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CCH Software User Documentation

How to Set Default Settings for Trusts

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Default Settings

  1. From the menu select Maintenance > Tax settings > Personal Tax > Tax system parameters.

  2. Click the Trust Defaults tab.

  3. Specify the tax office for trust returns.

  4. Enter the Signatory capacity e.g. Trustee.
    This populates the Declaration section on the Tax Return.

The check box Include Signatory capacity in “For” field? Determines how the “For” field on Page 1 of the SA900 is displayed e.g. “Trustee for A Client” if selected,  or “A Client” if not.

Trust Register 

When submitting a trust return it is a requirement that Question 20 is answered:

As this is a requirement for online filing purposes, a parameter setting exists, this can be updated if required by the system administrator under Additional details:


Ticking this field automates the ticking of Box 20.1.

If this system parameter is left blank, upon creation of a tax return where Box 20.1 is left blank a message appears in the errors and warnings panel:


Note: Tax Returns created by rolling forward the previous year data do not inherit the new settings. Only newly created returns adopt this setting.

You can override the default settings that appears on the Tax Return for the selected client by updating the information contained within Tax Return Other Information section.


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