TrainingTax & Accounting

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

Ongoing
Online or In-person

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, responsible for inserting and managing workpapers for tax purposes
Advanced Preparation: None
Prerequisites Required: None
Field of study: Taxes
Program/Course Level: Basic

Objectives

  • Easily Navigate the Binder View using Engagement functionality
  • Understand Best Practices for customizing the binder
  • Differentiate between the various methods for inserting workpapers
  • Explore additional workpaper options
Training
CCH® ProSystem fx® Engagement - Organizing Tax Binders & Inserting Workpapers
Online or In-person
Ongoing
CPE Credits: N/A
Contact Us To Register
Contact Us to Register
To Sign Up For This Class
Call: 800-739-9998, option 1