CCH Interactive Checklist
CCH Interactive Checklist video 4 – Filtering and Review
The document provides a video on CCH Interactive Checklist: Filtering and Review
Topic results Getting Started
CCH Interactive Checklist
CCH Interactive Checklist video 2 - Client Management
The document provides a video on CCH Interactive Checklist: Client Management
CCH Interactive Checklist
CCH Interactive Checklist video 1 - Introduction
This video provides an introduction to CCH Interactive Checklist
CCH Interactive Checklist
CCH Interactive Checklist video 3 – Tailoring and Completion
The article provides a video on CCH Interactive Checklist – Tailoring and Completion
CCH IFirm MTD For Income Tax
How to Set up CCH iFirm MTD for Income Tax
This document outlines the requirements and procedures for complying with Making Tax Digital (MTD) for Income Tax. Starting in April 2026, sole traders and landlords earning over £50,000 will be required to maintain digital records and submit quarterly updates using compatible software. The guide provides detailed steps for accountants and clients on signing up for MTD, including creating an agent services account, client authorisations, and necessary software prerequisites. It emphasizes the importance of authorisation with HMRC and includes links to additional resources and a video tutorial.
CCH IFirm MTD For Income Tax
CCH iFirm MTD for Income Tax: Video introduction
A video walkthrough introduction to CCH iFirm MTD for Income Tax
CCH KPI Monitoring
KPI Monitoring: Terms and Conditions
KPI Monitoring: Terms and Conditions
CCH OneClick
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.
CCH Working Paper Management
Quick Start Guide
The document provides an overview of CCH Working Paper Management, a module integrated with CCH Accounts Production that facilitates the organization and management of working papers linked to financial statements. Key features include customizable templates, review functionalities, and centralized storage, which enhance workflow consistency and transparency across accounting practices. The module is equipped with restrictions related to specific master packs and user permissions. Overall, it aims to streamline accounting processes, improve collaboration, and maintain document integrity within the CCH software environment.
My Account overview (video)
My Account overview video
CCH Equity
Getting Started with CCH Equity
CCH Equity is a specialist software product from Wolters Kluwer designed to assist with Capital Gains Tax (CGT) and Dividend Scheduling. It is typically used by accountants and tax professionals to manage equity-related data for clients efficiently.
CCH Interactive Checklist
Get Started
The document is a user guide for CCH Interactive Checklist, providing essential information and resources to help users get started. It includes links to various sections such as installation, user management, client management, and checklist completion. Additional resources feature guides for SQL database management, including backup and restore procedures. Furthermore, the document offers video tutorials covering key topics like introduction to the software and client management.
CCH Corporation Tax
Getting Started
This document provides a quick start guide for using CCH Corporation Tax software. It outlines essential features such as the Data Navigator, which assists in completing clients' Returns, and the use of Breadcrumbs for navigation. Additionally, it explains the functions available in the Ribbon panel located at the top of the screen. Overall, the document aims to streamline the user experience by highlighting key tools and navigation methods within the software.
CCH Practice Management
Getting Started
This document serves as a beginner's guide for setting up CCH Practice Management software, emphasizing the importance of correctly configuring the Central database. It provides links to detailed guidance on CCH Central setup and various customizable Toolbox options that enhance homepage functionalities, such as financial analyses and employee management tools. Key topics include Aged Creditors, Budget Analysis, and Job Sheet management. Overall, it aims to equip users with essential resources for effective software utilization.
CCH OneClick
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.
CCH OneClick
Get Started with Digital Data Request
The document provides information about the Digital Data Request feature for CCH OneClick, formerly known as Aide Memoire. It explains that requests sent from CCH Central become accessible to clients once their workspace is activated. Additionally, it includes important links for client activation and management, as well as a customizable client guide document for users who wish to tailor the communication before sending it to clients.
