startTax Return Status
How To

Tax Return Status

CCH Personal Tax
Last update: Reading time 1 minutes
Tax SettingsTax Return

    Status Panel Options

    The Status panel contains the following options:

    Personal_Tax_Tax-Settings_Tax-Return-Status_1.png

    Personal_Tax_Tax-Settings_Tax-Return-Status_2.png

    Note: The Click here to add notes link and the Details button do not appear on the Status panel if detailed data exists for the tax return section selected. For example, these options do not appear if you have added one or more rows to the Gift Aid Payments section.

     Use the Tax Return Status Options

    1. Click the Status assigned to the tax return. For example, Created, Rolled Forward, etc.

    2. The Tax Return Status window appears.

    Personal_Tax_Tax-Settings_Tax-Return-Status_4.png

    3.  Select the appropriate description from the drop-down.

    4.  Click Change. The selected option appears in Status.

    5.  The selected status updates the Filing Status control, which displays the client status as a percentage pie or bar chart. This control can be placed on the Home Page tab       and displays relevant information depending on the tax year that you have selected.  You can right-click the Filing Status control to customise the data further.

    Note: See the Home Page topic within Central's Help for further information on customising the Home Page.

    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.