startCCH Personal Tax: essentials training online (10133826)
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CCH Personal Tax: essentials training online (10133826)

CCH Personal Tax
Last update: Reading time 1 minutes
Training SessionsCourse OutlinesCCH PacksCCH Compliance Pack

    Overview

    This course provides interactive training on the tax return data entry process required to create and file SA100 tax returns. It covers the creation and maintenance of client and tax return data, the production of tax computations, and the completion of checks necessary for managing the tax function. 

    Prerequisites

    All delegates should have completed CCH Central essentials. 

    Objectives

    To understand how to create tax return information, produce tax returns and computations, maintain client and tax return information and online file tax returns and computations. 

    Course Duration

    3 hours

    Cloudshare: This course will be delivered using an interactive hosted training environment called CloudShare.
    CloudShare provides a standardised virtual training environment for each attendee, enabling hands on interaction during the training session. You will receive a comprehensive set of instructions and recommendations prior to the training.

    Course contents

    • Overview & navigation​
    • Creation of tax returns​
    • Errors & exceptions​
    • Data entry​
      • Bank interest​
      • Employment income​
      • Business tax
    • Brought forward losses​
    • Class 2 NIC​
    • Tax payment/repayments​
    • Tax return other information​
    • Reviewing computations and schedules​
    • Online filing​

    Who is this course designed for?

    All CCH Personal Tax users.

    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

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    The document outlines the procedures for adding online filing credentials for tax returns, prioritizing employee, departmental, and database credentials. Instructions for adding login details for individual employees involve searching for the employee and entering agent credentials in the Online Filing Details tab. Additionally, there are steps for entering organizational login details via the Tax System Parameters menu, specifying user ID, password, and email, followed by selecting the filing organization type. The document emphasizes related topics for further reference.
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    Generating the Online Filing Submission and IR Mark
    The document outlines the process for validating a tax return before submitting it to HMRC. It specifies steps to open the tax return, validate it against HMRC standards, and correct any errors. It also describes how to add attachments, including schedules and the SA302 form, while noting attachment size limitations. Finally, the process to generate the IR mark is detailed, highlighting that it occurs only when no validation errors remain. This includes data saving, error checks, and snapshotting the tax return for database records.
    Tax Return Bundle Window
    The Tax Return Bundle window facilitates the creation of a comprehensive tax return package, including a Transmittal Letter. This document outlines various sections, such as setting the date of issue, customizing cover letters, selecting which tax return items to include, and adding additional documents. It also covers the bundle creation process and the functionality of locking the window. Overall, it serves as a guide for users to efficiently manage and generate tax return documentation using the specified features of the software.