 |
Course content on CCH University is dynamic and continually evolving, with new courses being added routinely. Regular course updates will accommodate any changes in laws, procedures compliance regulations or enhancements to the programs. All CCH University courses are self-study, require no prerequisites, and contain level-1 or basic level content. Check back often to see the latest additions to our course offerings. |
Introduction to ProSystem fx® Tax New staff members in need of basic training on ProSystem fx Tax will benefit from this general overview of the features and functionality of the program.
Topics include:
- ProSystem fx Tax product navigation
- Setting user preferences
- Importing and exporting data
- Utilizing Help
- Creating letters
- Printing returns
Note: This course is conducted using the Worksheet View interface.
ProSystem fx® Tax - Introduction to Individual Returns This introductory course, focused on individual tax return preparation using ProSystem fx Tax, will shorten the learning curve and get your new staffers up and running quickly.
Topics include:
- Required entries
- Data entry of common types of income and deductions
- Entering or importing passthrough information
- Processing multi-state returns.
Note: This course is conducted using the Worksheet View interface.
ProSystem fx® Tax - Introduction to Partnership Returns When processing partnership tax returns using ProSystem fx Tax, your staff needs to know how to effectively use the tools at hand. This introductory course provides the core skills needed to navigate and execute on partnership tax returns effectively.
Topics include:
- Basic data entry
- Import of partner information
- Special allocations
- Section 754 options
- Schedule M-3
Note: This course is conducted using the Worksheet View interface.
Introduction to ProSystem fx® Fixed Assets Asset management and report creation are vital components of a CPA's daily work. This course focuses on users who are new to ProSystem fx Fixed Assets and focuses on the basic features and functionality available in the program.
Topics include:
- Creating new clients
- Importing data
- Using global settings
- Managing assets
- Creating reports
Introduction to Tax Research NetWork™ Research is one of the more important functions of a successful CPA firm. Tax Research NetWork offers the best research platform in the industry. This course provides the nuts and bolts of effectively using Tax Research Network.
Topics include:
- Logging in to Tax Research NetWork
- Customization of the My CCH tab
- Creating Daily News Tax Trackers
- Understanding the organization of research libraries
- Executing a keyword search
- Finding a document by its citation
- Browsing when you know the general topic or code section
- Using the Topical Index
- Using the Topic Navigator
Accounting Research Manager® Research is a never-ending and ever evolving routine for accountants. This course provides a robust introduction to Accounting Research Manager.
Topics include:
- Accessing Accounting Research Manager
- Staying up to date with current developments
- Understanding the organization of content groups
- Navigating within Accounting Research Manager
- Finding answers to questions
- Utilizing various research tips
- Finding help when needed.
- In addition, the course covers the 10-K Lookup, Accounting Research Managers template for searching the SEC's EDGAR database.
CCH@Hand™ CCH@Hand makes research on Tax Research Network™(TRN) easier than ever before. Conduct your tax research without opening browsers or interrupting your workflow. Increase research efficiency by finding answers quickly and easily using this powerful productivity tool. CCH@Hand is included with every subscription to TRN.
Topics include:
- One-click login to Tax Research NetWork.
- Finding quick answers to tax questions using your CCH@Hand Desktop.
- Checking your customized daily tax news.
- Searching your research product from anywhere on the Web, using the
- CCH@Hand Browser Toolbar.
- Searching and importing research data and documents using CCH@Hand and Microsoft Office 2003 integration.
- Setting default Options in CCH@Hand.
Introduction to ProSystem fx® Tax Corporation Returns New users of ProSystem fx Tax will receive great benefit from this introductory course which focuses on the basic functionality and tools used in the preparation of 1120 and 1120S returns.
Topics include:
- Entering depreciation data
- Completing Schedule M-3
- Allocation and Apportionment
- Special Allocations
- Importing Shareholder data
Introduction to Electronic Filing As electronic filing becomes required by more and more states, this service is essential to a firm's success. This course provides an overview of ProSystem fx® Tax Electronic Filing for users and administrators of the electronic filing process within an office.
Topics include:
- The overall structure of the process
- Configuration and Setup of Tax Returns
- IRS Applications and Mandates
- Status System Use
- Acknowledgements
ProSystem fx® Tax - Introduction to Worksheet View Ideal for current users who are not using the Worksheet View interface option within ProSystem fx Tax, as well as new users to the program, this level 1 course teaches the features and functionality of the Worksheet View data entry method.
Topics include:
- Navigating the screen layout of Worksheet View
- Accessing data input screens
- Moving quickly between worksheets
- Entering data on newly-grouped input screens
- Sorting, inserting/deleting lines, and column totals in summary grids
- Copying and pasting from Microsoft® Excel to Worksheet View summary grids
- Linking to worksheets from government forms
 |
CCH is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN, 37219-2417. |
 |
CCH is registered with the National Association of State Boards of Accountancy as a Quality Assurance Service (QAS) sponsor of continuing professional education. Participating state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding QAS program sponsors may be addressed to NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. |
| For more information regarding administrative policies such as complaint, refund or additional information about CCH Training and Consulting Services, please contact our offices at: KnowledgeCenter@cch.com or call 1-800-PFX-9998, option 1; then option 2. | |
 |
|