CCH® ProSystem fx® Tax - Introduction to Worksheet View

Discover how the features and functionality of Worksheet View offer you improved ease-of-use functionality while integrating new technologies into the tax process.

Type: Multi-Client Training
Who should attend: All experienced staff currently using Interview Forms in CCH ProSystem fx Tax
Advanced preparation: None
Prerequisites required: Yes
Prerequisites: Experience with CCH ProSystem fx Tax Interview Forms
Field of study: Tax
Program/course level: Basic

Objectives

• Navigate the screen layout of Worksheet View
• Access data input screens
• Move quickly between worksheets
• Enter data on newly-grouped input screens
• Sort, insert/delete linked and column total in summary grids
• Import and export Microsoft Excel worksheets from/to Worksheet View summary grids
• Link to worksheets from government forms