CCH OneClick: Full Suite Training

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This training is suitable for all members of the business who wish to use the features of CCH OneClick. This course covers all elements of CCH OneClick including the key features of Secure Messages & Documents, the Digital Tax Account, MTD VAT filing, the Digital Data Review and Open Integration. Two sessions onsite or online for up to 6 hour

Overview

This is an interactive show and tell course designed to run onsite or online, over 5 sessions, lasting for up to 6 hours in total. Suitable for all staff it provides training in setup and using all the features of the CCH OneClick product suite. Due to the variety of the system areas covered, some delegates may need to attend all sessions, and others may only need to attend sessions relevant to their role.

Key Objectives

To review configuration settings for best practice
To ensure delegates are able to activate individuals and organisations to use Messages & Documents
To understand how to exchange messages and documents with Clients, with and without approval
To ensure delegates understand the Digital Tax Account and how to use it
To understand how to generate and review a Digital Data Request
To understand how to view information in a Client's Digital VAT Account and submit returns
To use Open Integration to synchronise Clients' bookkeeping data

Course Contents

Part A

Configuration & settings

Part B

Client activation

Part C

Using messages & documents

Part D

Personal Tax

Part E

Accounts & VAT

Customise the CCH OneClick environment
Review security settings
Understand client relationships and the client team
Configure document folders
Review and understand editing Email templates
Create and maintain message templates
Activate and suspend employees
Homepage controls

Activate client organisations
Activate individual clients
Assign contacts to Clients and activate
Activating for power of attorney

Send secure messages
Send documents created outside of CCH Central
Send documents created in CCH Central
Approve documents
Use the message centre
Work in the advisor workspace
Suspend and delete CCH OneClick workspaces

View information in the HMRC digital tax account for an individual
Understand the various data sources
Send data to the tax return in CCH Central
Generate a Digital Data Request
Understand Client completion of the DDR
Review the digital data in the advisor workspace

Authenticate MTD Agent Service Account details with HMRC
Configure and view Clients' digital VAT accounts
Submit MTD compliant VAT returns using spreadsheets
Create an Open Integration link to online bookkeeping software
Synchronise data with Accounts Production
Create adjustments and post back to the bookkeeping software

Pre-requisites

The training will take place in your own CCH Central and CCH OneClick environment, and CCH OneClick must be installed, and your firm fully activated prior to the start.

One delegate will require a desktop/laptop with CCH Central, the latest version of a modern web browser (such as Microsoft Edge, Chrome, or Firefox), and internet access. This delegate will require full SuperUser permissions in CCH Central.

One delegate will need your firm's Government Gateway Self Assessment login credentials, and your HMRC Agent Service Account for MTD login credentials available. Any phone used to receive the multi-factor authentication codes needed to access HMRC's online services should also be available.

Note: This is an interactive show and tell course designed to run onsite or online for up to 6 hours, delivered in 5 separate parts.

Useful Resources

eLearning courses - online courses that provide you with an overview and insight into our software
Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software
Webinars - sessions for you to attend and learn from