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CCH Software User Documentation

Add Lloyd's Other UK Investment Income

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  1. Open the Lloyd's Other UK Investment Income section.
  2. Select a fund type from the Lloyds fund pull-down.
  3. In Source, select or enter a description of the source. For example, Annuities 2.5%.
  4. Complete the following:
  5. Date of transaction
  6. Amount Received
  7. Do one of the following:
  • Click Paid Gross, if the amount was paid without the deduction of tax.

Note: You cannot enter the tax amount deducted if you select the Paid Gross check box.

  • Enter any tax paid in Tax Deducted.
  1. Click Saved.

Note: When you import data from CCH SecTAX then Imported from SecTAX is automatically selected. You cannot modify this data within CCH Personal Tax.



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