TrainingTax & Accounting
CCH Axcess™ Tax - Process Administrator - eLearning
Ongoing
Online
This course will be beneficial if you are an administrative staff new to using CCH Axcess Tax. This course is designed to introduce you to the day-to-day processing of tax returns using CCH Axcess Tax. This course will also introduce you to the Dashboard, Return Manager, Batch Manager, and electronic filing tracking.
Type: 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
- Set user preferences so they are always available and you do not need to continually set the option
- Use Return Manager to access existing tax returns or create a new one
- Use the ribbon for program navigation and customize the quick access toolbar
- Understand how to edit correspondence for tax returns and organizers
- Be able to print returns
- Track electronic filing through the Status System
Training
CCH Axcess™ Tax - Process Administrator - eLearning
Online
Ongoing
CPE Credits: 3
Contact Us to Register
Call: 800-739-9998, option 1