CCH Axcess™ Tax - Preparer - eLearning

This four-hour interactive course will be beneficial if you are new to using CCH Axcess Tax. It is designed to present the basics of using the application including navigation, features, reviewing returns, and accessing help in CCH Axcess Tax.

Type: eLearning
Who should attend: All staff new to using CCH Axcess Tax
Advanced preparation: None
Prerequisites required: None
Prerequisites: None
Field of study: Tax
Program/course level: Basic

Objectives

• Access the program using your user ID and password through the Dashboard or Return Manager
• Use Return Manager to quickly access existing tax returns or create a new return
• Use the ribbon for program navigation and customize the quick access toolbar
• Set user options
• Enter data in Worksheet View and import data into Worksheet summary grids from Microsoft® Excel®
• Utilize the various on-screen review techniques
• Identify and utilize the extensive online help features
• Use various return management tools such as version descriptions.