CCH® ProSystem fx® Tax - Setup

Designed to help configure CCH ProSystem fx Tax for an efficient implementation; our consultants work closely with you to assist in this setup and help you understand the configuration process. Make informed decisions to achieve standardization and maximize productivity when preparing and reviewing tax returns.

Type: Single-Client Training
Who should attend: Tax Champions Team
Advanced preparation: None
Prerequisites required: None
Prerequisites: None
Field of study: Tax
Program/course level: Basic

Objectives

• Discuss firm set-up
• Create Office Groups
• Maintain and update the software
• Understand staff and application configuration options
• Setup tax options and return defaults