startCCH Personal Tax: Partnership Tax Training (10091178)
How To

CCH Personal Tax: Partnership Tax Training (10091178)

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

    Overview

    This interactive single online session covers an overview of the data entry process required to create and file the tax returns. 

    The session  provides 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 online 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

      • Creation of partnership client record
      • Editing of partnership client information
        • addresses
        • associations
        • responsibilities
        • other standing data
      • Creating and maintaining partners
      • Creating the SA800
      • Trading versus non-trading partnerships
      • Corporate and non-resident partner
      • Use of real time errors and exceptions
      • Data entry:
        • Income from UK banks
        • Income from UK securities (including FTSE 350 dividend feed)
        • Land and property
        • Business Tax (including integration with CCH Accounts Production)
        • Partnership statement (including extended partnership spreadsheet)
      • Updating Partners personal tax returns
      • Non client partners (statements)
      • Tax Return Production status and reporting
      • Online filing process.
      • Homepages view

    Pre-requisites

    Attendees should adhere to the Training session Guidelines.

    All attendees should have a good understanding of CCH Central

    Who is this course designed for?

    New CCH Partnership Tax users 

    Note: It is possible to combine the Partnership and Trust Tax courses into one overview session. The combined session will only cover the data entry elements, not the creation and editing of static client information such as addresses, associations, responsibilities and other standing data.

    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.