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CCH Software User Documentation

Add Pensions and Benefits

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  1. Open the Pensions received. State pensions and benefits section.

  2. In Type of pensions/ benefit, select the relevant pension or benefit, for example, Statutory Sick Pay.  Applicable date related fields appear below.

Note: You can only enter an amount in Tax paid if it relates to the pension or benefit that you selected, for example, State Pension Lump Sum allows you to enter the  tax paid.

  1. (Optional) Enter the date that benefit or pension began in Date started.

  2. (Optional) If the benefit or pension has stopped, then you should enter this date in Date ceased.

  3. Click Save and Close or Save and Next (to save and open the next section).

The Summary section details the specific area that the taxpayer has received the benefit or pension.



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