How To
Submit Tax Returns
CCH Personal Tax
Approve Tax Return
Once the IR mark is complete the Online filing screen displays the IR mark, date created and prompt for client approval.
The following options are available:
- View IR marked Tax Return – displays the return to be submitted to HMRC together with the internet service declaration if required
- Client Documents – allows you to view, print, export selected pages of the tax return, supplementary pages, backing schedules and tax computation
- Test in Live – submits the tax return to the HMRC Live Gateway without updating any HMRC systems. This process is recommended to test the return against unpublished HMRC validations which may otherwise cause the return to fail a live submission. This can be completed prior to submitting the return for client approval
- Submit to HMRC – sends the return to HMRC Live Gateway
- Add to Submission Queue – place the return on queue to file in bulk at a later time
- Compare current data – compares the current return against the IR marked return to identify any changes which may have occurred prior to submission
- View History – displays the full history of any filing submission, test in live results, and filing errors
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.