This report is a starting point to display a list of clients with self-employment or partnership income, who may be eligible to claim the government's Self-employment Income Support Scheme, you may choose to add additional filters, such as return type.
Please click on the attachment at the end of this article to download a report that can be imported into CCH Reporting*. When run, the report will list all clients with self-employment and/or partnership income in the last three years, showing the income from self-employment, trading income partnerships and total taxable income.
The report includes clients with self-employment and/or partnership income in any of the tax years 2017, 2018 and 2019, listing their total income for each type, averaged over 36 months, and their total gross income. When initially opened, the report will show each client summarised, to show the separate years, click on the little black arrow to expand the record.
This report can be used to run a Central mail merge. See the knowledgebase article below for more guidance.
CCH Personal Tax : How do I perform a mail merge using tax data?
Note - if you want to export the report to Excel you will need to open the report and preview it first, then click on the Export button (third from right) in the ribbon and save the results as an .xlsx file.
*Click on the link below and save the file called COVID-19 SE Income Support Scheme.xml onto your Desktop. Go into Central and click on Reporting from the task bar. Click on the Import from Reporting button in the ribbon, click on the ellipsis for Report Path and select the saved file from your Desktop. Click on the Report Category drop down box and select a suitable category, such as Personal Tax. Click OK to import the report. It will now be listed and available for use.