How long have you been using Wolters Kluwer tax software?
Since the introduction of self-assessment in 1996/97. At that time it was still PerTAX; we upgraded to the new CCH Personal Tax in 2008.
We’re very happy with Wolters Kluwer as a software supplier and we also use CCH Corporation Tax, CCH Accounts Production, Practice Management and Document Management, all running under CCH Central.
What do you particularly like about CCH Personal Tax?
When we upgraded, one of the first things that caught my attention was the ability to display information for spouses or partners side by side and quickly switch between the two. That’s still proving very useful. Also, where you have spouses with joint savings or, say, individuals with a jointly owned property, you just enter the total income, decide on the split between the two and the correct amounts are posted through to both returns. Because the computations are updated in real time
How does your Wolters Kluwer tax software fit into the tax return process at Johnston Smillie?
Our clients supply their data in a number of formats. We still get a lot of paper, of course, but many of them are now scanning and emailing us documents instead. Over time, we expect that electronic data collection will become more and more common so CCH Document Management is invaluable.
How do your staff find CCH Personal Tax?
Ease of use is definitely one of the strengths of the software. Of
Within CCH Personal Tax there are some nice touches to make the program easier to use. For example, there’s a link to the HMRC online guide straight from the toolbar, so you can bring it up on screen as you’re working
The free dividends feed for FTSE350 companies is also useful; for many of our
And what about Wolters Kluwer as a company?
What are the advantages of running the Wolters Kluwer applications under CCH Central?
First, there are all the benefits of having a single database, like only having to enter and update client and contact information in one place and knowing that it will be right everywhere. But with CCH Central we get a lot more than this – things like personal home pages that staff can customise to display whatever information they want, for
Then on top of
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Starting life over a century ago as a traditional firm of Edinburgh chartered accountants, Johnston Smillie has grown to become one of the largest independent practices in the city, with three directors, five associates and around 40 staff.
Anne Melville is one of Johnston Smillie’s associates and the manager of their tax department, in charge of a team of eight.