startPublishing documents to CCH Document Management
How To

Publishing documents to CCH Document Management

CCH Corporation Tax
Last update: Reading time 2 minutes
Publishing DocumentsProduct Integration
    If you have access to CCH Document Management by having been allocated the relevant user rights, you will be able to publish tax returns, computations and bundles of both to CCH Document Management. You can publish the tax returns and computations before generating the IRMark (outside of Online filing) and You can publish the tax returns and computations (along with their submission criteria) at both when the IRMark is created and when the submission has been sent to HMRC.

    Publishing documents to CCH Document Management

    The publishing of documents to the document management is the same whether publishing from outside of Online Filing and from within Online Filing following the creation of the IRMark.

    To publish  documents to document management without the inclusion of the IRMark and associated online filing documents, open the period of account from the Tax Return tab within Central.

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    Click on the Document Management within the Publish section of the top Ribbon.

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    Select the Tax Return Pages and or computation Schedules to be published and click Publish.

    A message will appear confirming that the documents have been successfully published.

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    To see the published documents select Document Centre tab in the client record.

    Publishing documents from Online filing

    Documents can be published to the document management following generation of the online filing submission and creation of the IRMark. It is also possible to Publish those documents following a live submission to HMRC.

    Select Online Filing from the top Ribbon.

    To publish a submission's documents to Document Management, select Publish to in the Online Filing top ribbon and select Document Management.

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    Select the documents to publish

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    • CT600 and supplementary pages
    • Accounts (if attached)
    • Computation
    • Other PDF attachments
    • Submission XML (XML file of Return)
    • HMRC response
    • Return Declaration

    Click OK.

    A message will appear confirming that the documents have been successfully published.

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    To see the published documents select Document Centre tab in the client record.

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