For all trust and estate work
CCH Trust Accounts can be used for many other entities that hold investments, such as estates, charities and pension funds and supports the investment reporting requirements of high net worth individuals.
Save time
Rather than using a general-purpose accounting application together with extra spreadsheets and some form filling software, save time and work more efficiently with a single, purpose-built application.
Integrated tax and accounts
CCH Trust Accounts integrates with CCH Personal Tax and CCH Trust Tax to provide a genuine one-stop shop for practitioners performing trust accounting and tax work for their clients.
Reduce work loads
Eliminates as much as 80% of the work involved in the preparation of tax returns for trusts and estates.
Ensure compliance
Regular programme updates will ensure your calculations remain compliant with the latest legislation.
Create comprehensive reports
Produce cross-client reports covering a client’s complete portfolio during the year.
Work at pace
Many actions can be performed instantly across your entire client database.
Consistent styling
Produce your CGT calculations, dividend schedules and other reports in a consistent format.
Webinar: Why CCH Trust Accounts is your one-stop shop for all your trust accounting and tax work
Watch this on-demand webinar to see to see a full demonstration of how you can use CCH Trust Accounts to support the specialist accounting requirements of trusts, estates, charities, pension funds and similar entities. CCH Trust Accounts is a unique, single platform for all your trust and estate work, which means data no longer needs to be laboriously re-entered into discrete applications.
People interested in CCH Trust Accounts also looked at
CCH Personal Tax
Simplify and streamline every step in the tax return and preparation process, from data collection and data entry through to review, approval and online filing.
CCH Accounts Production
Automate key processes, saving you valuable time to focus on opportunities for new business and adding real value to your client relationships.
CCH CGT & Dividends Scheduling
Simplify the process of preparing capital gains tax computations for large and complex investment portfolios. Verify tax return information provided by clients and their wealth managers.