CCH Axcess Tax - System Administrator - eLearning (Currently Unavailable)
Author: PCS Instructor
| CPE Credit: |
3 hours for CPAs |
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.
This course is excluded from all subscription packages.
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 (3 hours)
Program Prerequisites
None
Advance Preparation
None
