TrainingTax & Accounting

CCH® ProSystem fx® Tax - Introduction to Worksheet View

Ongoing
Online or In-person

Discover how the features and functionality of Worksheet View offer you improved ease-of-use functionality while integrating new technologies into the tax process.

Type: Multi-Client Training
Who Should Attend: All experienced staff currently using Interview Forms in CCH ProSystem fx Tax
Advanced Preparation: None
Prerequisites Required: Yes
Prerequisites: Experience with CCH ProSystem fx Tax Interview Forms
Field of study: Tax
Program/Course Level: Basic

Objectives

  • Navigate the screen layout of Worksheet View
  • Access data input screens
  • Move quickly between worksheets
  • Enter data on newly-grouped input screens
  • Sort, insert/delete linked and column total in summary grids
  • Import and export Microsoft Excel worksheets from/to Worksheet View summary grids
  • Link to worksheets from government forms
Training
CCH® ProSystem fx® Tax - Introduction to Worksheet View
Online or In-person
Ongoing
CPE Credits: 1
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