CCH Personal Tax. Books & Print Online Software Fee Protection Consultancy Advice Lines 1

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1 CCH Persoal Tax Books & Prit Olie Software Fee Protectio Cosultacy Advice Lies CPD 1

2 CCH Persoal Tax facig today s challeges With simplified tax returs ad olie filig, more ad more taxpayers are questioig the eed for a accoutat. To protect our fee icome we wat to be able to perform the best possible compliace work for the widest rage of cliets, as quickly ad efficietly as we ca. That meas simplifyig ad streamliig every step i the process from collectig raw data to submittig the retur. It meas beig able to maage our team ad their workload, without addig extra admi or paperwork. To stad out i a icreasigly commoditised marketplace we eed to offer more value added services. We wat to get as close as we ca to our cliets, usig the iformatio we already hold o them ad addig more as we build relatioships. I our practice, tax work does t happe i isolatio it s just oe of the services we offer our cliets ad we expect our software to reflect that. 1

3 CCH Persoal Tax the solutio Complete tax returs i less time We ve aalysed the work required to produce a tax retur ad optimised every stage of the process. The result? Fewer keystrokes, fewer mouse clicks ad faster avigatio throughout. Optimised Every stage of tax retur completio has bee optimised to make the work as quick ad profitable as possible. Adaptable iterface The iterface has bee desiged to accommodate users with differet levels of tax kowledge. Easy avigatio Move quickly ad easily betwee differet years ad icome sources. Review ad correct Drill dow from the errors ad exceptios report to correct mistakes ad fialise the retur. Drill up ad drill dow Move directly from ay data etry field to the correspodig tax retur box, ad vice versa, for quick ad easy form completio ad review. Cliet types Hadle a wide rage of cliet types, usig CCH Persoal Tax, CCH Partership Tax ad CCH Trust Tax to produce tax returs for idividuals, parterships, trusts ad estates. CCH Persoal Tax adapts to the way you work 2

4 CCH Persoal Tax the solutio Maage workflow withi the tax departmet Customisable workflow templates guide your staff through the tasks they eed to perform so that everyoe i the practice follows the same procedures every time. Stadards Workflow templates ecourage staff to adhere to practice stadards. Customised Practices ca easily create ad maitai their ow templates, reflectig idividual prefereces ad the eeds of their cliets. Templates ca iclude elemets of user choice ad coditioal decisios. Delegatio Parters ad maagers ca use the system to delegate work to their staff ad moitor its progress. Persoalised Differet users or teams ca be give differet workflow templates. Automatio Workflow templates ca be used to automate the process of tax retur completio, usig triggers ad coditioal brachig i the desig. Templates ca also be used to moitor claims ad electios. Exteral data Templates ca respod to triggers ad use data from exteral sources via the CCH Data Factory, so that practices ca cotiue to use third party applicatios for other fuctios. Workflow templates are easy to desig ad implemet 3

5 CCH Persoal Tax the solutio Automate for efficiecy CCH Persoal Tax is part of a comprehesive suite of programs that make every step of the tax process from collectig data, through compliace to value-added cosultig easier, faster ad more efficiet. CCH Aide-Mémoire Produce customised letters ad questioaires usig the data you already hold, icludig last year s figures to help cliets idetify all sources. Documets ca be produced for a idividual cliet, selected cliets or all cliets ad the either prited or ed. CCH Auto Simply sca source documets to create a sigle, automatically bookmarked PDF for each cliet. The uique Documet Recogitio Egie idetifies documets from their cotet the extracts data from the key fields, givig you a chace to review ad validate iformatio before it s trasferred to CCH Persoal Tax. CCH Retur Review Reduce the risk of sedig icomplete or iaccurate returs to your cliets by automatig the review process. The software compares curret ad previous year etries to highlight variaces (outside user-defied thresholds); missig, icomplete or icosistet iformatio; ceased ad estimated items. It allows you to perform a comprehesive review i the shortest possible time. Errors & Exceptios reportig Complete ad file tax returs as quickly ad accurately as possible by usig the Errors & Exceptios pael i CCH Persoal Tax. It detects icosistet or icomplete iformatio, followig the HMRC XML framework for olie filig, ad prevets you from filig util errors have bee corrected. Click ay warig i the report to go directly to the scree where the error ca be cleared. Please resupply Keep cliet documets together i oe place with CCH Auto 4

