FAQ's / Common Issues

This folder will provide guidance for commonly asked questions / common issues

Starting Tax Workflow
Enter the clients' tax return; Select the Start Workflow button at the top of your screen; Pick the appropriate workflow for the Tax Return and clic...
Tue, 18 Aug, 2020 at 12:59 PM
Edit employer PAYE reference
In order to edit the employer PAYE reference, please do the following: Within the Tax Return, go to Employments; Select the employer you wish to edit t...
Thu, 10 Sep, 2020 at 4:15 PM
HMRC validation & rejection codes
https://help.wolterskluwer.co.uk/Customers/s/article/11487 Some of the online filing validation error message refer to box numbers in th...
Mon, 5 Oct, 2020 at 9:25 AM
Synchronisation error when generating the IR Mark (JANTAX)
https://help.wolterskluwer.co.uk/Customers/s/article/6631 How can I prevent my tax return hanging, freezing or crashing when trying ...
Mon, 14 Dec, 2020 at 10:10 AM
Accounts - Tax Return Link Issues
An issue has been highlighted where a partnership tax return's accounts could not be pulled into their Tax Return. This was caused by the date formattin...
Fri, 25 Jun, 2021 at 10:06 AM
Unlock Tax Return
When CCH unexpectedly closes down whilst someone is in a Tax Return is causes the Return to lock when no one actually has the return open. Only one pers...
Mon, 1 Nov, 2021 at 5:30 PM
Linking Sole Trade Client to another client's Individual ITR
When a business tax record linking to a sole trade client is created, the system also creates a Has Trade Of association, which is required to ensure the li...
Wed, 25 Jan, 2023 at 7:43 PM
Partnership / Business Tax - Restricted AP Access
Only users who need to edit documents in the AP product have the ability to check out and edit them. Any users who use Working Papers for reviewing purposes...
Mon, 13 Nov, 2023 at 10:55 AM