FAQ's / Common Issues
When importing a TB into CCH with a .csv file you will need the following information in these columns of the file: Column A: Nominal code from acco...
Mon, 3 Aug, 2020 at 2:07 PM
If a workflow has not been generated when rolling forward a set of accounts on CCH, follow the below to set up the appropriate workflow manually: Enter...
Fri, 31 Jul, 2020 at 2:06 PM
Double Click into the relevant accounts note > Draft Cell A2 will have a red Triangle (if you hover over this it will read "Subtitle 4 rows") ...
Tue, 8 Sep, 2020 at 5:35 PM
When posting advisor journals within a clients' accounts ask yourself if this journal's purpose is to simply reallocate the amounts within a nominal...
Wed, 12 Aug, 2020 at 1:33 PM
If the signatory for the set of accounts has changed from one year to another, do the following: Enter the accounts of the client who has changed signa...
Wed, 12 Aug, 2020 at 3:09 PM
If an item has a £nil balance (e.g. an asset that is fully depreciated) but still needs to be shown on the face of the accounts, follow the below: Dou...
Thu, 10 Sep, 2020 at 5:02 PM
When you are preparing Financial Statements you need to add backup to the Working Papers section on CCH to support your figures. To add workings papers ...
Thu, 10 Sep, 2020 at 5:03 PM
When preparing the Financial Statements you must check that the following information agrees to Companies house. Address - agrees to Companies House Reg...
Thu, 10 Sep, 2020 at 4:58 PM
To change an address on a Tax Return: CCH > Tax Return > Tax Return Other Information > Agent - unlock this section and made adjustments here ...
Wed, 30 Sep, 2020 at 3:04 PM