startBank and Select Lender
How To

Bank and Select Lender

CCH Personal Tax
Last update: Reading time 2 minutes
Tax Settings
    Select, Create, Edit and Delete the Bank and Select Lender

    Create a Bank or Lender

    1. Click the elipsisicon.png in the Interest from UK Banks data entry screen.

    1. Click New.
      The Create Bank or Lender Wizard appears

    Personal_Tax_Tax-Settings_BankorLender_1.jpg

    1. Work through the wizard and click Finish when complete.
      The following fields update depending upon whether you create a bank or lender:

    • Bank/lender name
    • Bank sort code
    • Alternate lender code

    Select Bank or Lender Window

    The Select bank or lender window allows you to search for, create or edit a particular bank or lender from within a tax return in the Interest from UK banks data entry area. Once you select a bank or lender, the details such as account name, account number, and sort code appear in the relevant fields.

    Personal_Tax_Tax-Settings_BankorLender_2.jpg

    Edit a Bank or Lender 

    1. Click on one of the following to open the Select Bank or Lender window:

    •  in Bank/Lender name.
    • Click  The Select Bank or Lender window appears (Banks tab only).
    • Click  The Select Bank or Lender window appears (Lender tab only).
    1. Select either the Banks or Lenders tab.
    1. Highlight the row of the bank or lender you want to edit.
    1. Click Edit. TheContact tab appears.
    1. Modify the details and then click OK to save.

    Delete a Bank or Lender  

    1. Click one of the following to open the Select Bank or Lender window:

    •  in Bank/Lender name.
    • Click  The Select Bank or Lender window appears (Banks tab only).
    • Click  The Select Bank or Lender window appears (Lender tab only).

    1. Click Edit. The Contact tab appears.

    2. Click Delete in the Task Bar and then click Yes to confirm deletion.

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