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CCH Axcess™ Tax - Preparer (New)

Ongoing
Online or In-person

Using the intuitive and easy-to-use Worksheet View interface, this course addresses system navigation, tools, and return template types.

Type: Single-Client Training
Who should attend: All staff new to CCH Axcess Tax
Advanced preparation: None
Prerequisites required: None
Prerequisites: None
Field of study: Tax
Program/Course level: Basic

Objectives

  • Understand the Dashboard and Return Manager
  • Import and export from/to Microsoft® Excel®
  • Utilize the program Help features
  • Review returns efficiently on screen
  • View and edit letters using Correspondence Manager
  • Use the Print and Print Preview options
Training
CCH Axcess™ Tax - Preparer (New)
Online or In-person
Ongoing
CPE Credits: 2
Details and Registration
Contact Us to Register
Call: 800-739-9998, option 1
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