startCCH Personal Tax 2026.210 Service Pack: Release Notes
Release Notes

CCH Personal Tax 2026.210 Service Pack: Release Notes

CCH Personal Tax
Last update: Reading time 6 minutes
Previous Release

    Release Highlights 

    This release of CCH Personal Tax includes the following: 

    • Changes to ExPat to reflect changes in legislation
    • Quality improvements 

    Prerequisites  

    Installing CCH Personal Tax 2026.210 

    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. 

    You can find out more about the Central Suite Installer here: 

    Legislative & Compliance Updates 

    Updated Allocation of Compensation and Allocation of Compensation – Partial backing schedules 

    The Overseas Workdays Relief rows have been removed from the Allocation of Compensation and Allocation of Compensation – Partial backing schedules. New backing schedules have been added for calculating Overseas Workdays Relief due (please see the notes below). 

    CCH_Personal_Tax_2026-2-210_SP_Release_Notes_1.png
    CCH_Personal_Tax_2026-2-210_SP_Release_Notes_2.png

     

    Updated Foreign Employment Relief and Foreign Employment Relief – Partial backing schedules 

    New Foreign Employment Relief and Foreign Employment Relief – Partial backing schedules have been added to the application.  These provide a breakdown of how overall Foreign Employment Relief / Overseas Workdays Relief claims have been calculated. 

    CCH_Personal_Tax_2026-2-210_SP_Release_Notes_3.png

     

    CCH_Personal_Tax_2026-2-210_SP_Release_Notes_4.png

    Overseas Workdays Relief applied to gross income 

    Following guidance received from HMRC, the application’s calculations have been updated to calculate Overseas Workdays Relief on gross income rather than on net income as was done before the FIG regime commenced.  To facilitate this, the Gross up amount from the Cash Payments tab in an employment income record will be included in the initial total Income on the Overseas workdays relief tab.  The core functionalities of the Overseas Workdays Relief module have not been changed. 

    CCH_Personal_Tax_2026-2-210_SP_Release_Notes_5A.png

     

    CCH_Personal_Tax_2026-2-210_SP_Release_Notes_5B.png

    Quality Improvements 

    Residence and FIG Regime etc. - Remove validation on Box NRD23 

    The validation has been removed from the Box 23 (Date of arrival in the UK) field of the Residence and FIG Regime etc. window. 

    A claim can be made for FIG relief if the taxpayer became resident in the UK in the tax year or during the previous 3 tax years (after a period of at least ten tax years of not being UK resident).  The validation of the box entry prevented a date of more than 3 years before the start date of the tax year being entered.  This caused complication in some circumstances where date of arrival in UK was earlier than date of becoming resident in UK. 

    Claim under FIG regime on Business Profits (SA100) (ITS 68518) 

    A claim shown in Box 76.1 of SA103F is now being reflected in SA302. 

    CCH_Personal_Tax_2026-2-210_SP_Release_Notes_6.png
    CCH_Personal_Tax_2026-2-210_SP_Release_Notes_7.png

     

    Foreign Tax Credit on Partnership Income (SA100) (ITS 68520) 

    In claims for foreign tax credit in respect of partnership income, the total of figures in the Gross amount on which tax paid column was being restricted by reference to the amount in Box 20 of SA104F. 

    CCH_Personal_Tax_2026-2-210_SP_Release_Notes_8.png
    CCH_Personal_Tax_2026-2-210_SP_Release_Notes_9.png

     

    This precluded making a claim for Foreign Tax Credit on items such as transition profit taxed in the year. 

    Validations have been removed from the foreign tax credit screen to stop this situation. There are still validations to prevent a claim being made on trading income for FIG relief of more than the amount in SA104F Box 20. 

    Similar changes to validations have been made to Foreign Tax Credit screens for non trading income received through partnership. 

    Generation of IRMark for Tax Return containing OWR claim 

    Generation of IRMark for “Non Expat Tax Returns” containing an OWR claim failed due to synchronisation issues. 

    CCH_Personal_Tax_2026-2-210_SP_Release_Notes_10.png

     

    This has been fixed. 

    Validation on Country selection within SA100 Foreign: Other Income 

    A validation appears if a country has not been selected for an entry within Foreign: Other Income. 

    CCH_Personal_Tax_2026-2-210_SP_Release_Notes_11.png

    Notable Issues 

    Link between SA900 and SA100 Foreign: Other Income 

    Some anomalies have been noticed in respect of the flow of income from R185 to SA100. For instance, if you add income for beneficiary who already has income from trust to R185 for linking to SA100, the new income rows on SA100 are populated with countries that were used for similar types of income. 

    We will consider an amendment for this in a future release. 

    Saving cases with multiple expat employment income records 

    Occasionally for cases which contain more than one expat employment income record, the user may not be able to save the employment income records. This issue can be addressed through navigating to the main Employments window and saving from there. 

     

    CCH_Personal_Tax_2026-2-210_SP_Release_Notes_12.png

    Overseas Workday Relief – Allocation Period

    For some cases, in the Overseas workdays relief tab, a user may not be able to include the sum of the net income and its associated gross up amount for a given Allocation period row in its Income cell.  If so, then an allocation warning modal window would appear.

    This can be addressed through reporting the income and gross up amount in separate Allocation period rows and populating the override field or day count boxes in the associated analysis windows accordingly.

    We will consider an amendment for this in a future release.

     
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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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