How To
The Tag Process overview for MS Word and MS Excel conversion
CCH IXBRL Review And Tag
- Open CCH iXBRL Review & Tag
- Click Load and browse to the MS Word or MS Excel document
- Click Open
- Follow the main options to complete the main setup
- Start tagging the information on the face of the Accounts
- If part of your process, submit an HMRC test submission
- Export the iXBRL submission file (if the corporation tax is not produced in CCH) or attach the file CT return (for CCH Corporation Tax users)
- If licensed for online submissions, submit the appropriate Accounts to Companies House, this may be a reduced filing copy for small companies
Note: If you have performed a first time install of CCH iXBRL Review & Tag and have documents in the old formats these do not import. Open the .doc/.xls files in a post 2010 version of Microsoft office and save the file again as a .docx/.xlsx file. This enables the import of the accounts to CCH iXBRL Review & Tag.
CCH iXBRL Review & Tag conversion requires a separate licence from CCH Accounts Production licence.
The ability to submit Accounts to Companies House also requires a separate licence.
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.