CCH Axcess Engagement — Tax End User eLearning
The CCH Axcess™ Engagement Tax End User Training provides foundational instruction to help users create and manage engagements, perform trial balance functions, and connect engagement data to tax returns.
By purchasing this product, you understand and agree that you have current access to the CCH Axcess software. This training product is specific to the CCH Axcess, and will not be applicable to non-users.
After purchase, a member from our Scheduling and Operations team will reach out to you with the next steps and to schedule your training sessions.
The CCH Axcess Engagement Tax End User Training helps users build a foundational understanding of the CCH Axcess Engagement Tax module, a cloud-based workpaper management and trial balance solution. Through guided instruction, participants learn how to create engagements, perform essential trial balance functions, and link trial balance data to tax returns to support automatic updates when changes are made.
Type: eLearning
Who should attend: Individuals who prepare tax returns and need to create and manage workpapers
Advanced preparation: None
Prerequisites required: Yes
Prerequisites: Basic knowledge of Microsoft Word, Excel, and Windows
Field of study: Taxes
Program/course level: Basic
Objectives
- Create clients and engagements
- Perform trial balance functions, including importing data, grouping accounts, and posting journal entries
- Link trial balance data to tax returns to support automatic updates when changes are made
| Format | Webinar |
|---|---|
| Subject Area | CCH Axcess Engagement, |