CCH iFirm Wizard - List of synchronized information
The table below presents the list of information that can be synchronized between Taxprep and CCH iFirm.
|
CCH iFirm Cells |
Taxprep Cells |
|---|---|
|
Partner
|
Partner ("CCH iFirm" section) The content of this field is transfered from CCH iFirm to Taxprep. |
|
Code |
Client code ("CCH iFirm" section) |
|
Title |
Title ("Identification - Taxpayer" section) |
|
First Names |
First name and initials ("Identification - Taxpayer" section) |
|
Last Names |
Last name ("Identification - Taxpayer" section) |
|
SIN |
Social insurance number (SIN, ITN, TTN) ("Identification - Taxpayer" section) |
|
Date of birth |
Birth date ("Identification - Taxpayer" section) |
|
Date of death |
Date of death ("Identification - Taxpayer" section) |
|
Salutation |
Salutation ("CCH iFirm" section) |
|
Addressee |
Care Of ("Mailing address" section) |
|
Number |
Number ("Mailing address" section) |
|
Street |
Avenue, boulevard, street ("Mailing address" section) |
|
Apt |
Apt. ("Mailing address" section) |
|
PO Box |
PO Box ("Mailing address" section) |
|
RR |
RR ("Mailing address" section) |
|
City / Town |
City ("Mailing address" section) |
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Province |
Province or State ("Mailing address" section) |
|
Postal Code |
Postal code or Zip code ("Mailing address" section) |
|
Country |
Country (Other than Canada) ("Mailing address" section) |
|
Work Phone |
Work ("Telephone" section) |
|
Mobile |
Cellular ("Telephone" section) |
|
Home Phone |
Home ("Telephone" section) |
|
Fax |
Fax ("Telephone" section) |
|
|
Email address ("Email address" section) |
|
Communication Language |
Language of correspondence ("Filing information" section) |