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CCH Personal Tax Webinar: Information request and standard workflow

Learn from our experts to improve your utilisation of the CCH Personal Tax.

Our live webinars aim to help you unlock the full potential of the CCH software suite, delivered by Wolters Kluwer Professional Services Consultants who combine deep product knowledge and training expertise with real-world experience of accounting and tax.

This CCH Personal Tax webinar session has been designed for new and existing users, responsible for managing the process of issuing Information Requests and monitoring the Tax Return Standard Workflow. Our facilitators will use live demonstrations to provide an overview of the software’s extensive toolset, including how to utilise and edit default templates, run mail merges and use homepage controls such as central tasks and workflow reporting. You will also have the opportunity to ask questions to address your common user issues.

*Early Bird discount now available – reduced from £99 to £80*

Eventbrite - CCH Personal Tax: Information request and standard workflow | 2.00pm

Course programme content

  • Selecting clients
  • Performing a Mail and/or E-mail Merge
  • Editing default templates
  • E-mailing Information Requests
  • Where workflows appear
  • Homepage controls
  • Workflow Reporting
  • Bulk attach/roll forward
  • Advancing workflows
  • Cancelling workflows
  • Hints and Tips

After this webinar you will learn and understand:

  • Best practice use of CCH Personal Tax software
  • How you can speed up your Information Requests processes
  • What tools are available to improve your tax return progress reporting