How To
Tax Return Bundle Window
CCH Personal Tax
The Tax Return Bundle window is used to generate the bundle including the Transmittal Letter.
The Date of Issue field is used for the date of the cover letter. There are Templates for Bundles.
Covers Letter, Paragraphs, Data Items and Validations
Covers the Storage feature of Tax Return Bundle
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.
It is possible to add additional documents that are not part of the Tax Return.
The bundle is created using the settings on the Tax Return Bundle window
Lock the Tax Return Bundle Window
This section show you how to lock the Tax Return Bundle window and the consequences of doing that.
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
The Tax Return Bundle feature in CCH Personal Tax allows users to create a customized set of documents, including a tax return and an automated cover letter for client approval. The letter can be tailored to match the user's branding and style, incorporating both automated and personalized content. The system provides a dedicated window for generating the bundle, along with maintenance options for managing letter content and permissions, enhancing the efficiency of tax return processes.