TrainingTax & Accounting

CCH® ProSystem fx® Engagement - Tax Trial Balance Reports


In this interactive eLearning course, learn how to create and modify Trial Balance (TB) Reports to summarize the information in the Trial Balance Database using the Create TB Reports and TB Reports Properties windows. You will also learn to remove or add a column to a View in the TB Database and columns are important when creating TB Reports.

Type: eLearning
Who Should Attend: All new or experienced Pfx Engagement tax users, responsible for creating tax reports in Engagement
Advanced Preparation: None
Prerequisites Required: None
Field of study: Taxes
Program/Course Level: Basic


  • Use Create TB Reports to customize TB Reports
  • Modify TB Reports
  • Understand when to modify or Create a TB Report and learn some best practices, tips and cautions to increase efficiencies when creating TB Reports
CCH® ProSystem fx® Engagement - Tax Trial Balance Reports
CPE Credits: 1
Learn More