CCH Personal Tax

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CCH Personal Tax software helps you deliver high quality tax work for the widest range of clients at the lowest possible cost

How this software can help your practice

The unique features of CCH Personal Tax simplify and streamline every step in the tax return process, from collecting raw data to online filing and tax planning. Additional modules handle partnership and trust and estate tax.

Optimised data entry

Optimised data entry

The software has been optimised to make tax return completion as quick and therefore as profitable as possible. Enter data via a traditional menu or by drilling down from the face of the tax return.

Live computations

Live computations

With CCH Personal Tax software, the computation immediately reflects any changes you make to the data, so you can instantly see the effect on the overall tax due. Move freely between data entry fields and the corresponding tax return boxes for quick and easy tax return completion and review.

Greater e-filing success

Greater e-filing success

 CCH Personal Tax software incorporates the full HMRC XML framework for validating tax returns, giving it an unparalleled success rate for SA100, SA800 and SA900 online filing (HMRC official e-filing statistics, 6 April 2015 to 31 January 2016).

Live errors and exception reporting

Live errors and exception reporting

A list of outstanding issues is displayed as data is being added. Drill down directly from this report to correct mistakes and finalise the tax return.

Automated workflow

Automated workflow

Workflow templates guide staff through the tasks they need to perform. Workflow templates include triggers and branching to allow user choice and conditional decisions.

Simplified return review

Simplified return review

This optional module automatically highlights differences between current and previous year figures in the tax return, simplifying the review process.

Tax return bundle

Tax return bundle

This module allows you to predefine the documents you send to your clients for them to authorise submission of the return to HMRC. Predefining the bundle ensures consistent delivery of all necessary items.

Overseas taxation

Overseas taxation

The Arising v Remittance module helps you to advise your clients whether they should opt to be taxed on all of their worldwide income or only on the income remitted to the UK. The Expat Advanced module combines the Arising v Remittance module with a new Hypothetical Tax module. This calculates the tax that would have been due if a client had not taken up an overseas assignment, an important consideration when offering advice and tax planning services.

An integrated suite

An integrated suite

CCH Personal Tax software is part of Wolters Kluwer's suite of software products which share data through CCH Central, making it possible for you to report, access and use tax, accounting and practice management information across your entire practice.

Get in touch

Our customers said

“Before CCH Personal Tax we were using Digita software, which we’d had for at least ten years. It was fine for producing basic tax returns, but we wanted to be able to use client data proactively in order to offer additional services.”

Streets

“Because computations are updated in real time, if you make any changes... you can see the effect straight away. That not only saves time re-keying data, it also makes the whole process of tax planning much simpler.”

Johnston Smillie

"We originally used PerTAX then switched to Digita in 2007; now we’re back using CCH Personal Tax. We’d missed the support and training that Wolters Kluwer had provided. As a growing practice it was essential that we had a scalable solution in place and with that in mind it was a very easy decision to switch."

Teasdale & Co

Featured Download

CCH Personal Tax -  the solution from Wolters Kluwer to let you complete your tax returns in less time.

We’ve analysed the work required to produce a tax return and optimised every stage of the process. The result? Fewer keystrokes, fewer mouse clicks and faster navigation throughout.

 

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