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CCH Software User Documentation

Collections - CCH Trust Accounts Only

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Collections may only created at the Master level when using Trust Accounts.

Navigate to: File > Maintenance > Accounts > Collection

To create a collection at the master level for the Entity UK Trust or UK Probate

  • Select the Entity and Master Pack, the master pack will be in a draft state (unpublished). If you need to create a master pack go to File > Maintenance > Accounts > Master Pack 
  • Click within the input row where indicated "Click here to add a new Collection".
  • Give the new Collection you are creating a name and then ensure the row drops below the input row.
  • A newly created Collection may be deleted by highlighting the row and pressing the delete key on your keyboard.



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