CCH Axcess Tax - eSign for Individual Returns 8879 - MTS - CANCELLED (Currently Unavailable)
Registration closed on May 14, 2025 at 3:00am Pacific Time
Date: Thursday, May 15, 2025
Instructor: PCS Instructor
| Begin Time: |
1:00pm Pacific Time
2:00pm Mountain Time
3:00pm Central Time
4:00pm Eastern Time |
| CPE Credit: |
1 hour for CPAs |
|
Prerequisites: CCH eSign Setup training. Your firm’s CCH eSign license is active, and that your firm’s Nintex/AssureSign account is configured.
This course introduces you to using CCH® eSign to send Individual Form 8879 to your clients for electronic signature. Office Manager/Return Configuration Set setup and tax return setup for CCH eSign are discussed. Additionally, the use of the firm’s Nintex/AssureSign™ account is discussed (hereinafter referred to as AssureSign). AssureSign is CCH’s partner for the administration of CCH eSign. This guide explains how to track Form 8879 throughout the electronic signing process and how to view, print, or download the signed Form 8879.
This course is excluded from all subscription packages.
Who Should Attend
Managers or administrators responsible for setting up firm processes, and staff accountable for sending Individual Return 8879’s for electronic signature should attend this session.
Learning Objectives
- Upon completion of this course, you should be able to:
Configure the tax application for CCH eSign
- Send Form 8879 for electronic signature
- Understand the Signer Experience electronically signing Form 8879
- Run Form 8879 reports in AssureSign
- Understand the CCH eSign Integration with the Electronic Filing Status System
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Computer Software & Applications (1 hour)
Program Prerequisites
None
Advance Preparation
None