6 CCH Persoal Tax the solutio Get the most out of e-filig As a Self Assessmet Filig Parter, CCH works closely with HMRC so that you get the maximum beefit from e-filig, with more reliable trasmissios ad batch filig. Olie filig Tax returs ca be filed olie via the HMRC Gateway. Faster trasmissio Batch e-fillig speeds up submissio ad allows progress to be reviewed across cliet portfolios. Superior success rate CCH Persoal Tax has a uparalleled success rate for SA100, SA800 ad SA900 e-filig because it icorporates the full HMRC XML framework for validatig returs.* By checkig that the data is correct before attemptig to file the retur, the software saves time ad elimiates the frustratio of repeated e-filig rejectios. Attachmets CGT ad other schedules ca be set as a attachmet with e-filed returs. Full HMRC validatio helps achieve a superior success rate for e-filig * Source: HMRC official statistics for 6 April to 31 July 2011 (2010/11 returs). SA100 - CCH success rate: 99.69% (Average for all other vedors: 98.59%); SA % (96.42%); SA % (97.87%) 5

7 CCH Persoal Tax facig today s challeges The reportig tool for CCH Persoal Tax is very good. As a firm we like to be proactive o behalf of our cliets, so we use this to idetify opportuities where they might beefit from advice or tax plaig. It s simple to produce a report of cliets with a certai source of icome, or those earig above a particular amout, so that we ca market our services accordigly. Ae Melville Johsto Smillie The way that the computatio is updated i real time defiitely makes plaig a lot easier. For example if you re tryig to decide what divideds should be paid out to directors for the year, or pesio plaig, or aythig where you eed to try out differet figures. As you chage the umbers i CCH Persoal Tax you ca istatly see the effect o the overall tax liability. Clare Slattery Streets 6

8 The CCH differece CCH is part of Wolters Kluwer, a global iformatio services compay ad umber 1 i tax ad accoutig worldwide. We re the oly compay i the UK to offer such a wide rage of products ad services dedicated to accoutats. These products ad services are built o expertise ad kowledge that stretch back to our very first tax guide, published almost a hudred years ago. The simple fact is we uderstad tax ad accoutig iside out. Our expert team supports your work across tax, accoutig, audit ad practice developmet. We work hard to help you maage ad reduce compliace risks so you ca use more of your time to build stroger relatioships with your cliets. Aroud half of FTSE 350 compaies use a CCH product 99 of the top 100 UK accoutacy practices use a CCH product 69% of all UK accoutacy practices use a CCH product 9

9 Tax with CCH We make every step i the tax process easier, quicker ad more efficiet, with fast access to over 8.5 millio olie documets ad groud breakig software that hadles aroud half a millio UK tax returs every year. We keep you up to date with topical issues ad the latest compliace iformatio through books ad olie iformatio, professioal developmet evets ad our e-cpd service. We help you save time ad icrease your productivity, as callers to our Advice Lies have foud, with over 120,000 calls last year. Ad with dedicated relatioship maagers to help you market our fee protectio isurace schemes we ca eve help you maximise your reveue. Thik Tax. Thik CCH. More tax solutios from CCH CCH Partership & Trust Tax CCH Partership Tax ad CCH Trust Tax are optioal modules of CCH Persoal Tax which allow computatios ad returs to be produced for these cliet types. CCH Tax Premium CCH e-cpd CCH Premier Protectio CCH Tax Premium provides the full breadth ad depth of CCH s extesive database of direct tax ad VAT legislatio, guidace ad commetary, all cross-liked for efficiet ad accurate referece. CCH e-cpd is the fast ad efficiet olie audio traiig tool that eables busy tax ad accoutacy professioals to complete their CPD at their ow coveiece. CCH Premier Protectio has bee developed specifically to deal with HMRC s ew approach ad help protect your cliets agaist the costs of a itervetio or dispute. To fid out more visit 10

10 Wat to kow more? For more iformatio about CCH Persoal Tax or ay of the other CCH products ad services: Call: Visit: CCH is a tradig ame of Wolters Kluwer (UK) Limited. Registered i Eglad ad Wales, No Registered Office: 145 Lodo Road, Kigsto upo Thames KT2 6SR, UK. Wolters Kluwer (UK) Ltd is authorised ad regulated by the Fiacial Services Authority for geeral isurace busiess.