How To
Delete Portfolios and Periods
CCH CGT And Dividend Scheduling
- To delete an entire portfolio simply select the portfolio reference check box for the portfolio in question. The system will automatically tick each portfolio period belonging to the portfolio.
- Click OK to complete the deletion.
- To delete individual portfolio periods select the portfolio reference box for the portfolio in question. Ensure that only the period(s) you wish to delete are selected. Clear the check boxes of the periods you want to keep.
- Click OK to complete the question.
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
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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.