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CCH Software User Documentation

CCH Compliance Packs: Personal Tax Compliance Training



This course is designed to give users of CCH Personal Tax an overview of the setup and maintenance of client and personal and business tax information, data entry and production of tax computations and returns. Pre-requisites - HMRC credentials to have been for CCH Personal Tax.

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 

Who should attend 

  • Delegates may be system administrators, champions, super-users and end-users of CCH Personal Tax
  • All delegates should have a good understanding of personal taxation


Course Contents                                                                                          

  • Introductions 
  • Homepages including PT workflow options 
  • Creation of tax return  
  • Errors and exception panel 
  • Navigation 
  • Entering and amending tax return sources including bank interest, dividends, employment income, capital gains and business tax, entering payments on account 
  • View and drill down from the tax return and computation 
  • Online filing  
  • Online resources  
  • Summary of session 


Note: This online consultancy takes up to 3 hours.

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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