TrainingTax & Accounting

CCH Axcess™ Tax - Introduction to Worksheet View - eLearning

Ongoing
Online or In-person

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 or Global fx Tax users that 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
Training
CCH Axcess™ Tax - Introduction to Worksheet View - eLearning
Online or In-person
Ongoing
CPE Credits: CPE eligibility, field of study, and CPE credits will vary based on custom content and length of sessions.
Contact Us To Register
Contact Us to Register
To Sign Up For This Class
Call: 800-739-9998, option 1