Add Other UK Investment Income
- Open the Other UK Investment Income section.
- Select the category that the incomes falls in from the Type pull-down.
- In Source, select or enter a description of the source. For example, Annuities 2.5%.
- Complete the following:
- Date of transaction
- Quantity
- Amount received
- Click Paid Gross, if the amount was paid without the deduction of tax.
Note: You cannot enter the tax amount deducted if you select the Paid Gross check box.
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Enter any tax paid in Tax Deducted.
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Click Save and Close.
Note: When you import data from CCH SecTAX then Imported from SecTAX is automatically selected. You cannot modify this data within CCH Personal Tax.