startCCH Personal Tax: Champions Data Entry Training (10098455/10098456)
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CCH Personal Tax: Champions Data Entry Training (10098455/10098456)

CCH Personal Tax
Last update: Reading time 2 minutes
Training SessionsCourse Outlines

    Overview

    This course will cover in detail the tax return data entry  process required to create and file SA100 tax returns. 

    This practical interactive course provides detailed training on the creation and the maintenance of client and tax return information, production of tax computations and completion of checks necessary for controlling the tax function. 

    Course Duration: This course consists of two in-depth online or onsite  sessions. Each session will last up to 3 hours.

    Key Objectives

    • To ensure the delegates are able to apply knowledge for the tax return data entry process and online filing
    • Ensure delegates can maintain client record

    Course Contents

    Two Sessions Online or Onsite:

    Session One

    • Introductions
    • Homepage options
    • Creation of tax return
    • Errors and exception panel
    • Navigation
    • Data entry - entering and amending tax return sources including bank interest, dividends, employment income, capital gains and land and property
    • Notes
    • Summary of session

    Session Two

    • Q&A from previous session
    • Data entry - Business Tax - Integration from CCH Accounts Production
    • Entering payments on account
    • View and drill down from the tax return and computation
    • Tax Return Production status and reporting
    • Online filing process
    • Online resources
    • Summary of session

    Pre-requisites 

    Attendees should adhere to the Training session Guidelines.

    All attendees should have a good understanding of CCH Central

    All attendees should have a good understanding of personal taxation

    Who is this course designed for?

    CCH Champions

    This training is suitable for new users of CCH Personal Tax.

    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

    Enter Agent Credentials
    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.
    CCH Personal Tax 2026.210 Service Pack: Release Notes
    CCH Personal Tax 2026.210 Service Pack: Release Notes
    CCH Personal Tax 2026.2: Release Notes
    Release Notes for CCH Personal Tax 2026.2
    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.