This course provides training in using CCH CGT & Dividend Scheduling within CCH Central to create and set up new portfolios, enter transactions, processing, reporting and linking to a tax return. This course is designed to run online over a single session in a show and tell format.
Course Duration: The session will last up to 3 hours.
- To ensure the delegates are able to apply knowledge when creating portfolios, entering transactions, processing and creating reports and linking to a personal tax return
- Utilise available functionality when retrieving, reviewing and updating portfolios
All users should have a good understanding of CCH Central
Who is this course designed for?
Members of the business who are responsible for the maintenance of their client's investment portfolios