Using Login Express for Tax Research products

Tax Research NetWork, CCH Essentials, CCH Solutions for Financial Planning, US Master Tax Guide Plus

Here are instructions for using Login Express to start your internet research product and instructions for other features available in Login Express:

Log in from your desktop
Logging in to your product from your desktop

Using the Login Express Toolbar

Login Express features
Viewing today's Tax Tracker NewsSM

Searching right from your desktop

Going directly to a specific document: Citation Search

Visiting tax.cchgroup.com

Linking to CCH ClientRela
te
Linking to CCH perform plus II on Tax Research NetWork 
Using Login Express Link to link cites within MS Word documents

Login Express options
Setting your Login Express options

Getting help

Uninstalling Login Express

Changing your tax.cchgroup.com homepage setting


Logging in to your product from your desktop

With Login Express, you can log in to your product right from your desktop.

To log in right from your desktop:

OR

Your browser will open, your Internet Service Provider will connect (if applicable), and you'll go directly to the My CCH tab.

NoteIf you did not type in your User ID and Password during the installation process, Login Express will stop at the Login page so you can type in your User ID and Password and click on Enter. You can add or change your User ID and Password at any time.

See also:

Setting your Login Express options

Changing your password

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Using the Login Express Link Toolbar

When you install Login Express, an icon is placed in your system tray in the bottom right corner of your screen and another icon is placed on your desktop. When you click once on the system tray icon, the Login Express Toolbar will appear. When you click twice on the system tray icon, you will be logged into Tax Research NetWork.

Here are the buttons and functions available on the Login Express toolbar:

Log in to Tax Research NetWork — Log in directly to the My CCH tab.

News  —  Go directly to your personal Tax Tracker News page. (Available for Tax Research NetWork subscribers only.)

Research Folders — Log in directly to your Research Folders page.

Home Page — Go to the CCH Group Tax and Accounting home page.

ppII Forms — Start CCH's forms product if you subscribe.

ClientRelate — Link to the CCH ClientRelate tab.

Search for Citations — Go directly to specific documents with Citation Search.

Code Quick Link — Search for an Internal Revenue Code section.

Search My CCH — Search your favorite publications with Search Express. (Available for Tax Research NetWork subscribers only).

Always on top — Click once to make the toolbar always appear on top on your desktop.

View Login Express options and help — Set your Login Express preferences and view help for the program.

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Viewing today's Tax Tracker News

This feature is available only for Tax Research NetWork subscribers.

To see today's Tax Tracker News right from your desktop.

OR

Your browser will open, your Internet Service Provider will connect (if applicable), and you'll go directly to your Tax Tracker personalized news page.

NoteIf you did not type in your User ID and Password during the installation process, Login Express will stop at the Login page so you can type in your User ID and Password and click Enter. You can add or change your User ID and Password at any time.

See also:

Setting your Login Express options

Changing your password

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Searching right from your desktop

With Login Express, you can either search all the publications you have selected on your My CCH Desktop Favorites tab or search for a specific IRC Section. This feature is available for Tax Research NetWork users only.

To search for an IRC Section:

OR

To search My CCH favorite publications:

This feature is only available for Tax Research NetWork subscribers.

OR

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Going directly to a specific document: Citation Search

If you know the citation or the number of a document you want to view, you can go directly to that document right from your desktop.

To go directly to a document:

NoteOnly the most popular publications are listed.

NoteOnly the most popular citation formats are listed.

Your browser will open, your Internet Service Provider will connect (if applicable), and you'll log in automatically. Then, Tax Research NetWork will locate the document.

NoteIf you did not type in your User ID and Password during the installation process, Login Express will stop at the Login page so you can type in your User ID and Password and click on Enter. You can add or change your User ID and Password at any time

See also:

Setting your Login Express options

Changing your password

Downloading additional product citation templates

If you want to download additional product citation templates for your subscription, follow these steps:

The downloaded template is now your active template file. The next time you do a Citation Search from Login Express, you will see the new citation templates listed after the standard templates.

