This course provides participants with a foundational understanding of CCH Axcess™ Engagement, a cloud-based workpaper management and trial balance solution. Through hands-on instruction, participants will learn how to create engagements, perform trial balance functions, and link data to support tax return preparation, while also applying workflow tools for workpaper documentation.
This course is excluded from all subscription packages.
Who Should Attend
Individuals who prepare tax returns and are responsible for creating and managing workpapers
Learning Objectives
- Create clients and engagements within CCH Axcess™ Engagement
- Perform trial balance functions, including importing data, grouping accounts, and posting journal entries
- Link trial balance data to tax returns and workpapers to support automatic updates
- Apply workflow tools to create workpaper references, document notes, and complete sign-offs
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (3 hours)
Program Prerequisites
Basic knowledge of Microsoft Word, Excel, and Windows
Advance Preparation
None