CCH Axcess™ Tax - Introduction to Correspondence Manager
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
Field of study: Computer Software & Appications
Program/Course Level: Basic
- Understand the functional rights for Correspondence Manager
- Access and navigate Correspondence Manager
- Understand Correspondence Manager options
- Understand Conditions, Expressions and Grammar Variables