CCH Axcess™ Tax - Process Administrator

This course includes an overview of the day-to-day processing of tax returns, as well as an introduction to the Dashboard, Return Manager, Batch Manager, and e-file return tracking

Type: Single-Client and Multi-Client Training
Who should attend: Administration staff and Tax Champions Team
Advanced preparation: None
Prerequisites required: None
Prerequisites: None
Field of study: Tax
Program/Course level: Basic

Objectives

• Use Return Manager to sort and open returns
• Print returns
• Use Batch Manager to process organizers and roll forward returns
• Upload returns for e-filing
• Use the Electronic Filing Status System to track returns