22122 - CCH Axcess Tax - Introduction - eLearning

Author: Alexander Martin

This course will show you how to use Worksheet View to streamline data entry for more efficient tax preparation. Learn how to save time through importing and exporting with Microsoft Excel, using federal and state combined data entry screens and other features. You will also learn about various Worksheet View related options and preferences that are currently available.

Course Objectives • Understand the screen layout and overall organization of Worksheet View • Access entry screens by selecting a category, a worksheet or a section • Use the Navigation pane to move quickly and efficiently between worksheets • Use the enhanced functions in Summary grids, including sorting, inserting and deleting lines and column totals • Use the import and export functions between Microsoft Excel and Worksheet View Summary grids • Understand enhanced link to Worksheets from Government forms

This module will discuss the benefits of using Worksheet View and intuitive data entry.

Publication Date: January 2022

Designed For
All staff new to using CCH Axcess Tax

Learning Objectives

• All staff new to using CCH Axcess Tax

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None