Establish the foundation of knowledge required to efficiently and effectively utilize CCH ProSystem fx Engagement for the most common tax preparation functions with the Training I and Training II (Tax) courses. In tandem, Training I (Tax) and Training II (Tax) represent the complete tax preparation user curriculum. Both courses provide detailed instruction, presented in a realistic workflow, and are entirely hands on.
This course is excluded from all subscription packages.
Who Should Attend
Users who perform tax services without financial statement prep
Learning Objectives
- Import and convert data into a trial balance
- Customize tax groupings
- Group accounts and book journal entries
- Generate tax-specific reports
- Automate tax workpapers
- Use general tax templates
- Understand the tax export window
- Create and manage workpaper notes
- Collaborate and share documents with users from the office
- Electronically view and sign off workpapers
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (8 hours)
Program Prerequisites
Basic knowledge of Microsoft Word, Excel and Windows
Advance Preparation
None