TrainingTax & Accounting

CCH® ProSystem fx® Engagement - Training I (Tax)

Ongoing
Online or In-person

Establish the foundation of knowledge required to efficiently and effectively utilize CCH ProSystem fx Engagement for the most common tax preparation functions with the Training I and Training II (Tax) courses. In tandem, Training I (Tax) and Training II (Tax) represent the complete tax preparation user curriculum. Both courses provide detailed instruction, presented in a realistic workflow, and are entirely hands on.

Type: Single Client Training, Multi-Client Training
Who Should Attend: Individuals who prepare tax returns and need to prepare and manage tax workpapers in an electronic environment
Advanced Preparation: Yes
Prerequisites Required: Yes
Prerequisites: Basic knowledge of Microsoft Word, Excel, and Windows
Field of study: Taxes
Program/Course Level: Basic

Objectives

  • Import and convert data into a trial balance
  • Customize tax groupings
  • Group accounts and book journal entries
  • Generate tax-specific reports
  • Automate tax workpapers
  • Use general tax templates
  • Understand the tax export window
  • Create and manage workpaper notes
  • Collaborate and share documents with users from the office
  • Electronically view and sign off workpapers
Training
CCH® ProSystem fx® Engagement - Training I (Tax)
Online or In-person
Ongoing
CPE Credits: 2
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Contact us for Private Client Training
To Sign Up For This Class
Call: 800-739-9998, option 1