Topic results Digital Data Request

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.
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CCH OneClick
Making Tax Digital: Send to Tax Return - User Guide
This document outlines the "Send to Tax Return" functionality in CCH OneClick, which integrates with CCH Personal Tax and leverages HMRC's Digital Tax Account data. Key features include the retrieval of pre-existing data and HMRC information, aimed at enhancing efficiency and accuracy while reducing errors. It specifies system requirements, including version dependencies and configurations. The document also provides detailed steps for data authorization with HMRC, data handling for different tax years, and limitations regarding certain tax data. Recommendations for browser use (Chrome) and instructions for error handling are included as well.
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CCH OneClick
How does it work? Digital Data Review
The Digital Data Review feature in CCH OneClick provides tax advisors with a centralized platform to access and review digital tax data submitted by clients and held by HMRC. It enables real-time visibility of client data and automates data entry into the tax system, enhancing efficiency. This functionality is crucial as the industry transitions to digital tax processes, streamlining client service and improving data management.
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CCH OneClick
How does it work? Digital Data Request
The Digital Data Request is a web-based application designed to streamline client data submissions for tax returns, requiring clients to provide income source information and supporting documents. It is accessible via the CCH OneClick workspace, offering flexibility for clients to upload data in real-time. As of April 2021, this feature will incur charges upon initial request and on a monthly basis per client until discontinued. Users are encouraged to test the application and provide feedback through UserVoice. Further details are available in the FAQs.
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CCH OneClick
Digital Data Review Quick Start Guide
The document explains the functionalities of Digital Data Review and Digital Data Request tools within CCH OneClick. Digital Data Review allows users to access and assess client tax data, while Digital Data Request enables easy client data collection for tax returns. It emphasizes prerequisites, system setup, sending information requests, and managing client interactions. Additionally, it details data integration with HMRC and the process of approving and sending data to tax returns. These tools aim to streamline client data management and improve the efficiency of tax preparation processes.
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