CCH® ProSystem fx® Workpaper Manager - Training II (Tax Integration)

Designed to provide participants with the knowledge and tools necessary to optimize the CCH ProSystem fx Workpaper Manager tax binder, and its integration with ProSystem fx Tax. Course includes hands on computer training.

Type: Single-client training, multi-client training
Who should attend: Users who perform tax preparation using CCH ProSystem fx Tax or CCH Axcess Tax
Advanced preparation: Yes
Prerequisites required: Yes
Prerequisites: Training I (Tax), Training I (AA)
Field of study: Taxes
Program/course level: Advanced

Objectives

• Import trial balance information using various methods
• Utilize subgroups, M-3 Detail groupings, Send to Tax options, M-1 and M-3 groupings, and tax grouping utilities effectively to get the most out of your Workpaper Manager tax groupings
• Create and manage tax journal entries that facilitate the preparation of Schedules M-1 and M-3
• Demonstrate an enhanced understanding of the CCH ProSystem fx Tax and CCH Axcess Tax Dynalink and all of its features and options
• Employ various other Workpaper Manager utilities, diagnostic tools, functions, tips and shortcuts