CCH CGT And Dividend Scheduling
Multiple Portfolios
The document outlines the process of consolidating multiple client portfolios for Capital Gains Tax (CGT) purposes by creating a master portfolio. Users are instructed to select the Consolidations button, create the master portfolio with a reference and report heading, and choose which portfolios to include. Notes indicate the relationships between portfolios and the master portfolio when accessed. Additionally, it highlights that analysis schedules and reports will reflect the consolidated position, while the Investment Schedule is tailored for non-master portfolios.