How To
Enter Agent Credentials
CCH Personal Tax
Online Filing Credentials
The online filing credentials used to submit a tax return is based on the following priority order:
- Employee’s credentials
- Company, Office, or Department credentials
- Database level credentials
Add Login Details for an Individual Employee
- Click the Employees button on the toolbar.
- In Search for enter the search criteria for the employee and then click Search.
- Once located double-click or press [Enter] on the employee you would like to work on.
- Click the Online Filing Details tab.
- Enter your agent credentials and then click Save.
Note: If necessary repeat the above steps to add login details to other employees.
Add Login Details by Organisation Type
- From the menu select Maintenance > Tax Settings > Tax System Parameters and then click the Online Filing tab.
- Enter your agent credentials:
- User ID
- Password
- E-Mail address
- Select one of the options under Filing by Internet Credentials selected by. This option allows you to file by a specific area within your organisation:
- company
- office
- department
The tab then displays the details associated with the selected option and what details will be used.
- Ensure that you complete the following for the selected organisation type:
- User ID
- Password
- E-mail Address
- When done, click OK.
Related Topics
Related documents
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.
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.