CCH Axcess™ Tax - Introduction

Using the intuitive and easy-to-use Worksheet View interface, this course addresses system navigation, tools, and return template types.

Type: Single-Client Training
Who Should Attend: All staff new to CCH Axcess Tax
Advanced Preparation: None
Prerequisites Required: None
Prerequisites: None
Field of study: Tax
Program/Course Level: Basic

Objectives

• Understand the Dashboard and Return Manager
• Import and export from/to Microsoft® Excel®
• Utilize the program Help features
• Review returns efficiently on screen
• View and edit letters using Correspondence Manager
• Use the Print and Print Preview options