How To
Inter Spouse Transfers
CCH CGT And Dividend Scheduling
In situations where shares are transferred between spouses the shares are deemed to be acquired by the transferee spouse on the date of the transfer. However for the calculation of taper relief the system needs to look back at the date(s) the shares were originally acquired by the transferor spouse.
Inter-spouse Transfer
Shares arising from an inter-spouse transfer should normally be entered on the Sundries screen although the Balances B/F screen can be used if the transfer took place before the case was processed by the CGT and Dividend Scheduling system.
The date of the transfer should be entered into the Acquisition Date and Date fields. The history of when the shares were originally acquired by the transferor spouse should then be entered by clicking the Taper Dates button and then entering the details accordingly.
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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.
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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.