CCH® ProSystem fx® Scan - Scan AutoFlow (SaaS) - eLearning

This two-hour course will be beneficial to any new user to the AutoFlow process. This course uses the SaaS version of Scan and AutoFlow, and is neutral to all Tax platforms.

Type: eLearning
Who Should Attend: All staff new to CCH ProSystem fx Scan with AutoFlow who will be involved in the preparation and review portion of the CCH ProSystem fx Scan with AutoFlow process.
Advanced Preparation: None
Prerequisites Required: None
Prerequisites: None
Field of study: Computer Software & Application
Program/Course Level: Basic

Objectives

• Identify Forms available for AutoFlow
• Recognize how AutoFlow works (overall workflow)
• Discover where to access and start the AutoFlow Wizard
• Examine in detail the Linking and Validation steps and related options
• Identify AutoFlow management tools in the PDF workpaper file
• Understand the options AutoFlow provides to import data in an efficient manner, including gain & loss transactions and tax allocations