CCH Axcess™ Tax - Preparer (New)

Using the intuitive and easy-to-use Worksheet View interface, this course addresses system navigation, tools, and return template types.

Type: Single-Client Training
Who should attend: All staff new to CCH Axcess Tax
Advanced preparation: None
Prerequisites required: None
Prerequisites: None
Field of study: Tax
Program/Course level: Basic

Objectives

• Understand the Dashboard and Return Manager
• Import and export from/to Microsoft® Excel®
• Utilize the program Help features
• Review returns efficiently on screen
• View and edit letters using Correspondence Manager
• Use the Print and Print Preview options