startCCH OneClick: MTD VAT Filing - Corporate training (10091317)
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CCH OneClick: MTD VAT Filing - Corporate training (10091317)

CCH OneClick
Last update: Reading time 2 minutes
Training SessionsCourse OutlinesMTD For VAT

    Overview

    CCH OneClick allows you to file your VAT returns using HMRC's bridging software solution. 
    This single online session provides a fully HMRC complaint MTD VAT filing solution if your bookkeeping software is not MTD compliant, or you use spreadsheets to consolidate transactional data in order to prepare your VAT return. 

    This is a practical course to help you configure CCH Central and CCH OneClick with the necessary settings to allow you to file your MTD compliant VAT returns with HMRC. 
    It also includes a show and tell of the complete end-to-end submission process, and how to view the information in your Digital VAT Account. 

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

    Key Objectives

    • Configure CCH Central and CCH OneClick to use the MTD digital tax features
    • Authenticate your HMRC filing credentials
    • Format a spreadsheet for correctly submitting to HMRC
    • Upload and submit an example VAT return using the MTD process

    Course Contents

    • Configure CCH Central with company and user information
    • Activate CCH OneClick
    • Activate users with a CCH OneClick account
    • Authenticate your HMRC credentials within CCH OneClick
    • Tag a spreadsheet with the correct name ranges to allow upload
    • Upload a spreadsheet and generate the PDF report
    • Submit a test VAT return to HMRC
    • Understand the Digital VAT Account

    Pre-requisites

    The training will take place in your own CCH Central and CCH OneClick environment, and CCH Central including the CCH OneClick module should be installed in your environment, and you should be able to launch and log in to the CCH Central application from your workstation. Your workstation should include the latest version of a modern web browser (such as Microsoft Edge, Chrome, or Firefox), and internet access. One delegate will require full SuperUser permissions in CCH Central.

    You will need your firm's Government Gateway login credentials for each company you file VAT for, and any phone used to receive the multi-factor authentication codes needed to access HMRC's online services should also be available.

    Who is this course designed for?

    CCH Central and CCH OneClick who file VAT returns
     

    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

    Related documents

    Step by Step Guide to Making Tax Digital (MTD) : HMRC sign up
    This user guide assists users in navigating the sign-up process for Making Tax Digital (MTD) for VAT, clarifying that while Wolters Kluwer does not facilitate the sign-up, it has provided this resource to ease the process. Key points include creating an Agent Services Account for agents, the significance of the Business Tax Account, the steps to link existing and new clients, and the requirement for MTD-compatible software for submissions. It also highlights deadlines and contact information for HMRC support. Additionally, it refers users to helpful webinars and resources related to MTD.
    eSign User Guide
    This document outlines the operational guidelines for using the eSign functionality within CCH Central, emphasizing the need for Microsoft Edge WebView2 Runtime installation. It details the eSign and Approval processes for sending documents, including directions for document preparation and the management of multiple signatories. Key features include newly added email templates, internal signature capabilities, and updated status tracking in both Message Centre and Document Centre. Users can utilize various acrofields for signatures and customize their signing experience. Enhanced communication is facilitated through automated notifications and document management functionalities.
    CCH OneClick 2026.1: Release Notes
    Release Notes for CCH OneClick 2026.1
    Get Started with Making Tax Digital for VAT
    This document outlines the essential resources and steps required for getting started with Making Tax Digital (MTD) for VAT. Key points include the necessity to register with HMRC, create an agent services account, and authorize Wolters Kluwer Software. It emphasizes the importance of having a CCH OneClick account to access MTD features. The document also provides quick start guides, video tutorials, and client resources to facilitate a smooth transition to digital VAT returns. Additionally, there are links to guides for both clients and advisors to enhance understanding and implementation of MTD processes.
    Activating individual clients
    This document provides a comprehensive guide on activating individual clients for the CCH OneClick client workspace. It outlines necessary pre-checks, including verifying unique client email addresses and team responsibilities. The activation process can be done for single or multiple clients, with detailed steps for each. Additionally, there are options for enabling various features within OneClick for clients, including sending welcome messages and monitoring activation status. The document also highlights optional features available for clients after activation, ensuring effective client management within the OneClick system.