Digital Data Request is a web-based application that presents your clients with a list of income sources for which they need to provide data, along with any supporting documentation required. It allows them to upload requested information quickly and efficiently from their chosen device which will be available to you in real-time.

Even with the move to Making Tax Digital (MTD) and the information available within the Digital Tax Account, there will still be a need to request information from your clients to enable you to complete their tax return.

To assist your clients in providing this information we have developed the Digital Data Request.

Digital Data Request is available as a browser-based application for your clients, giving them greater flexibility as to how they input and send you information.

This will be accessible through the Digital Data Request tile in their CCH OneClick workspace if they have this feature enabled.

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We would encourage you to try this feature out and post any feedback in UserVoice.

Charging for Data Collection

As of April 2021, Data Collection will become a chargeable feature. Charging will occur at the point a Digital Data Request is sent to the client and will continue on a per client per month basis until the Digital Data Request has been removed as a feature from that client.

View the FAQs for more information

Related documents

Step by Step Guide to Making Tax Digital (MTD) : HMRC sign up
This user guide assists users in navigating the sign-up process for Making Tax Digital (MTD) for VAT, clarifying that while Wolters Kluwer does not facilitate the sign-up, it has provided this resource to ease the process. Key points include creating an Agent Services Account for agents, the significance of the Business Tax Account, the steps to link existing and new clients, and the requirement for MTD-compatible software for submissions. It also highlights deadlines and contact information for HMRC support. Additionally, it refers users to helpful webinars and resources related to MTD.
eSign User Guide
This document outlines the operational guidelines for using the eSign functionality within CCH Central, emphasizing the need for Microsoft Edge WebView2 Runtime installation. It details the eSign and Approval processes for sending documents, including directions for document preparation and the management of multiple signatories. Key features include newly added email templates, internal signature capabilities, and updated status tracking in both Message Centre and Document Centre. Users can utilize various acrofields for signatures and customize their signing experience. Enhanced communication is facilitated through automated notifications and document management functionalities.
CCH OneClick 2026.1: Release Notes
Release Notes for CCH OneClick 2026.1
Get Started with Making Tax Digital for VAT
This document outlines the essential resources and steps required for getting started with Making Tax Digital (MTD) for VAT. Key points include the necessity to register with HMRC, create an agent services account, and authorize Wolters Kluwer Software. It emphasizes the importance of having a CCH OneClick account to access MTD features. The document also provides quick start guides, video tutorials, and client resources to facilitate a smooth transition to digital VAT returns. Additionally, there are links to guides for both clients and advisors to enhance understanding and implementation of MTD processes.
Activating individual clients
This document provides a comprehensive guide on activating individual clients for the CCH OneClick client workspace. It outlines necessary pre-checks, including verifying unique client email addresses and team responsibilities. The activation process can be done for single or multiple clients, with detailed steps for each. Additionally, there are options for enabling various features within OneClick for clients, including sending welcome messages and monitoring activation status. The document also highlights optional features available for clients after activation, ensuring effective client management within the OneClick system.