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Additional Documents

CCH Personal Tax
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Tax Return Bundle

    Including the Schedule of Realised Gains

    The CGT Schedule of realised gains can only be added to the bundle where CCH CGT and Dividend Scheduling is installed along side Central and Personal Tax. If it is not installed then the Include in pack check box for CGT Schedule of realised gains will be greyed out and disabled:

    Personal_Tax-Tax_Return_Bundle_Window_Additional-Documents_1.png

    This will also be the case where CCH CGT and Dividend Scheduling is installed but the Include check box in the CGT Schedule of Realised Gains section of the Contents tab of the Bundle details window for the associated template is not ticked.

    Where the Include check box in the CGT Schedule of Realised Gains section of the Contents tab of the Bundle details window for the associated template is ticked then the check box will be enabled:

    Personal_Tax-Tax_Return_Bundle_Window_Additional-Documents_2.png

    The system is designed to include the include the Final version of a Schedule of realised gains from a single portfolio in the bundle.

    Validations

    There are a number of validations in the system.  These are visible on the Tax Return Bundle window but will not prevent the bundle being created.

    No record available for year

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    This validation will appear when there is no record for this client in CCH  CGT and Dividend Scheduling for any tax year.

    Portfolio not available for the tax year

    Personal_Tax-Tax_Return_Bundle_Window_Additional-Documents_4.png

    This applies where there is a record in CCH CGT and Dividend Scheduling but not for the current tax year.

    Multiple portfolios are held but no consolidated portfolio schedule exists

    Personal_Tax-Tax_Return_Bundle_Window_Additional-Documents_5.png

    The bundle is designed to be linked to one portfolio.  So where there are multiple portfolios a consolidated portfolio needs to be created.  If not then the above validation appears.  If the consolidated report is not set to Final then the following validation appears.

    The status of the schedule is Proof.  Update to Final for it to be included

    Personal_Tax-Tax_Return_Bundle_Window_Additional-Documents_6.png

    This validation will appear where the report is set to Proof rather than Final.

    Unable to obtain schedule as more than 1 CGT record exists

    Personal_Tax-Tax_Return_Bundle_Window_Additional-Documents_7.png

    Where, on the Tax Links tab, there is more than one client linked to this client then the above validation appears.

    Client Specific - Additional Documents

    Note: You can attach client specifc documents to the bundle. 

    These documents must already be in PDF format.

    In addition, any attachments uploaded for Online Filing will be added as client specifc documents at the point the IR mark is generated.

    Additional Documents for Online Filing

    When you create the IR mark any Additional documents added for Online Filing are added to the Client specific grid in the same order that they were added for Online Filing.  These appear before any Client specific documents manually added on this window.

    Adding a Client Specific Document

    Click on the Location when selected field in the Client specific grid to activate the elipsis.png button. 

    Personal_Tax-Tax_Return_Bundle_Window_Additional-Documents_8.png

    Click on the the elipsis.png button to open the Add Additional Document window.  Select the document.

    Personal_Tax-Tax_Return_Bundle_Window_Additional-Documents_9.png

    To delete an attachment highlight the row in the grid and press the Delete key on the keyboard.  A message will be displayed:

    Personal_Tax-Tax_Return_Bundle_Window_Additional-Documents_9a.png

    Click Yes on the message to delete.

    It is possible to add additional documents that are not part of the Tax Return.

    Predefined Documents - Additional Documents

    Note! You can choose which predefined documents are to be included in the bundle for the client.

    By default all the predefined documents are displayed in the order they were attached to the Contents tab of the Bundle Details window.  They are also pre-selected.

    Personal_Tax-Tax_Return_Bundle_Window_Additional-Documents_9b.png

    To de-select a document remove the tick from the corresponding check box. The documents will be included in the bundle in the order displayed in this window and will appear after the client specific attached documents.

    Related documents

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    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.