CCH ProSystem Personal Tax

Personal Tax is widely acknowledged as the definitive personal taxation software and is used by the majority of the UK’s accountancy firms and large banks.

  • CCH ProSystem Personal Tax

Price: Price on application.

CCH Personal Tax is designed by tax experts and has been developed to provide users with complete control over the preparation and management of tax returns, with the aim of reducing costs and increasing the productivity of your staff. If used with other ProSystem modules, even greater data management efficiencies are possible through ProSystem’s unique open database.

Personal Tax is suitable for a wide range of clients, from individuals to partnerships through to Lloyd’s underwriters, and can include a unique module specifically designed to deal with the complicated requirements for expatriates.

Simple to use

Personal Tax has been designed with the user in mind and can be easily adapted according to your own personal working preferences. New users may prefer the menu-driven data entry screens, which guide you smoothly through the process while checking for technical accuracy through Personal Tax’s sophisticated validation routines. Alternatively, the tax return can be completed directly on-screen. Simply choose the configuration that suits you best.

Personal Tax’s features include:

  • The full range of forms, including R40 for non-taxpayers
  • An extensive range of supplementary pages and supporting backing schedules
  • Drill down facilities to highlight data supporting the tax return
  • A fully integrated spreadsheet facility, allowing the production of further detailed schedules
  • A task manager to highlight key deadlines and dates and monitor work in progress
  • A customisable 5th April letter which summarises client data from previous years
  • Powerful data analysis and calculation functionality to support the planning tool for pensions and businesses
  • The ability to file personal and partnership tax returns electronically
  • Lloyd’s module provides an effective integrated solution for Lloyd’s Underwriters

An integrated solution

Personal Tax brings even greater benefits as part of the integrated ProSystem suite.The open database ensures that all key client data is pinpoint accurate, up-to-date and shared across all the key functions, enabling accurate financial data to be used across the ProSystem suite and the tax return to be completed without the need to re-enter data.

The integrated system gives the opportunity for significant time and cost savings. To find out more about how this powerful software can work for you, download the information sheet below!

Personal Tax is closely integrated with the following modules:


Also available: Expatriate tax

Ex-pat Plus is a module of ProSystem that deals with the complicated requirements of expatriate clients.The module supports individual expatriate clients but is also suitable for employer clients who have a number of expatriate employees.

To find out more about Expatriate Tax, download the information sheet below.

Find out more: