Consultancy Services
Last update:CCH Personal Tax
CCH Personal Tax: Tax Return Bundle (10094891/10094890)
This document outlines a consultancy course for implementing and configuring the Tax Return Bundle feature within CCH Personal Tax. The bundle serves to create a package of documents and cover letters for SA100s and R40s. The course consists of two online sessions aimed at educating participants on configuration, maintenance, and best practices for utilizing the feature. Pre-requisites include familiarity with CCH Central and personal taxation. The course targets CCH Personal Tax users looking to enhance efficiency and risk management in tax return processes.
CCH Personal Tax
CCH Personal Tax: Consultancy (10091206/10091205)
CCH Personal Tax consultancy offers advanced features implementation and process reviews for tax users. The 3-hour sessions, available onsite or online, aim to align specific business needs with the software's functionality while providing hands-on training or full feature implementations. Key objectives include assessing user requirements, optimizing processes, and revising standard firm practices. Participants should have a solid understanding of CCH Central and Personal Tax, as well as personal taxation. A pre-call with consultants will tailor the agenda to meet specific needs.
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.