CCH ProSystem fx Tax - Administrator and Electronic Filing - eLearning

Author: PCS Instructor

In this interactive eLearning course, you will be introduced to the day to day processing of tax returns using CCH ProSystem fx Tax. This course will also introduce you to the Tax Preparation, Office Manager, Production Processing and Electronic Filing Status modules as well as 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 the Start Up Screen to search for existing tax returns or create a new one
• Review basic return navigation
• Learn how to print returns from the Tax Preparation application
• Use Administrative features to prepare client organizers, pro forma and e-file extensions
• Learn how configure Office Manager and set up staff for electronically filing 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