Overview

CCH Central is a central database of client names and addresses.  CCH Personal Tax runs from within CCH Central.  The CCH Personal Tax screens appear on tabs within CCH Central.  

Trust Accounts clients can be linked to CCH Central clients so that either a CCH Personal Tax client or a Trust Accounts client can be accessed using a consistent client code. They then both share the same client code and name and address.

Multiple Trust Account clients can be linked to a single Trust Tax Return. This may be required if separate accounts are being prepared for each beneficiary, and therefore separate clients are created in CCH Trust Accounts, but the Trust Tax return requires details of Investments, movements and income, from each beneficiary account.

Investment transactions can be automatically transferred from Trust Accounts into CCH Software’s tax software, CCH Personal Tax. This saves entering income and chargeable disposals twice, once into an accounts package and a second time into a tax package.

What is transferred:

·         Investment income and capital gains details required for either the Personal Return (SA100) or the Trust Return (SA900).

It has been specifically designed to ensure that it should not be possible to print the return form unless these details are consistent with those contained in Trust Accounts.