Designed to provide participants with the knowledge and tools necessary to create consolidated engagements and work with single-tier and multi-tier consolidated trial balances in CCH Axcess™ Engagement.
Type: Single client trainingWho should attend: CCH Axcess™ Engagement users who perform consolidation engagements
Advanced preparation: None
Prerequisites required: Yes
Prerequisites: CCH Axcess™ Engagement.Attest or Tax End User Training
Field of study: Accounting
Program/course level: Basic
Objectives
- Create consolidated engagements for use in CCH Axcess™ Engagement
- Add subsidiaries to a single-tier consolidated engagement or add parent and subsidiary entities to a multi-tier consolidated engagement
- Import and view trial balance data for each subsidiary along with viewing the data at the consolidated level
- Insert TB Links in Excel and Word workpapers from inside both financial and tax consolidated engagements
- Link to the tax return from a consolidated engagement