This course is designed to help participants become more effective and efficient with using CCH Axcess™ Engagement Essentials (“Engagement Essentials”) to prepare basic financial statements and link to the tax return.
This course is excluded from all subscription packages.
Who Should Attend
New CCH Axcess Engagement Essentials users who prepare financial statements and/or tax returns and need to create and manage workpapers.
Learning Objectives
- Create clients and engagements for use in Engagement Essentials.
- Perform trial balance functions such as importing, grouping accounts, and posting journal entries.
- Link the trial balance directly to your tax return, allowing for automatic updates when future changes are made.
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Accounting (2 hours)
Program Prerequisites
None
Advance Preparation
None