TrainingTax & Accounting

CCH® ProSystem fx® Engagement - Workpaper Management

Online or In-person

This course will introduce and provide guidance for using Engagement functions to manage workpapers. It is designed to introduce you to Engagement workflow tools: Workpaper Notes, Tickmarks, Workpaper References, and Workpaper Signoffs.

Type: eLearning
Who Should Attend: Accountants and auditors that manage workpapers in Engagement.
Advanced Preparation: None
Prerequisites Required: None
Field of study: Accounting
Program/Course Level: Basic


  • Identify Workpaper Icons in the Binder View
  • Locate, insert and delete Tickmarks following Best Practices
  • Understand steps & requirements for using, modifying or deleting Workpaper References
  • Use tools and tips to help you increase productivity in preparing and reviewing returns
  • Differentiate types of Workpaper Notes and create, respond, clear and/or delete as needed
  • Use Notes Summary View to determine status of Notes
  • Sign off on Workpapers and use Sign Off Summary View
CCH® ProSystem fx® Engagement - Workpaper Management
Online or In-person
CPE Credits: 2
Contact Us To Register
Contact Us to Register
To Sign Up For This Class
Call: 800-739-9998, option 1