How To
Client Reports
CCH CGT And Dividend Scheduling
In addition to the standard detailed reports there are a range of reports developed with the tax payer in mind. These reports, available in the Task Bar, cover UK Dividends etc. (options for with or without a page break between the various different types of income), Foreign Income, Disposals, Offshore Disposals, Accrued Interest, Valuations, Closing Balances, Acquisitions and Disposals and Securities not paying Dividends.
There is currently a watermark issue in the CGT and Dividend Scheduling PDF Report. It displays an unintended message referring to licencing.
Related documents
CCH CGT and Dividend Scheduling 2026.3: Release Notes
Release Notes for CCH CGT and Dividend Scheduling 2026.3
CCH CGT and Dividend Scheduling 2026.210: Service Pack Release Notes
CCH CGT and Dividend Scheduling 2026.210: Service Pack Release Notes
CCH CGT and Dividend Scheduling 2026.2: Release Notes
Release Notes for CCH CGT and Dividend Scheduling 2026.2
Portfolios
This document provides a structured guide on managing portfolios within the CGT and Dividend Scheduling feature. It outlines key maintenance options including accessing the Portfolio List by fiscal year, editing and deleting portfolios and periods, and recalculating opening balances. Each function is linked to detailed help pages for further information, assisting users in effectively managing their financial records.
Reports
This document outlines various financial reporting schedules available for managing dividends and capital gains. It includes descriptions of key reports such as the Dividend Schedule, Capital Gains Tax Schedule, Realised Gains Schedule, Accrued Interest Schedule, Summary Schedule, Investment Schedule, Client Reports, and Client List. Each report serves a specific purpose, providing detailed insights into financial transactions over a requested period, catering to both clients and tax compliance needs.