CCH Axcess™ Tax - Preparer (Migrating)

Discover the distinguishing features and functions of CCH Axcess Tax which will provide your company with improved ease of use in the tax preparation process. New terminology associated with similar CCH ProSystem fx Tax functions will also be discussed.

Type: Single Client Training
Who should attend: All experienced CCH ProSystem Tax users transitioning to CCH Axcess Tax.
Advanced preparation: None
Prerequisites required: Yes
Prerequisites: Prior experience using CCH ProSystem fx Tax
Field of study: Tax
Program/Course level: Basic

Objectives

• Utilize new features and functions
• Understand the Dashboard and Return Manager
• Create and customize views in Return Manager
• Navigate the screen layout of CCH Axcess Tax Worksheet View
• Use Correspondence Manager to edit letters in a return