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CCH Software User Documentation

Add Pensions Received Details

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  1. Open the Pensions received, other UK section.

  2. Click clipboard_e8d56884c02992a58c1f71d1e2bb5aecb.png in Provider Name to link to a pension provider.


Note: You can also type directly in Provider Name; however, the provider will only be available for the selected client and section.

  1. Enter the total amount before any deductions in Gross.

  2. In Tax deducted enter the tax paid.

  3. (Optional) Select the  10% deduction check box.

  4. (Optional) Complete the following:

  • Date started
  • Date ceased
  • Approved annuity
  • Treat as excluded income if non UK resident
  1. Click Save and Close.



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