CCH Axcess™ Tax - Introduction to Worksheet View - eLearning

This course will be beneficial to any customer migrating from CCH ProSystem fx Tax to CCH Axcess Tax who used the Interview Forms user interface. Overall, the session will discuss the benefits and features available in Worksheet View to simplify the data entry process.

Type: eLearning
Who should attend: Experienced CCH ProSystem fx Tax users who used the Interview Form interface.
Advanced preparation: None
Prerequisites required: None
Prerequisites: None
Field of study: Tax
Program/course level: Basic

Objectives

• Understand the screen layout and overall organization of Worksheet View
• Access entry screens by selecting a category, a worksheet or a section
• Use the Navigation pane to move quickly and efficiently between worksheets
• Use the enhanced functions in Summary grids, including sorting, inserting and deleting lines and column totals
• Use the import and export functions between Microsoft Excel and Worksheet View Summary grids
• Understand enhanced link to Worksheets from Government forms