start_CCH Personal Tax Return
How To

_CCH Personal Tax Return

CCH Workflow
Last update: Reading time 1 minutes
Tax ReturnSetup
    This workflow covers the preparation and submission of personal, partnership and trust tax returns.

    Introduction

    This workflow covers the preparation and submission of Personal, Partnership and Trust Tax returns. Note that it requires the module CCH Personal Tax to be installed in your system.

    _CCH Personal Tax Return.svg

     click image to download enlarged version 

    How to use this workflow

    This workflow attaches to an individual, partnership or trust tax return in CCH Central. When you create or roll forward a tax return, from the wizard select "Central Workflow" and tick the box next to "_CCH Personal Tax Return".

    Note: if the tax return has already been created, you can open the return and select the "Start Workflow" button on the ribbon bar.

    To set this workflow as the default for all individual, partnership and trust tax returns select:

    • File > Maintenance > Tax settings > Personal Tax > Tax system parameters
    • Go to the tab "Tax Return Creation Defaults" and select the CCH Central Workflow "_CCH Personal Tax Return".

      personal_tax-return_2.png

    Possible Enhancements

    Responsibility for all tasks are currently allocated to the client partner. If you wish to use the "Tasks" homepage control, the workflow steps could be changed to reflect the responsibility types reflected in the assignment or client level responsibilities.

    < Back to Compliance Workflows

    Related documents

    CCH Workflow 2025.3: Release Notes
    The document provides release notes for CCH Workflow version 2025.3, highlighting installation prerequisites through the Central Suite Installer and introducing a new configuration key, Wf_DocumentExtraFields, which enables the merging of document extra fields. Firms wishing to disable this feature can adjust the key value. It includes legal disclaimers regarding accuracy and confidentiality, as well as trademark information. The content is proprietary to Wolters Kluwer (UK) Limited and is not to be reproduced without permission.
    VAT Workflow : Quick Start Guide
    This document serves as a comprehensive guide for managing VAT returns using the CCH Central Workflow system. It details the steps for creating a customized VAT workflow by saving the standard workflow as a practice-specific version, updating assignment responsibilities, and setting up VAT assignments and jobs. The guide covers the process for adding workflows to clients, customizing the homepage for workflow management, and tracking tasks within the workflow system. Additionally, it highlights automation features for task assignment and periodic workflow creation with links to further resources for detailed instructions.
    Progressing the tasks
    This document outlines the process for managing workflow tasks. Users can complete tasks via the Tasks homepage by selecting their names and using the ribbon bar for options like "Mark as complete." Multiple simple tasks can be completed in bulk. Tasks can also be reassigned to different employees, or specific employees can be selected for subsequent workflow steps. The document includes images to illustrate these procedures.
    Progressing workflows
    This document provides instructions on progressing tasks within a workflow homepage, detailing actions such as completing milestones, selecting outcomes, passing or failing tasks, and selecting employees. Users are guided on how to navigate the interface, including right-click options to manage tasks effectively. The document also mentions non-milestone tasks, directing users on how to reveal these tasks and proceed with their completion. Additionally, it highlights the ability to add comments to choices made within the workflow.
    Introduction to the Workflow homepage control
    The document provides an overview of the Workflow homepage control, detailing its functionality for monitoring workflow progression. It covers how to customize the interface, select workflows, and change view options, including due dates and employee views. The document also highlights the use of the "Field Chooser" for adding relevant columns, adjusting totals displayed for workflow steps, adding or editing comments, and applying filters to streamline the displayed workflows. Visual aids and step-by-step instructions complement the descriptions for ease of use.