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CCH Axcess™ Tax - Process Administrator

Ongoing
Online or In-person

This course includes an overview of the day-to-day processing of tax returns, as well as an introduction to the Dashboard, Return Manager, Batch Manager, and e-file return tracking

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

Objectives

  • Use Return Manager to sort and open returns
  • Print returns
  • Use Batch Manager to process organizers and roll forward returns
  • Upload returns for e-filing
  • Use the Electronic Filing Status System to track returns
Training
CCH Axcess™ Tax - Process Administrator
Online or In-person
Ongoing
CPE Credits: 2
Details and Registration
Contact us for Private Client Training
Call: 800-739-9998, option 1
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