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CCH Software User Documentation

Create an Estate

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  1. Click File:ptnew4/pertax/090_Supplementary/070_Trusts/020_Create+an+Estate/image4.gif in Name of estate.
    The Select Estate window appears.

  2. Click New.
    The Select Estate wizard appears.

  3. (Optional) If the estate is not a person, click Tick to treat the Estate as an organisation.
    The wizard then asks questions that relate to an organisation instead of an individual.

  4. Click Next and complete the wizard.
    The name of the person or organisation appears in Name of estate.



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