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CCH Software User Documentation

CGT Schedule of Realised Gains

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Including the Schedule of Realised Gains

The CGT Schedule of realised gains can only be added to the bundle where CCH  CGT and DividendScheduling  is installed along side Central and Personal Tax. If it is not installed then the Include in pack check box for CGT Schedule of realised gains will be greyed out and disabled:

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This will also be the case where CCH CGT and Dividend Scheduling is installed but the Include check box in the CGT Schedule of Realised Gains section of the Contents tab of the Bundle details window for the associated template is not ticked.

Where the Include check box in the CGT Schedule of Realised Gains section of the Contents tab of the Bundle details window for the associated template is ticked then the check box will be enabled:

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The system is designed to include the include the Final version of a Schedule of realised gains from a single portfolio in the bundle.

 Validations

There are a number of validations in the system.  These are visible on the Tax Return Bundle window but will not prevent the bundle being created.

No record available for year

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This validation will appear when there is no record for this client in CCH  CGT and Dividend Scheduling for any tax year.

Portfolio not available for the tax year

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This applies where there is a record in CCH CGT and Dividend Scheduling but not for the current tax year.

Multiple portfolios are held but no consolidated portfolio schedule exists

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The bundle is designed to be linked to one portfolio.  So where there are multiple portfolios a consolidated portfolio needs to be created.  If not then the above validation appears.  If the consolidated report is not set to Final then the following validation appears.

The status of the schedule is Proof.  Update to Final for it to be included

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This validation will appear where the report is set to Proof rather than Final.

Unable to obtain schedule as more than 1 CGT record exists

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Where, on the Tax Links tab, there is more than one client linked to this client then the above validation appears.

 

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