CCH® ProSystem fx® Engagement - Training I (Tax)
Establish the foundation of knowledge required to efficiently and effectively utilize CCH ProSystem fx Engagement for the most common tax preparation functions with the Training I and Training II (Tax) courses. In tandem, Training I (Tax) and Training II (Tax) represent the complete tax preparation user curriculum. Both courses provide detailed instruction, presented in a realistic workflow, and are entirely hands on.
Type: Single Client Training, Multi-Client Training
Who Should Attend: Individuals who prepare tax returns and need to prepare and manage tax workpapers in an electronic environment
Advanced Preparation: Yes
Prerequisites Required: Yes
Prerequisites: Basic knowledge of Microsoft Word, Excel, and Windows
Field of study: Taxes
Program/Course Level: Basic
Objectives
- Import and convert data into a trial balance
- Customize tax groupings
- Group accounts and book journal entries
- Generate tax-specific reports
- Automate tax workpapers
- Use general tax templates
- Understand the tax export window
- Create and manage workpaper notes
- Collaborate and share documents with users from the office
- Electronically view and sign off workpapers