How do I setup the Trial Balance for new tax groupings and export it from CCH® ProSystem fx® Engagement or Workpaper Manager to CCH® ProSystem fx®, CCH® Global fx, or CCH Axcess™ Tax?
- Download and install the Tax Grouping Update Wizard (TGUW) and CCH® Account Groupings for the new tax year.
- Run the TGUW on the current year binder to update the prior year CCH® Tax account groupings to the current year.
- Verify that the accounts groupings will flow to the correct fields in the CCH® ProSystem fx®, CCH® Global fx, or CCH Axcess™ Tax using the Tax Line Conversion Charts.
- Set up the Dynalink file using the Tax Software Interface in CCH® ProSystem fx® Engagement or Workpaper Manager
- If using CCH® ProSystem fx® Tax, verify that the account bridges are configured and have been refreshed.
- Import the Engagement or Workpaper Manager Trial Balance data into CCH® ProSystem fx®, CCH® Global fx, or CCH Axcess™ Tax.