CCH Axcess™ Tax - Administration & E-Filing

This course includes an overview of the day-to-day processing of tax returns, as well as an introduction to the Dashboard, Return Manager, Batch Manager and e-file return tracking

Type: Single Client Training, Multi-Client Training, eLearning
Who Should Attend: Administration staff and Tax Champions Team
Advanced Preparation: None
Prerequisites Required: None
Prerequisites: None
Field of study: Tax
Program/Course Level: Basic

Objectives

• Use Return Manager to sort and open returns
• Print returns
• Use Batch Manager to process organizers and roll forward returns
• Upload returns for e-filing
• Use the Electronic Filing Status System to track returns