Release Schedule 2024

• CCH iFirm Accounts Production - Charity statdb fix and migrate to cloud change messages
• CCH Central - Fixes the portal service error during upgrade and Central participator mapped to CMS proprietor
• CCH iFirm Personal Tax - Improvements to support the CCH iFirm Personal Tax early adopter launch
• CCH iFirm CMS - Enable the association creation and sync from CCH Central and Central Service
• eSign:  Bug fix

• CCH Accounts Production - FRS 105 hiding formats and STATDB items for CAP for MP34 & 51.  Implementation of ShowFormatCondition fix, Defective accounts FRS 105 Limited and FRS 102 group. Bug fixes.
• CCH Audit Automation: Master pack updates and quality improvements
• CCH Corporation Tax - Update Creative Relief calculations for new legislation, add new iXBRL tags, allow import of values exported from
• CCH iFirm Accounts Production - Enable the CCH iFirm Accounts Production and CCH iFirm Personal Tax buttons in CCH Central.
• CCH Central - Central Task Permission to hide/show Validate button, Remove validation for D/L and PP number, Logging successful and unsuccessful logins in CCH Central.
• CCH Central Suite Installer - CheckMarx CSI remediation & fixes
• CCH iXBRL Review & Tag: Support for new format of the UK Companies House Presenter ID
• CCH OneClick: ITS67845 unable to remove CC when you have a document to approve
• CCH Personal Tax - ITS67942 No warning if cash basis/traditional accounting box is not ticked, Do not update CCH iFirm Personal Tax UTR/NINO/DOB when creating blank tax return from on-premise CCH Personal Tax
• CCH Practice Management:  Add rate selection to billing for multi-currency
• CCH Workflow - Fix to Document Management for Workflow

• CCH Accounts Production - FRS 105 hiding formats and STATDB items for CAP for MP34 & 51.  Implementation of ShowFormatCondition fix, Defective accounts FRS 105 Limited and FRS 102 group. Bug fixes.
• CCH Audit Automation: Master pack updates and quality improvements
• CCH Corporation Tax - Update Creative Relief calculations for new legislation, add new iXBRL tags, allow import of values exported from CCH iFirm Accounts Production. Enable the CCH iFirm Accounts Production and CCH iFirm Personal Tax buttons in CCH Central.
• CCH Central - Central Task Permission to hide/show Validate button, Remove validation for D/L and PP number, Logging successful and unsuccessful logins in CCH Central.
• CCH Central Suite Installer - CheckMarx CSI remediation & fixes
• CCH Personal Tax - ITS67942 no warning if cash basis/traditional accounting box is not ticked.
• CCH iXBRL Review & Tag: Support for new format of the UK Companies House Presenter ID
• CCH OneClick: ITS67845 unable to remove CC when you have a document to approve
• CCH Workflow - Fix to Document Management for Workflow

• CCH Practice Management - Twinfield, push script changes for the Export stored procedure

• CCH Accounts Production - Cefsharp update
• CCH Corporation Tax - Cefsharp update
• CCH Central - Cefsharp update
• CCH CRM - Cefsharp update
• CCH Central Suite Installer - Include the .net 6 upgrade as part of the installation and block install for SQL Server 2014
• CCH Personal Tax - Updated FTSE 350 file, HMRC required changes to Test Transaction Engine, SA800 update to pre-validation routine
• CCH Practice Management - Fixed an issue with bill preview
• Twinfield - Add duplicate receipt errors in Import screen / Export store procedure

• CCH Audit Automation - Academies release and quality improvements
• CCH Accounts Production - Annual Academies release and quality improvements
• CCH Corporation Tax - Introducing Investment zones, updating R&D and Creative relief changes.  ITS & RRT fixes for QIPs, R&D and non-trade loan relationships
• CCH Central - CMS make Central service code ready for Production, Bug fixes
• CCH Central Suite Installer - Update to the Accelerate database, automate installation of files, Bug fixes
• CCH CGT Dividend Scheduling: Back end changes but users will not see any changes. 
• CCH Document Management - Reduction in Document Service heavy CPU utilisation and excessive RAM consumption when uploading certain files.
• CCH IXBRL Review & Tag - Irish 2023 and UK 2024 FRC taxonomies and quality improvements
• CCH Personal Tax - Updating Data Visualization dll, Specials and Exclusions, Default R40 parameter screen
• CCH Practice Management - Quality improvements
• CCH Reporting - Update the US date format in the Excel report
• CCH SecTAX - Change to downloading exchange rates
• CCH Telekurs - Ability to convert the Telekurs data feed to Exshare
• CCH Trust Accounts - Change to downloading exchange rates
• CCH Working Paper Management - Quality improvements

