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CCH Software User Documentation

Data Transfer to Personal Tax

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The transfer of data to CCH Personal Tax and Personal Tax Trust is governed by the Tax Links screen in CCH Central.

Transferring Data

You can elect for data to be transferred automatically each time a case is processed in Final format or you can elect to be prompted before allowing the data to be imported. You can also choose whether you want all data imported from CGT and Dividend Scheduling or a selection from UK Investment Income, Foreign Investment Income and CGT Disposals.



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