TipIf you want to revert to the standard citation templates, rename fast.bin to fast.new and then rename the original template file (e.g., fast.old) to fast.bin.

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Visiting tax.cchgroup.com

Login Express allows you to go directly to information on tax.cchgroup.com. From the Login Express Toolbar, you can link to the tax.cchgroup.com home page. From the Login Express desktop icon, you can link directly to specific pages on the site, including the Tax Forum, the free Calculators, the Training Center, CPE courses, and the Online Store.

To visit the home page, click once on the Login Express system tray icon and click the Home Page button. To visit a specific page on the site, right-click the Login Express desktop icon, select Visit tax.cchgroup.com, and then select a page to visit.

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Linking to CCH ClientRelate

You can link directly to the ClientRelate tab from Login Express.

To link to the ClientRelate tab:

OR

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Linking to CCH perform plus II

If you subscribe to CCH perform plus II, you can go directly to this tab on Tax Research NetWork from Login Express.

To link to the CCH perform plus II:

OR

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Using Login Express Link

Login Express Link allows you to hotlink citations in Microsoft Word documents and then link to them in Tax Research NetWork. (Available for Microsoft Word versions 97 and higher.) This feature allows you to activate a special CCH toolbar in Microsoft Word with all the functions you need to hotlink citations directly to Tax Research NetWork.

NoteReproduction, posting, or distribution of CCH content on the Web in any form is not permitted without express permission from CCH.

Adding the Login Express Link toolbar to Microsoft Word:

When you install Login Express, the Login Express Link toolbar is automatically added to Microsoft Word. You should see the new toolbar the next time you start the program. If you do not see the Login Express Link toolbar in Word, follow the steps below to activate the toolbar.

Removing the Login Express Link toolbar from Microsoft Word:

Using the Login Express Link toolbar in Microsoft Word:

The Login Express Link toolbar contains four buttons.

Login Express Link Toolbar

Login Express Link — Logs you directly in to Tax Research NetWork.

Link or Unlink Cites — Allows you to select citations and hotlink them directly to Tax Research NetWork. Also allows you to create hotlinked "bookmarks" for documents in your Research Folders.

Open Links for Editing — Lets you view all the hotlinks you have in your document and make changes.

Citation Examples — Lists all the citation formats available as well as the help file for Login Express Link.

To use the Login Express Link toolbar in Microsoft Word

To hotlink all citations in a document:

Hotlinked citations will appear underlined and will be marked with a CCH logo.

 Hotlinked citation example

Simply click a link, and you will go right to that document on Tax Research NetWork. Note that you may need to enter your Tax Research NetWork User ID and Password.

To unlink all citations in a document:

 To hotlink an individual citation:

 To unlink an individual citation:

 To edit a citation or change the document it links to:

You will see a list of all the citations that are currently linked in the document.

Tips

Go directly from a citation in the Edit Citations box to that document on Tax Research NetWork

This feature allows you to check whether you have the correct citation format and number right from the Edit Citations box.

Link to TRN

If the citation is correct, you will be logged in and the document will appear on your screen.

Use the Citation Examples template to add a linked citation to a document

This feature allows you to add a citation (with the correct format) and hotlink it at the same time.

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Setting your Login Express options

You can set up your ID and password from the Login Express Options dialog box as well as set other defaults.

To change your Login Express options:

OR

Tip You can also copy a URL from Link Express into Login Express to directly log into a tab, a specific section on a tab, or a document within Internet Research NetWork. Simply paste the Link Express URL into the Login URL box.

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Getting help

If you need help while using Login Express, you can access the help file right from your desktop. 

OR

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Uninstalling Login Express

To uninstall Login Express:

NoteDepending on your operating system, there may be slight differences in some of the button names and system prompts mentioned above.

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Changing your homepage setting

If you selected to make tax.cchgroup.com your homepage during the Login Express installation and you now want to change it, here are instructions to help you make this change. 

Changing your homepage setting using Internet Explorer

Changing your homepage setting using Netscape Navigator

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