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CCH Software User Documentation

Create a Trust or Company

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  1. Click clipboard_e69e528117a70f253569cc5b9870a4cf7.png in Trust/Company or other entity.
    The Trust/Company or other entity window appears.

  2. Click New.
    The Trust/Company or other entity wizard appears.

  3. (Optional) If you want to treat the entity as a trust or organisation, click the check box Tick to treat the foreign trust/company or other entity as an organisation.
    The wizard then asks questions that relate to an organisation.

  4. Click Next and complete the wizard.
    The name of the trust or organisation appears in Trust/Company or other entity.

 

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