How To
How does it work? Digital Data Review
CCH OneClick
Digital Data Review is the area within your CCH OneClick workspace where you can see and review the tax data your clients have sent you digitally, along with the data that HMRC already hold on your clients' behalf in their digital tax account (DTA).
As we move into the world of digital tax, this feature will become critical to how you service your clients.
Why should I be interested?
Single place for all your clients' tax data
Digital Data Review provides a single place for you, the advisor, to view all client and HMRC data captured together with the ability to review this data and populate the tax system.
Real-Time Information
Data sent to you by your clients (using the Digital Data Request functionality within their CCH OneClick workspace) is available to view within the Digital Data Review screen in real-time.
Automation
The ability to commit reviewed data to CCH Personal Tax creates even more efficiencies by removing the need for manual data entry.
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.