CGT Schedule of Realised Gains

Last modified 07:56, 24 Apr 2017

Overview

You can include the CGT Schedule of realised gains as an attachment to the bundle.

Including the Schedule of Realised Gains

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

Additional documents - CGT Schedule of Realised Gains - Disabled.png

This will also be the case where CCH Gains.net 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:

CGT Schedule of Realised Gains.png

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 validatons 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

CGT Schedule of Realised Gain - No record available for year.png

This validation will appear when there is no record for this client in CCH Gains.net for any tax year.

Portfolio not available for the tax year

CGT Schedule of Realised Gain - Portfolio not available for year.png

This applies where there is a record in CCH Gains.net but nor for the current tax year.

Multiple portfolios are held but no consolidated portfolio schedule exists

CGT Schedule of Realised Gain - Multiple portfolios are held.png

The bundle is designed to be linked to one portfolio.  So where there are multiple portfolios a consolidated porfolio 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

CGT Schedule of Realised Gain - The status of the schedule is proof.png

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

CGT Schedule of Realised Gain - Unable to obtain schedule.png

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

Page statistics
16 view(s) and 3 edit(s)
Social share
Share this page?

Tags

This page has no custom tags.
CCH Tax Return Bundle

Comments

You must to post a comment.

Attachments

 

 | Cookie Policy | Copyright | Privacy Policy Terms of Use | Contact Us |