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CCH ProSystem fx Tax Setup - eLearning (Currently Unavailable)

Author: PCS Instructor

CPE Credit:  2 hours for CPAs

In this interactive eLearning course, you will be introduced to the settings in Office Manager, how to configure staff and keep the application updated after releases. You will also learn how to setup a default return and understand the client data conversion process.

This course is excluded from all subscription packages.

Publication Date: June 2022

Designed For
Administrators and Tax Champion Team members new to CCH ProSystem fx Tax.

Learning Objectives

  • Access the application and set staff functional rights
  • Create Office Manager settings and defaults
  • Configure Applications
  • Create default returns
  • Perform CCH Software Release updates
  • Setup electronic filing

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None

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