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  1. Working Notes (like in Personal Tax)

    36 votes
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    Acknowledged  ·  8 comments  ·  | CCH Central Suite | » CCH Corporation Tax  ·  Admin →
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    Fozia Muddassir commented  · 

    Yes, the fact that notes have been attached and need to be reviewed the following year should really appear in the errors / exceptions screen so it is not missed.

    Fozia Muddassir supported this idea  · 

  2. Link client creation to money laundering service

    40 votes
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    4 comments  ·  | CCH Central Suite | » CCH Central  ·  Admin →
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    Started  ·  Evan Jones responded

    I’m pleased to be able to share that the ability to perform AML checks on an individual will be available from the end of April 2021.

    This is in partnership with Veriphy and is accessed via the new Client List feature that will be made available in CCH OneClick at the same time.

    More checks on individuals will be added during Q2 with checks on businesses scheduled to be worked on during Q3.

    If you would like to know more please email lamorna.harris@wolterskluwer.com

    Evan Jones
    Lead Product Manager