How To
System settings
CCH IXBRL Review And Tag
System Settings, Taxonomies and Miscellaneous Settings
System Settings, Taxonomies and Miscellaneous Settings
1. Right-click on CCH Central Icon on the desktop and click 'Open File Location'
2. Find the file ‘ReviewAndTagSettings.exe’ which is within the CCH Deploy folder and double-click on it to open
3. The following window appears.
System Settings
- Auto-save directory – choose a network location that is backed up, when the Review iXBRL icon is launched from Accounts Production for the first and the dialog to save the file appear, it will show the location setup here, but the user can choose to save file in any other location.
- Log file – this path is set on the installation and is used by CCH support to trace issues
- Ribbon bar – tick the box if not ticked as this should be the default layout
Taxonomies Settings
- User Dictionary – should be set on installation, alternatively choose a network location that is backed up and is accessible by the users who will maintain the dictionaries.
- CoHo/HMRC store location – should be set on installation
- Allow user to change the default list settings – box ticked by default, alternatively leave the box blank if the end use will be not authorised to change list settings
- Dictionary label enabled – box ticked by default
Miscellaneous Settings
Useful Information! The boxes above will not be ticked by default, in case the user wants to apply the features above, then tick the boxes.
Related documents
CCH iXBRL Review & Tag: Training for Accounts conversion from MS Word and Excel (10133768)
This document outlines a training course for converting statutory accounts from Word and Excel into iXBRL format using CCH iXBRL Review & Tag. The course, lasting up to 3 hours, targets users needing to tag accounts for submission to HMRC and Companies House. Key objectives include understanding iXBRL requirements, importing documents, applying tags, and the submission process. Prerequisites include familiarity with accounts and having credentials for HMRC and Companies House. Additional resources such as eLearning courses and webinars are also provided for further learning.
CCH Accounts Production/iXBRL essentials training online (10133804)/(10133819)
This document outlines a course on using CCH Accounts Production software, aimed at helping new users efficiently produce statutory accounts. The course includes 1 x 2 hour session and 1 x 3 hour session focusing on practical skills such as setting up accounting periods, importing trial balances, and navigating the software. It is designed for all employees involved in preparing statutory accounts. Training is conducted in an interactive environment called CloudShare, with additional resources available online for further learning and support.
CCH iXBRL Review and Tag 2026.1
The latest release of CCH iXBRL Review and Tag
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The document outlines the features of a software interface with two main tabs: "CCH iXBRL Review and Tag" and "Companies House Submission." The first tab provides product version details and access to review and tagging settings, which are further explained in a linked system administrator guide. The second tab includes functionalities related to the Companies House licensed module, with an option to update the license if it has expired. Visual elements include images depicting the interface for clarity.
Introduction: Tagging Detailed Profit and Loss
The document outlines the process for tagging the Detailed Profit and Loss (DPL) statement for HMRC compliance, indicating that it must be submitted with either Accounts or tax computations, but not both. It specifies that CCH provides two options for tagging the DPL: via the CCH Corporation Tax return or using CCH iXBRL Review & Tag. Additionally, a link is provided for further instructions on tagging the DPL through the Corporation Tax method.