in this case fixtures and fittings the results page is displayed. Click on ing the to restrict your search to just this document collection. You can then pinpoint your search to a particular year and month by using the filters on the right. 1 2 Tax is only viewable/searchable if part of your current subscription. If you do not have access contact your Account Manager or contact us direct on to talk about adding this to your subscription.

13 page Once you ve navigated to a particular piece of content, there are on the right for: Clicking on to a colleague allows you to send information you wish to share with a client or colleague or even to yourself quickly and easily. You can choose the document format and attach your own message. Printing ing Saving to a Folder Downloading 1 4 Print 2 To print a piece of content, click on Printable version. The document you want to print will open in a separate window and simply follow the print commands on screen. Download To download a document click on Download and select either a PDF or Word version. NEXT

14 page 13 Folders 1 Finally, you can choose to save a piece of content in a new or existing folder by clicking Add to folder and following the simple on-screen instructions. 2 If you have already created folders you can add new content to an existing folder or create a new folder by clicking on the arrow to access the dropdown menu. Existing folders can be accessed at any time by clicking on My CCH in the top right of the screen or accessing the quick link buttons on the home screen. Or BACK

15 page 14 You can now access a full 365-day record of all of the documents you have viewed. You can access your from the My CCH on the top right of your screen, from the quick link button on the home screen. When clicking on All Recent or My to access a page you can pinpoint your activity by date. From here you can choose to add documents to your folders.

16 page 15 My allows you to track time spent on research activities. This time can be converted into points or hours of study and counts towards your professional body s requirements for CPD. You can access your from the My CCH on the top right of your screen to check on your progress. A wide range of research information contained within your CCH Online subscription is supported by our new functionality. To track your research, simply click on the Add to link at the bottom of the relevant page you have read. The tool calculates the average reading speed for technical content and converts this into minutes of learning. You can download to Excel from My so that you can submit this as evidence of your learning to your manager or professional body.

17 page 16 Your can reset your password, review account details and manage ealert preferences by clicking on the My CCH area on CCH Online and selecting My Account or My Alerts.

18 page 17 Finally, to get the most optimum login and overall user experience from your CCH Online subscription, your internet browser: Browser Link Internet explorer 11 must be set to accept cookies Internet explorer 10 must not be set to clear cookies automatically at the end of a session Internet explorer 9 Internet explorer 7/8 Google Chrome Mozilla Firefox (customers should allow cookies until they expire) Instructions for changing settings for the most popular browsers can be found at the following links. If you are unable to change the settings in their browser to allow cookies, or you are unsure whether your browser is configured correctly, you should contact your company s IT department.