CCH ProSystem CGT and Dividend Scheduling

CCH is widely acknowledged as the leading provider of CGT and investment income software. Our CGT & Dividend Scheduling system is the result of many years of improvement aimed at meeting changing legislative requirements, developing technology and the increasing demands of our users and their clients.

  • CCH ProSystem CGT and Dividend Scheduling

Price: Price on application.

CGT & Dividend Scheduling automates the process of preparing investment income and capital gains schedules associated with the tax return. CGT has become increasingly complex over recent years, particularly since the introduction of Taper Relief in 1998.This module is specifically designed to cope with the complex demands of CGT compliance in the most time-efficient way.The system provides a fast, accurate and consistent solution, leaving you free to concentrate on other fee-earning work.

Any legislative changes affecting CGT are accommodated immediately into the package, ensuring that the service you provide your clients is consistent and professional. Sophisticated validation routines check the input data for technically accuracy. It is hardly surprising that ProSystem CGT & Dividend Scheduling has developed an unrivalled reputation for consistency and accuracy.

Saving time and effort

All you have to do is enter details of all stocks and shares owned at the start of the tax year, along with acquisitions and disposals during the accounting period.The system does the rest, producing a comprehensive schedule of investment income and capital gains. CGT & Dividend Scheduling takes control of calculating dividend and interest payments, scrip issues, reorganisations, redemptions, mergers and takeovers and so on, saving hours of effort.

A number of time-saving features have been built into the module:

  • All mandatory corporate actions and associated cost apportionments are calculated automatically
  • Accumulation and equalisation payments on unit trusts are calculated automatically
  • Alternative security codes are provided to allow the system to cover takeovers with alternative terms
  • Foreign dividends and interest payments are converted automatically into Sterling
  • The relevant taper rate on all disposals is calculated automatically
  • Gains from mixed-use disposals are apportioned to their business and non-business elements.

Information at your fingertips

The feature of our system that sets it above its competitors is the unique CCH Securities Database, which gives users of CGT & Dividend Scheduling instant access to over 500,000 quoted securities worldwide as well as information on many popular unquoted securities.The database is constantly maintained and updated by CCH, requiring no user involvement, and provides you with the real competitive advantage of top-class, current information. An up-to-date securities database can be downloaded at any time simply by visiting the CGT Download area of the CCH website.

Simple to use

All ProSystem modules use the latest Microsoft® Windows technology and have been designed with the user in mind. CGT & Dividend Scheduling is no exception.The system uses straightforward graphics and simple, consistent screens to lead the user through the data entry process. Each screen gives access to a comprehensive help facility and an online user guide is also available.

Find out more about how CGT and Dividend Scheduling can add value to your practice and how it integrates with the CCH ProSystem suite of software by downloading the information sheet below!

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