Transform how you file personal tax returns with CCH iFirm Personal Tax

CCH iFirm Personal Tax is your new, fully scalable, and future-proof solution that grows as your business grows. No need to pay for more software licenses or install on-premises solutions, just pay for what you need. Drive speed and efficiency; reduce risk of error; improve data security; and reduce costs. Revolutionise the way you work with CCH iFirm Personal Tax, part of our cloud accounting suite.

Seamlessly migrate to our cloud solution for personal tax returns
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If you feel like busy season is getting the better of you, then CCH iFirm Personal Tax is for you. 
Our cloud software optimises every stage of the return and preparation process. The result? No more back-and-forths, but a simplified, system that integrates with the rest of the CCH suite.  
Watch the short video to learn more about CCH iFirm Personal Tax.

 

 

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CCH iFirm Personal Tax: Simplify and streamline every step in the tax return 
CCH iFirm Personal Tax: Simplify and streamline every step in the tax return 
Reduce risk of error
Digital data entry reduces the risk of manual entry error alongside automatic error-flagging. Plus, when using our full CCH product suite for all compliance tasks, your data is populated throughout the suite without having to rekey data.
Increase speed and efficiency
Digital data collection tolls automate tax return information requests sent to clients via a secure portal. Your clients can securely upload supporting documentation and, once reviewed, this data automatically populates the tax return.
Improve data security
Your firm’s data is stored digitally in the cloud, encrypted for secure access. Having real-time access to data and updates enables you to track and keep on top of changes.

Reduce costs

Cut the costs of creating, printing, and posting physical information by safely storing your personal tax returns in the cloud, on a pay-monthly basis. The subscription-based service allows you to scale your personal tax software as your business grows.
PRODUCT BROCHURE

CCH iFirm Personal tax

High-Quality Tax Work

Download Brochure

Download our CCH iFirm Personal Tax brochure to learn how your practice can save time and money on personal tax returns. Discover the benefits of a cloud accounting suite, including greater functionality and scalability than on-premises solutions.

  • Personal Tax Cloud 
  • Personal Tax On-Premises
CCH iFirm Personal Tax is your go-to UK tax-return software. From filing company tax returns to completing self-assessments, the solution integrates with HMRC to offer both you and your clients a premium experience. With CCH iFirm Personal Tax you can:
  • Use the Errors and Exceptions panel that highlights any problems or inconsistencies so you can easily amend errors before submitting.
  • Stay ahead by using a cloud accounting solution, allowing you to standardise processes across the tax department through customisable workflow templates.  
  • Achieve greater e-filing success, as CCH iFirm Personal Tax return software incorporates the full HMRC XMl framework for validating tax returns, giving you an unparalleled success rate for SA100, SA800, and SA900 online filing.  
  • Achieve greater e-filing success, as CCH iFirm Personal Tax return software incorporates the full HMRC XMl framework for validating tax returns, giving you an unparalleled success rate for SA100, SA800, and SA900 online filing.  
  • Access batch e-filing transmission that speeds up submissions and allows progress reviews across client portfolios. 
  • Access global mobility solutions such as our Expat modules, helping you advise clients on arising vs remittance and accurately manage hypothetical tax.
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Our original on-premise personal tax solution allows you to optimise every stage of the tax return and preparation process. The result? Fewer keystrokes, fewer mouse clicks and faster navigation throughout the tax return filing process.

We can help you migrate from on-premises to cloud accounting for your personal tax workflows. Why? CCH iFirm offers greater functionality than our on-premises solution, alongside increased scalability and lower costs. Our team will assist you on every step of your cloud migration journey.

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CCH iFirm MTD for Income Tax

CCH iFirm MTD for Income Tax fully supports HMRC’s requirements, from the start to the end of your clients’ journey. You can import the income and expense data needed for the quarterly reporting of business income from sole trades and property; make the quarterly submissions; enter any end of year adjustments to the business income; submit all the other information required to finalise the tax affairs for the year; retrieve a tax calculation; and make the final declaration. Complete your clients’ tax affairs for the year, with ease, using our simple cloud solution.

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Frequently Asked Questions

  • What is personal tax?
    Personal tax accountants file tax returns with HMRC on behalf of their clients. These tax returns and self-assessments are forms that declare the clients’ earnings and how much tax they have paid—or need to pay—on them.
  • Who can use CCH iFirm Personal Tax?
    CCH iFirm Personal Tax is an end-to-end personal tax return solution, integrated with the HMRC framework, for CCH Central and CCH iFirm users.
  • What functionalities does CCH iFirm Personal Tax offer?
    CCH iFirm Personal Tax offers functionalities such as our Errors and Exceptions panel for automatic error flagging; incorporation of the HMRC XMl framework for validating tax returns; and batch e-filing transmissions to speed up submissions. Download the brochure for a full list of features and functionalities.
  • What is cloud accounting?
    Traditional accounting software is desktop-based, so it’s localised to each person’s computer. However, cloud accounting removes the desktop application and puts everyone on the same online system. Cloud accounting data can be accessed anywhere, the data is always up to date, and uses secure data encryption to prevent data loss. 
  • What are the benefits of switching to cloud accounting?
    Cloud accounting offers benefits such as lower costs compared to traditional on-premise accounting; automation of workflow processes; greater accessibility; and increased data security and integration for your data. Cloud accounting enables your accounting firm to optimise workflows and provide a better experience for employees and clients alike.

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