CCH ProSystem fx Tax - Introduction to Worksheet View - eLearning (Currently Unavailable)
Author: PCS Instructor
| CPE Credit: |
1 hour for CPAs |
This course will show you how to use Worksheet View to streamline data entry for more efficient tax preparation. Learn how to save time through importing and exporting with Microsoft Excel, using federal and state combined data entry screens and other features. You will also learn about various Worksheet View related options and preferences that are currently available.
This course is excluded from all subscription packages.
Publication Date: June 2022
Designed For
All experienced ProSystem fx and Global fx Tax customers switching from the Interview Form interface
Learning Objectives
- Understand the screen layout and overall organization of Worksheet View
- Access entry screens by selecting a category, a worksheet or a section
- Use the Navigation Panel to move quickly and efficiently between worksheets
- Use the enhanced functions in Summary grids, including sorting, inserting and deleting lines and column totals
- Use the import and export functions between Microsoft Excel and Worksheet View Summary grids
- Understand enhanced link to Worksheets from Government forms
Level
Overview
Instructional Method
Self-Study
NASBA Field of Study
Taxes (1 hour)
Program Prerequisites
None
Advance Preparation
None
