How To
Screen overview
CCH IXBRL Review And Tag
The CCH iXBRL Review and Tag screen has two ribbons (one under Tasks and another one under Automation menu). It is also is separated in few grids.
The CCH iXBRL Review and Tag screen has two ribbons (one under Tasks and another one under Automation menu). It is also is separated in few grids as shown below.
The ribbon under the menu Tasks is below, these functionalities are used when reviewing the tagged Accounts and submitting them.
The ribbon under the menu Automation is below, these functionalities are used when applying top-up tags or tagging the DPL.
It is possible to re-size the Accounts, Taxonomy and Exception Report grids by sliding the split between them, either up and down or left and right.
It is also possible to make a grid to float on the screen by double click the grid. Double click on the grid again to pin it back to the screen.
Related documents
CCH iXBRL Review & Tag: Training for Accounts conversion from MS Word and Excel (10133768)
This document outlines a training course for converting statutory accounts from Word and Excel into iXBRL format using CCH iXBRL Review & Tag. The course, lasting up to 3 hours, targets users needing to tag accounts for submission to HMRC and Companies House. Key objectives include understanding iXBRL requirements, importing documents, applying tags, and the submission process. Prerequisites include familiarity with accounts and having credentials for HMRC and Companies House. Additional resources such as eLearning courses and webinars are also provided for further learning.
CCH Accounts Production/iXBRL essentials training online (10133804)/(10133819)
This document outlines a course on using CCH Accounts Production software, aimed at helping new users efficiently produce statutory accounts. The course includes 1 x 2 hour session and 1 x 3 hour session focusing on practical skills such as setting up accounting periods, importing trial balances, and navigating the software. It is designed for all employees involved in preparing statutory accounts. Training is conducted in an interactive environment called CloudShare, with additional resources available online for further learning and support.
CCH iXBRL Review and Tag 2026.1
The latest release of CCH iXBRL Review and Tag
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The document outlines the features of a software interface with two main tabs: "CCH iXBRL Review and Tag" and "Companies House Submission." The first tab provides product version details and access to review and tagging settings, which are further explained in a linked system administrator guide. The second tab includes functionalities related to the Companies House licensed module, with an option to update the license if it has expired. Visual elements include images depicting the interface for clarity.
Introduction: Tagging Detailed Profit and Loss
The document outlines the process for tagging the Detailed Profit and Loss (DPL) statement for HMRC compliance, indicating that it must be submitted with either Accounts or tax computations, but not both. It specifies that CCH provides two options for tagging the DPL: via the CCH Corporation Tax return or using CCH iXBRL Review & Tag. Additionally, a link is provided for further instructions on tagging the DPL through the Corporation Tax method.