CCH® ProSystem fx® Tax - Introduction to Worksheet View - eLearning

In this interactive eLearning course, you will learn how to use Worksheet View to streamline data entry for more efficient tax preparation. Learn how to save time through importing and exporting with Microsoft® Excel®, federal and state combined data entry screens and other features. You will also learn about the many Worksheet View related options and preferences available to your firm and to individual users.

Type: eLearning
Who should attend: All experienced staff currently using Interview Forms in CCH ProSystem fx Tax
Advanced preparation: None
Prerequisites required: None
Prerequisites: None
Field of study: Tax
Program/course level: Basic

Objectives

• Understand the screen layout and overall organization of Worksheet View
• Access entry screens by selecting a category, a worksheet or a section
• Use the Navigation Panel to move quickly and efficiently between worksheets
• Use the enhanced functions in Summary grids, including sorting, inserting and deleting lines and column totals
• Use the import and export functions between Microsoft Excel and Worksheet View Summary grids
• Understand enhanced link to Worksheets from Government forms