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.
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.
Generate an interactive report highlighting inconsistencies in current and previous year’s data.
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.
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.
Task permissions are available to restrict access to the Review Reports or to functions within CCH Return Review.