Skip to main content
CCH Software User Documentation

CCH Personal Tax: Tax Return Bundle

Professional_Services_2.png

 

Overview

This consultancy covers the set-up and functionality of the Tax Return Bundle feature within CCH Personal Tax. 

The Bundle is a plugin to CCH Central that allows you to produce a package of documents and a covering letter to accompany your SA100s and R40s. 

You are able to define the contents of the bundle, the order that the documents are included in the bundle and paragraphs to be included in the cover letter. 

These paragraphs can be data driven, user selected or client specific paragraphs. 

The participants must have a clear understanding of their business's requirements, processes and policies in this area. 

The consultancy may extend to implementing the features fully, or train the participants to carry out these configurations themselves. 

Course Duration:

This course is designed to run either as 1) one overview session online or  2) over two practical sessions either online or onsite.                                          
Option 1 is a show and tell overview session and will not include any set-up of your Tax Return Bundle in your CCH environment. 
If you require assistance from a Professional Services consultant on settting up and building your Tax Return Bundle in your CCH environment you will need to select option 2.                                                                                                                                                                                                                             
Option 2 will include set-up and creation of your bundle which will be subject to the time available and further post session work may be required by participants.

*

Each session will last up to 3 hours.

Key Objectives

  • To ensure participants know how to carry out the configuration and maintenance of the Tax Return Bundle in the future
  • To advise on best use of this productivity feature and assist with any revision of your firm's standard processes

Course Content Options:

Option One (one session up to 3 hours online)

Tax Return Bundle Overview:

 

  • End user experience
  • Security groups 
  • Task permissions
  • Maintenance settings
  • Configuration keys
  • Bundle creation and content
  • Template letters
  • Master letter paragraphs
  • Online help

Option Two (two sessions up to 3 hours each online or onsite)

Tax Return Bundle Overview and Set-Up (in your system)

 Session One:

  • End user experience
  • Security groups 
  • Task permissions
  • Maintenance settings
  • Configuration keys
  • Bundle creation and content
  • Template letters
  • Master letter paragraphs
  • Online help

 Session Two:

  • Building your bundle

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.

Familiarity with CCH Central mail-merge and letter generation will be useful for the tax return transmittal letter.

Who is this course designed for?

CCH Personal Tax users who wish to implement the risk management and efficiency features of the CCH Tax Return Bundle.

Note This course is designed to run either as 1) one overview session online or  2) over two practical sessions either online or onsite.
Option 1 is a show and tell overview session and will not include any set-up of your Tax Return Bundle in your CCH environment. 
If you require assistance from a Professional Services consultant on settting up and building your Tax Return Bundle in your CCH environment you will need to select option 2. 
Option two will include set-up and creation of your bundle which will be subject to the time available and further post session work may be required by participants.

 

 

  • Was this article helpful?