CCH CGT & Dividend Scheduling: Data Entry Training online

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This training covers all elements of CCH CGT & Dividend Scheduling which will be used on a daily basis.

Overview

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.

Key Objectives

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

Course Contents

Single portfolio
Enter balances brought forward
Enter sales and purchases
Process the portfolio

Review investment changes
Review the reports available
Consolidated portfolio
Link to CCH Personal Tax

Pre-requisites

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

Useful Resources

eLearning courses - online courses that provide you with an overview and insight into our software
Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software
Webinars - sessions for you to attend and learn from