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CCH Personal Tax Webinar: Tax Return Bundle

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 providing tax returns and supporting documentation, in complete packs. Our facilitators will use live demonstrations to provide an overview of the purpose of the tax return bundle, systems maintenance to set it up, the creation of a template letter and the production of the bundle of documents. 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*

Course programme content

  • Introduction to the Tax Return Bundle
  • Setting up standard Bundle details
  • Adding relevant configuration keys
  • Looking at task permissions
  • Set up of the Template letter
  • Adding relevant paragraphs
  • Mutually exclusive paragraphs
  • Business rules
  • Other hints and tips

After this webinar you will learn and understand:

  • Best practice use of the Tax Return Bundle tool
  • How this tool will assist with correspondence in connection with the Tax Return filing process
  • A structured technique to improve your efficiency