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CCH Software User Documentation

CCH Trust Accounts: CCH Accounts Production Formatter Training




This course provides training on the previewing and printing of the standard formats for the trust accounts, including how to create, edit and maintain the formats. 

Course Duration:  This course consists of two onsite or online sessions. Each session will last up to 3 hours.

Key Objectives

For delegates to:

  • be able use the CCH Accounts Production Formatter for jobs coming from CCH Trust Accounts
  • have an understanding of the concepts of how CCH Central interacts with CCH Accounts Production
  • understand how master packs function in CCH Accounts Production
  • gain from efficiencies of using master formats and paragraphs within CCH Accounts Production
  • be able to navigate and use CCH Accounts Production to produce their trust accounts 

Course Contents

Session one Session two


CCH Central

  • overview
  • navigation
  • Accounts Production homepage set-up and filtering

CCH Accounts Production

  • Accessing the client within CCH Accounts Production from CCH Trust Accounts
  • Overview of standard pages (formats) available within a client
  • Collection - settings
  • Pages within a collection
  • Formula used within formats (pages)
  • Page set-up
  • Print conditions
  • Links and navigation to source data, from
    • Central
    • Statutory database
    • Trust accounts
  • Basic format changes

Next steps for session two

Questions arising from session one

  • Master packs
    • creation
    • difference analyser
    • publishing
  • Reasons for editing a master pack
    • Themes and job themes
    • Master changes
  • Format designer
    • Settings
    • Collections
    • pages (formats) within a collection
    • Adding / removing a format
  • Investment Schedule profiles
  • Q&A from session
  • Support Portal, help and support


Attendees should adhere to the Training session Guidelines.

All attendees should have a good understanding of CCH Central.

All attendees should have a good understanding of CCH Trust Accounts. 

Who is this course designed for?

Accounts Production champions, advanced users or users who have permission to amend formats within CCH Accounts Production or users who wish to understand formulae used within the CCH Accounts Production formats. 
New and existing users of CCH Trust Accounts, using the CCH Accounts Production formatter to produce their trust accounts and edit them in accordance with the needs of the trust. 

Note: Assistance with in-depth format writing we recommend taking additional consultancy CCH Trust Accounts: Practice Formats and CCH Trust Accounts: Formatting (Practice Formats).

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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