CCH® ProSystem fx® Engagement - Importing & Navigating the Tax Trial Balance
In this interactive eLearning course, learn how to import financial data into the Engagement Trial Balance Database (TB) in preparation for the tax return and how to navigate and modify the database easily using Engagement functions.
Who Should Attend: Tax accountants that are new to the trial balance function in Engagement or who need a refresher.
Advanced Preparation: None
Prerequisites Required: None
Field of study: Taxes
Program/Course Level: Basic
- Import financial data from various sources into the TB
- Understand the key features of the TB
- Utilize Engagement functions to modify the trial balance data