Add Lloyd's Other UK Investment Income
- Open the Lloyd's Other UK Investment Income section.
- Select a fund type from the Lloyds fund pull-down.
- In Source, select or enter a description of the source. For example, Annuities 2.5%.
- Complete the following:
- Date of transaction
- Amount Received
- Do one of the following:
- 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.
- Enter any tax paid in Tax Deducted.
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Click Saved.
Note: When you import data from CCH SecTAX then Imported from SecTAX is automatically selected. You cannot modify this data within CCH Personal Tax.