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CCH Software User Documentation

CCH Personal Tax: Partnership Tax and Trust Tax Training




This single interactive online session is covers an overview of the data entry process required to create and file the tax returns.

The session provides training on the creation and the maintenance of client and tax return information, production of tax computations and completion of checks necessary for controlling the tax function.

Course Duration: This online session will last up to 3 hours.

Key Objectives

  • To ensure the delegates are able to apply knowledge for the tax return data entry process and online filing
  • Ensure delegates can maintain client record

    Course Contents

    • Homepage view
    • Client creation and maintenance
    • Data entry and navigation
    • Use of real time errors and exceptions
    • Updating Partners personal tax returns
    • Updating personal tax returns and R185
    • Notes
    • Integration
    • Tax Return Production status and reporting
    • Online filing process


Attendees should adhere to the Training session Guidelines.

All attendees should have a good understanding of CCH Central

Who is this course designed for? 

New users of CCH Partnership Tax and CCH Trust Tax


Useful Resources

  • eLearning courses - online courses that provide you with an overview and insight into our software
  • Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software 
  • Webinars - sessions for you to attend and learn from



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