CCH Personal Tax: Champions Data Entry Training

Overview

This course will cover in detail the tax return data entry process required to create and file SA100 tax returns.

This practical interactive course provides detailed training on the creation and the maintenance of client and tax return information, production of tax computations and completion of checks necessary for controlling the tax function.

Course Duration: This course consists of two in-depth online or onsite sessions. Each session will last up to 3 hours.

Key Objectives

To ensure the delegates are able to apply knowledge for the tax return data entry process and online filing
Ensure delegates can maintain client record

Course Contents

Two Sessions Online or Onsite:

Session One

Introductions
Homepage options
Creation of tax return
Errors and exception panel
Navigation
Data entry - entering and amending tax return sources including bank interest, dividends, employment income, capital gains and land and property
Notes
Summary of session

Session Two

Q&A from previous session
Data entry - Business Tax - Integration from CCH Accounts Production
Entering payments on account
View and drill down from the tax return and computation
Tax Return Production status and reporting
Online filing process
Online resources
Summary of session

Pre-requisites

Attendees should adhere to the Training session Guidelines.

All attendees should have a good understanding of CCH Central

All attendees should have a good understanding of personal taxation

Who is this course designed for?

CCH Champions

This training is suitable for new users of CCH Personal Tax.

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