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Profit and Loss templates

CCH Corporation Tax
Last update: Reading time 1 minutes
TemplatesTax ComputationProfit And Loss
    This section explains how to create a Profit & Loss within a period of account in CCH Corporation Tax using templates.

    Creating a template 

    Using templates allows you to create a standard layout and apply this standard across clients' periods of account. This could be adopted for a particular company type or size.

    Create a layout for the Profit & Loss (See section Creating a customised Profit & Loss).   

    Saving a template 

    Select Save Template from the Profit & Loss section of the top Ribbon.

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    Enter a Name and click Save to save the template.

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    Only the descriptions and layout is saved to the template. Any tax categories and iXBRL tags applied will not be saved into the template.

    Loading a template 

    To load a saved template in other client records, Open the period of account and select Load Template from the Profit & Loss section of the top Ribbon.

    Any existing Profit & loss information in the client record will be overwritten.   

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    Release Notes for CCH Corporation Tax 2026.3
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