All courses / CCH Axcess / Form 1065
Partnership returns.
Inside CCH Axcess.
Understand how partnership financial information connects to Form 1065. Explore the course’s theory and practice material, with a focus on the steps between source documents and software entry.
CCH Axcess · Form 1065 · Learn at your own pace
You’re ready for
a clearer next step.
Partnership work is your next learning goal, but you want a clearer preparation sequence.
You want to connect book-to-tax adjustments with the entity return.
You learn best when you can follow documents and software inputs together.
Preparers and bookkeepers building partnership-return skills, and professionals looking for guided entity-return practice.
Turn “where does this go?”
into a practical workflow.
Explore partnership structures and the purpose of Form 1065.
Connect financial statements and prior-year information to the preparation workflow.
Follow book-to-tax adjustment and reconciliation examples.
Build familiarity with the partnership training offered for CCH Axcess.
Course Curriculum
6 chapters · 30 lessons and resources listed in Thinkific
01Module 1 - Business Structures5 items
- Chapter 1.1 - Introduction to the Course Structure - TO BE UPLOADED
- Chapter 1.2 - History of Partnerships - Why tax prep saves the world, enhances economy, importance of taxes - DESCRIPTION TO UPDATE
- Chapter 1.3 - Differences between C-Corps, S-Corps, Partnerships and LLCs
- Chapter 1.4 - Advantages and Disadvantages of Partnership : Introduction to Partnerships; Types of Partnerships
- Module 1 - Quiz
02Module 2 - Tax Forms8 items
- Chapter 2.1 - Form 1065, Page 1 : Income and Deductions, Taxes and Payment
- Chapter 2.2 - Schedule B: Other Information
- Chapter 2.3 - Schedule K: Shareholders’ Pro Rata Share Items
- Chapter 2.4 - Schedule L - Balance Sheet : Reconciliation and Distributions
- Chapter 2.5 - Schedule M-1 - Reconciliation of Income (Loss) per Books with Income Tax Return
- Chapter 2.6 - Schedule M-2 - Analysis of Accumulated Adjustments Account
- Chapter 2.7 - Schedule M-3 - Expansion of the information provided on Schedule M-1
- Module 2 - Quiz
03Module 3 - PRACTICE (Simple S Corporation Example)7 items
- Chapter 3.1 - Overview of CCH Tax - Installation and Functionalities
- Chapter 3.2 - Understanding S-Corporation Structure & Documents (Before Form 1120S)
- Chapter 3.3 - Entering a Basic S Corp Tax Return - Form 1120S, Page 1 (Income Statement)
- Chapter 3.4 - Entering a Basic S Corp Tax Return - Schedule L (Balance Sheet)
- Chapter 3.5 - Reconciliation of Income (Loss) per Books with Income Tax Return
- Chapter 3.6 - Clearing Diagnostics and E-filing
- Practice - Module 3
04Module 4 - Comprehensive Problem6 items
- Chapter 4.1 - PRACTICE - Entering Data (Review Data, Excel Worksheet, Prior Year Tax Return, Beginning Balances, Depreciation, Capital Loss Carryovers, Other Carryovers)
- Chapter 4.2 - PRACTICE - Entering Income Statement
- Chapter 4.3 - PRACTICE - Schedule L (Entering Balance Sheet)
- Chapter 4.4 - PRACTICE - Reconciliation of Income (Loss) per Books with Income Tax Return
- Chapter 4.6 - PRACTICE - Sch K To Form 1040
- Answers
05Module 5 - Do-It-Yourself Comprehensive Problem with Answers - Check Yourself Video & Encouragement3 items
- Documents for Exercise
- Chapter 5 - Do-It-Yourself Comprehensive Problem with Answers - Check Yourself Video & Encouragement
- Answers
06Bonus Module 1- Foreign Essentials for Partnership Filings1 items
- Bonus Module 1- Foreign Essentials for Partnership Filings
See how I teach.
Watch a preview of Partnership in CCH Axcess right here. No account or signup required.
Learn at a pace
that works for you.
Follow the recorded training, revisit the explanations, and work through the examples as you build familiarity with the preparation process.
After enrollment, you’ll access the course through your Thinkific student account.
Want a broader software learning path? Explore the CCH Axcess bundle →
Partnership in CCH Axcess
30 lessons and resources · Recorded training
Continue to Thinkific checkout →Review access terms, included resources, and final total at checkout.
- Complete your purchase in Thinkific.
- Open your student account to access the training.
- Follow the modules and revisit the examples as you learn.
Hi, I’m Kat.
Let’s make tax practical.
I’m a California CPA with more than 10 years of tax preparation and review experience, including work at EY. I created Not So Boring CPA to help you connect tax concepts to the work you actually do.
My goal is to make the software and preparation process easier to follow—one practical example at a time.
Meet Kat →Before you get started.
How do I access the course?
Enroll through the matching Thinkific checkout. Use your Thinkific student account to access the training after purchase.
Do I need to start on a specific date?
This is recorded training. Review the current offer for course availability and your access period.
Can I preview a lesson before buying?
Yes—watch the course preview above without creating an account.
Is a software license included?
Check the current offer for any included practice software access. Recorded demonstrations do not by themselves provide a software license.
Which lessons and resources are included?
The curriculum above summarizes the current course listing, including lessons and supporting resources.
Ready to make the process
feel more familiar?
Partnership in CCH Axcess · $199.99 USD
Enroll now →