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CCH Software User Documentation

Updates from CCH Accounts Production

CCH Accounts Production data can automatically update associated Business Tax records. This functionality is enabled for all clients in Tax System Parameters with additional controls in the client’s Tax Links for each tax year.

Tax System Parameters

To enable or disable the automatic update by default:

  1. Go to File > Maintenance > Tax Settings > Personal Tax > Tax System Parameters > Database Links.
  2. Select the ‘Update from CCH Accounts Production automatically option'.

Note

This option only affects any new clients; no changes are made to existing clients.

Tax Links

Active Links

  1. To enable or disable the automatic update for a specific client, open the client’s Tax Links tab.
  2. From the Automatic Links section under Active Links check the CCH Accounts production > Update automatically check box.

Note

For all new clients this option uses the default setting specified in Tax system parameters. Changes in the Tax Links tab override the Tax system parameters default for each specific client.

  1. To disable the automatic update for a specific client, open the client’s Tax Links tab.
  2. From the Automatic Links section under Active Links uncheck the CCH Accounts production > Update automatically check box.

  1. When the client’s CCH Accounts production Active link is disabled, the automatic update is suspended. An Error and Exception message is displayed advising the available period. ​
  2. Select this message to complete the automatic update e.g. “CCH Accounts Production data is available for My Sole Trade accounting period 01/01/13 to 31/12/13. Select this message to update Business Tax automatically”. This allows you to control when to complete the update.

Note

If other circumstances prevent the automatic update completing, when the conditions have been cleared and the return is still open the above message appears allowing you to control when to complete the update.

Enabled Links

Regardless of the Update automatically setting, the link may be fully disabled for specific tax years.

  1. Untick the CCH Accounts Production link check box for the required tax year.
  2. To activate the link check the Allow draft accounts check box.

Note

The CCH Accounts production link is re-enabled for each new tax year, even when disabled in a previous year.

The importing of draft accounts is disabled by default and must be activated for each relevant year. 

  1. If draft data is not enabled, but the CCH Accounts Production data is marked draft, the automatic update is suspended to ensure only finalised details are used.
  2. An Error and Exception message is displayed advising the Tax Links for Allow draft accounts setting should be enabled e.g. “My Sole Trade accounting period 01/01/13 to 31/12/13 data is draft.
  3. To update draft data, enable the Allow draft accounts option in the client’s Tax Links tab.

Note

Alternatively the CCH Accounts Production data may be updated without marking the tax link data as draft.

The Accounts Production ‘#Client # Tax Link Amend Draft’ permission must be enabled when using draft accounts.

Updating Business Tax

  1. Enable automatic update and open the Tax Return.
  2. If there is a matching Business Tax accounting period available, a dialogue box displays the update progress.

Note

In some scenarios the automatic update is intentionally suspended to prevent potential issues. Should this occur, an Error and Exception message is displayed advising the potential problem and the steps required to complete the update.

All accounting periods ending after 05/04/2013 may be updated automatically.

The update functions either between the current client’s Accounts Production and Personal Tax periods, or between the current Personal Tax client and another client’s Accounts Production period where the association Has trade of/Is trade of exists.

  1. Where two accounting periods end in the same tax year, each period updates the associated Business Tax record.
  2. To prevent unexpected changes occurring, the automatic update is suspended when Business Tax is marked as complete.
  3. An Error and Exception message is displayed advising CCH Accounts Production is available, but that it cannot update Business Tax as that screen is marked as complete e.g. “My Sole Trade accounting period 01/01/13 to 31/12/13 is ready to update, but Business Tax status is completed”.

  1. To re-enable the automatic update, remove the ‘Complete’ tick then save and close Business Tax. An Error and Exception message is then displayed advising the available period, selecting this message completes the automatic update.

Automatic update when CCH Accounts Production and Business Tax accounting periods do not match

Both the accounting period start and end dates must be an exact match to ensure the correct period is updated.

If either or both dates do not match, the following Error and Exception message is displayed “CCH Accounts Production data cannot be updated as the accounts period does not match. Either change the dates to match, or use the Business Tax ‘Update accounts’ option”.

To re-enable the automatic update either:

  • Change the accounting periods in CCH Accounts Production to match those in Business Tax then Update the Tax data.
  • Change the dates in Business Tax to match those in Accounts Production.

The Business Tax trade does not yet exist 

If a CCH Accounts Production data update is available, but no Business Tax record exists, the following Error and Exception message is displayed ““CCH Accounts Production data is available for accounting period 01/01/13 to 31/12/13, but no Business Tax record exists”.

  1. To enable the automatic update, create a Business Tax Trade with matching accounting period. An Error and Exception message is then displayed advising the available period.
  2. Select this message to complete the automatic update.

If CCH Accounts Production exists, but the tax link data not yet updated and also no Business Tax record exists, the following Error and Exception message is displayed “CCH Accounts Production accounting period 01/01/13 to 31/12/13 is present, but no Business Tax record exists”.

  1. To enable the automatic update, update the Accounts Production data and create a Business Tax Trade with matching accounting period. An Error and Exception message is then displayed advising the available period. 
  2. Selecting this message to complete the automatic update.

A client has multiple Business Tax trades or data from several CCH Accounts Production clients

The automatic CCH Accounts Production data update occurs only when there is a single Business Tax trade and single accounts source.

  1. If multiple trades or sources exist, data is updated using the Business Tax > Update from Accounts option. In this scenario the following message is displayed “It is not possible to update from CCH Accounts Production as multiple trades exist.
  2. Use the Business Tax ‘Update accounts’ option.”

 

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