CCH Axcess Tax Administrator and Electronic Filing - eLearning (Currently Unavailable)

Author: PCS Instructor

In this interactive eLearning course, you will be introduced you to the day-to-day processing of tax returns using CCH Axcess Tax. This course will also introduce you to the Dashboard, Return Manager, Batch Manager, and electronic filing tracking.

Publication Date: June 2022

Designed For
Administration staff and tax champions team.

Learning Objectives

• Set user preferences so they are always available and you do not need to continually set the option
• Use Return Manager to access existing tax returns or create a new one
• Use the ribbon for program navigation and customize the quick access toolbar
• Understand how to edit correspondence for tax returns and organizers
• Be able to print returns
• Track electronic filing through the Status System

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Taxes (1 hour)

Program Prerequisites
None

Advance Preparation
None