CCH® ProSystem fx® Tax - Administration and E-Filing

An introduction to the day-to-day administration of CCH ProSystem fx Tax with special attention paid to the e-filing process. This course is designed for organizations that are new to CCH ProSystem fx Tax.

Type: Single 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

• Create and open tax returns
• Navigate using Worksheet View
• Process tax returns effectively
• Roll-forward returns and generate client organizers
• Setup users for the E-file Status System
• E-file returns and administer the e-filing process