Product Guides
Here you’ll find product guides to assist in using your CCH Personal Tax software
Last update: Tax Settings
This section covers Bank and Select Lender, Common Tax Descriptions, Joint Sources, Tax Notes and Tax Return Status for CCH Personal Tax.
Linking Products
Tax System Parameters, Client Tax Links and Updates from CCH Accounts Production are available in this section.
Export and Import Data
Import and Export client tax returns, import P11D Data and a Trial Balance.
Tax Return Data Entry
How to complete data entry tasks according to client types
Partnership Tax
Add financial details and learn how to create SA800 tax returns using CCH Central.
Online Filing
How to complete your tax return correctly without errors or exceptions.
Tax Return Bundle
Set up a pre-defined set of documents including the tax return and covering letter.
Tax Admin and Compliance
Helpful information covering Tax Administration and Compliance.
Tax Workflow (Legacy)
Workflows contain templates that define how and in what order tasks are completed. All the information you’ll need is in this section.
CCH Disclosure Notes
CCH Disclosure Notes automates, edits and manages disclosure for tax returns.
Expat Module
This functionality covers employment, foreign earnings, Residence and Domicile, and Foreign Tax Relief.