startCCH Personal Tax 2026.1 SP: Release Notes
Release Notes

CCH Personal Tax 2026.1 SP: Release Notes

CCH Personal Tax
Last update: Reading time 3 minutes
Previous Release

    Release Highlights

    This release of Personal Tax includes the following: 

    1. Updated FTSE350 file
    2. Updated Exchange Rates
    3. Double Tax Treaty rates

    Prerequisites

    Installing CCH Personal Tax 2026.1 SP 1

    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 licenced are installed in the correct sequence. Click here to learn about the Central Suite Installer.

    Legislative and Compliance Updates

    Updated FTSE350 File

    The 2025/26 FTSE350 file is included in this release.

    Average Exchange Rates

    The average exchange rates file is produced from the official HMRC average exchange rates. The file is now included in this release.

    Double Tax Treaty Rates

    The 2026 and 2027 Double Tax Treaty Rates are included in this release.  The following countries have been updated: 

    • Andorra (effective 2026/27)
    • Peru (effective 2026/27)
    • Portugal (effective 2026/27)
    • Romania- Change in rate as per latest update from HMRC

    Specials & Exclusions

    HMRC have introduced Specials 61, 62 & 63. Validations have been included in Personal Tax to account for these.

    Quality Improvements

    The following items have been updated in this release.

    ITS 68440 & ITS 68434 - HS302 Question 4 and HS304 Question 6 "Were you born before 6th April 1948?"

    Customers have reported that both the 2026 HS302 and HS304 data entry screens include the question “Were you born before 6 April 1948?” (Question 4 in HS302 and Question 6 in HS304). However, this question does not appear on the respective 2026 HS302 and HS304 forms. These have been removed from 2025-26 onwards.
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    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. © 2026 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.

    Wolters Kluwer (UK) Limited, Wolters Kluwer House, 145 London Road, Kingston Upon Thames, Surrey, KT2 6SR

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