CCH ProSystem Pension Tax

CCH Pension Tax is a user-friendly automated system that provides efficient and accurate completion and management of tax returns for self-administered pension schemes.

  • CCH ProSystem Pension Tax

Price: Price on application.

The preparation of tax returns for self-administered schemes is a time-consuming process, particularly if the return goes through several drafts. Pension Tax is a simple but comprehensive automated system that allows you to generate all of the required forms and computations in minutes.

Pension Tax’s user-friendly design is suitable for an accountant who completes a small number of returns or for the largest, most complex case.

The main features of Pension Tax are:

  • Data entry on a simple-to-use, form-based system
  • Automatic validation of data ensures total accuracy
  • Automatic calculation of the tax liability
  • Produces forms and computations for SA970, SA971, SA973 and SA976
  • A simple administration system that allows you to keep track of key milestones and deadlines
  • Online help
  • Online access to HMRC notes and help sheets.

Simple to use

Pension Tax has been developed with the recognition that most tax professionals complete a relatively small number of these type of returns.The system is designed to be intuitive and as easy to use as possible. Pension Tax requires no special training as its graphical on-screen forms guide the user quickly through the process.

Pension Tax’s key feature is an automatic tax computation function that takes account of all relevant tax legislation.The function produces a fast, accurate result with the minimum manual input.The system also allows you to calculate complex ‘what if’ scenarios to illustrate the impact of any decisions the trustees may wish to take.

The Pension Tax database will provide additional time savings into the future as information is stored and carried forward automatically.

An efficient solution

Pension Tax includes an administrative system that allows you to keep track of the progress of each return. A simple in-built reminder system allows you to monitor the status of each scheme and ensures that all deadlines are met.

Pension Tax is available in single or multi-user format and is suitable for a few returns or the largest portfolio. Case-based pricing ensures Pension Tax is cost effective, however many pension schemes you handle.

Find out more: