CCH Online – User Guide
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Home Page
Features and
Functions
Content
Explorer
Big Tax Index
Search
Statute Finder
Standards
Finder
Case Finder
CCH Online
User Guide
This guide is designed to help the user navigate the main features of the
CCH Online platform. More in-depth instruction is available on request.
Useful contacts:
Technical Support (connection and site performance issues):
0844 561 8167 (UK calls*)
+ 44 (0) 208 547 3333 (international calls)
CCH Online Product Training: [email protected]
*Calls cost 7p per minute plus your telephone company’s access charge.
HMRC
Manuals
Archive
Tools
History
CPD Tracker
Preferences
Browsers
CCH Online – User Guide
Click on the tabs to find the help you need.
Home Page
Features and
Functions
Content
Explorer
Big Tax Index
Search
1. “My CCH” – clicking on the downward arrow will
allow you quick access to your personalised content
and tools as well as update your personal details
via “My account”
2. Content Explorer – new dynamic table of contents that
enables you to easily browse a publication’s contents
pages to identify the information you want to read.
It collapses when not in use to provide a comfortable
online reading experience
3. Search is visible from the homepage and is accessible
from the top of the screen on every page
4. Statute finder, Standards finder and Case finder allow
you to find specific information quickly without having
to perform a site search
page 1
Standards
Finder
Statute Finder
Case Finder
HMRC
Manuals
Archive
Tools
History
CPD Tracker
Homepage features and functions
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4
2
3
5
7
5. The Big Tax Index – provides quick access to multiple
documents on a specific topic appearing in our most
popular tax publications
6. Quick links to news stories that appear in our online
daily news site
7. An alternative route to access your personal library
of products
8. Quick links to your personalised tools, which can also
be accessed via “My CCH” link in the top right corner
of the screen
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6
Preferences
Browsers
CCH Online – User Guide
Click on the tabs to find the help you need.
Home Page
Features and
Functions
Content
Explorer
Big Tax Index
Search
Content Explorer and Browsing
Our new dynamic navigation tool, Content Explorer,
allows you to browse the content in a similar way to
a book’s content pages to find the information you
want to read in more detail. By clicking on the arrows
you drill down to the different layers or sections of
the publications.
You can access any layer from within the Content
Explorer by clicking on the first entry in each column.
Click on the page icon to reach major chapter headings
or content collections, and continue to browse from
within these publications by following section heading
links or paragraph numbers.
When you close Content Explorer and go back to it
later within the session, it remembers your most
recent location.
You can bookmark “favourite” products or content
next to each entry and
layers by clicking on the
access your favourites by clicking on the first entry.
When you have navigated to the publication
or section you want to read, Content Explorer
collapses until you want to use it again to browse
to a new publication or section of content.
Statute Finder
page 2
Standards
Finder
Case Finder
HMRC
Manuals
Archive
Tools
History
CPD Tracker
Preferences
Browsers
CCH Online – User Guide
Click on the tabs to find the help you need.
Home Page
Features and
Functions
Content
Explorer
Big Tax Index
Search
page 3
Statute Finder
Standards
Finder
Case Finder
HMRC
Manuals
Archive
Tools
History
CPD Tracker
Preferences
Browsers
The Big Tax Index
This feature has a prominent position on the home screen and is then accessible in the footer once you navigate away. The Big Tax Index is a
convenient way to see more information about different taxes and how they are applied across a range of topics in our most popular titles.
1
Click on the letter that your topic of interest
begins with and scan the list of sub-topics.
2
Alternatively use the topic search to quickly filter the number
of sub-topics, narrowing down your selection as you type.
The Big Tax Index is only visible if you have tax products in
your subscription. To subscribe to any of our tax products,
contact your Account Manager or Customer Services on
0844 561 8166.
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CCH Online – User Guide
Click on the tabs to find the help you need.
Home Page
Features and
Functions
Content
Explorer
Search
Big Tax Index
Statute Finder
page 4
Standards
Finder
Case Finder
HMRC
Manuals
Archive
Tools
History
CPD Tracker
Preferences
Browsers
In this example, the query is to find out the VAT treatment of ice lollies.
• Click on “I”
• Start typing in “ice”
• Click on “ice cream and ice lollies”, and
• Click through to a reference in the VAT Reporter publication on frozen foods.
3
Click on the relevant terms and their associated links
until you reach the information you are looking for.
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4
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Click on the tabs to find the help you need.
Home Page
Features and
Functions
Content
Explorer
Big Tax Index
Search
Statute Finder
page 5
Standards
Finder
Case Finder
HMRC
Manuals
Archive
Tools
History
CPD Tracker
Preferences
Browsers
Search
Search can be accessed from the home screen and stays accessible at the top of your screen as you navigate the site.
How Search appears away
from the Home screen
Clicking on the floppy disc
icon will allow you to view
your Saved Searches.
Home screen view of Search
As you start typing your search term, the
screen switches to a dynamic view of the
possible search results, narrowing down
the search results as your search term
becomes more specific.
In the example below the search term
“inheritance” generates more than
23,000 results but by being more specific
and typing in “inheritance tax liability”
the number of search results reduces
dramatically.
