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
  

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
  

New users of ProSystem fx Engagement will learn basic tools to manage and perform functions within the program, including creating new clients, using workflow tools, synchronizing binders and wrapping-up engagements.

Topics include:

• Navigate the Engagement User Interface
• Create and organize workpapers
• Access and modify the Account Grouping lists
• Create and modify journal entries
• Use Engagement’s workflow tools
• Create workpaper notes
• Sign off the workpapers
• Synchronize the binder
• Use Engagement diagnostics
• Roll Forward the binder
  

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
  

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.

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.

Learn from the product experts the most efficient way to perform routine daily tasks required of every user of ProSystem fx Practice Management.

Topics include:

• Looking up client profile, contact, and account information
• Monitoring client and project alerts
• Looking up summary or detailed timesheet or history information
• Managing and reviewing personal due dates
• Generating a reimbursable expense report
• Reviewing, editing and releasing time and expense transactions
• Updating project statuses as time and expenses are entered
• Entering nonchargeable time, expenses, CPE and marketing information
• Entering chargeable time or expense in 30 seconds or less
  

Note: This course is conducted using the Worksheet View interface.

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:

• Printing returns
• Creating letters
• Utilizing Help
• Importing and exporting data
• Setting user preferences
• ProSystem fx Tax product navigation

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
  

Designed for new users of CCH’s CorpSystem Sales Tax Online product, gain an overview of the basic features and functionality of the website administration. You will learn how to setup your account, maintain users, create and view transactions, create a Tax Liability report, and much more.

Topics include:

• Basic features and functionality of the website administration
• Setting up an account
• Maintaining users
• Creating and view transactions
• Creating a Tax Liability report
  

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 makes research on IntelliConnect^™ 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 IntelliConnect.

Topics include:

• One-click login to IntelliConnect.
• 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.
  

Research is one of the more important functions of a successful CPA firm. IntelliConnect offers the best research platform in the industry. This course provides the nuts and bolts of effectively using IntelliConnect.

Topics include:

• Logging in to IntelliConnect
• 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