TrainingTax & Accounting

CCH® ProSystem fx® Engagement - Grouping Tax Chart of Accounts

Ongoing
Online

In this interactive eLearning course, you will learn why grouping lists help manage your tax engagements more efficiently, various ways to group your chart of accounts, and how to customize and share grouping lists.

Type: eLearning
Who Should Attend: All new or experienced ProSystem fx Engagement Tax users, including staff, managers, partners and administrators, who are responsible for grouping tax accounts
Advanced Preparation: None
Prerequisites Required: None
Field of study: Taxes
Program/Course Level: Basic

Objectives

  • Utilize grouping lists to summarize account balances
  • Group Chart of Accounts
  • Modify grouping lists
  • Share grouping lists
Training
CCH® ProSystem fx® Engagement - Grouping Tax Chart of Accounts
Online
Ongoing
CPE Credits: 1
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