CCH Axcess™ Tax - System Administrator - eLearning

This three-hour course will be beneficial if you are new to CCH Axcess Tax and in the process of setting up the application. This course is designed to present the various options for setting up CCH Axcess Tax.

Type: eLearning
Who should attend: Firm Administrators and Tax Champion Team members new to CCH Axcess Tax.
Advanced preparation: None
Prerequisites required: None
Prerequisites: None
Field of study: Tax
Program/course level: Basic

Objectives

• Access the application and set staff function rights
• Be able to create an implementation plan
• Be able to set up default settings for the firm, client profiles, and tax returns
• Create print sets for tax returns and organizers
• Create and set up return configuration sets
• Create and edit tax return templates
• Use the Correspondence Manager to modify letters and paragraphs for tax returns.