CCH Axcess Tax - Setup - eLearning (Currently Unavailable)

Author: PCS Instructor

In this interactive eLearning course, you will receive an overview of the configuration process and settings and how to establish return print and configuration sets, and other setup options and tools.

Publication Date: June 2022

Designed For
Firm Administrators and Tax Champion Team members new to CCH Axcess Tax.

Learning Objectives

• Access the application and set staff function rights
• Be able to create an implementation plan
• Be able to set up default settings for the firm, client profiles, and tax returns
• Create print sets for tax returns and organizers
• Create and edit tax return templates
• Use Correspondence Manager to modify letters and paragraphs for tax returns.

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None