22121 - CCH Axcess Tax - Introduction to Worksheet View - eLearning
Author: Alan Patterson
| CPE Credit: |
1 hour for CPAs |
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
Experienced users that used the Interview Form interface in ProSystem fx or Global fx Tax.
Learning Objectives
- Experienced users that used the Interview Form interface in ProSystem fx or Global fx Tax.
Level
Overview
Instructional Method
Self-Study
NASBA Field of Study
Taxes (1 hour)
Program Prerequisites
None
Advance Preparation
None
