Creating a Profit & Loss using templates

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Overview

This section explains how to create a Profit & Loss within a period of account in CCH Corporation Tax using templates.

Creating a template 

Using templates allows you to create a standard layout and apply this standard across clients' periods of account. This could be adopted for a particular company type or size.

To create a template

  1. Create a layout for the Profit & Loss (See section Creating a customised Profit & Loss).   
  2. Select Save P & L template from the Profit & Loss Actions panel in the left hand task bar.
  3. Enter a Name for the template.
  4. Click Save to save the template.

Note

Only the descriptions and layout is saved to the template. Any tax categories and iXBRL tags applied will not be saved into the template.

Using templates

To use a saved template in other client records

  1. Open the period of account.
  2. Select Insert P&L template from the Profit & Loss Actions panel in the left hand task bar.
  3. Select the template you want to use. Click on the arrow to the right to display the list of saved templates.
  4. Click Load.
  5. Any existing Profit & loss information in the client record will be overwritten.   
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