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CCH Software User Documentation

CCH Personal Tax: End User Data Entry Training




This course covers the tax return data entry process required to create and file SA100 tax returns.

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

Course Duration:  Online - one interactive session of up to 3 hours.  Onsite - two in-depth interactive sessions of up to 3 hours each.

Key Objectives

  • Creation of client and tax return information
  • Production of tax returns and computations 
  • Maintenance of client and tax return information
  • Process for online filing of tax returns and computations 

    Course Contents

    • Introductions
    • Overview and navigation
    • Creation of tax return 
    • Errors and exception panel
    • Data entry, e.g: entering and amending tax return sources, including: 
      • bank interest
      • dividends
      • employment income
      • capital gains, and
      • business tax
    • Review computations and schedules
    • Process for online filing
    • Homepages
    • Online resources 
    • Summary of session


    • 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? 

    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



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