Product Guides
Here you’ll find product guides to assist in using your CCH Trust CGT and Dividend Scheduling software.
Last update: Processing Stages
There are five stages of processing explained in this section.
Export and Import Data
Electronic import of client records and transactions, and export of client records.
Consolidations
Portfolios can be consolidated for capital gains tax purposes. Learn how to create a Master Portfolio.
Reports
Find information on producing schedules and reports from your CCH CGT and Dividend Scheduling software.