startIncome from UK Securities
How To

Income from UK Securities

CCH Personal Tax
Last update: Reading time 1 minutes
Investments
    How to Enter (and Add) Income from UK Securities

    Income from UK Securities can be manually entered into the Income from UK Securities section of Tax Return Data or can be fed from the FTSE350 data feed available in the Related tasks section of the top ribbon when in the Income from UK Securities section

    Personal_Tax_Tax-Return-Data-Entry_Interest-from-UK-Securities_1.jpg

    When fed from the FTSE 350 data feed, select the FTSE 350 data feed icon on the top ribbon, and click under the ISIN column;

    Personal_Tax_Tax-Return-Data-Entry_Interest-from-UK-Securities_2.jpg

    Select the elipsis within the ISIN column and then search for the Company the securities are received from by entering the name into the search bar and toggling between the results with the Find Next and Find Previous buttons

    Personal_Tax_Tax-Return-Data-Entry_Interest-from-UK-Securities_3.jpg

    Double click on the company and enter the Quantity and Date disposed of if applicable

    Personal_Tax_Tax-Return-Data-Entry_Interest-from-UK-Securities_4.jpg

    Select Next and edit in Review Postings if required and select Next

    Personal_Tax_Tax-Return-Data-Entry_Interest-from-UK-Securities_5.jpg

    Click Finish 

    Personal_Tax_Tax-Return-Data-Entry_Interest-from-UK-Securities_6.jpg

    The dividends and distributions will have fed through

    Personal_Tax_Tax-Return-Data-Entry_Interest-from-UK-Securities_7.jpg

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