Topic results Setup

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.
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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
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CCH Central
CCH Packs: Central Implementation Consultancy
The document outlines an implementation meeting focused on configuring the CCH Database and navigating its features. The course, lasting up to 3 hours across two sessions, aims to teach participants how to create and update client information, run mail merges, and generate Smart Reports. Key objectives include ensuring that attendees can manage client contacts, perform bulk updates, and effectively use advanced search functionalities. Prerequisites include prior completion of SP Central implementation consultancy, and it is intended for all users of the CCH system. Additional resources and support options are provided.
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CCH Practice Management
CCH Packs: Practice Management Implementation Consultancy
This document outlines an interactive online course focused on the implementation of CCH Practice Management, specifically addressing timesheet and billing configurations. It includes employee categorization, assignment setups, charge rates, and template amendments. The course spans up to three hours and is targeted at decision-makers within the practice. Participants are advised to prepare necessary opening balances and templates in advance. Key objectives include accurate timesheet reporting, billing setup, and the incorporation of WIP and debtor balances into the system. Additional resources for learning are provided.
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CCH Practice Management
CCH Practice Management: Setup and configuration training (10091240)
This course focuses on training participants in the setup and maintenance of CCH Practice Management within CCH Central. It consists of two interactive sessions lasting up to three hours each, covering company and employee setup, security permissions, client management, and timesheet training. The course aims to equip attendees with the skills to manage the database in compliance with company policies. It is designed for CCH users and system administrators, requiring a good understanding of CCH Central beforehand. Additional resources, including eLearning and webinars, are also available.
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CCH Trust Accounts
CCH Trust Accounts: Implementation Consultancy (10091279-0001)
This course offers a consultancy session designed to assist businesses in reviewing processes and implementing new software systems, specifically CCH Trust Accounts and CCH Central. The session focuses on planning, implementation, and setup, ensuring participants understand available options and how to optimize functionality. Key attendees should have knowledge of existing production procedures and be involved in decision-making. The course emphasizes the importance of collaborative input from all organizational areas impacted by the changes. Outcomes include a defined project plan for rollout and access to supporting resources.
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CCH iFirm Time and Fees
Edit draft invoice
How to edit a draft invoice
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CCH Workflow
Progressing the tasks
This document outlines the process for managing workflow tasks. Users can complete tasks via the Tasks homepage by selecting their names and using the ribbon bar for options like "Mark as complete." Multiple simple tasks can be completed in bulk. Tasks can also be reassigned to different employees, or specific employees can be selected for subsequent workflow steps. The document includes images to illustrate these procedures.
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CCH Workflow
Progressing workflows
This document provides instructions on progressing tasks within a workflow homepage, detailing actions such as completing milestones, selecting outcomes, passing or failing tasks, and selecting employees. Users are guided on how to navigate the interface, including right-click options to manage tasks effectively. The document also mentions non-milestone tasks, directing users on how to reveal these tasks and proceed with their completion. Additionally, it highlights the ability to add comments to choices made within the workflow.
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CCH Workflow
CCH Workflow: Catalogue template implementation consultancy (10091310)
The document outlines a training session for implementing workflow templates from the Workflow Catalogue into the CCH Central system. The session lasts up to three hours and includes remote access for configuration tailored to the practice's needs. Participants will set up a specific workflow, modify system settings, and learn how to report on the data. A senior staff member's involvement is required to facilitate the session. Additional resources for further learning and support are also provided.
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CCH Workflow
CCH Workflow: configuration and deployment consultancy (10091313/10091314)
This document outlines a training course aimed at enhancing workflow processes using CCH Central. The course includes two online sessions where consultants collaborate with practice managers and specialists to analyze and modify existing workflows or create new ones tailored to specific business needs. Key objectives include setting up workflows, reviewing requirements, and planning deployment. Participants should have established a documented business process beforehand. The course is designed for practice managers, departmental partners, and senior specialists responsible for workflow development. Additional resources for learning about the software are also provided.
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CCH Workflow
_CCH VAT Return
This document outlines a workflow for monitoring the VAT return process, detailing how to initiate it through "jobs" and "assignments." It permits skipping the preparation and submission stages if clients choose to submit independently while ensuring continuity for future periods. Prerequisites include having the correct assignment template and frequency defined. The document also notes the option for responsibility allocation in tasks and suggests potential enhancements for task management. Visual aids are provided to assist users, alongside a link for additional compliance workflow resources.
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CCH Workflow
_CCH Accounts and Corporation Tax
This document outlines the workflow for accounts preparation, specifically addressing the steps involved in completing and submitting Corporation Tax returns for limited companies. It details alternative workflows for clients not classified as limited companies, such as individuals and partnerships, which require different processes. Instructions on utilizing the workflow within the assignment structure are provided, along with prerequisites for setup. Additionally, a section on potential enhancements suggests changes to task responsibilities. The document includes links to related resources and visuals to aid in understanding the processes.
