The Tax Return section allows you to select which of the Tax Return, Supplementary Pages, Helpsheets, Backing Schedules and Computations are to be included in the bundle.

Changing the Default Settings

The default settings are taken from the Contents tab of the Bundle details window for the corresponding Template.

Personal_Tax-Tax_Return_Bundle_Window-Tax-Return_1.png

To update the settings select the appropriate tab e.g. Tax Return Pages and tick or un-tick the relevant check boxes e.g. Return declaration.

The check box Return declaration interacts with the check box Include copy declaration text on front page of form in the same way as on the Online Filing window.  If the check box Return declaration is ticked then any tick in the check box Include copy declaration text on front page of form is removed and the check box is disabled.  If the tick is removed from the Return declaration check box then the Include copy declaration text on front page of form is enabled and ticked.  You can then choose to remove the tick from the Include copy declaration text on front page of form check box.

Related documents

Enter Agent Credentials
The document outlines the procedures for adding online filing credentials for tax returns, prioritizing employee, departmental, and database credentials. Instructions for adding login details for individual employees involve searching for the employee and entering agent credentials in the Online Filing Details tab. Additionally, there are steps for entering organizational login details via the Tax System Parameters menu, specifying user ID, password, and email, followed by selecting the filing organization type. The document emphasizes related topics for further reference.
CCH Personal Tax 2026.210 Service Pack: Release Notes
CCH Personal Tax 2026.210 Service Pack: Release Notes
CCH Personal Tax 2026.2: Release Notes
Release Notes for CCH Personal Tax 2026.2
Generating the Online Filing Submission and IR Mark
The document outlines the process for validating a tax return before submitting it to HMRC. It specifies steps to open the tax return, validate it against HMRC standards, and correct any errors. It also describes how to add attachments, including schedules and the SA302 form, while noting attachment size limitations. Finally, the process to generate the IR mark is detailed, highlighting that it occurs only when no validation errors remain. This includes data saving, error checks, and snapshotting the tax return for database records.
Tax Return Bundle Window
The Tax Return Bundle window facilitates the creation of a comprehensive tax return package, including a Transmittal Letter. This document outlines various sections, such as setting the date of issue, customizing cover letters, selecting which tax return items to include, and adding additional documents. It also covers the bundle creation process and the functionality of locking the window. Overall, it serves as a guide for users to efficiently manage and generate tax return documentation using the specified features of the software.