CCH Personal Tax Accountant
Optimise every stage of the tax return and preparation process. The result? Fewer keystrokes, fewer mouse clicks and faster navigation throughout
Personal Tax Automation Tool - Powered by FD Intelligence
Intelligence automation designed to interact with CCH Personal Tax as part of an end-to-end workflow tool for clients.
"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 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 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.Create a tax return pack
Realtime and interactive tax computations
Automate the review process reducing the risk of errors
With 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 department
Customisable workflow templates guide your staff through the tasks they need to perform so that everyone in the practice follows the same procedures every time.Easily share data between spouse accounts
Quick navigation between spouse accounts and previous years’ tax returns
Save time working on jointly owned income
Any 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 companies
You 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.Quickly view the dividend feed from FTSE 350 companies
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