CCH Trust US^™
Features

Service you expect
While you are completing 1099s and returns during tax season, or preparing quarterly estimate payments, our team of experienced professionals can help you resolve virtually any question that may arise. Whether related to specific software functionality or questions about form completion and tax compliance, we can draw on our years of experience in the industry to quickly find you the answer you need.

Training and Support
Prior to tax season, we will assist you with the installation of the product, and make sure it is operating effectively in your environment. We will work directly with you and your trust accounting vendor to understand any user defined fields or custom applications within the data to make sure that everything maps correctly. We will customize training to suit your needs, whether it is with online Webinars or onsite classroom-style training. Our training experts will walk you and your staff through the basics of getting started, navigating the forms, and working with all aspects of the Trust US™ system.

Answers and Assistance
We want to help you get the most out of Trust US™ – we will work with you and your team to make sure they are getting the most out of the features and functionality of Trust US™ including custom reports, batch edits and form defaults.

Safe and secure
The security, availability and integrity of your data are important to us. We've employed a certified SOC Type 1 certified environment, combining hardware and software encryption techniques, advanced firewalls and end-to-end 24/7 system monitoring to protect your sensitive data throughout the entire lifecycle. In addition, the security of our transmissions facility is audited annually by third-party security experts approved by the federal government.

Under your control
As a Trust US™ user, you have the flexibility and authority to decide which members of your organization have access to specific data. Data accessibility is totally within your control. Sophisticated system redundancies, in conjunction with backup and archival technologies, protect your data from risks such as power outages or system failure

Diagnostic tools
Intuitive diagnostics quickly identify potential problems such as file validity and format issues. Report tools built into Trust US can also quickly identify any issues with account information or transactions to be addressed immediately.

Our sophisticated diagnostics process also verifies that the data is complete and fulfills all tax compliance requirements. You receive detailed and understandable reports when there are exceptions or problems in the data. Trust US™ will produce reports to alert you to potential wash sales, and will identify specific assets for which income factoring data has been applied or is not yet available.

Trust US™ can create a file to export your K-1's directly to ProSysytem fx for 1040 production.

Trust US works the way you work
At Trust US™, we understand that you have unique needs, so we always treat you individually. From the import and mapping of trust accounting data to the printed version of the client's return, you have a wide variety of customizable options:

• Select additional diagnostic checks based on the type and level of review required after data import.
• Create your own specific list of program tasks to prepare data for import into the tax return.
• Custom role-based security allows you to set program permissions and grant rights.
• Designate whether you will e-file a federal or state return or set up electronic payments.
• These settings can be set at the Master Firm level or at the bank or account level.

You need a system that provides seamless and fully automated tax return preparation and e-filing. And you need a system that produces all of the custom documentation and communication that you must provide to clients, beneficiaries and taxing agencies, from letters to K-1s to returns, estimates and payments. Trust US can store your custom mapping requirements to provide accommodation detail and classification of transactions to ensure that your clients have complete information.

Diagnostic tools
Intuitive diagnostics quickly identify potential problems such as file validity and format issues. Report tools built into Trust US can also quickly identify any issues with account information or transactions to be addressed immediately.

Our easy to use custom reporting feature allows you to create reports as needed on any field with Trust US. You can save the reports, share the templates with your colleagues, or export the results to excel to update your clients.

Improve your productivity
Trust US™ does not require a complex set of steps to produce a return. Using our Account Management tools, Trust US™ automates this process. You make your selections from simple entry screens enhanced with dropdown lists and check boxes to speed workflow. Utilizing flexible data review options, you can easily examine previously defined groups of accounts or an individual account. And if you find that a transaction code that needs to be updated, you can apply global changes without re-importing the data. Changes seamlessly flow across all accounts, eliminating tedious and time-consuming manual edits.

Trust US™, a service of CCH Trust Services, utilizes tested and proven tax compliance software that has been used by thousands of tax professionals to prepare millions of tax returns over the years. Trust US™ is a comprehensive, easy-to-use tax compliance system for bank trust departments and other wealth management organizations that prepare and electronically file trust tax returns. You'll rest easy knowing that the trust tax returns, estimates and payments you prepare are complete, accurate and efficient.

Your own in-house tax system
Using our proven tools is like having your own tax system in-house without the need for large upfront investment. Trust US™ automates and integrates the entire process, from the importing and verification of your trust accounting data to updating investment information to seamless preparation and electronic filing of completed tax returns.

Navigation is complimented with one-click access to supporting forms, schedules or worksheets and sophisticated diagnostics quickly identify potential errors

Additional tools such as our innovative K-1 input sheet and seamless flow of data to the largest forms library in the industry — with thousands of federal and state fiduciary forms, including 1041, 1041A, 1042S, 1099, 990 and 5227 — enhances your productivity.

Easy Returns Returns can easily be filed electronically or printed for paper filing. Not surprisingly, CCH is a leader in electronic tax filing, with over 15 million returns e-filed last year. To further simplify your job, you can also submit federal fiduciary tax payments through the IRS Electronic Federal Tax Payment System (EFTPS) and payments to selected states.