How To
Amended Returns
CCH Personal Tax
Original return submitted in Personal Tax
When the original return is created and submitted in Personal Tax, and has been accepted by HMRC, the Amended Return option becomes available in the online filing screen allowing a new IR mark to be generated and submitted to HMRC. To amend the return:
- Open the tax return for the client that you want to submit to HMRC.
- Make all necessary changes to the tax return data entry.
- In the 'Tax Return' Ribbon Bar click Online Filing.
- Select Amended Return
- The Generate IR mark option becomes available, together with the option to cancel the amendment
- Follow the same steps taken when creating the original IR mark, obtaining necessary client approval before submitting the amendment
Previous submission for current year not made in Personal Tax
2015 and later tax years
When a return for the current tax year has been submitted online and accepted by HMRC not using Personal Tax, for example when filed by a previous agent, to amend the return:
- Open the tax return for the client that you want to submit to HMRC.
- When all data entry is finalised, in the 'Tax Return' Ribbon Bar click Online Filing.
- Before generating the IR mark you can change if HMRC should treat the submission as the original or an amended return with the following two options:
- Original - This default option submits the return to HMRC as the first return for the tax year
- Amended - This option allows you to notify HMRC to treat the submission as an amended return
- After selecting Original / Amended as required, select Generate IR mark and then follow the same steps taken when creating the original IR mark, obtaining necessary client approval before submitting the amendment
Note: The original and amended options are only available for the first submission each year. Once CCH Personal Tax receives HMRC confirmation the return is accepted, both options are disabled for that tax year. All subsequent submissions are treated as amended returns.
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.