CCH ProSystem fx Engagement - Training II (Tax Integration)

Designed to provide participants with the knowledge and tools necessary to optimize the CCH ProSystem fx Engagement tax binder, and it's integration with CCH ProSystem fx Tax. Course includes hands on computer training.

Type: Single-client training, multi-client training

Who should attend: Users who perform tax preparation using CCH ProSystem fx Tax or CCH Axcess Tax

Advanced preparation: Yes

Prerequisites required: Yes

Prerequisites: Training I (A&A) or Training I (Tax)

Field of study: Taxes

Program/course level: Advanced

Objectives

• Import trial balance information using various methods
• Utilize subgroups, M-3 Detail groupings, Send to Tax options, M-1 and M-3 groupings, and tax grouping utilities effectively to get the most out of your Workpaper Manager tax groupings
• Create and manage tax journal entries that facilitate the preparation of Schedules M-1 and M-3
• Demonstrate an enhanced understanding of the CCH ProSystem fx Tax and CCH Axcess Tax Dynalink and all of its features and options
• Employ various other Workpaper Manager utilities, diagnostic tools, functions, tips and shortcuts
   

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.