Where are the Tax Line Conversion charts for CCH® ProSystem fx® Engagement

To locate the CCH® ProSystem fx® Engagement Tax Line Conversions chart, do the following:

  1. In CCH® ProSystem fx® Engagement, go to Help > Help Topics.
  2. Click the Contents tab.
  3. Select Engagement Tax Line Conversions.
  4. Choose the appropriate entity type from the list.
  5. Select either Sorted by Tax Line or Sorted by Interview Form. Both have the same items listed, but the layouts vary.

The Tax Line Conversions help topic will show which line items will export to a particular form and box number in the interview forms in CCH® ProSystem fx® Tax Preparation. This information will allow you to group accounts in the proper location for export. If, after an export, information is not showing in the proper interview form, verify that the account is grouped properly by reviewing the help topic.

Or see the following articles:

CCH® ProSystem fx® Engagement Conversion Charts by Tax Line

 

CCH® ProSystem fx® Engagement Conversion Charts by Input Form


 
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