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CCH Software User Documentation

Add Lloyd's National Savings Paid Gross

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  1. Open Lloyd's National Savings Interest Paid Gross. 

  2. From the Lloyd's fund pull-down select the fund type.
    Account related fields appear at the bottom.

  3. From the Account type pull down select the Account

  4. Complete the following:

  • Description/Account number
  • Gross amount received
  1. (Optional) Complete the following fields:

  • Account name
  • Date opened
  • ·Date closed

 

 

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