TrainingTax & Accounting

CCH® ProSystem fx® Tax - Administration & Electronic-Filing - eLearning

Online or In-person

This course is designed to introduce you to the day to day processing of tax returns using CCH ProSystem fx Tax. This course will also introduce you to the Tax Preparation, Office Manager, Production Processing and Electronic Filing Status modules as well as electronic filing tracking.

Type: eLearning
Who Should Attend: Tax Champions Team and Administration staff
Advanced Preparation: None
Prerequisites Required: None
Prerequisites: None
Field of study: Tax
Program/Course Level: Basic


  • Set user preferences so they are always available and you do not need to continually set the option
  • Use the Start Up Screen to search for existing tax returns or create a new one
  • Review basic return navigation
  • Learn how to print returns from the Tax Preparation application
  • Use Administrative features to prepare client organizers, pro forma and e-file extensions
  • Learn how configure Office Manager and set up staff for electronically filing returns
  • Track electronic filing through the Status System
CCH® ProSystem fx® Tax - Administration & Electronic-Filing - eLearning
Online or In-person
CPE Credits: 1
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