startCCH OneClick: Digital Tax & VAT Training (10091316)
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CCH OneClick: Digital Tax & VAT Training (10091316)

CCH OneClick
Last update: Reading time 2 minutes
Training SessionsCourse OutlinesDigital Tax AccountDigital VAT Account
    This single online session provides training on the Digital Tax Account, MTD VAT filing, and the Digital Data Review.

    Overview

    This single online  session provides training in using the Digital Tax and Digital VAT features of CCH OneClick within the online Advisor Workspace. 
    The training includes :

    • how to use an individual's Digital Tax Account
    • to collect sources of income using the Digital Data Request
    • to view the Digital VAT Account of your VAT registered Clients
    • to file MTD compliant VAT returns.

    Course Duration: The session will last up to 3 hours.

    Key Objectives

    • To ensure delegates understand the Digital Tax Account and how to use it
    • To understand how to generate and review a Digital Data Request
    • To understand how to view information in a Client's Digital VAT Account and submit returns

    Course Contents

    Part A - Personal Tax Part B - VAT
    • View information in the HMRC digital tax account for an individual
    • Understand the various data sources
    • Send data to the tax return in CCH Central
    • Generate a Digital Data Request
    • Understand Client completion of the DDR
    • Review the digital data in the advisor workspace
    • Authenticate MTD Agent Service Account details with HMRC
    • Configure and view Clients' digital VAT accounts
    • Submit MTD compliant VAT returns using spreadsheets

    Pre-requisites 

    Attendees should adhere to the Training session Guidelines.

    All attendees should have a good understanding of CCH Central with appropriate task permissions and MS Office plugins installed on their local systems.

    Who is this course designed for?

    CCH users / employees who deal with the online digital elements of CCH OneClick. 
    CCH users / employees who complete personal tax returns.
    CCH users / employees who provide VAT services to your clients. 

    Note: This training is also available  as one of the modules of the CCH OneClick: Full Suite Training course

    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
    • Customer Onboarding Glossary - Our terminology explained for customers

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