startCCH CGT & Dividend Scheduling: Consultancy online (10098963)
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CCH CGT & Dividend Scheduling: Consultancy online (10098963)

CCH CGT And Dividend Scheduling
Last update: Reading time 2 minutes
ConsultancyCourse Outlines

    Overview

    The consultancy will involve understanding your business requirements around CCH CGT & Dividend Scheduling. The session provides an opportunity to review your processes and policies with the guidance of our experienced consultants. Our consultancy provides knowledge to enable decisions regarding key features and functions. The participants must have a clear understanding of their business's requirements and policies in these areas. 

    The example contents below provide a range of choice and will be discussed in more detail with your account manager.  Prior to the consultancy, your consultant will arrange a pre-call with you to determine whether the contents will be covered in full or an agreed selection of content to the appropriate level in the time available. Your consultant will follow up with an agreed agenda.

    Course Duration: This is a practical consultancy designed to run entirely online in one single session. The session will last up to 3 hours.

    Key Objectives

    • To investigate your needs, wants and future expectations
    • To review relevant processes 
    • To advise on the best use of the functionality
    • Assist with any revision of firm's standard processes
    • To advise on data importing and data conversion

    Example Consultancy Contents

    • Central
    • Disclosure notes
    • Data importing and data conversion

    Note: Please note the consultancy contents above are examples only. Your consultant will contact you to agree an agenda for your requirements. 

    Pre-requisites

    All participants should have a good understanding of CCH Central and CCH Personal Tax.  They should also have a good understanding of personal taxation. During the session we will need access to CCH  with an up to date version of CCH CGT and Dividend sheduling licensed.

    Who is this course designed for?

    CCH users users maintaining their client's investment portfolios.

    Useful Resources

    • eLearning courses - online courses that provide you with an overview and insight into our software
    • Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software 
    • Webinars - sessions for you to attend and learn from
    • Customer Onboarding Glossary - Our terminology explained for customers

    Related documents

    Client Reports
    The document outlines a variety of taxpayer-focused reports accessible via the Task Bar. These reports cover essential aspects of taxation, including UK Dividends, Foreign Income, Disposals, and more. Options are provided for report formatting, such as including page breaks for different income types, and additional features include information on Accrued Interest, Valuations, Closing Balances, Acquisitions, and non-dividend-paying Securities.
    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.