CCH Personal Tax
- Information Request
- Information Request automates the production of letters and schedules to send to clients requesting their Tax Return information. This section details the templates available and provides hints and tips for their use.
- Tax Return data entry
- Reducing Payments on Account and Statements of Account
- Allowances
- All Complete
- Beneficiaries
- Benefits from Pre-Owned Assets
- Business Tax
- Capital Gains
- Capital receipts from a non resident trust
- Charities
- Disclosure of Tax Avoidance Schemes
- Employment
- Estimated
- Farmers Averaging
- Foreign
- How to use the Select Pension Provider Window
- How to Use the Select Provider Window
- Interest
- Interest from UK Unit Trusts
- Interest paid on qualifying loans
- Investments
- Land and Property
- Life Insurance Gains
- Lloyd's Underwriters
- Losses
- Maintenance or Alimony Payments
- NIC adjustments
- Opening Tax Return Sections
- Partnership
- Payments to a Trade Union for death benefits
- Pensions
- Post Cessation Expenses
- Repayment Claim
- Residence, Remittance Basis etc
- Reviewed
- Settlors
- Share Schemes
- Tax Return Other Information
- Tax Payments / Repayments
- Tax Return Disclosure Notes
- To nominate a Charity
- To receive the Repayment yourself or to add a Nominee
- Trade Annuities and Patent Royalties
- Trustees/Personal representatives
- Trusts
- Widows and Orphans
- Making Tax Digital
- As part of the Making Tax Digital program, HMRC are providing the ability to surface information they hold on an individual within tax software. This information is being surfaced to aid with Tax Return preparation. To make use of this new function, setup is required to enable a new configuration key, authorise agent credentials, and set task permissions. These are detailed in the System Administrator and Setup section.
- Workflows
- Workflows contain templates that define how and in what order tasks are completed. They allow you to take control of the intricate processes involved in completing a tax return.
- Partnership
- Use the Disposals of Chargeable Assets made by a partnership section to enter details of any assets disposed of by any of the partners.
- Online Filing
- Before filing the tax return online you should ensure that there are no errors or exceptions. As you submit the tax return you are guided through the process through on-screen prompts, and you should select the appropriate option to successfully complete your submission. To submit tax returns online you need to add your agent credentials.
- Tax Explorer Reports
- Tax Explorer is a legacy reporting module for CCH Personal Tax. Although it is still active for clients who have created standard reports in the past, we would suggest that you create new reports in CCH Reporting instead, as this is an integrated reporting tool.
CCH Personal Tax: deliver high-quality tax work in the quickest possible time Simplify and streamline every step in the tax return process, from data collection and data entry through to review, approval and online filing. Optimise every stage of the tax return and preparation process. The result? Fewer keystrokes, fewer mouse clicks and faster navigation throughout.