CCH ProSystem fx Tax Introduction to Individual Returns - eLearning

Author: PCS Instructor

This course introduces you to processing Individual tax returns. We will emphasize the key areas of completing Individual returns in CCH ProSystem fx Tax. In this module, we will cover opening the return, and additional information in the basic data. Then we will go through entering a form W 2, and the multi state entries.

Publication Date: June 2022

Designed For
New CCH ProSystem fx Tax users, including staff, managers, partners and administrators

Learning Objectives

• Enter multi-state W-2's
• Enter common Schedule C business income and expenses
• Complete common entries for Itemized Deductions
• Create and adjust Estimated Tax Payments
• Complete entries for electronic filing

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None