CCH® ProSystem fx® Engagement - Organizing Binders & Inserting Workpapers

In this interactive e-learning course, learn about the structure and navigation of an Engagement tax binder, how to organize tabs and insert workpapers into the binder using Engagement functionality, best practices and, tips and tricks.

Type: eLearning
Who Should Attend: All new or experienced Pfx Engagement users, including staff, managers, partners and administrators
Advanced Preparation: None
Prerequisites Required: None
Field of study: Accounting
Program/Course Level: Basic

Objectives

• Easily Navigate the Binder View
• Understand Best Practices for customizing the Binder
• Differentiate between the various methods for inserting workpapers
• Efficiently work with Outlook emails
• Explore additional New Workpaper Options