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CCH Software User Documentation

CCH CGT & Dividend Scheduling: Data Entry Training online



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


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


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



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