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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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98 results found

  1. Working Notes (like in Personal Tax)

    Could we have a "Working Notes" Area like we do in Personal Tax for users to enter notes alongside the data entry - file notes only, not to appear on the comp.

    38 votes
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    Acknowledged  ·  8 comments  ·  CCH Corporation Tax  ·  Admin →
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  2. Integrate CCH Central/CCH iFirm into Office 365 so we can sync to Sharepoint

    Would you like Wolters Kluwer to look at integrating CCH Central and/or CCH iFirm into Microsoft 365 so you can send documents directly to OneDrive and use that as a preferred document storage solution

    20 votes
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    Acknowledged  ·  1 comment  ·  CCH Central  ·  Admin →
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  3. Credit Control

    I would find it very beneficial to have a debtors balance on the client search home screen.
    to ad with finding a balance for companies at a glance and not have to open the company.

    15 votes
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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. Bulk close old Jobs

    Please add Bulk Update ability to close old jobs eg. Personal Tax assignment --> Job 2023.

    This request was possibly another UserVoice request called "Delete Job" raised in May 2020 which was marked as COMPLETED on 18/01/24 - does this mean we can do this? Can we otherwise have a script for doing this please? Thanks!

    12 votes
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    1 comment  ·  CCH Practice 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. Company Authentication code

    Company Authentication code - Is there any way you guys can include a new field in database where we can enter company authentication code so it makes easy for all of us while entering master data all the information is there.

    9 votes
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    Acknowledged  ·  0 comments  ·  CCH Corporation Tax  ·  Admin →
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  6. Add in the Personal Tax - Other Income as a reportable field for MTD Reports

    We have been comparing figures from Acs Production against the existing MTD reports and the Other Income figure under TXOTHBUSINC is not reportable within the Personal Tax options within Reporting. It would be very useful to have this added. Thanks

    9 votes
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    0 comments  ·  CCH Personal Tax  ·  Admin →
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  7. Partnership/LLP/Trust reporting

    The ability to run reports against partnerships/LLP's is severely restricted as the content to report on is just not available.
    If there is an entry that can be made on a Tax Return (or anywhere in Central!) then there is a database netry and we should be able to report on it. This is just not the case and has not been for a number of years.

    9 votes
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    2 comments  ·  CCH Personal Tax  ·  Admin →
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  8. Tax Return Status

    Adding Tax Return Status Field to CCH Workflow

    8 votes
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    0 comments  ·  CCH Workflow  ·  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. Filing Accounts at Companies House

    Anyone else find it totally infuriating that if you go to file accounts at companies house and they fail because you have used the wrong authentication code, that - 1. you have to log right out of CCH entirely and then log back in to try again otherowise it uses the same incorrect code - and 2. that in the second year of filing you have to put the darn code in again - it doesnt retain the codes you enter? what a waste of my time!!! this needs sorting - along with the issue of the Filer showing that…

    7 votes
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    Acknowledged  ·  1 comment  ·  CCH Corporation Tax  ·  Admin →
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  10. Adding Note Section to Workflow

    It would be extremely helpful, especially with MTD workflows that a note section is available. This was always available via the legacy assignment jobs and so useful to have

    6 votes
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    0 comments  ·  CCH Workflow  ·  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. When will CCH Corporation Tax acknowledge the existence of the Corporate Interest Restriction

    The Corporate Interest Restriction has been part of the UK Corporation Tax System since 2017. The legislation is complex and the effects need to be tracked across groups and over the course of years. Yet, CCH Corporation Tax doesn't appear to even acknowledge its existence? How can this product claim to be any sort of appropriate package for preparing corporation tax returns if it does not even include boxes to enter the CIR adjustments?

    6 votes
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    0 comments  ·  CCH Corporation 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

  12. Billing Explanation

    It would be useful if we could edit a billing explanation after the bill has been posted, in case of a typo or other error.

    6 votes
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    0 comments  ·  CCH Practice 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

  13. Fee note output is currently defaulting .doc which is alegacy format that was replaced in 2007. Microsoft's own baseline security recommends

    Fee note output is currently defaulting to .doc which is a legacy format that was replaced in 2007. Microsoft's own baseline security recommends blocking these older formats.

    currently, the fee note conversion process reverts any template version to output as a .doc. e.g. if your template is .dotx or .docx it still outputs in .doc and this cannot be changed.

    Please can we get this updated so that the default output for Fee notes is in a supported format (.docx) Thank You

    6 votes
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    0 comments  ·  CCH Practice 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

  14. Remove Completed Jobs from Assignment Search and Job Management Homepage

    An assignment search currently displays completed Jobs (even though the 'include completed jobs' box at the bottom of page is not ticked. Please could this be rectified as it's making managing reviewing open Jobs very difficult.

    The same occurs in the Job Management homepage - completed Jobs are included.

    6 votes
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    0 comments  ·  CCH Practice 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

  15. Bulk Update Assignment Office and Department

    We can bulk udpate the office and department at a client level, would be useful to do this on the assignments tab as well instead of having to do it manually

    6 votes
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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

  16. In pick list on workflow view don't include inactive workflows in the choice

    When you have the table on one of your views there is a pick list in the bottom right. The list includes all workflows, even those that are inactive.

    Please could those be hidden if there is a tick in the maintenance screen to make them inactive. It would hide unused workflows and previous versions that are not needed.

    5 votes
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    0 comments  ·  CCH Workflow  ·  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

  17. Operating leases report due to new regulations

    Could we please have a way of reporting on clients who have operating leases either via a script or report.

    5 votes
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    0 comments  ·  CCH Reporting  ·  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

  18. Saving documents in .docx rather than .doc

    At the moment any word documents added via the Documents tab is being saved as a .doc document. Would it be possible to change to save as .docx? Attach screenshot to illustrate.

    4 votes
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    Acknowledged  ·  0 comments  ·  CCH Document Management  ·  Admin →
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  19. Capital Allowances - Fixed asset additions

    Currently it seems you can only import three fields: Description, Date and Cost into the Additions section. However you then have to manually update all the other mandatory fields. Facility to include the extra mandatory fields?

    4 votes
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    0 comments  ·  CCH Corporation 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

  20. Microsoft Power Platform Connector

    CCH product Team it would be good to see a CCH Connector in to Microsoft Power Platform i.e. Microsoft Power Automate or Microsoft Power BI or even Microsoft Power Virtual Agent that would allow Microsoft to connect CCH Central.

    For example several client onboarding tasks should be able to be completed by using a flow from Microsoft Dynamics in to CCH Central.

    4 votes
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    Acknowledged  ·  2 comments  ·  CCH Workflow  ·  Admin →
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