CCH Axcess Tax - Introduction to Correspondence Manager-CANCELLED (Currently Unavailable)

Date: Friday, April 26, 2024 Instructor: PCS Instructor Begin Time:  8:00am Pacific Time 9:00am Mountain Time 10:00am Central Time 11:00am Eastern Time CPE Credit:  2 hours for CPAs

Learn how to navigate and utilize the functions of the Correspondence Manager module within CCH Axcess. Upon completion of this course you can setup and make changes to the correspondence for tax returns your firm prepares.

Who Should Attend
Firm members who will be responsible for editing the firm's tax return correspondence, such as, Transmittal Letters, Cover Letters, and Filing instructions

Learning Objectives

• Understand the functional rights of the Correspondence Manager
• Access and navigate Correspondence Manager
• Understand Correspondence Manager Options
• Understand Conditions, Expressions, and Grammar Variables

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None

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