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CCH Software User Documentation

Step 1. Add Retirement Annuities Policies (RAP)

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Step 1 of 4

  1. Open the Pension Contribution section.

  2. Ensure that the RAP tab is selected.

  3. Click clipboard_e82dadcaa698be1889ae2f7f6556d2075.png in Provider Name to link to a pension provider or manually enter the Provider Name.


 4.  In Contract Number enter the policy number.

 5.  Enter the amount of qualifying contributions in Qualifying premiums.

 6. (Optional) Enter the first payment date in First premium date.

 7. (Optional) Enter the last payment date in Last premium date.

Note: Under Summary you can see information relating to all contributions made.


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