startCCH Personal Tax: enhanced training online (10133827)
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CCH Personal Tax: enhanced training online (10133827)

CCH Personal Tax
Last update: Reading time 1 minutes
Training SessionsCourse Outlines

    Overview

    This enhanced training session is for CCH Personal Tax users who need to manage complex personal tax scenarios and streamline administrative processes. The course provides practical guidance on entering data for additional sources, handling bulk administrative tasks, and effectively using workflows. 

    Prerequisites

    All delegates should have completed CCH Central essentials and CCH Personal Tax essentials courses. 

    Objectives

    By the end of this course, participants will be able to enter data into additional data sources, complete administrative tasks such as bulk rolling forward returns, use personal tax workflows effectively. 

    Course duration

    2 hours

    Cloudshare: This course will be delivered using an interactive hosted training environment called CloudShare.
    CloudShare provides a standardized 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.

    Course contents

    • Data entry:
      • Land and property​
      • Capital gains
      • Foreign income
      • Non-residency
      • Repayment claims​
    • Bulk roll forward of tax return​
    • PT Homepage
    • Managing workflows

    Who is this course designed for?

    • All CCH Personal Tax users. 

    Useful Resources

    Related documents

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