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CCH Software User Documentation

CCH Personal Tax IE 2022.1

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CCH Personal Tax IE 2022.1

Before You Begin

About this Document

This document is a guide for updating CCH Personal Tax IE from version 2021.2 to 2022.1.  It is suitable for both standalone and network installation.

This document is intended for tax professionals who have some experience with computer technology and have the time available to read it thoroughly and understand the content before proceeding with the upgrade. It is also suitable for IT and support staff tasked with installing the upgrade.

General Advice

  • Before you start installing this upgrade:
  • Ensure all users are logged out of CCH Personal Tax IE
  • Either make a backup copy of your Personal Tax IE database(s) or confirm that you have a backup to which you are able to revert in the unlikely event it is necessary. 

Prerequisite Version

CCH Personal Tax IE version 2022.1 is an upgrade from version 2021.2.  Before proceeding to install this update, ensure that CCH Personal Tax IE 2021.2 is already installed and working correctly.

Installing the Software

The steps outlined in this section must be carried out on each PC that runs CCH Personal Tax IE.

Downloading the Installer

Note: you need to have previosuly registered and activated your account on the Customer Community.

  • Click the Software Downloads tile.
  • Click the Non CCH Central Suite tile.
  • Click the CCH Personal Tax IE tile.

The CCH Personal Tax 2022.1 download page.

  • Review the page paying particular attention to the release notes link.
  • Click the 'Download' button located at the bottom left of the page.
  • Now proceed with the download and save the CCH_Personal_Tax_IE_2022-1.zip file to a convenient location. Then extract the CCH_Personal_Tax_IE_2022-1.exe file (from the .zip).

Program Installation

Locate the downloaded CCH_Personal_Tax_IE_2022-1.exe file and right-click.

The Open menu will appear.

  • Click 'Run as Administrator'.

The WinRAR self-extracting archive window will appear.

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  • Click Install.

The installation will begin.

The installation (extraction) will take less than 30 seconds and when complete the WinRAR self-extracting archive window will close.

If you have a network installation, proceed to the next PC and run the Program Installation again, repeat this until all PCs have been updated.

Note: It is imperative that all computers running CCH Personal Tax IE are updated to the new version of the product. Failure to do this will result in a warning message on any computers that have not been updated. See Troubleshooting for more information.

Database Upgrade

A database upgrade is required as a part of the 2021.2 to 2022.1 update, proceed as follows to carry out the upgrade.

  • Select one PC and start CCH Personal Tax IE 2021.2

The CCH Personal Tax IE window will appear, requiring a database upgrade.

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  • Click Update.

When the database upgrade is complete the CCH Personal Tax IE window will appear with the User ID and Password boxes.

Note: For network installations with a shared database, the upgrade is only carried out once, by the first PC to login to the product.

Completion

Your CCH Personal Tax IE update is now complete.

It is worth spending a few moments to check your work. To do this, proceed as follows:

  • Start CCH Personal Tax IE as normal.
  • From the top tool bar select Help   > About CCH Personal Tax IE to arrive at the About CCH Personal Tax IE window shown below.

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  • Confirm that the Version number matches that shown in the image above.
  • Finally, it is a good idea to take a post-upgrade backup of your database and store this safely.

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. © 2022 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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