CCH OneClick
Making Tax Digital for VAT: Guide for Clients
This quick start guide provides instructions for utilizing Making Tax Digital (MTD) for VAT within CCH OneClick. Key points include the necessity of digital record-keeping for VAT-registered businesses, the requirement to authorize CCH OneClick with HMRC, and the importance of receiving a confirmation email from HMRC before entering VAT numbers. It outlines steps for activating CCH OneClick, creating digital links in Excel, tagging spreadsheets for upload, submitting VAT returns to HMRC, and accessing the Digital VAT Account for historical data. Users should be mindful of specific compliance deadlines when signing up for MTD.
CCH KPI Monitoring
What is CCH KPI Monitoring?
CCH KPI Monitoring is a Business Activity Monitoring software designed for accountants, automating redundant tasks and providing real-time business insights. It helps improve efficiency, minimize risks, and enhances decision-making by monitoring systems 24/7 and delivering customizable alerts for crucial business metrics. New features in version 10 include advanced alerting systems and reporting capabilities. The software allows firms to focus on growth by managing client-related information seamlessly. Additionally, case studies and an ROI calculator are available to demonstrate its effectiveness and potential benefits.
CCH IXBRL Review And Tag
Introduction: Tagging Detailed Profit and Loss
The document outlines the process for tagging the Detailed Profit and Loss (DPL) statement for HMRC compliance, indicating that it must be submitted with either Accounts or tax computations, but not both. It specifies that CCH provides two options for tagging the DPL: via the CCH Corporation Tax return or using CCH iXBRL Review & Tag. Additionally, a link is provided for further instructions on tagging the DPL through the Corporation Tax method.
CCH IFirm AMLCCH IFirm Organisation Management
Logging into CCH iFirm: Admin & User Access Guide
This document provides guidance on logging into CCH iFirm, specifically targeting Admin users and existing/new users of the CCH iFirm cloud product. It includes links to the Help Guide for Admins and instructions for managing user access. If an organization has not begun using CCH iFirm, existing administrators should use the Wolters Kluwer Account self-service portal. Additionally, it highlights the requirement for email matching between CCH iFirm and CCH Central for access. For further assistance, users are advised to contact their organization's Wolters Kluwer Account Administrator.
CCH IFirm Accounts Production
Logging into CCH iFirm Accounts Production
This document outlines the steps required for CCH Central employees to access CCH iFirm Accounts Production. Users must first be invited by their organisation's CCH iFirm admin and ensure they have both CCH Central and CCH iFirm logins. The document provides instructions for selecting a client, logging into CCH iFirm Accounts Production, and emphasizes the importance of keeping the login screen open after successful access. Additionally, it includes links for further assistance with client migration and organizing management.
CCH IFirm Accounts Production
Migrating your existing clients to CCH iFirm Accounts Production
This document outlines the steps for migrating accounting data to CCH iFirm Accounts Production. It begins by instructing users to select a client from CCH Central and check if their data is already migrated. Key prerequisites include ensuring that the CCH iFirm Console is running and confirming .NET runtime installation. Users are then guided through the migration process by clicking the appropriate button and confirming the migration. Once complete, the client’s accounting status is updated, and visual indicators are provided. Lastly, it includes information on reverting back to the on-premise version of the software.
CCH Fixed Asset Register
Quick Start Guide
A comprehensive detailed Quick Start Guide available for download. Users can also access sample reports for the Fixed Asset Register to better understand reporting styles. Links to visual aids, guides, and report samples are provided throughout to facilitate the learning process.
CCH Document Management
Get Started
The Document Center is a central feature of CCH Document Management, accessible through various areas including Contact, Client, Assignment, Employee, and Global Documents. It provides diverse functionalities such as document creation, searching, and previewing, along with detailed property display and an audit trail of changes. The center allows users to customize document access based on context, enhancing efficiency by linking documents to multiple contacts to reduce duplication. Overall, it serves as a comprehensive tool for managing and organizing documents within CCH Central.