CCH IntelliForms Training (Currently Unavailable)

Date: Thursday, April 18, 2024 Instructor: PCS Instructor Begin Time:  10:00am Pacific Time 11:00am Mountain Time 12:00pm Central Time 1:00pm Eastern Time CPE Credit:  0 hour for CPAs

Learn how to access forms, instructions, and CCH® Publications within CCH IntelliForms. You will learn how to locate, view, complete and print forms, schedules, and instructions for commonly used federal, state, city, sales tax, and payroll forms.

Who Should Attend
Anyone preparing tax forms using the IntelliForms product.

Learning Objectives

• Locate, populate, and save interactive forms
• Understand the Client Forms Manager to access forms saved for your client
• Understand the Client View Manager to manage your workflow
• Create, store, and apply profiles for your clients and their forms
• Link to and from research explanations

Level
Basic

Instructional Method
Group: Internet-based

Program Prerequisites
None

Advance Preparation
None

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