Tax & Accounting03 July, 2026

Paid training: CCH Workflow - MTD for Income Tax

The recording of our CCH Workflow - MTD for Income Tax webinar is now available to watch for £99.

Learn how to set up, monitor and manage MTD for Income Tax workflows with a clear, repeatable approach for quarterly submissions.

In this session, Austin Wilkinson, Professional Services Senior Consultant, shares practical guidance on best practice workflow setup, how to monitor submission progress, and how MTD for Income Tax tasks interact with the main Personal Tax workflow. Through demonstrations and practical examples, you'll gain valuable insights into creating a more efficient approach to managing MTD activity.

What you'll learn:

  • How to approach best practice workflow setup for quarterly submissions.
  • How to monitor submission progress and identify where action is needed.
  • How MTD for Income Tax tasks interact with the main CCH Personal Tax workflow.
  • How to improve visibility across quarterly submission management.
  • How to reduce the risk of missed tasks or submissions through a repeatable workflow approach.

Why watch?

  • See a practical workflow setup for managing MTD for Income Tax quarterly submissions.
  • Understand how to monitor progress across tasks.
  • Learn how MTD for Income Tax workflows connect with the wider Personal Tax process.
  • Gain practical guidance that can be applied across your team.
  • Take away a clearer approach to managing MTD for Income Tax submission activity with greater visibility and control.

Who should watch?

This session is designed for accountants and tax teams using CCH Central, CCH Personal Tax, CCH Workflow, and CCH iFirm MTD for Income Tax functionality. Experience with creating or editing workflows is assumed.

Access the recording for £99 per person and learn how to manage MTD for Income Tax workflows with greater visibility and control. 

Complete the form to watch the webinar on demand.