CCH® ProSystem fx® Tax - Introduction to CCH MY1040Data

This course introduces you to creating My1040Data organizers in CCH ProSystem fx Tax in a hands-on format.

Type: Single Client Training
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

Objectives

• Configure your firm’s My1040Data
• Process organizers for new and existing Clients
• Check the status of an organizer
• View attachments
• Download your client’s completed organizer
• Print attachments and route them to CCH ProSystem fx Scan