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CCH Software User Documentation

CCH Personal Tax 2023.2: Release Notes

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CCH Personal Tax 2023.2: Release Notes

Release Highlights

This release of Personal Tax includes the following items:

  • Updated Exclusions 138 and 141
  • The ability to populate box 5.22 of the SA905 - Current year losses transferred to beneficiaries
  • Enhancements to the Digital Data Request 


Installing CCH Personal Tax 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.

Legislative & Compliance Updates

Specials and Exclusions


We have added the following exclusions in this release:

Exclusion ID

HMRC Description & Details

WK Action


Since 6 April 2013 the total amount of certain Income Tax reliefs that can be used to reduce the total taxable income has been limited to £50,000, or 25% of adjusted total income if higher.

 This restriction takes place at stage c4 within the SA calculator. Box AOR6 contains various types of losses and feeds into that stage as losses that need to be restricted to those limits. However, included within that box are pre-incorporation losses covered by s86 ITA 2007. This is an extension of relief against profits of the same trade and as such is specifically excluded from the cap and so entries in AOR for those losses will be incorrectly restricted.

We have attempted to identify this exclusion and a warning message appears in the errors and exceptions panel.


Non-UK residents are taxed either under the normal rules following the steps at s23 ITA 2007, or under the rules that limit UK income tax liability at s811 ITA 2007 where the limit on the total liability of ‘Amount A’ (tax deducted from disregarded income) is added to ‘Amount B’ (tax which would otherwise be chargeable on non-disregarded income) and either the s23 or s811 result retained (whichever is the most beneficial).

 Some Non-UK residents with Child Benefit payments and income at such a level as to have a High-Income Child Benefit Charge (HICBC) at step 7 of the s23 calculation, will currently have that HICBC incorrectly retained at Amount B. This happens because HICBC calculation within the SA calculator uses the ‘resident’ adjusted net income amount for both the s23 (resident) and s811 (non-UK resident) calculation.

We have attempted to identify this exclusion and a warning message appears in the errors and exceptions panel.

Software Enhancements 

SA905 Box 5.22 (ITS 56731)

Following requests from a number of customers we have introduced the ability to populate box 5.22 of the SA905. We recommend that this box is completed after all entries have been made for capital transactions:


The population of Box 5.22 is not linked in the software to the population of Box 5.33.  

Note: If amendments are made to any of the capital transactions entered, the entry in box 5.22 requires manually updating

Digital Data Request

The following enhancements have been made to the Digital Data Request:


In the advisor space additional columns have been added that record the Document Name, Uploaded By as well as the date and time for any documents uploaded.


An additional column has been added to the One Click client team defaults to nominate a responsibility type to receive email notifications for updated and completed DDR’s in addition to the employee who issues the original DDR.

1.      Select File > Maintenance > OneClick > Client team defaults

2.      Tick the DDR Notification column for one role only, click OK

3.      If required, use the Bulk Update option (please speak to your system administrator) to assign a specific employee to the role specified above

4.      Select File > Maintenance > OneClick > SyncWorker Management Console and run a full sync

Note:  This functionality is currently restricted to a single responsibility type; it is planned to expand this to multiple responsibility types in a future release.

Quality Improvements

The following items have been updated in this release.

ITS 53480 - Save and Next button is not activated on Tax Return Disclosure Notes

The Save and Next button was not activated on the Tax Return Disclosure Notes window, this has now been enabled.

Notable Issues:


2023.110 SP details

For those who have not installed the 2023.110 Service Pack details of the release can be found by clicking here.

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

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Wolters Kluwer (UK) Limited, Wolters Kluwer House, 145 London Road, Kingston Upon Thames, Surrey, KT2 6SR


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