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CCH Software User Documentation

CCH OneClick: Digital Tax & Open Integration Training




This single online  session provides training in using the Digital Tax and Open Integration features of CCH OneClick within the online Advisor Workspace. 
The training includes ;

  • how to use an individual's Digital Tax Account, 
  • to collect sources of income using the Digital Data Request, 
  • to view the Digital VAT Account of your VAT registered Clients, 
  • to file MTD compliant VAT returns, 
  • and to use Open Integration to bring your Clients' bookkeeping data into Accounts Production in CCH Central

Course Duration: The session will last up to 3 hours.

Key Objectives

  • 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 - Personal Tax Part B - VAT & Accounts
  • 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


Attendees should adhere to the Training session Guidelines.

All attendees should have a good understanding of CCH Central with appropriate task permissions and MS Office plugins installed on their local systems.

Who is this course designed for?

CCH users / employees who deal with the online digital elements of CCH OneClick. 
CCH users / employees who complete personal tax returns, 
CCH users / employees who use the accounts production module,
CCH users / employees who provide VAT services to your clients. 

Note: This training is also available  as one of the modules of the CCH OneClick: Full Suite Training course

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



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