View Job Details

View Job Details opens job details for the job associated with the open return.

To open View Job Details, click the CCH iFirm menu, and select View Job Details.

View Job Details

ATX and CCH iFirm will smartly assign jobs to tax returns whenever that return is being prepared for a contact existing in iFirm. For returns being prepared using SSN/EIN information that has not yet been sync'd with iFirm, clicking View Job Details will take you to the generic Jobs list in CCH iFirm.

View Job Details

 

See Also:

Sync New ATX Contacts with CCH iFirm

Sync Contact Data on Open and Close

View CCH iFirm Job Status in Return Manager