startCCH Personal Tax: Set-Up Training (10080539)
How To

CCH Personal Tax: Set-Up Training (10080539)

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

    Overview

    This practical interactive single online session provides consultancy on setup and maintenance of the key components of CCH Personal Tax within CCH Central. 
    This includes the configuration and management of your database, in line with your business requirements. 
    After completing this session you will be able to continue with the system maintenance and configuration changes of the database. 

    Course Duration: This online session will last up to 3 hours.

    Key Objectives

    • The delegates will be able to access and utilise the maintenance of their system
    • To ensure the delegates are able to set up the database and maintain future changes

    Course Contents

    • Online filing credentials
    • Configuration keys
    • Digital Tax Account activation
    • Understanding CCH Personal Tax maintenance settings:
      • Benefits and expense descriptions
      • Capital Allowance movement types
      • Common descriptions
      • Default repayment claims
      • Disclosure notes
      • Exchange rates
      • HMRC offices
      • Layout and formatting
      • Rates and Allowances
      • Tax system parameters
      • User preferences
    • Batch tax year creation and roll forward
    • Homepages
    • User controls:
      • Security group maintenance
      • Task permissions
    • Tax Return progress reporting:
      • Standard workflows
      • Pie Chart homepage control

    Pre-requisites

    Attendees should adhere to the session Guidelines.

    All attendees should have a good understanding of CCH Central

    This consultancy will be run on your CCH Central.

    Who is this course designed for?

    CCH users / employees that have responsibility for managing CCH Central and/or CCH Personal Tax.  
    Database administrators, either new or existing users of the system. 
     

    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.