How To
Creating a Trade - 3 Accounting Periods
CCH Corporation Tax
You can create a trade:
When three accounting periods (APs) are present in the period of account (POA), of which only two can be trading APs.
When one or two accounting periods are present in the period of account.
Once the limited company client has been set up and a relevant period of account created and opened, it is necessary to add a trade(s) / business(es) if there is any trading activity in the company.
Create a trade - 3 accounting periods
On the client details page clickTax Returnsand then click thePeriod of Accountyou want to create a trade for.
On the Data Navigator on the left, click Trading Income.
In the Trade column, enter a unique name.
For a long period, enter the Trade Commencement or Trade Cessation date
You can now adjust the dates of your accounting periods
In the Type column, set the trade type using the options from the dropdown list.
The Type field will default to "UK trade" with a drop down for different Trade / Business types
Related documents
CCH Corporation Tax 2026.3: Release Notes
Release Notes for CCH Corporation Tax 2026.3
CCH Corporation Tax 2026.2: Release Notes
Release Notes for CCH Corporation Tax 2026.2
Getting Started
This document provides a quick start guide for using CCH Corporation Tax software. It outlines essential features such as the Data Navigator, which assists in completing clients' Returns, and the use of Breadcrumbs for navigation. Additionally, it explains the functions available in the Ribbon panel located at the top of the screen. Overall, the document aims to streamline the user experience by highlighting key tools and navigation methods within the software.
Non Trade Loan Relationships
This document outlines topics related to Non Trade Loan Relationships in corporate tax computations. It includes links to sections on Non Trade Loan Relationship Summary, Credits, and Debits, detailing how to input and summarize these tax-related items in the Data Navigator. Each section describes the process for entering data and how totals are summarized for reporting purposes. Additionally, it links to related topics like Foreign Income and Miscellaneous Income.
Document Publishing
This document outlines the options for electronically storing tax returns and computations using CCH Document Management and CCH OneClick. It emphasizes that access to these tools requires appropriate licenses and user rights. Users can publish tax returns and computations both in draft form for client review and at various stages in the submission process to HMRC. The document includes specific links to guides on how to publish documents using both systems.