CCH Personal Tax: Set-Up Training

Overview

This practical interactive single online session provides training in setup and maintenance of the key components of CCH Personal Tax within CCH Central.
The training includes the configuration and management of your database, in line with your business requirements.
After completing this training you will be able to continue with the system maintenance and configuration changes of the database.

Course Duration: This online session will last up to 3 hours.

Key Objectives

The delegates will be able to access and utilise the maintenance of their system
To ensure the delegates are able to set up the database and maintain future changes

Course Contents

Online filing credentials
Configuration keys
Digital Tax Account activation
Understanding CCH Personal Tax maintenance settings:
- Benefits and expense descriptions
- Capital Allowance movement types
- Common descriptions
- Default repayment claims
- Disclosure notes
- Exchange rates
- HMRC offices
- Layout and formatting
- Rates and Allowances
- Tax system parameters
- User preferences

Batch tax year creation and roll forward
Homepages
User controls:
- Security group maintenance
- Task permissions
Tax Return progress reporting:
- Standard workflows
- Pie Chart homepage control

Pre-requisites

Attendees should adhere to the Training session Guidelines.

All attendees should have a good understanding of CCH Central

This training will be run on your CCH Central.

Who is this course designed for?

CCH users / employees that have responsibility for managing CCH Central and/or CCH Personal Tax.
Database administrators, either new or existing users of the system.

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