startCCH Personal Tax: Tax Return Bundle (10094891/10094890)
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CCH Personal Tax: Tax Return Bundle (10094891/10094890)

CCH Personal Tax
Last update: Reading time 2 minutes
ConsultancyCourse OutlinesTax Return Bundle

    Overview

    This consultancy covers the set-up and functionality of the Tax Return Bundle feature within CCH Personal Tax. 

    The Bundle is a plugin to CCH Central that allows you to produce a package of documents and a covering letter to accompany your SA100s and R40s. 

    You are able to define the contents of the bundle, the order that the documents are included in the bundle and paragraphs to be included in the cover letter. 

    These paragraphs can be data driven, user selected or client specific paragraphs. 

    The participants must have a clear understanding of their business's requirements, processes and policies in this area. 

    The consultancy may extend to implementing the features fully, or assist the participants to carry out these configurations themselves. 

    Course Duration:

     This course is designed to run over two practical sessions online. Each session will last up to 3 hours.                                      
                                                                                                                                                                                                                            
     

    Key Objectives

    • To ensure participants know how to carry out the configuration and maintenance of the Tax Return Bundle in the future
    • To advise on best use of this productivity feature and assist with any revision of your firm's standard processes

    Course Content Options:

    Tax Return Bundle Overview and Set-Up online (in your system)

     Session One:

    • End user experience
    • Security groups 
    • Task permissions
    • Maintenance settings
    • Configuration keys
    • Bundle creation and content
    • Template letters
    • Master letter paragraphs
    • Online help

     Session Two:

    • Building your bundle online

    Pre-requisites 

    Attendees should adhere to the consultancy session Guidelines.

    All attendees should have a good understanding of CCH Central

    All attendees should have a good understanding of personal taxation.

    Familiarity with CCH Central mail-merge and letter generation will be useful for the tax return transmittal letter.

    Who is this course designed for?

    CCH Personal Tax users who wish to implement the risk management and efficiency features of the CCH Tax Return Bundle.

    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.