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Creating a customised Profit & Loss

Last modified 14:59, 12 Apr 2016

Overview

This section explains how to create a customised layout for the Profit & Loss within a period of account in CCH Corporation Tax.

Customising the Profit & Loss layout

The layout of the Profit & Loss can be customised to suit any size company.

To create a customised Profit & Loss:

  1. Select Insert P & L from the Profit & Loss actions panel in the left hand task bar. The following layout will appear.

P&LLayout.jpg

  1. This is the standard layout presented and can be changed.
  2. Right click in the centre of a row to display the options available (See screen shot below).

P&LRows.jpg

  1. Select Add income row to add a row immediately below the one highlighted and the value entered will be added to arrive at the Profit/(loss) before tax.
  2. Select Add expense row to add a row immediately below the one highlighted and the value will be deducted to arrive at the Profit/(loss) before tax.
  3. Select Add child rows to add any number of rows below and indented immediately below the row highlighted. The rows added will be totalled.

P&LChild.jpg

  1. Select Subtotal to create a new row which subtotals the rows above. 

P&LSub.jpg

  1. Enter a description for the row.
  2. To create analysis for any row select Insert analysis. A new window will appear.
  3. The customised layout can be saved as a template and used for other clients. Select Save P&L template 
  4. This layout is preserved and will be rolled forward each time a new period of account is created.
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