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CCH Software User Documentation

CCH Personal Tax: Set-Up Training




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



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



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