startCCH CGT & Dividend Scheduling: Data Entry Training online (10091274)
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CCH CGT & Dividend Scheduling: Data Entry Training online (10091274)

CCH CGT And Dividend Scheduling
Last update: Reading time 2 minutes
Training SessionsCourse Outlines
    This training  covers all elements of CCH CGT & Dividend Scheduling which will be used on a daily basis.

    Overview

    This course provides training in using CCH CGT & Dividend Scheduling within CCH Central to create and set up new portfolios, enter transactions, processing, reporting and linking to a tax return.  This course is designed to run online over a single session in a show and tell format. 

    Course Duration: The session will last up to 3 hours.

    Key Objectives

    • To ensure the delegates are able to apply knowledge when creating portfolios, entering transactions, processing and creating reports and linking to a personal tax return
    • Utilise available functionality when retrieving, reviewing and updating portfolios

    Course Contents

    • Single portfolio
    • Enter balances brought forward
    • Enter sales and purchases
    • Process the portfolio
    • Review investment changes
    • Review the reports available
    • Consolidated portfolio
    • Link to CCH Personal Tax

    Pre-requisites

    All users should have a good understanding of CCH Central

    Who is this course designed for?

    Members of the business who are responsible for the maintenance of 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.