The Xpitax® Training course focuses on the necessary steps to outsource a tax return using CCH Axcess™ Workflow. This includes creating clients and tasks, uploading the appropriate files and preparer points, granting access to tax return data files, and receiving draft files upon completion by Xpitax preparers.
Type: Single client training
Who should attend: Outsource coordinators, those sending, receiving, or reviewing outsourced returns
Advanced preparation: None
Prerequisites required: None
Prerequisites: None
Field of study: Computer Software and Applications
CPE Credits: 1 hour
Program/Course level: Basic
Objectives:
- Utilizing CCH Axcess Workflow for outsourcing
- Client and task creation
- Uploading and downloading files shared with Xpitax
- Creating and responding to points
- Support resources/tips