TrainingTax & Accounting

CCH® ProSystem fx® Engagement - Trial Balance Reports


This interactive course will guide the learner through the steps to create a Trial Balance (TB) Report. In addition, you will learn how to modify a TB Report using Workpaper Properties and TB Report Properties.

Type: eLearning
Who Should Attend: All new Engagement users, including staff, managers, partners and admins, all experienced users.
Advanced Preparation: None
Prerequisites Required: None
Field of study: Accounting
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 - Trial Balance Reports
CPE Credits: 1
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