CCH® ProSystem fx® Workpaper Manager - Training I (Tax)

Establish the foundation of knowledge required for all subsequent CCH ProSystem fx Workpaper Manager courses. This session covers critical functions to provide an introduction to CCH ProSystem fx Workpaper Manager. Users who will be performing tax and financial reporting functions in the application should take this full day course. This course is completely hands on.

Type: Single Client Training, Multi-Client Training
Who Should Attend: Individuals who prepare tax returns and need to prepare and manage tax workpapers in an electronic environment
Advanced Preparation: Yes
Prerequisites Required: Yes
Prerequisites: Basic knowledge of Microsoft Word, Excel, and Windows
Field of study: Taxes
Program/Course Level: Basic

Objectives

• Import and convert data into a trial balance
• Customize tax groupings
• Group accounts and book journal entries
• Generate tax-specific reports
• Automate tax workpapers
• Use general tax templates
• Understand the tax export window
• Create and manage workpaper notes
• Collaborate and share documents with users from the office