startCCH Personal Tax 2025.3 Service Pack Release Notes
Release Notes

CCH Personal Tax 2025.3 Service Pack Release Notes

CCH Personal Tax
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Service PackPrevious Release
    CCH Personal Tax 2025.3 Service Pack: Release Notes

    Release Highlights 

    This focussed release of Personal Tax includes the following:

    This targeted release of Personal Tax includes:

    • Update to the rate of tax applied to Carried Interest on Proof of equalisation Partial
    • Update to the reconciliation of Personal Tax Liability report for residential property
    • Enhancement to the sync between Personal Tax and MTDfIT

    Prerequisites 

    Installing CCH Personal Tax 2025.310

    This release is installed using the Central Suite Installer. This ensures that all prerequisites are in place and that all the products for which you are licensed are installed in the correct sequence. Click here to learn about the Central Suite Installer.

    Legislative & Compliance Updates

    Carried Interest - Proof of equalisation partial

    We had identified an issue with the taxation of Carried Interest in conjunction with the Proof of Equalisation Partial report.  It was not giving the 'Carried interest basic rate' in the gross up calculation/report when the Equalisation option was set to Specific but it was correctly doing so when the Equalisation option was set to Full. This now matches the SA302 calculation.

    Reconciliation of Personal Tax Liability Report

    Where the configuration key Tax-PersonalTaxLiabilityReport was present with a Key Value of 1, residential property gains were incorrectly taxed at 18% instead of 24%.

    Interaction with MTDfIT - Delete tax year

    We have update the API endpoints to facilitate a better synchronisation with Personal Tax to ensure the updating of MTDfIT information within the Central Tax Return Status.

    2026 Returns - Advance Notice

    We have recently received the draft 2026 Tax Returns, there are a large number of changes in areas such as Furnished Holiday Lettings and Foreign Income. Due to the complex nature of these changes we will only be converting the UK Furnished Holiday Lettings and NOT the EEA Furnished Holiday Lettings; these will need to be re-entered as Foreign Income in 2026.

    There will be significant changes, consequently we strongly recommend that users do NOT roll forward returns to 2026 before loading the 2026.100 update in April next year.  If, however you need to do a roll forward for planning purposes we recommend that the 2026 return is printed (a pdf will suffice) and then deleted; this can then be rolled forward again to ensure the return is correctly updated. 

    Legal Notice

    Disclaimer : Wolters Kluwer (UK) Limited has made every effort to ensure the accuracy and completeness of these Release Notes. However, Wolters Kluwer (UK) Limited, its staff and agents will not be liable for any errors or omissions and use of the software is subject to the customer’s licence with Wolters Kluwer (UK) Limited. These Release Notes should not be relied upon as a detailed specification of the system or the software. Wolters Kluwer (UK) Limited may make changes to these Release Notes from time to time. This is provided for informational purposes only. The information reflected in this document may be changed or updated without notice. Wolters Kluwer (UK) Limited may also make improvements and/or changes in its products, practices, and/or programs described in this document at any time without notice. This document should not be seen as a contractual agreement, a modification or amendment of any existing contractual agreement with Wolters Kluwer (UK) Limited, or an indication of terms of service. All technical data, specification and other information contained in this document is confidential and the proprietary intellectual property of Wolters Kluwer (UK) Limited and/or its licensors. No reproduction, copy, alteration, or distribution thereof may be made without the express written consent of Wolters Kluwer (UK) Limited.

    Copyright: These Release Notes may not be copied, altered, edited, disposed of, or distributed without the prior consent of Wolters Kluwer (UK) Limited. The content is confidential. Unless indicated otherwise all elements of this software product are owned by Wolters Kluwer (UK) Ltd. © 2025 Wolters Kluwer (UK) Limited

    Trademark Rights: Microsoft, Windows, Windows NT, Windows for Workgroups, Windows 98, 2000, XP, MSDOS, Windows Vista, Windows 7, Windows 8, Windows 10, Windows Server, Microsoft SQL Server, and Microsoft Office, are either registered trademarks or trademarks of Microsoft Corporation. Novell and NetWare are trademarks of Novell Inc. Citrix MetaFrame is a registered trademark or trademarks of Citrix Systems, Inc. All rights reserved. All other trademarks are the property of their respective owners.

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