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CCH Software User Documentation

Pensions Received Other UK

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  1. Open the Pensions received, other UK section.

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

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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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