Skip to main content
CCH Software User Documentation

How to Complete the Community Investment Tax Relief tab

Product Help Banner.png


  1. Open the Community Investment Tax Relief section.

  2. In Name of Institution enter the name of the Community Development Finance Institution (CDFI).

  3. Enter the amount currently invested for this tax year in Current Year Amount.

  4. (Optional) If relief is due for monies invested in previous tax years, then enter the amount in Previous Years Amount.

  5. Enter the date that the CDFI was issued in Date of Issue. This date must be for the current tax year.

  6. Click Save and Close.



  • Was this article helpful?