How To
Re-investments
CCH CGT And Dividend Scheduling
This screen should be used to advise the system where reinvestments require processing.
For most Unit Trusts the system will provide an information line reminding you that Re-investment details may be needed. It is generally easier to treat re-investments as ordinary purchases using the Purchases window. From a tax perspective, a re-investment is identical to a normal market Purchase.
However, if you prefer to identify a Re-investment as distinct from a normal market Purchase then simply enter Re-investment in the Alternative Description box on the Purchases window.
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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CCH CGT and Dividend Scheduling 2026.210: Service Pack Release Notes
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CCH CGT and Dividend Scheduling 2026.2: 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.