CCH Axcess™ Tax - Process Administrator - eLearning

This course will be beneficial if you are an administrative staff new to using CCH Axcess Tax. This course is designed to introduce you to the day-to-day processing of tax returns using CCH Axcess Tax. This course will also introduce you to the Dashboard, Return Manager, Batch Manager, and electronic filing tracking.

Type: eLearning
Who should attend: Administration staff and Tax Champions Team
Advanced preparation: None
Prerequisites required: None
Prerequisites: None
Field of study: Tax
Program/course level: Basic

Objectives

• Set user preferences so they are always available and you do not need to continually set the option
• Use Return Manager to access existing tax returns or create a new one
• Use the ribbon for program navigation and customize the quick access toolbar
• Understand how to edit correspondence for tax returns and organizers
• Be able to print returns
• Track electronic filing through the Status System