CCH ProSystem fx Scan with AutoFlow Technology - Scan Autoflow (On Premise) - eLearning (Currently Unavailable)
Author: PCS Instructor
| CPE Credit: |
2 hours for CPAs |
In this interactive eLearning course, learners will see CCH ProSystem fx Scan with AutoFlow Technology in action. AutoFlow can be a powerful tool since it will save the firm time and money. Learn the details of each AutoFlow step to streamline the import process and avoid the pitfalls that can waste time.
This course is excluded from all subscription packages.
Publication Date: June 2022
Designed For
All staff new to the AutoFlow process who will be responsible for importing data into tax returns
Learning Objectives
- Identify Forms available for AutoFlow
- Recognize how AutoFlow works (overall workflow)
- Discover where to access and start the AutoFlow Wizard
- Examine in detail the Linking and Validation steps and related options
- Identify AutoFlow management tools in the PDF workpaper file
- Understand the options AutoFlow provides to import data in an efficient manner, including gain & loss transactions and tax allocations
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
None
Advance Preparation
None
