Tax Admin and Compliance
The Tax Return Bundle window is used to generate the bundle including the Transmittal Letter.
Last update: CCH Personal Tax
Reporting
This document outlines the functionality and benefits of using the CCH Central Reporting for Payments on Account in personal tax management. It introduces the CCH Personal Tax – POA Report, which consolidates reporting for January and July payments into a single template that can be easily modified annually. Key advantages include reduced yearly report recreation, customizable search and sort options, and updated mail merge fields. Additionally, it provides guidance on letter templates, producing reports, editing templates, and batch data refresh procedures, emphasizing best practices for maintaining report integrity and access permissions.
CCH Personal Tax
CCH Statement Designer
The document outlines the functionalities of CCH Statement Designer, focusing on automation, editing, and management of statements. It details processes for updating formats, modifying existing statements, reordering statements, and managing task permissions. Additionally, it describes working with themes to set default fonts and styles, including steps for updating fonts and setting page layouts. Training is recommended for advanced formatting features. The guide aims to streamline user interactions with the tool while emphasizing the importance of saving changes and permission controls.
CCH Personal Tax
System Administrators
The document outlines the features of a personal tax system optimized for multi-user environments. It explains that when modifications are made to a tax return, these changes are initially stored in memory (cache). Upon access by a second user, the most current data is then written to the database, ensuring that all users have access to the latest information.
CCH Personal Tax
Making Tax Digital
This document outlines the setup and functionality of HMRC's initiative under the Making Tax Digital program, which allows tax software to access and display individual tax information for easier Tax Return preparation. It details the necessary configurations, including enabling a new configuration key, authorizing agent credentials, and managing task permissions. Additionally, it explains how to access clients' Digital Tax Account data, the specifics of Marriage Allowance claims, potential error handling, and the important role of authorizing agent credentials for accessing HMRC data. The document emphasizes user permissions and the management of authorization statuses.
CCH Personal Tax
Information Request
This document provides guidelines for using Information Request templates designed for automating the collection of tax return information from clients via CCH software. It details various default templates available for individuals and trusts, including instructions for locating, editing, and running mail merges for these templates. Additionally, it includes tips for correct data entry, handling joint income sources, and adjusting reporting parameters for tax years. Backup practices are recommended before editing templates to preserve original versions. The document emphasizes customizable options to tailor communication to client needs.
CCH Personal Tax
Expat Reports
The document outlines the procedures for accessing two specific reports within the expat employment module: the "Statement of Liability" and the "Overrides Entered." The "Statement of Liability" is available for cases with multiple equalised employments or specific conditions and can be accessed via the 'Summary' tab. The "Overrides Entered" report highlights any differences in data entered by the taxpayer and the linked employer, excluding certain remuneration data, and is also accessed from the 'Summary' tab. If no overrides exist, a message indicating this will be displayed.