Overview

This course provides an introduction to CCH iXBRL Review & Tag, guiding delegates through the process of tagging the Detailed Profit and Loss account, reviewing exceptions, and preparing accounts for submission to HMRC. 

Prerequisites

All delegates should have completed CCH Central: essentials. 

Objectives

To explore the functionality of iXBRL Review & Tag and gain the knowledge required to tag accounts, including the Detailed Profit and Loss, for submission with the CT600 to HMRC. 

Course duration

1.5 hours

Cloudshare: This course will be delivered using an interactive hosted training environment called CloudShare.
CloudShare provides a standardised virtual training environment for each attendee, enabling hands on interaction during the training session. You will receive a comprehensive set of instructions and recommendations prior to the training.

Course contents

  • Importing accounts into iXBRL Review & Tag from CCH Accounts Production 
  • Navigation of iXBRL Review & Tag 
  • Tagging the detailed profit and loss account 
  • Attaching the accounts to the Corporation Tax return for submission to HMRC 
  • Launching iXBRL Review & Tag from CCH Central 
  • Submission to Companies House – overview. 

Who is this course designed for?

  • This course is for delegates who will be responsible for tagging the accounts including the detailed profit and loss, ready for submission. 

Useful Resources

  • eLearning courses - online courses that provide you with an overview and insight into our software
  • Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software 
  • Webinars - sessions for you to attend and learn from
  • Customer Onboarding Glossary - Our terminology explained for customers

Related documents

CCH iXBRL Review & Tag: Training for Accounts conversion from MS Word and Excel (10133768)
This document outlines a training course for converting statutory accounts from Word and Excel into iXBRL format using CCH iXBRL Review & Tag. The course, lasting up to 3 hours, targets users needing to tag accounts for submission to HMRC and Companies House. Key objectives include understanding iXBRL requirements, importing documents, applying tags, and the submission process. Prerequisites include familiarity with accounts and having credentials for HMRC and Companies House. Additional resources such as eLearning courses and webinars are also provided for further learning.
CCH Accounts Production/iXBRL essentials training online (10133804)/(10133819)
This document outlines a course on using CCH Accounts Production software, aimed at helping new users efficiently produce statutory accounts. The course includes 1 x 2 hour session and 1 x 3 hour session focusing on practical skills such as setting up accounting periods, importing trial balances, and navigating the software. It is designed for all employees involved in preparing statutory accounts. Training is conducted in an interactive environment called CloudShare, with additional resources available online for further learning and support.
CCH iXBRL Review and Tag 2026.1
The latest release of CCH iXBRL Review and Tag
View
The document outlines the features of a software interface with two main tabs: "CCH iXBRL Review and Tag" and "Companies House Submission." The first tab provides product version details and access to review and tagging settings, which are further explained in a linked system administrator guide. The second tab includes functionalities related to the Companies House licensed module, with an option to update the license if it has expired. Visual elements include images depicting the interface for clarity.
Introduction: Tagging Detailed Profit and Loss
The document outlines the process for tagging the Detailed Profit and Loss (DPL) statement for HMRC compliance, indicating that it must be submitted with either Accounts or tax computations, but not both. It specifies that CCH provides two options for tagging the DPL: via the CCH Corporation Tax return or using CCH iXBRL Review & Tag. Additionally, a link is provided for further instructions on tagging the DPL through the Corporation Tax method.