How do I setup the Trial Balance for export from CCH ProSystem fx Engagement to CCH ProSystem fx Tax?

If you are setting up a Trial Balance for export from CCH ProSystem fx Engagement to CCH ProSystem fx Tax, here are some common articles that can assist you with the process:

  • Importing tax groupings into the Trial Balance: sw2010
  • Using the Tax Grouping Update Wizard when you have a tax grouping from a prior year: sw13245
  • Tax line conversion charts (to assist with grouping a tax grouping): sw3149 
  • Setting up the Tax Software Interface for a Trial Balance: sw2944
  • Configuring the accounting bridges in the CCH ProSystem fx Tax Program: sw749
  • Preparing CCH ProSystem fx Tax to import the Trial Balance from CCH ProSystem fx Engagement: sw28736

If you are using Axcess, you can click for the related steps listed in sw44717

If you are using CCH Global fx Tax, you can click for the related steps listed in sw44718

  Solution Tools
  Attachments
 Solution Id sw44716
 Direct Link
Did this article answer your question or resolve your issue?

Your feedback about this article will help us make it better. Thank you!