Complete and file tax returns quickly and accurately
Complete your clients' tax returns efficiently with our integrated personal tax return software. CCH Personal Tax highlights any problems or inconsistences and allows you to easily amend errors before submitting to HMRC.
Faster, more accurate data collection
CCH OneClick allows you to collect tax return information digitally from your clients and send that data straight into CCH Personal Tax. It provides your clients with a permanent tax return document store and enables you to work more collaboratively.
Improve efficiencies and reduce errors
Quickly and accurately process more complex returns, simplify the completion of CGT calculations and automate the population of dividend data. Use business logic and variance analysis to easily identify any omissions or anomalies.
Real-time tax return information
Data collection tools allow you to monitor your client’s progress in compiling all the data needed to complete the tax return allowing you to begin work on the tax return without waiting for vital documents in the post.
Ensure consistent delivery
The tax return feature allows you to predefine the documents you want to send to your clients for approval. This enables a consistent approach across the practice for all communications with your client.
Simplified return review
The CCH Return Review module uses variance analysis to automatically highlight key areas of risk, helping you to improve accuracy, streamline the review process and reduce the risk of HMRC enquiries.
Digital data review tools
Review tax return information digitally at the point of receipt within CCH OneClick and commit that information directly into CCH Personal Tax without any further manual inputting of figures.
Greater e-filing success
CCH Personal Tax software incorporates the full HMRC XML framework for validating tax returns, giving it an unparalleled success rate for SA100, SA800 and SA900 online filing.
Complete tax returns in less time
Margins 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 underlying figure, you can reduce the time taken to complete your clients’ tax returns using CCH Personal Tax.
Save time on compliance so that you have more time for your clients.
Automate the review process reducing the risk of errors
With CCH Return Review you can compare current and previous years’ entries to highlight variances such as missing, incomplete or inconsistent information, allowing you to review the return quickly and ensure a higher level of accuracy across your practice.
Secure Document Exchange & Approval
CCH OneClick provides you with a single secure and intuitive environment for client communication. Using the latest secure encryption standards, your clients can view documents from wherever they are and from any device. It is fully integrated with CCH Central, removing the risk of sending documents or emails to the wrong person.
Documents, including final accounts, tax returns, statements, and bills, can be sent to clients for approval or rejection. You can see the status of all outstanding approval requests in real-time. Clients can initiate communication with you on requests and documents will no longer get ‘lost’ in someone’s inbox. The software scans all documents during the upload process and only acceptable files can be uploaded.
Making Tax Digital
From understanding which of your clients are ready for the transition to identifying the tasks you and your clients need to complete and submitting your clients, CCH OneClick provides you with an end-to-end Making Tax Digital (MTD) solution.
- Intelligent, user-friendly, quarterly reporting solution with seamless integration to CCH Central
- A consistent process for MTD, regardless of your clients’ bookkeeping packages
- Easily understand which of your clients are ready for the transition to MTD
- See at a glance what tasks are due to be completed, when, and by who, and mark tasks as complete
Digital Data RequestCCH OneClick digital data collection tools are available for your clients to use either via their web browser or as a mobile app. Once you have sent them a digital request for their tax return information, they will be able to upload all the information quickly and efficiently.
The information they upload is visible to you in real-time and you can add comments, attachments, lock down data and commit that data to CCH Personal Tax.
“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.”
Alan Rumble, Senior Business Adviser Tax, PKF