startImporting and Exporting Client Tax Returns
How To

Importing and Exporting Client Tax Returns

CCH Personal Tax
Last update: Reading time 2 minutes
Data ExportData ImportTax Return

    About the Tool

    The Import Tool allows you to add client data previously exported from CCH Personal Tax to be added to another CCH Personal Tax database.We recommend that you consult CCH Software Support before undertaking this yourself. The Import Tool can also be used to extract data from CCH Personal Tax and to forward it to CCH Software Support.Please note this is not a data merging or conversion tool and only applies to CCH Personal Tax.

    Data Extracted

    • Client name
    • Client code
    • Main address
    • Spouse/Civil Partner details
    • Client date of birth
    • National insurance number
    • UTR/R40 reference
    • Tax Return

    The Tool also imports related contacts of each case e.g. employer, banks and partnerships.

    Data Not Extracted 

    • Responsibilities
    • Team Security
    • Employees
    • Workflow
    • Partner
    • Contacts not associated to Personal Tax
    • Security task permission group
    • Disclosure notes entered via 'Tax Return Other Information'
    • Farmers averaging calculation data
    • Completed/reviewed status on tax returns.

    To Export a client

    To export a client and the associated tax returns, follow the steps below:

    • Click on File > Import/Export > Personal Tax - Export
    • Select Export client and click on Next
    • Locate the client and tick the left-hand column for each client that you wish to export
    • Click Next, then Browse
    • Enter a name for the file and choose a convenient location such as your Desktop
    • Click Save then Next then Finish

    To Import a client

    To Import a client follow the steps below:

    • Do not delete the return until you have confirmed that the import routine works
    • Click on File > Import/Export > Personal Tax - Import
    • Click on the link to select the file to import
    • Browse to the location of the file (which ends in .tss) and double-click to select it
    • Click Next,then Next
    • Check for any errors shown in RED (in which case contact support before closing this screen)
    • If no errors are shown, click on Finish

    If you were following the steps above to clear an error and the error persists, then you will need to delete the return and re-import it as above.

    Note!

    To delete a return, go into the return then click on the Delete tax return option in the ribbon at the top of the screen.  Please ensure that you are in the correct client and tax year before deleting the return.

    When you delete the return, it will also delete any CCH Central workflows attached to the return. These will need to be reassigned to the return after importing and then signed off up to the current step.

    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.
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    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.