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

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