How To
How to Create a Workflow Report (Legacy)
CCH Personal Tax
The Workflow Reporting wizard allows you create custom reports. Some of the reports you can create include, by next step due, the status of a specific step, and reports on upcoming deadlines. Before you create workflow reports you will need to add the Workflow Task List Home Page control. For further information on adding this control and customising the Home Page see the topics under Related Topics below.
Legacy Workflow Report Wizard
Note: when you select one or more fields to export then you can only display the report within MS Excel, and the Formatted Report output option is disabled.
- Click the Report button. The Workflow Reporting wizard appears.
- Click the Define a new report hyperlink. A list of the type of reports that you can create appears.
- Select the report type from the list. The next step within the wizard is determine by the report you select.
- Follow the guidance within the wizard. For example, specific filters in order to produce the report.
- (Optional) If you want to export specific fields to Microsoft Excel, then select their related check boxes.
Note: when you select one or more fields to export then you can only display the report within MS Excel, and the Formatted Report output option is disabled.
- On the Choose the type of output you want page, select whether you want to export the data to MS Excel or produce a formatted report.
- Click Next. The Save the Report page appears.
- Enter a name for the report in the box if you want keep a copy and then click the Save Report button.
- Click Finish to generate the report.
Use options on the Workflow tab toolbar to print, export to PDF and send via email.
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.