Using CCH Research

CCH Research provides up-to-date tax and accounting information with powerful search functionality. The Quick Access Toolbar search field allows you to access CCH® IntelliConnect® and CCH® AnswerConnect content from Google® search results. Depending on the CCH Axcess™ product, the search field is either automatically added or can be added to your Quick Access Toolbar.

You must first install the CCH® Browser Search software. Click Learn more in the Quick Access Toolbar Search CCH Research field for download and installation information.

After installing the software, do the following to search CCH IntelliConnect and CCH AnswerConnect topics:

  1. In the Quick Access Toolbar, enter your search term in the Search CCH Research field and press Enter. A new window or tab in your default browser opens Google® search results.
  2. Click Display CCH® IntelliConnect®/CCH® AnswerConnect search results directly above the Google® results to activate the feature. The system name (CCH® Intelliconnect® or CCH® AnswerConnect) that displays depends on the system that you last searched. ClosedShow me.

    3. CCH IntelliConnect

    CCH AnswerConnect

    Your CCH results display in an embedded window above the Google® results. ClosedShow me.

  3. You can do the following:
    • Click a line item in the results to link to the topic in the CCH IntelliConnect or CCH AnswerConnect system.
    • Hide and show the results.
    • Jump to or collapse and expand topic categories.
    • Expand the results to a full screen display.
    • Include or remove results from CCH AnswerConnect (available in the CCH IntelliConnect results).
    • Click Switch Product to change the search system between CCH IntelliConnect and CCH AnswerConnect.

More About CCH IntelliConnect

Research documents are organized in a Tree View or Library View and include tools to help you locate related news, full-text source documents, and analysis.

You can do the following in the CCH IntelliConnect system:

  • Search. Use the Search bar to search the entire library, or you can target specific content areas for your search by selecting them from the Browse menu. You can narrow your results by doing a search within a search.
  • Browse. Browse for content directly from the Browse menu, which is an organized list of all of the content to which you subscribe. The Browse menu can be displayed in Tree or Library view.
  • Filter. Use filters to narrow your search results to meaningful areas of interest. For example, you can narrow your search results by selecting a specific document type, a tax type, a menu level on a library, and a specific jurisdiction.
  • Link. Save external links to documents and specific product content menu items. You can copy the URL of content you find while researching and paste it in another application.
  • Favorites. Save documents as shortcuts in CCH IntelliConnect under My Favorites.

Refer to CCH IntelliConnect Help to learn about getting started and working with features, such as Research Folders, Citations, Tracker News, Citator, and Practice Tools.

More About CCH AnswerConnect

Find quick answers or display more in-depth explanation with additional resources.

You can do the following in the CCH AnswerConnect system:

  • Search. Enter a question to automatically populate the Questions & Answers box to view quick answers. Link to additional information to find recommended topics, sources, forms, and publications that relate to your question. You can also search by keyword, citation, topic, or Internal Revenue Code (IRC).
  • Filter. Select a document type, such as Explanations, Laws and Statues, and Regulations, to filter your search results.
  • 360-degree view. View complete information for a topic, including IRCs, regulations, explanations, IRS publications, forms, and instructions.
  • Link. Use the All Federal Tax link to find IRCs. Use the Federal Tax Topics link to find a list of categorized topics.
  • Favorites. Save your search in My Favorites for quick access in the future. You can organize your saved searches in custom folders.

Refer to CCH AnswerConnect Help to learn about getting started, sharing documents, viewing history, and working with Practice tools, such as Tax Calendar, Election and Compliance Toolkit, Depreciation Toolkit, and Client Letter Toolkit.