Compliance Data

Compliance Data

Tax data – we can convert client-specific standing data - e.g. names and address - into CCH Central. We do not offer a detailed conversion of Personal Tax data e.g. Sources of income, Employer Names, Bank details etc or Corporation Tax data from your existing system. In the first year, the tax returns will need to be set up afresh; however, in subsequent years the tax data can be rolled forward.

Accounts data - there is a facility to import up to five years of balances from any third-party product providing such products can export nominal codes and balances in either CSV or Excel format. When importing the trial balance into CCH Accounts Production, a master mapping can be applied, which automatically red

Accounts Production. Any unique codes within the export file can be mapped as part of the import process to a code that you designate, and such mappings can be re-used on other imports if necessary. For accounts data, you import one client record at a time at your own convenience using the tool within the software, so the self service option applies.