CCH OneClick: Digital Tax & Open Integration Training

Overview

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

Pre-requisites

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