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CCH Personal Tax : January 2021 Payments User Guide

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Article No:000010426
Question
How do I run the January 2021 payments on account report and mail merge?
Do I have to install the 2020.3 update to be able to use it?
Answer
The feature is included as part of the 2020.3 update.  Please follow the user guide below on how to run the report and mail merge.

If you are planning to install the feature manually, either ahead of or instead of installing the 2020.3 update, please also download the 'Jan 2021 payments.zip' file, save it to a suitable location on your PC and unzip the contents, then follow section 3.3 of the guide below.


For this year only we have added an additional sentence regarding a deferred July 2020 payment.  For more details on this click here.
 
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