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CCH Software User Documentation

Use the Joint Source Window Options

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1. Select one of the options in Is the source a jointly held source?:

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  • If the source is held jointly with spouse or held jointly with other person(s)
    Specify one of the following in How is the income shared:

    • 50/50 Split: Share the income equally

    • Client's percentage of total is: Enter the share that the client owns, for example 20%.

    • I will enter the amounts applicable to the client directly.

Note: The How is the Income Shared options change depending upon the source type selected.

2. (Optional) Click the Allocate rounding differences to the client check box.

3. Click OK.

Note: You cannot select the Allocate rounding differences to the client check box if you select the option I will enter the amounts applicable to the client directly.

 

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