Website under construction *


CCH - Personal Tax Implementation


Personal Tax - Implementation


The implementation of a new software system can be a daunting task for any practice. Information has to be gathered to determine the exact requirements of the practice. Decisions have to be made so that the full benefits of the system are gained and the return on investment is maximised.


OWI will work with you to determine the most effective way of setting up the CCH Personal Tax/Central software to meet your requirements. We do this by having an implementation meeting with you and discussing and documenting your requirements, how your organisation works and also giving advice on how your CCH Personal Tax system should be implemented to work effectively for you.


After the meeting, OWI will provide to you a written report detailing your requirements, confirming the various tasks, responsible parties and associated dates for the key stages of the implementation.


Key Objectives

  • To provide an overview of the scope of CCH Personal Tax and how it will work within your organisation.
  • To identify the structure of your practice and so provide advice on the appropriate configuration for your new tax system.
  • To advise how the CCH Personal Tax database will be set up to maximise its functionality for use within your organisation.
  • To discuss the current processes in use within your existing tax software and identify how these will map through to CCH Personal Tax.
  • To identify how CCH Personal Tax will interact with your other CCH products where appropriate.
  • To help build an implementation program, including a detailed training plan that meets the practice’s requirements.
  • To evaluate and advise on the migration of your existing data into CCH Personal Tax.
  • To evaluate the current hardware and software used by the practice, and highlighting any potential problem areas, recommending the best way forward.


Course Contents


  • Practice structure (e.g. number of legal entities, offices, etc.).
  • Tax reporting hierarchy and roles and responsibilities.
  • Common files and centrally held information.
  • Data and process security.
  • Tax Return production processing.
  • Control of Tax Return production.
  • Value added use of the Tax database.
  • Additional Reporting requirements.
  • CCH Product Connectivity.
  • Data migration.
  • Network infrastructure.
  • Timescales and details of Implementation and Training Programme