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CCH Workflow
_CCH Accounts
This document outlines a workflow for the accounts preparation process tailored for various client types, focusing on instances where tax return completion is not included. It details the conditions under which client approvals and filing steps are bypassed, and explains how the workflow integrates with job and assignment systems. Prerequisites for using the workflow include ensuring assignment templates are properly set up. It also suggests possible enhancements for task responsibility allocation within the workflow. Overall, it serves as a guide to effectively utilize the accounts preparation workflow.
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CCH Workflow
_CCH Personal Tax Return
This document outlines a workflow for preparing and submitting Personal, Partnership, and Trust Tax returns using the CCH Personal Tax module. It details how to integrate the workflow with individual tax returns in CCH Central, including instructions for setting it as a default option and starting a workflow on existing returns. Additionally, it mentions the allocation of responsibility for tasks to the client partner and suggests potential enhancements for task management.
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CCH Workflow
_CCH Corporation Tax Return
This document outlines the workflow for preparing and submitting a Corporation Tax return using the CCH Corporation Tax module. It provides guidance on accessing the workflow in CCH Central, the alternative workflows available, and suggestions for enhancing task allocation responsibilities. Users can start the workflow during the creation of a new account period or by selecting the "Start Workflow" button on an existing return. It emphasizes the need for the CCH Corporation Tax module for functionality and offers links to additional resources.
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CCH Workflow
Custom Reference Dates
The document provides instructions for setting up custom reference dates in CCH Workflow. Users can define their own reference dates alongside hard-coded ones by navigating to the Central Workflow maintenance section. It details the steps to add, edit, and manage custom reference dates, including specific parameters like description, day, month, and year options. The document also explains how to associate these dates with various date rules applicable to specific products or templates and includes guidance on marking a reference date as inactive. Additionally, a search feature for custom reference dates is mentioned.
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CCH Workflow
Offset Dates
This document explains how to create and manage Offset Dates in a workflow system. Offset Dates are customizable reference points for setting deadlines. Users can create Date Rules that specify offsets from established deadlines, requiring a reference date. If existing reference dates don't meet specific needs, users may create Custom Reference Dates. Additionally, management of these dates is subject to Task Permissions for security. The document also provides links to related topics for further guidance.
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CCH Workflow
Setting up CCH Workflow
This document outlines key features and functionalities related to the CCH Workflow system, focusing on three main topics: setting up dates, managing email notifications, and working with standard workflow templates. It provides links to detailed resources on custom reference dates, date rules, email notifications, and the creation and editing of workflow templates, enabling users to effectively configure and utilize the CCH Workflow platform.
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CCH Practice Management
Set up Task Permissions
The document outlines the process of setting task permissions in a system to manage user access based on their security group. It details how to establish default permissions, customize them, or create new ones, emphasizing the importance of not deleting existing default permissions to maintain system functionality. It provides a step-by-step guide for setting task permissions, including selecting products, security groups, and allowing or disallowing tasks. Additionally, it references related resources for further assistance with security settings and task management.
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CCH Practice Management
Setting up the Fee Budgets to track a budget
This document provides guidelines for practices to track budgets against actual figures using the Assignment Billing Timetable in CCH Central. It details steps to enter monthly entries, customize the home page for budget variance management, and generate the Assignment Budget Variance Report for comparing fee analyses with budgeted activities. Instructions include opening a client's assignment, selecting the WIP tab, inputting budget details, and saving the information. The use of these functions is optional, but customization of the home page for budget variance is necessary for effective tracking.
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CCH Central
Setting up a new Assignment Type
This document provides instructions for managing assignment types within a system. It outlines the steps to create and maintain assignment types by navigating to the Assignment Types window. Users can specify characteristics such as chargeable status, external classification, included time, and assign a nominal account code. Additionally, the process includes making assignment types active or inactive and saving the changes. Visual aids are included to support the instructions.
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CCH Central
Setting up work using an Assignment Template
The document outlines the process of setting up client work using an Assignment Template in a professional services application. It details steps including finding a client, accessing the Assignments tab, and using a wizard to create a new assignment from a template. Users select the desired template, fill in job details, assign partners or managers, and finalize the assignment. This streamlined approach enhances efficiency in managing day-to-day operations and client services.
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CCH Central
Setting up work using a custom Assignment
This document provides instructions for creating a custom assignment in a client management system when existing templates are insufficient. It explains that an assignment represents the specific professional services provided to clients, such as compliance tax or financial planning. The steps outlined include selecting the client, accessing the assignments tab, adding a new assignment, and specifying assignment details like name, code, and type. It notes that to reuse the custom assignment across multiple clients, it must be set up as a template.
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