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CCH Software User Documentation

CCH Personal Tax: Trust Tax Training




This single interactive session 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

  • Creation of a trust client record
  • Editing of trust client information
    • addresses
    • associations
    • responsibilities
    • other standing data
  • Homepages view
  • Tax return production status and reporting
  • Creating the SA900
  • Use of real time errors and exceptions
  • Data entry:
    • Basis of taxation
    • Maintaining trustees, beneficiaries and settlors
    • Interest from UK banks
    • Income from UK securities
    • Land and property
    • Capital Gains
    • Tax pool
  • Updating personal tax returns and R185
  • 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 CCH Trust Tax users

Note: ​ It is possible to combine the Partnership and Trust Tax courses into one overview session. The combined session will only cover the data entry elements, not the creation and editing of static client information such as addresses, associations, responsibilities and other standing data.​


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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