How To
Other UK Investment Income
CCH Personal Tax
Enter details relating to other savings and investments except dividends in the Other UK Investment Income section.
Add other UK Investment Income
- Open the Other UK Investment Income section.
- Select the category that the incomes falls in from the Type pull-down.
- In Source, select or enter a description of the source. For example, Annuities 2.5%.
- Complete the following:
- Date of transaction
- Quantity
- Amount received
- Click Paid Gross, if the amount was paid without the deduction of tax.
Note: You cannot enter the tax amount deducted if you select the Paid Gross check box.
- Enter any tax paid in Tax Deducted.
- Click Save and Close.
Note: When you import data from CCH SecTAX then Imported from SecTAX is automatically selected. You cannot modify this data within CCH Personal Tax.
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