TrainingTax & Accounting

CCH Axcess™ Tax - Introduction to Correspondence Manager

Ongoing
Online or In-person

Learn how to navigate and utilize the functions of the Correspondence Manager module within CCH Axcess. Upon completion of this course you can setup and make changes to the correspondence for tax returns your firm prepares.

Type: Single Client Training, Multi-Client Training
Who Should Attend: Firm members who will be responsible for editing the firms’ tax return correspondence such as Transmittal letters, Cover Letters and Filing Instructions.
Advanced Preparation: None
Prerequisites Required: None
Prerequisites: None
Field of study: Computer Software & Appications
Program/Course Level: Basic

Objectives

  • Understand the functional rights for Correspondence Manager
  • Access and navigate Correspondence Manager
  • Understand Correspondence Manager options
  • Understand Conditions, Expressions and Grammar Variables
Training
CCH Axcess™ Tax - Introduction to Correspondence Manager
Online or In-person
Ongoing
CPE Credits: 2
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Contact us for Private Client Training
To Sign Up For This Class
Call: 800-739-9998, option 1