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| CCH Central Suite |

Welcome to the Feedback Forum for the CCH Central Suite of products. This area is for you to have your say on product enhancements or improvements that you’d like to see in future releases of the software. Enter your product idea to see and vote on related ideas or add your own idea for other customers to view and vote on.

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| CCH Central Suite |

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How can we improve CCH Central Suite?

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132 results found

  1. MTD SQL Report Enhancement Requirement for April 26

    We have used your MTD SQL query from your feed details: https://help.wolterskluwer.co.uk/Customers/s/article/CCH-Personal-MTD-for-IT-new-report.
    However the excel output being produced to identify MTD cases may not be complete as if your clients had a new source in 2024/25 and that didn't exceed the £50k limit, HMRC guidance suggests the following: If the sole trade or property income you declare on your tax return relates to a new source of income which started in the year, the figure reported will need to be adjusted in order to compare 12 months’ worth of income against the MTD mandation threshold.
    For instance, if you…

    1 vote
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    0 comments  ·  CCH Personal Tax  ·  Admin →
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    Acknowledged  ·  System responded

    Thank you for submitting your idea to us!

    We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.

    Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.

    Best regards,

    Product Development

    Wolters Kluwer UK TAA

  2. SA109 and SA107 reporting urgent requirement

    In CCH Central/Reporting, please add urgently the ability to report on whether pages SA109 and/or SA107 have been completed. This is required in connection with identifying which clients are deferred for MTD IT and will be required this year and for the next 2 tax years at least. See https://www.gov.uk/guidance/find-out-if-you-can-get-an-exemption-from-making-tax-digital-for-income-tax

    1 vote
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    0 comments  ·  CCH Personal Tax  ·  Admin →
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    Acknowledged  ·  System responded

    Thank you for submitting your idea to us!

    We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.

    Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.

    Best regards,

    Product Development

    Wolters Kluwer UK TAA

  3. advanced

    In advanced search on the client screen where the UTR and NI Number are populated on a client record show the information on the screen to allow it to be exported. The fields are populated on the normal client search screen but when you change it to do an "advanced" search the data shows as blank.

    1 vote
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    0 comments  ·  CCH Central  ·  Admin →
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    Acknowledged  ·  System responded

    Thank you for submitting your idea to us!

    We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.

    Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.

    Best regards,

    Product Development

    Wolters Kluwer UK TAA

  4. Audit Trail for Document Security

    Ref : CCH Case 08929091

    We recently had a situation where all our document security access was removed for all staff and they were unable to access anything in the document center for all clients.

    I uploaded a copy of our database to CCH support so that it could be investigated, but was told that currently CCH do not audit document security, so there is no way of seeing who made the change.

    This seems like a big GDPR gap, and I am raising this as a concern and ask that this be reviewed and considered for a future release.

    …

    1 vote
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    0 comments  ·  CCH Document Management  ·  Admin →
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    Acknowledged  ·  System responded

    Thank you for submitting your idea to us!

    We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.

    Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.

    Best regards,

    Product Development

    Wolters Kluwer UK TAA

  5. Additional fields on Information Request

    Could we have fields to request details of the Winter Fuel Payment received and to ask for further details for reporting on close company dividends, in line with the entries which will be required for both on the 2026 tax return

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    0 comments  ·  CCH Personal Tax  ·  Admin →
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    Acknowledged  ·  System responded

    Thank you for submitting your idea to us!

    We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.

    Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.

    Best regards,

    Product Development

    Wolters Kluwer UK TAA

  6. Enable Excel Templates to have look up Data Lists

    This isn't an idea, it's a bug that needs fixing. When you have an excel template with a Data List which uses a look up to give people options, it works fine when you add it to the Maintenance section and when you edit it within the "Add Template" screen. However, as soon as it is added as a template to a Client Document folder all of the data lists disappear, even though the Lookups are still there.

    1 vote
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    0 comments  ·  CCH Document Management  ·  Admin →
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    Acknowledged  ·  System responded

    Thank you for submitting your idea to us!

    We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.

    Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.

    Best regards,

    Product Development

    Wolters Kluwer UK TAA

  7. Central ID Code sync

    Would there be any way to sync the Contact ID from Central to Co Sec. For some reason we are getting a few duplicate names recently and it is difficult to tell which is which in Co Sec.

    To be honest even in Central you end up having to open all as you cannot from the "find" tab distinguish them as DoB, middle name nor a suffix such as Snr are columns you can add. Mostly fathers and sons with exactly the same names!

    1 vote
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    0 comments  ·  CCH Company Secretarial  ·  Admin →
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    Acknowledged  ·  System responded

    Thank you for submitting your idea to us!

    We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.

    Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.

    Best regards,

    Product Development

    Wolters Kluwer UK TAA

  8. Rental income code to appear in the turnover section of the chart of accounts so that the lessor polcy etc prints in the LTD accounts

    Put a rental income code into the chart of accounts in the turnover section, in order to trigger the discolsures and the accounting policies

    1 vote
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    0 comments  ·  CCH Accounts Production  ·  Admin →
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    Acknowledged  ·  System responded

    Thank you for submitting your idea to us!

    We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.

    Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.

    Best regards,

    Product Development

    Wolters Kluwer UK TAA

  9. Close Company disclosures

    regarding the Close Company rules - i've noticed that if the 'no employment pages to be printed' box is ticked, then even if the close company disclosures are there, no pages is printed.

    I wonder if it would be helpful for there to be an override, so that if 'director' is ticked' and 'close company' is ticked, and boxes 7.2-7.4 have entries, then it overrides the deletion of the pages.

    I've only just realised that is a potential issue (especially if you have juniors preparing the return, as the schedules of data publish the information, so it looks like it's…

    1 vote
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    0 comments  ·  CCH Personal Tax  ·  Admin →
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    Acknowledged  ·  System responded

    Thank you for submitting your idea to us!

    We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.

    Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.

    Best regards,

    Product Development

    Wolters Kluwer UK TAA

  10. show first , middle and surnames on both client and contact searches

    1 vote
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    0 comments  ·  Other  ·  Admin →
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    Acknowledged  ·  System responded

    Thank you for submitting your idea to us!

    We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.

    Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.

    Best regards,

    Product Development

    Wolters Kluwer UK TAA

  11. Amended LLP accounts

    You can prepare them under FRS102/105 and submit but we've been advised by support that it is not possible to prepare/submit amended LLP accounts (through WK using the stat database defective accounts option). Any plans to do this?

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    0 comments  ·  CCH Accounts Production  ·  Admin →
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    Acknowledged  ·  System responded

    Thank you for submitting your idea to us!

    We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.

    Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.

    Best regards,

    Product Development

    Wolters Kluwer UK TAA

  12. Bring in signatory information to independent examiner's report within the charity accounts

    Allow for this to be populated from a Statutory Database field and bring into the Charity masterpack. Currently, per Support, it is only possible to add in the signatory to that area by localising the page.

    1 vote
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    0 comments  ·  CCH Accounts Production  ·  Admin →
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    Acknowledged  ·  System responded

    Thank you for submitting your idea to us!

    We’ve received your suggestion and our team will be reviewing it shortly. We truly appreciate your input.

    Important: If you wish you remain informed of the progress of your submitted idea, please 'Subscribe to Updates on the Idea' which will then keep you updated on it's progress.

    Best regards,

    Product Development

    Wolters Kluwer UK TAA

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