Tax Return & Review Software

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CCH Return Review will automate the review of tax returns helping you to save time and reduce errors.

How this software can help you

Alongside our CCH Personal Tax software CCH Return Review will automate the review of tax returns prior to their release to clients helping you quickly assess the accuracy of a client’s Tax Return. 

Its design saves time, reduces risk of errors and provides assurance that a complete review has been undertaken. 

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Issue highlighting

A wide range of potential issues can be highlighted and the results can be tailored to the practice’s needs with many user defined options. 

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Interactive reporting

Generate an interactive report highlighting inconsistencies in current and previous year’s data.

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Data drill down

Drill down through hyperlinks into any item in your reports to the relevant data entry screen, giving quick access to update or correct items when required.

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Create review notes

Review notes can be added within the software allowing you to add reminders or notes to colleagues. Check boxes allow you to indicate if an item has been reviewed.

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Security features

Task permissions are available to restrict access to the Review Reports or to functions within CCH Return Review.

 
 

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Case study

Download the case study below to find out how PKF use CCH Return Review to save time and minimise risk across all their practices.

View case study