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CCH Online – User Guide
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Home Page
Features and
Functions
Content
Explorer
Big Tax Index
Search
Statute Finder
page 6
Standards
Finder
Case Finder
HMRC
Manuals
Archive
Tools
History
CPD Tracker
Preferences
Browsers
Narrowing your Search
You can scan your search results using the breadcrumb
to help you decide the most appropriate result or you
can further refine your search results using the filters
on the right hand side. Search results are filtered
for you by Content Type or by Product.
Clicking on the cross restores
the original results set or clicking on any
of the links takes to you directly to the search
results already displayed.
You can select a product and drill down within that
product. Products ordered by number of search hits
related to search term.
In this example, search results have been
filtered by Product, and again a narrower
set of results has been displayed.
Advance Search tip
You can search for exact phrases (in double quotes),
eg small business “Accounting legislation” as well as
NOT words (expressed with a hyphen). For example,
small business “Accounting legislation” -Enterprise.
Note: when using exact phrase search in quotation
marks, make sure your search phrase is spelt correctly
and/or is an EXACT match, eg “Accounting legislation”
as the Search will not return results for “Accounts
legislation” when using quotation marks.
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CCH Online – User Guide
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Home Page
Features and
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Content
Explorer
Big Tax Index
Search
page 7
Statute Finder
Standards
Finder
Case Finder
HMRC
Manuals
Archive
Tools
History
CPD Tracker
Preferences
Browsers
Search Tools
The HMRC Archive search restricts the search to just
the archive. You can flip between regular and Archive
Search with this button.
“Return to search results” button will take you to
the results of your most recent search if you select a
result or navigate away from the search results page.
If you do any search and then click on one of the
results you will see the ‘Return to search results’
button on the right-hand side.
If you click “Add to saved searches” the button will go
green and by clicking on it again you can remove it.
Alternatively, click on the floppy disc icon on the search bar.
Your Saved Searches can be accessed from
the centre panel on the Home screen or
from “My CCH” in the top right corner.
The HMRC Archive Search is only visible if you have the HMRC Manuals
Archive in your subscription. To subscribe to this product, contact your
Account Manager or Customer Services on 0844 561 8166.
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CCH Online – User Guide
Click on the tabs to find the help you need.
Home Page
Features and
Functions
Content
Explorer
Big Tax Index
Search
Statute Finder
page 8
Standards
Finder
HMRC
Manuals
Archive
Case Finder
Tools
History
CPD Tracker
Preferences
Browsers
Statute Finder
1
Click on the button on the
banner to access.
2
This feature offers the opportunity to locate a specific piece
of legislation – Statutes or SIs or Order – simply and quickly.
Enter the information you know about a particular piece of
legislation and click “Find”.
3
This will bring up a list of references where that particular legislative provision is
mentioned. You can move between related information in Commentary, Cases
and HMRC Manuals by clicking on the black buttons.
Click on “Related” buttons for interpretation to this provision.
Note: If you do not have a product that includes tax legislation you will not see this in your view.
CCH Online – User Guide
Click on the tabs to find the help you need.
Home Page
Features and
Functions
Content
Explorer
Search
Big Tax Index
Statute Finder
page 9
Standards
Finder
Case Finder
HMRC
Manuals
Archive
Tools
History
CPD Tracker
Preferences
Browsers
Standards Finder
1
Click on the button on the banner to access. This feature offers the opportunity to
locate a specific financial reporting or auditing standard (FRS/ISA) simply and quickly.
2
Enter reference and click “Find”.
Note: If your subscription does not include accounting or auditing standards then this will not appear in your view.
CCH Online – User Guide
Click on the tabs to find the help you need.
Home Page
Features and
Functions
Content
Explorer
Big Tax Index
Search
page 10
Statute Finder
Standards
Finder
Case Finder
HMRC
Manuals
Archive
Tools
History
CPD Tracker
Preferences
Browsers
Case Finder
1
2
Click on the button on the banner to take you to Case finder. This features allows you to locate a case quickly. it is particularly helpful if you know
only one name of a party in the case or if you are unsure of the full case title or case reference. in the example below, the case report features
“Schweppes” but is in fact listed as Cadbury Schweppes.
The results confirm the full,
correct title and display any
other related cases containing
the name “Schweppes”.
3
You can then click on the relevant result to take you to a report on that case.
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Home Page
Features and
Functions
Content
Explorer
Big Tax Index
Search
page 11
Statute Finder
Standards
Finder
HMRC
Manuals
Archive
Case Finder
Tools
History
CPD Tracker
Preferences
Browsers
3
HMRC Manuals Archive
You can access the HMRC Manuals Archive from the Content Explorer or from the button on your
home screen.
Or, as you undertake a search – in this case “fixtures and fittings” the results page is displayed.
Click on “Searching the HMRC Archive” to restrict your search to just this document collection.
You can then pinpoint your search to a particular year and month by using the filters on the right.
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2
HMRC Tax Manuals Archive is only viewable/searchable if part of
your current subscription. If you do not have access contact your
Account Manager or contact us direct on 0844 561 8166 to talk
about adding this to your subscription.
