How To
Opening an Existing Client
CCH Corporation Tax
CCH Corporation Tax client files can be found and accessed using:
Central search or
CCH Corporation Tax homepage control.
Open an existing client using CCH Central
To open an existing client via CCH Central, follow this link: finding a contact or client record.
Open an existing client using CCH Corporation Tax homepage control
If the homepage controls are not already displayed, click the Home button in the main toolbar.
From the CCH Corporation Tax homepage control, navigate to your required client by:
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Searching for Code, Name or UTR. These options filter the client list down to only those containing the criteria you have entered.
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Scrolling manually through the list using the vertical scroll bar on the right of the control.
On the results list, click the required client file to open the Tax Returns tab.
From here, open the Tax Returns by clicking the Period of Account link or Create a new period of account.
Related documents
CCH Corporation Tax 2026.3: Release Notes
Release Notes for CCH Corporation Tax 2026.3
CCH Corporation Tax 2026.2: Release Notes
Release Notes for CCH Corporation Tax 2026.2
Getting Started
This document provides a quick start guide for using CCH Corporation Tax software. It outlines essential features such as the Data Navigator, which assists in completing clients' Returns, and the use of Breadcrumbs for navigation. Additionally, it explains the functions available in the Ribbon panel located at the top of the screen. Overall, the document aims to streamline the user experience by highlighting key tools and navigation methods within the software.
Non Trade Loan Relationships
This document outlines topics related to Non Trade Loan Relationships in corporate tax computations. It includes links to sections on Non Trade Loan Relationship Summary, Credits, and Debits, detailing how to input and summarize these tax-related items in the Data Navigator. Each section describes the process for entering data and how totals are summarized for reporting purposes. Additionally, it links to related topics like Foreign Income and Miscellaneous Income.
Document Publishing
This document outlines the options for electronically storing tax returns and computations using CCH Document Management and CCH OneClick. It emphasizes that access to these tools requires appropriate licenses and user rights. Users can publish tax returns and computations both in draft form for client review and at various stages in the submission process to HMRC. The document includes specific links to guides on how to publish documents using both systems.