CCH Axcess™ Engagement Tax End User Training

This course provides participants with a foundational understanding of the CCH Axcess™ Engagement Tax module, a cloud-based workpaper management and trial balance solution. Through hands-on instruction, participants will learn how to create engagements, perform trial balance functions, and link data to support tax return preparation.

Type: Single client training, Multi-client training
Who should attend: Individuals who prepare tax returns and need to create and manage workpapers
Advanced preparation: None
Prerequisites required: Yes
Prerequisites: Basic knowledge of Microsoft Word, Excel, and Windows
Field of study: Taxes
Program/course level: Basic

Objectives

• Create clients and engagements
• Perform trial balance functions such as importing, grouping accounts, and posting journal entries
• Link the trial balance to your tax return, allowing for automatic updates when future changes are made