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.
This course is excluded from all subscription packages.
Who Should Attend
Users who perform tax prep using CCH ProSystem fx Tax
Learning 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 Engagement 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 Dynalink and all of its features and options
- Employ various other Engagement utilities, diagnostic tools, functions, tips, and shortcuts
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (4 hours)
Program Prerequisites
Training I (Tax) or Training I (A&A)
Advance Preparation
None