CCH® ProSystem fx® Tax - Introduction - eLearning

This two hour course will be beneficial to new users of CCH ProSystem fx Tax. The course will focus on basic features and navigation as needed to prepare tax returns in the application.

Type: eLearning
Who should attend: All staff new to using CCH ProSystem fx Tax
Advanced preparation: None
Prerequisites required: None
Prerequisites: None
Field of study: Tax
Program/course level: Basic

Objectives

• Use the toolbar for application navigation and customize the default toolbar
• Modify user preferences
• Use the Open Return screen to quickly access existing tax returns or create a new return
• Navigate and enter data in Worksheet View
• Complete the Import and Export data into and out of Worksheet summary grids from Microsoft® Excel®
• Identify and utilize the extensive on-line help tools
• Recall and utilize the various on-screen review techniques