WebinarTax & Accounting

How to streamline your entire tax process

Wed 22nd & Wed 29th September & Wed 6th October, 11.30 am - 12.00 pm
Online

What if there were digital tools that not only seriously reduced the time needed to complete tax returns but also made it easier for your clients to submit the relevant documentation on time?

By combining CCH Personal Tax with CCH OneClick, you can simplify and streamline every step of your tax return process, from data collection and data entry through to review, approval and online filing.

Join our tax product experts Lee Bennett and Nick Brown for a 3-part webinar series, designed with best practice tips and demonstrations of how our integrated software can help you achieve new levels of speed and visibility across your entire tax process.

If you are already a customer, these will be valuable 30-minute sessions to help you ensure that you are making the most of the software and its full potential.

During this webinar series, our experts will be covering:

 Part 1: Digital data collection   Part 2: Review and approvals   Part 3: Filing tax returns

 Wed 22nd September, 11.30am

  Wed 29th September, 11.30am

  Wed 6th October, 11.30am

  • Importing data
  • Digital Data Request
  • Digital Tax Account
  • Tax return bundle
  • Return review
  • Approvals
  • Reporting
  • Extra fields
  • Data queries
  • Mail merging
  • Preparing for MTD

 

Complete the form to register for the series