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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.

First, enter your idea to see if it already exists.  If it does exist, click the ‘Vote’ button and select 1, 2 or 3 votes.  You have a maximum of 15 votes per product area .


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| CCH Central Suite |

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36 results found

  1. Tax Return : Contact Records (Maintenance)

    In respect to the Contact Records that are generated as part of a client Tax Return (e.g. employer contacts/bank contacts etc etc).

    Can there be an indicator within the record that shows that the record is linked to a Client Tax Return and which Client it is, with a potential report that also shows this information

    Reason is that when you try to delete a contact, if the contact is linked to a Tax Return, you cannot delete the record. It would be useful to understand the relationship between the contact and Tax Return to enable efficient database management and…

    6 votes
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    0 comments  ·  CCH Central  ·  Admin →
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    Under review  ·  AdminMatthew Routledge (Admin, CCH Software) responded

    Your submission is now under review


    Thank you for submitting your idea! We wanted to let you know that it is currently under review by our team.


    We appreciate your input and will keep you updated as we make progress.


    Best regards

    Product Development

    Wolters Kluwer UK TAA

  2. Replace 'Fixed assets' with '=AP("#term3")' in PPA note 100

    On the Prior Period Adjustment note (note100), the term 'Fixed assets' on the BS tab, cell C8 to be replaced by the formula =AP("#term3"), as used in the SOFP.

    This would then use the narrative 'Non-current assets' where applicable, instead of Fixed assets.

    2 votes
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    1 comment  ·  CCH Accounts Production  ·  Admin →
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    Under review  ·  AdminLamorna Harris (Admin, CCH Software) responded

    Your submission is now under review


    Thank you for submitting your idea! We wanted to let you know that it is currently under review by our team.


    We appreciate your input and will keep you updated as we make progress.


    Best regards

    Product Development

    Wolters Kluwer UK TAA

  3. extend the character limit for the name of a company

    The character limit for a company name on Companies House is 160 characters (inc spaces), however on CCH we can only enter 60 characters. Please can the limited on central be increased?

    1 vote
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    0 comments  ·  CCH Central  ·  Admin →
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    Under review  ·  AdminMatthew Routledge (Admin, CCH Software) responded

    Your submission is now under review


    Thank you for submitting your idea! We wanted to let you know that it is currently under review by our team.


    We appreciate your input and will keep you updated as we make progress.


    Best regards

    Product Development

    Wolters Kluwer UK TAA

  4. The ability to view wip beiong rolled forward on the bills to approve page

    To have the ability to see what WIP is being rolled forward on a bill once it is submitted, you can currently see the Bill amount and write off amount but there is no way of seeing what a manager is rolling forward. thsi doesn't give a clear picture to those authorising.

    1 vote
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    0 comments  ·  CCH Central  ·  Admin →
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    Under review  ·  AdminMatthew Routledge (Admin, CCH Software) responded

    Your submission is now under review


    Thank you for submitting your idea! We wanted to let you know that it is currently under review by our team.


    We appreciate your input and will keep you updated as we make progress.


    Best regards

    Product Development

    Wolters Kluwer UK TAA

  5. Billing explanation

    It would be useful to be able to enter a billing explanation during the billing wizard rather than having to exit and edit the bill amounts again to access the feature.

    3 votes
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    1 comment  ·  CCH Practice Management  ·  Admin →
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  6. Maintain specific audit paragraphs on roll forward/masterpack upgrade

    We maintain a large portfolio where not every company has the same auditor. As such, the paragraphs within the audit report differ from the standard audit paragraphs within CCH. We have created specific paragraphs for use depending on who the auditor is of that company which we select from the drop down in the stat database. The issue we have is that when we do a master pack change/roll-forward, these paragraphs revert back to the CCH default paragraphs and we have to go back through and re-select our paragraphs from the drop down again.

    We would propose that on master…

    1 vote
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    Under review  ·  0 comments  ·  CCH Accounts Production  ·  Admin →
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  7. Foreign Tax Credit Relief

    It would be useful for the software to restrict the foreign tax entered down to the treaty rate. At present there is no restriction applied by the software so you have to manually restrict in order to get the correct result.

    26 votes
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    Under review  ·  0 comments  ·  CCH Personal Tax  ·  Admin →
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  8. Set WIP limits

    We would like to be able to set WIP limits for certain clients. This would then flag up when that certain limit has been reached.

