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- Get Started
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- Information on the set up and maintenance of client and tax return information, production of tax computations and completion of all checks necessary for controlling the tax function.
- Tax Settings
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- This section covers: Bank and Select Lender, Common Tax Descriptions, Joint sources, Tax Notes and Tax Return Status.
- Linking Products
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- This section covers 'Tax System Parameters and Client Tax Links' and 'Updates from CCH Accounts Production'
- Exporting/Importing CCH Personal Tax data
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- Importing into and Exporting from CCH Personal Tax.
- Tax Return data entry
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- Tax Return data entry
- Partnership Tax
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- Use the Partnership section to add financial details, such as trading income and property income. Entities created in CCH Central with the Contact Type Partnership or LLP will create SA800 tax returns.
- Online Filing
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- 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 Return Bundle
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- The Tax Return Bundle is a feature of CCH Personal Tax which enables you to set up a pre-defined set of documents including the tax return, together with an automated covering letter, which you can then present to your client for approval. The letter can be designed to reflect your own style and branding, and can incorporate automated elements as well as free form paragraphs as your organisation requires.
- Tax Administration and Compliance
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- This section covers Tax Administration and Compliance
- Tax Workflow (Legacy)
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- Workflows (Legacy) 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.
- CCH Disclosure Notes
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- CCH Disclosure Notes automates, edits, and manages disclosure notes for tax returns. Notes can be data-driven, user-selected, or client-specific.
- Expat Module
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- Expatriate functionality covers: Expat Employments, Foreign earnings, Arising v Remittance basis, Residence and Domicile and Foreign Tax Relief etc
