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CCH Software User Documentation

CCH iXBRL Review & Tag 2023.2

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CCH iXBRL Review & Tag 2023.2: Release Notes

Release Highlights

This release of Review and Tag contains changes to the licensing of the product when installed as part of the CCH Central Suite and  updates for the 2023 Taxonomies.

Prerequisites

For sites with CCH Central

Installing CCH iXBRL Review & Tag 2023.2

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.

If you have installed Review &Tag on workstations, these is automatically updated the first time that you launch the workstation instance of the software while connected to the network. Please refer to the CSI installation instructions for more information.

For non CCH Central Sites

If you are not a Central user you should use the standalone installer. This needs to be run on each computer on which CCH iXBRL Review & Tag is installed. Please refer to the separate installation instructions for details.

Microsoft Prerequisites: Please note that the standalone installation requires the following Microsoft components to be present:

  • Microsoft .NET Framework 4.8 - for further information click here to go to our Knowledge Base FAQ article

Legislative & Compliance Updates

2023 Taxonomy - Added

Companies House now accepts accounts that have been tagged with the 2023 taxonomy.  

The following taxonomies for 2023 have now been added:

  1. FRS-102-DPL-SECR-2023-01-01
  2. FULL-IFRS-DPL-SECR-2023-01-01
  3. FRS-101-DPL-SECR-2023-01-01

To update to a newer version of the taxonomies, go to Document Information screen and select a newer version of the required taxonomy: 

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Republic of Ireland

No taxonomies for Republic of Ireland have been retired in this release, all pre 2019 taxonomies are still available.

2023 Taxonomies - Implemented

 The following taxonomies have been implemented for 2023:

  • FRC-2023-Taxonomy-v1.0.1 

In addition to base taxonomies, HMRC’s Detailed Profit & Loss (DPL) taxonomy and SECR taxonomy have been incorporated into the main body of the FRC suite. 

Sr. No 

Name of the Taxonomy 

Displayed as 

  1.  

FRS-102-2023-01-01 

FRS-102-DPL-SECR-2023-01-01 

  1.  

FRS-101-2023-01-01 

FRS-101-DPL-SECR-2023-01-01 

  1.  

FULL-IFRS-2023-01-01 

FULL-IFRS-DPL-SECR-2023-01-01 

  1.  

CHAR-FRS102-2022-01-01 

CHAR-FRS102-2022-01-01 

  1.  

IE-FRS-102-2022-01-01 

IE-FRS-102-DPL-2022-01-01 

  1.  

IE-FRS-101-2022-01-01 

IE-FRS-101-DPL-2022-01-01 

  1.  

IE-IFRS-2022-01-01 

IE-IFRS-DPL-2022-01-01 

The new taxonomies are selected from Document Information screen: 

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Details of acceptance dates for the new and prior taxonomies as per the HMRC website are as follows: 

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Detailed Profit and Loss section taxonomies.jpg

CCH Accounts Production Dictionaries

The latest dictionary files have been updated for 2022 FRC and Ireland taxonomies. A dictionary file is not required for Charity taxonomy. 

Quality Improvements

The following quality improvements have been made to licensing in this release.

Online Filing Configuration

Following the migration of the CCH iXBRL Review and Tag licence to sit within CCH Central in the 2022.1 release, some customers received an error message when attempting to click on the hyperlinked filing status:

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After re-entering the credentials the message persisted. We advised users to restart Central as the cache still retained the old data.

We have now added a warning message so that when a change is made to the iXBRL Settings advising that Central needs to be restarted:

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Note: The warning message ONLY appears if CCH Central or CCH iXBRL Review and Tag are open when the changes are made.

Licence Count Warning Message

Following the upgrade to 2022.1 Customers licensed for CCH iXBRL Review and Tag but not for Online Filing were receiving one of the following messages:

  1. CCH iXBRL Review & Tag all current Companies House submissions have been used and you will not be able to make any further submissions. Please contact your account manager to discuss any additional licenses.
  2. CCH iXBRL Review & Tag only xxx Companies House submissions are left and you will not be able to make any further submissions when these have expired. Please contact your account manager to discuss any additional licenses.

Note: These messages only appear for customers licensed for online filing. 

Information message appearing every time on launching R&T

Following the upgrade to 2022.1, after updating pin for other products, Customers were receiving the following Information message every time CCH iXBRL Review & Tag was launched: 

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This message only appears when R&T is launched for the first time after updating pin in CCH Central. 

Restart Central and R&T desktop application on any credential change

In the 2022.1 release, users reported that the cache still held details in memory after changing any CCH iXBRL Review & Tag Settings; we advised users to restart CCH Central. We now provide an information message, advising to restart both CCH Central and CCH iXBRL Review & Tag when settings have been changed.

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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. © 2023 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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