CCH Online – User Guide
Click on the tabs to find the help you need.
Home Page
Features and
Functions
Content
Explorer
Big Tax Index
Tools
Search
Statute Finder
page 12
Standards
Finder
Case Finder
HMRC
Manuals
Archive
Tools
History
CPD Tracker
3
Browsers
Email
Once you’ve navigated to a particular piece
of content, there are Tools on the right for:
Clicking on “Email to a
colleague” allows you to send
information you wish to share
with a client or colleague or
even to email yourself quickly
and easily. You can choose the
document format and attach
your own message.
•Printing
•Emailing
• Saving to a Folder
•Downloading
Preferences
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4
Print
2
To print a piece of content, click on
“Printable version”. The document
you want to print will open in a
separate window and simply follow
the print commands on screen.
Download
To download a document click on “Download”
and select either a PDF or Word version.
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CCH Online – User Guide
Click on the tabs to find the help you need.
Home Page
Features and
Functions
Content
Explorer
Big Tax Index
Search
Statute Finder
page 13
Standards
Finder
HMRC
Manuals
Archive
Case Finder
Tools
History
CPD Tracker
Preferences
Browsers
Tools
Folders
1
Finally, you can choose to save a piece of content in a new or existing folder by
clicking “Add to folder” and following the simple on-screen instructions.
2
If you have already created folders you can add new content to an existing folder
or create a new folder by clicking on the arrow to access the dropdown menu.
Existing folders can be accessed at any time by clicking
on “My CCH” in the top right of the screen or accessing
the quick link buttons on the home screen. Or
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CCH Online – User Guide
Click on the tabs to find the help you need.
Home Page
Features and
Functions
Content
Explorer
Big Tax Index
Search
Statute Finder
page 14
Standards
Finder
Case Finder
HMRC
Manuals
Archive
Tools
History
CPD Tracker
Preferences
History
You can now access a full 365-day record of all of the documents you have viewed.
You can access your History from the “My CCH” on the top right of your screen,
from the quick link button on the home screen.
When clicking on
“All Recent History” or
“My History” to access
a page you can pinpoint
your activity by date.
From here you can choose to
add documents to your folders.
Browsers
CCH Online – User Guide
Click on the tabs to find the help you need.
Home Page
Features and
Functions
Content
Explorer
Big Tax Index
Search
Statute Finder
page 15
Standards
Finder
Case Finder
HMRC
Manuals
Archive
Tools
History
CPD Tracker
Preferences
CPD Tracker
My CPD Tracker allows you to track time spent on research activities. This time can be converted
into points or hours of study and counts towards your professional body’s requirements for CPD.
You can access your CPD Tracker from
the “My CCH” on the top right of your
screen to check on your progress.
A wide range of research information contained within your CCH Online subscription is
supported by our new CPD Tracker functionality. To track your research, simply click on the
“Add to CPD Tracker” link at the bottom of the relevant page you have read. The tool calculates
the average reading speed for technical content and converts this into minutes of learning.
You can download to Excel from My CPD Tracker so that you can submit
this as evidence of your learning to your manager or professional body.
Browsers
CCH Online – User Guide
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Home Page
Features and
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Content
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Big Tax Index
Search
Statute Finder
page 16
Standards
Finder
Case Finder
Preferences
Your can reset your password, review account details and manage eAlert preferences by clicking on the
“My CCH” area on CCH Online and selecting “My Account” or “My Alerts”.
HMRC
Manuals
Archive
Tools
History
CPD Tracker
Preferences
Browsers
CCH Online – User Guide
Click on the tabs to find the help you need.
Home Page
Features and
Functions
Content
Explorer
Big Tax Index
Search
page 17
Statute Finder
Standards
Finder
Case Finder
HMRC
Manuals
Archive
Tools
History
CPD Tracker
Preferences
Browsers
Browsers
Finally, to get the most optimum login and overall user
experience from your CCH Online subscription, your
internet browser:
Browser
Link
Internet explorer 11
http://windows.microsoft.com/en-gb/internet-explorer/delete-manage-cookies#ie=ie-11
• must be set to accept cookies
Internet explorer 10
http://windows.microsoft.com/en-gb/internet-explorer/delete-manage-cookies#ie=ie-10
• must not be set to clear cookies automatically at the
end of a session
Internet explorer 9
http://windows.microsoft.com/en-gb/windows7/how-to-manage-cookies-in-internet-explorer-9
Internet explorer 7/8
http://windows.microsoft.com/en-GB/windows-vista/block-or-allow-cookies
Google Chrome
https://support.google.com/chrome/answer/95647?source=gsearch
Mozilla Firefox
https://support.mozilla.org/en-US/kb/enable-and-disable-cookies-website-preferences#w_how-do-ichange-cookie-settings (customers should allow cookies until they expire)
Instructions for changing settings for the most popular
browsers can be found at the following links.
If you are unable to change the settings in their browser to
allow cookies, or you are unsure whether your browser is
configured correctly, you should contact your company’s
IT department.