CCH Axcess™ Tax - Introduction to CCH MY1040Data
This course introduces you to creating My1040Data organizers in CCH Axcess Tax.
Type: Single Client Training, Multi-Client Training
Who Should Attend: Administration staff and managers.
Advanced Preparation: None
Prerequisites Required: None
Field of study: Computer Software & Applications
Program/Course Level: Basic
- Configure your firm’s My1040Data
- Process organizers for new and existing Clients
- Check the status of an organizer
- View attachments
- Download your client’s completed organizer
- Print attachments and route them to CCH® ProSystem fx® Scan