startPeriod Management
How To

Period Management

CCH Corporation Tax
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Period Management

    Topics in this Section

    • Guide Contents

    • Creating New Periods

      You can create Periods of Account (POAs) and Accounting Periods (APs) in both new and existing client files.

    • Deleting Periods

      It is not possible to directly delete accounting periods. These can only be edited or deleted as part of the period of account deletion.  Exercise caution while using this feature as all data for the deleted period will be lost.

    • Editing Periods

      The software offers the flexibility to edit both: Periods of Account (POAs) and Accounting Periods (APs)  You can edit periods at any point during tax return preparation, before sign-off and submission to HMRC.

    • Access to period data for multiple users

      This section explains what happens when a client's period of account is in use by another user of the software. It also advises on how to unlock the period of account for editing.

    • Tax Return Status

      The Tax Return status is a feature allowing for the setting of the status of a Tax Return for each period  throughout the compliance process from creation to completion. This section explains how to use this feature.

    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.