Are you getting the most from the integration between CCH Personal Tax and CCH OneClick?
Join this 2 hour webinar to see a full demonstration of the various tools in CCH Personal Tax and learn about what you can do in the system to speed up tax return production and improve progress reporting.
This course will cover common data entry issues, showcase the various tools and reports in the system that can be utilised to assist with the tax return process with an overview of how this can be fully utilised.
- Tax return exclusions
- SA302 and the full computation and other reports
- The payment on account mail merge
- Trust returns and CGT additional information
- Partnerships hints on profit allocation and the use Excel
- Submitting an amended tax return
- CAL1 rejections
- Validation error on CGT20
- Nil Gains
- DTA authorisation
- Using Workflow
Your presenters will be Wolters Kluwer Professional Services Consultants who combine deep product knowledge and training expertise with real-world experience of accounting and tax. During this webinar you will also have the opportunity to ask our experts questions to address your common user issues.
Who should attend?
This course is designed for new and existing users of CCH Personal Tax, who are responsible for managing the process of the annual tax return cycle and its tax return production. It is also useful for users who have been using some of the tools but may want some further guidance on how to get the most out of them.
Unable to make this date?
Contact our Professional Services team to discuss on-site training options or suggestions for future events and locations.