Simplify and streamline your tax return processAccountants need to confidently produce high-quality compliance work, at pace, to as many clients as possible.
With CCH Personal Tax return software you can do just that, and more.
Watch our short video to find out more.
“The reporting tool for CCH Personal Tax is very good. As a firm we like to be proactive on behalf of our clients, so we use this to identify opportunities where they might benefit from advice or tax planning. It’s simple to produce a report of clients with a certain source of income, or those earning above a particular amount, so that we can market our services accordingly.”
Anne Melville, Associate, Johnston Smillie
Complete tax returns in less timeMargins on compliance work are shrinking every year as clients expect greater efficiencies through the use of technology. With an optimised process at every stage of the tax return and the ability to drill down to each figure, you can reduce the time taken to complete your client’s tax returns. You can also quickly create a Tax Return pack for your client within a few clicks.
Automate the review process reducing the risk of errorsWith CCH Return Review you can compare current and previous year entries to highlight variances such as missing, incomplete or inconsistent information allowing you to review the return quickly.
Manage workflow within the tax departmentCustomisable workflow templates guide your staff through the tasks they need to perform so that everyone in the practice follows the same procedures every time.
Save time working on jointly owned incomeAny sources of income that can be legitimately held jointly with a spouse can be marked in CCH Personal Tax. Their share of that income can be transferred to the other spouse’s tax return from within CCH Personal Tax saving you time by not having to manually rekey that data.
Quickly view the dividend feed from FTSE 350 companiesYou can view the dividend feed of the Footsie 350 company dividends from within CCH Personal Tax, giving you the information in real-time right at your fingertips. Any company you select will roll forward from one year to the next, saving you the time finding the same companies during the busy tax return season.
People interested in CCH Personal Tax also looked at
Missing the form below?
To see the form, you will need to change your cookie settings. Click the button below to update your preferences to accept all cookies. For more information, please review our Privacy & Cookie Notice.