• CCH Personal Tax -  Statement Designer formats for Personal Tax

• CCH Audit Automation - Master pack updates and quality improvements
• CCH Accounts Production - This update allows for mixed entity groups and the refiling of accounts.
• CCH Corporation Tax - An update including the following but not restricted to:
  • Updated to Capital Allowances 
  • Updated to forms CT600 and CT600M
  • New RIM artefacts
• CCH Central - Various bug fixes in response to customer feedback. ITS 67756 specifically addresses the export to Excel from the Client search with when extra fields are displayed.
• CCH Central Suite Installer -   End of Life pop up message for SQL Server 2014
• CCH Company Secretarial - CoSec will be using the Primary email address on the company record in CCH Central
• CCH Document Management - Reduction in Document Service heavy CPU utilisation and excessive RAM consumption when uploading certain files.
• CCH Personal Tax -  The annual compliance release including but not restricted to:
  • Updated Forms:
  • SA100
  • SA800
  • SA900
  • R185
  • Updated Computations
  • Updated Expat Functionality
  • End dating of fixed 'exclusions'
  • Help sheets
  • Worksheets
  • Updates for Capital Allowances
  • Support for Basis Period Reform
• CCH Practice Management - Various bug fixes including additional error logging for the integration with CCH Twinfield.
• CCH IXBRL Review & Tag - This release supports resubmission of accounts and various quality improvements, particularly one where a warning is displayed that the accounts may contain a DPL, when it fact they do not - and the ability to tag Streamlined Energy and Carbon Reporting (SECR) values.
• CCH Working Paper Management - Changes to make editing a template easier.
• CCH Workflow - ; Addresses incorrect creation of document from template step. The document is now created as a .docx instead of the legacy .doc file type.

• Open Integration: Fix the connection Wizard fading out issue

• CCH OneClick: Revert the .Net 8 upgrade of OneClick.AzureFunctions for DB creation

• CCH OneClick: Messages and Documents upgrade to .NET 8.0

• CCH OneClick: Service Fabric upgrade, Sync Worker upgrade to .Net 8
  • Making Tax Digital for Vat (MTDfV) : Security update updates to the HMRC Service

• CCH OneClick: Update jQery and dependent libraries to the latest version
  • Digital Tax Account
  • Data Collection
  • Making Tax Digital for Vat (MTDfV)  

• CCH OneClick:
  • Messages & Documents - Client Firstname and Lastname are not updated in eSign, when updated in Central and Oneclick.
  • nCipher - Add message in OneClick
  • TLS - Upgrading CCH Oneclick to TLS 1.2
  • Central Cloud API - Upgrading to STv2

• CCH OneClick:
  • Open Integration
  • Open Banking
  • Digital Tax Account
  • Data Collection
  • Making Tax Digital for Vat (MTDfV) 
  • Messages & Documents
  • Billing and Usage 

• CCH OneClick:
  • Open Integration
  • Open Banking
  • Digital Tax Account
  • Data Collection
  • Making Tax Digital for Vat (MTDfV) 
  • Messages & Documents
  • Billing and Usage 

• CCH OneClick: Messages & Documents - Fix for ITS/67994 (Messages and Documents) - Document can be approved by the recipients who are not required to approve
• CCH OneClick: Open Integration - Fix to QuickBooks link

• CCH OneClick
  • Open Banking - recursive API call fix
  • Data Collection – SonarQube fixes
  • Making Tax Digital for Vat (MTDfV) - SonarQube fixes
  • Digital Tax Account - SonarQube fixes
  • Messages & Documents eSign: Updated UI/UX around Approving and eSigning documents within M&D on the Client workspace

iFirm Accounts Production : FRS 102 Masterpack release, Shell upgrade for AML

iFirm Accounts Production : Tax Data screen changes to improve performance.
iFirm Personal Tax:  Data conversion from on-prem to Cloud Tranche 6 data sources
iFirm AML:  DR ARM Template changes (back end)
iFirm Digital Portal:  Digital Portal and Shell update.

• iFirm Accounts Production: Option to create a new nominal code from the Journals screen and improved performance of the Tax Data screen
• iFirm Personal Tax:  Data conversion from on-prem to Cloud Tranche 4 data sources
• DP:  Marketplace updates for CCH iFirm Validate trials

• iFirm Accounts Production :  Amend existing UpdateFormats endpoints to save Print selection, Client migration for Contacts data, Upgrade Unincorporated and FRS105 to the 2024.3 masterpacks
• iFirm Personal Tax:  Further improvements to support the iFirm PT early adopter launch

iFirm Accounts Production :  Enable CCH iFirm AP and PT buttons in CCH Central. Financial statements validation UI will be corrected, CAP unincorporated and migration updates / FRS105 data flow updates.
iFirm Personal Tax:  Include Personal Tax and Accounts Production script into the CSI.  Show the status of a return from CPT in CCH Central. CMS integration updates / Feedback updates / Data conversion from on-prem to cloud updates.
iFirm CMS: Include Contact Management into the release.
iFirm AML:  Update to tables to make them full length.
iFirm Digital Portal:  Digital Portal and Shell update.