As an addition to CCH Personal Tax, CCH Return Review will boost confidence in the accuracy of your returns and save time in the review process.
Save time and boost confidence
CCH Return Review saves time, reduces risk of errors and provides assurance that a complete review has been undertaken.
A wide range of potential issues can be highlighted, and the results can be tailored to your needs with many user defined options.
Generate interactive reports highlighting inconsistencies in current and previous year’s data without having to comb through pages and pages of information.
Drill-down through hyperlinks into any item in your reports to the relevant data entry screen, giving quick access to update or correct items when required.
Create review notes
Review notes can be added within the software allowing you to add reminders or notes to colleagues. Check boxes allow you to indicate if an item has been reviewed.
Task permissions are available to restrict access to the Review Reports or to functions within CCH Return Review.
Tax software integration
Alongside our CCH Personal Tax software CCH Return Review will help automate the review of tax returns prior to their release to clients helping you quickly assess the accuracy of a client’s Tax Return.
Alleviate risk and reduce bottlenecks around your firm’s personal tax approval process. Reduce the risk of sending incomplete or inaccurate returns to your clients by automating the review process.
“There are plenty of opportunities for things to go wrong but the software helps us pick them all up when we do the review. It’s definitely a very useful tool for minimising risk.”