    3 votes
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    Under review  ·  0 comments  ·  CCH Practice Management  ·  Admin →
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  9. Extra fields for contacts (like clients) and jobs (like workflow)

    Can we have configuration keys to enable extra fields to be visible for field chooser in these 2 areas too:
    - Contacts (find contact screen) like we have for clients
    - Jobs (job management) like we have for workflows

    3 votes
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    Under review  ·  0 comments  ·  CCH Central  ·  Admin →
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  10. Team responsibility at client or assignment level

    When we create assignments the assignment partner and assignment manager are immediately populated at assignment level. This over rides the assignment manager visible on the find client screen which has been entered under team responsibility which is where we enter the user roles. Can we have the ability to either switch off certain user roles or the pre-population at assignment levels be stopped or be able to specify if we want user roles to be set at either at client responsibility level or assignment level.

    4 votes
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    Under review  ·  0 comments  ·  CCH Practice Management  ·  Admin →
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  11. Encrypt or hides the SQL sa password contained in the lookup.xml file present on every copy of CCH Central

    Encrypt or hides the SQL sa password contained in the lookup.xml file present on every copy of CCH Central.

    This is a huge oversight. Meaning any of our users can easily obtain our SQL sa password stored in plain text on every deploy folder and potentially destroy our SQL CCH DB.

    8 votes
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    1 comment  ·  CCH Central  ·  Admin →
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    Under review  ·  AdminMatthew Routledge (Admin, CCH Software) responded

    Your submission is now under review


    Thank you for submitting your idea! We wanted to let you know that it is currently under review by our team.


    We appreciate your input and will keep you updated as we make progress.


    Best regards

    Product Development

    Wolters Kluwer UK TAA

  12. Pension Annual Allowance Calculator as a tracking tool

    Although CCH PT will calculate the AA taper via the pensions tax charge entry, if an entry is made the Ai pages are generated with nothing on them. Often we wish to just track the AA and there is no charge to report.
    Can a fully functional AA calculator be introduced? We used Digita before CCH and they had a great tool that would work out the AA/taper/charges, etc.
    Also assisted with planning without having to keep separate records.

    21 votes
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    Under review  ·  0 comments  ·  CCH Personal Tax  ·  Admin →
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  13. A report that shows Employees Task Permission

    We would like to have a report where it shows all Employees and what Security Group they fall under

    4 votes
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    Under review  ·  0 comments  ·  CCH Central  ·  Admin →
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  14. SAVING ATTACHMENTS DOWN FROM PREVIOUSLY SAVED EMAILS

    Can we please have the ability to save attachments straight into Document Management when we open up an email within CCH. If the original user does not saved them down/the emails are automatically saved down it is a very long process to save it down separately

    6 votes
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    Under review  ·  0 comments  ·  CCH Document Management  ·  Admin →
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  15. Adding Cash residue when starting a new portfolio.

    When bringing forward balances on entering a client portfolio there is no space to include the cash residue that has been b/f. We have been advised to manually add extra shares - this means that the portfolio is not technically correct. Can this please be added to give a correct position on the client's portfolio? Ta

    6 votes
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    Under review  ·  1 comment  ·  CCH CGT & Dividends  ·  Admin →
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  16. Reporting from Online Filing

    It would be useful to be able to report from the Online Filing section of CCH Personal tax. We would be looking to report examples such as IRMarks, whether the return is an original, amendment 1, amendment 2 etc.

    23 votes
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    Under review  ·  5 comments  ·  CCH Personal Tax  ·  Admin →
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  17. Bulk Billing

    It would be very helpful if the bulk billing section worked rather than having to invoice individually

    3 votes
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    0 comments  ·  CCH Practice Management  ·  Admin →
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  18. email

    I NEED YOUR SUPPORT AND VOTES TO MAKE DM MORE PRACTICAL!!!

    Currently when an email is received from a client by user1 who file the email in DM and then forward the same email to use2 (without making any changes), the email is filed again automatically. If user2 then forward it to user3 to action, this email is filed again. User3 will respond to the same email to user2 who will then respond to user1 once the work have been completed. In brief one email received from a client is filed more than once. I cannot see the benefit of…

    4 votes
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    Under review  ·  0 comments  ·  CCH Document Management  ·  Admin →
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  19. Enable drag and drop of docs from DM to Windows (desktop or email)

    5 votes
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    Under review  ·  0 comments  ·  CCH Document Management  ·  Admin →
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  20. Workflow Email Notification - Support Microsoft365 users

    Wolters Kluwer / CCH do not support Microsoft365 for email notification for workflow steps.

    Considering Microsoft365 is the most widely used platform it make no sense why we cannot use it. Even WK/CCH internally is on this platform!

    I recently tried to introduce workflow email notification and found the to enable it you must put the credentials into a table within the back end of your SQL server, When dealing with support I have now been told I have done everything correct but 365 is not supported.

    CCH Support Feedback : "All is correct, however these Email Notification to employees…

    3 votes
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    Under review  ·  0 comments  ·  CCH Workflow  ·  Admin →
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