CCH® ProSystem fx® Engagement - Trial Balance Reports - eLearning

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 or Tax
Program/Course Level: Basic

Objectives

• 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