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CCH Software User Documentation

CCH Personal Tax: Consultancy




This consultancy is suitable for tax users who wish to implement the more advanced features of CCH Personal Tax and will involve understanding your business requirements around CCH Personal Tax as well as provide an opportunity to review your processes and policies with the guidance of our experienced consultants. 

Our consultancy provides knowledge to enable decisions regarding key features and functions. 

The example contents below provide a range of choice and will be discussed in more detail with your account manager.  

Prior to the consultancy, your consultant will arrange a pre-call with you to determine whether the contents will be covered in full or an agreed selection of content to the appropriate level in the time available.  

Depending on your chosen content, the consultancy may extend to implementing the features fully, or train the participants to carry out these configurations themselves.
Your consultant will follow up with an agreed agenda.

Course Duration: This course consists of two  practical interactive  onsite or online consultancy sessions. Each session will last up to 3 hours.

Key Objectives

  • To investigate your needs, wants and future expectations
  • To review relevant processes 
  • To advise on the best use of the functionality
  • Assist with any revision of firm's standard processes

Course Contents

  • Central
  • Disclosure notes
  • Digital Tax Account
  • Digital Data Request
  • Return Review (if licensed)
  • Expatriates
  • UK resident non-UK domiciliaries
  • CCH Personal Tax reporting
  • CCH Personal Tax Workflow
  • Task permissions relating to these features

Note: Please note the consultancy contents above are examples only. Your consultant will contact you to agree an agenda for your requirements. 


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  CCH Personal Tax

All attendees should have a good understanding of personal taxation.

Access to  up to date version of CCH Personal Tax.

Who is this course designed for?

CCH Personal Tax users who wish to implement the more advanced features 

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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