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CCH Software User Documentation

Add Pension Savings Tax Charges

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  1. Open the Pension Savings Tax Charges section.

  2. Select the Charge type from the drop down menu

  3. In Provider Name type or click clipboard_e3e4e022967b90677fa83a401b17affc7.png to select a provider.

  4. Briefly describe the charge in Description.

  5. Complete the entries in the blue ribbon bar that relate to the Charge type selection.

  6. For the Annual amount saved you can Amend the Available allowances.

  7. Click Save.


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