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CCH Software User Documentation

Other UK Investment Income

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Use the Lloyd's Other UK Investment Income section to enter details relating to other savings and investment income. These include income from UK authorised unit trusts, Open-ended Investment Companies (OEICs), interest on government stocks (gilts), interest on other loan stocks and loans to companies.

Note: Do not enter details relating to dividends or annual payments from UK trusts in this section. You should enter this information in the Lloyd's Income from UK Securities section.

  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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