CCH Compliance Packs: Personal Tax Compliance Training

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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

Agenda

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