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CCH Software User Documentation

CCH iXBRL Review and Tag Training for the users of CCH Accounts Production (10091276)

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Overview

This training is suitable for users who produce statutory accounts using CCH Accounts Production and are required to convert them to an iXBRL format in order to tag the accounts before submission to HMRC and/or Companies House.  

Upon completion of tagging you will be able to generate the files for submissions to HMRC and/or Companies House.  

Course duration: This is a practical interactive course designed to run over one session online. The session will last up to 3 hours.

Key Objectives

  • Understanding how to import the accounts prepared in CCH Accounts Production into CCH iXBRL Review and Tag
  • How tags are dealt with in CCH Accounts Production and iXBRL Review & Tag
  • Understand how to tag the Detailed Profit and Loss Accounts from within the Statutory Accounts
  • Understand the submission process to HMRC and Companies House 

Course Contents

  • Introductions
  • Launching iXBRL R&T from CCH Accounts Production / CCH Central
  • Interaction with taxonomies
  • Tags: how to apply, adjust and delete
  • Exception grid: HMRC & Companies House Error resolving and notes
  • Tagging of the Detailed Profit and Loss Account 
  • Exporting the submission file to a 3rd party tax program
  • How to file to Companies House and Filing history and status (if you have the licence for this tool)
  • Interaction between CCH iXBRL Review & Tag, Accounts Production and Corporation Tax
  • CCH Support Portal and online resources
  • Summary of session

Pre-requisites

  • Attendees should adhere to the Training session Guidelines.
  • All users will be users of CCH Accounts Production.  
  • Prior to the course the HMRC and Companies House (if applicable) credentials for the firm/individuals must have been entered into the CCH iXBRL Review and Tag application.

Useful Resources

  • eLearning courses - online courses that provide you with an overview and insight into our software
  • Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software 
  • Webinars - sessions for you to attend and learn from
  • Customer Onboarding Glossary - Our terminology explained for customers

 

 

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