startCCH Personal Tax: End User Data Entry Training (10091177/10091176)
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CCH Personal Tax: End User Data Entry Training (10091177/10091176)

CCH Personal Tax
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Training SessionsCourse Outlines

    CCH Personal Tax: End User Data Entry Training covers SA100 tax return creation, filing, client data maintenance, and tax computations in a 3-hour session

    Overview

    This course covers the tax return data entry process required to create and file SA100 tax returns.

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

    Course Duration: Online - one interactive session of up to 3 hours.

    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.

    Onsite - two in-depth interactive sessions of up to 3 hours each.

    Key Objectives

    • Creation of client and tax return information
    • Production of tax returns and computations
    • Maintenance of client and tax return information

    • Process for online filing of tax returns and computations 

      Course Contents

      • Introductions
      • Overview and navigation
      • Creation of tax return
      • Errors and exception panel
      • Data entry, e.g: entering and amending tax return sources, including: 
        • bank interest
        • dividends
        • employment income
        • capital gains, and
        • business tax
      • Review computations and schedules
      • Process for online filing
      • Homepages
      • 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? 

      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

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    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.
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    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.