TrainingTax & Accounting

CCH® ProSystem fx® Engagement - Training II (Tax Integration)

Online or In-person

Designed to provide participants with the knowledge and tools necessary to optimize the CCH ProSystem fx Engagement tax binder, and it's integration with CCH ProSystem fx Tax. Course includes hands on computer training.

Type: Single Client Training, Multi-Client Training
Who Should Attend: Users who perform tax preparation using CCH ProSystem fx Tax
Advanced Preparation: None
Prerequisites Required: Yes
Prerequisites: Training I (A&A) or Training I (Tax)
Field of study: Taxes
Program/Course Level: Advanced


  • Import trial balance information using various methods
  • Utilize subgroups, M-3 Detail groupings, Send to Tax options, M-1 and M-3 groupings, and tax grouping utilities effectively to get the most out of your Engagement tax groupings
  • Create and manage tax journal entries that facilitate the preparation of Schedules M-1 and M-3
  • Demonstrate an enhanced understanding of the CCH ProSystem fx Tax Dynalink and all of its features and options
  • Employ various other Engagement utilities, diagnostic tools, functions, tips, and shortcuts
CCH® ProSystem fx® Engagement - Training II (Tax Integration)
Online or In-person
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