Unlock the full potential of the Tax Return Bundle with in-depth, expert-led training
Following our free best practice webinar, this comprehensive training masterclass will provide an in-depth, step-by-step demonstration of the Tax Return Bundle in CCH Personal Tax. Designed for users who want to fully optimise their tax return processes, this session will equip you with the knowledge and practical skills to automate client tax return packs, streamline workflows, and enhance efficiency in your practice.
This in-depth training masterclass is designed exclusively for Wolters Kluwer customers to help you maximise the benefits of the Tax Return Bundle in CCH Personal Tax. Building on our free best practice webinar, this session provides a comprehensive, step-by-step demonstration to ensure you can fully optimise your tax return processes.
Led by expert trainers, this session will equip you with the knowledge and practical skills to automate client tax return packs, streamline workflows, and enhance efficiency in your practice.
What you will learn:- Introduction to the Tax Return Bundle– Understand the core functionality and benefits
- Step-by-step demonstration – See the full user experience in action
- Preparation of your database – Ensure your system is set up for optimal use
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Building your custom bundle:
- System configuration – Setting up your software correctly
- Letter templates – Automating standardised covering letters
- Multiple bundles – Creating tailored packs for different client needs
- Letter paragraphs – Customising content for different scenarios
This masterclass is ideal for accountants and tax professionals looking to save time, improve standardisation, and reduce manual effort when preparing client tax return packs.
Important: This session includes guidance on sending bundles to Document Management and CCH OneClick, subject to these products being available in your system.
Why attend?
- Learn from expert trainers with hands-on product knowledge
- Gain practical, real-world insights with a live demonstration
- Ask questions and get expert support in real time
- Walk away with actionable steps to improve efficiency in your practice
Register now for £99 + VAT and take your tax return process to the next level.