The Tag Proccess overview for MS Word and MS Excel conversion
- Open CCH iXBRL Review & Tag
- Click Load and browse to the MS Word or MS Excel document
- Click open
- Follow the main options to complete the main setup
- Start tagging the information on the face of the Accounts
- If part of your process, submit an HMRC test submission
- Export the iXBRL submission file (if the corporation tax is not produced in CCH) or attach the file CT return (for CCH Corporation Tax users)
- If licensed for online submissions, submit the appropriate Accounts to Companies House, this may be a reduced filing copy for small companies
Note: If you have performed a first time install of CCH iXBRL Review & Tag and have documents in the old formats these do not import. Open the .doc/.xls files in a post 2010 version of Microsoft office and save the file again as a .docx/.xlsx file. This enables the import of the accounts to CCH iXBRL Review & Tag.
CCH iXBRL Review & Tag conversion requires a separate licence from CCH Accounts Production licence.
The ability to submit Accounts to Companies House also requires a separate licence.