Only currently supported versions of Engagement and Workpaper Manager will have the tax grouping for the new year. Please review the articles below:

• Which versions of CCH® ProSystem fx® Engagement or Workpaper Manager will have a Tax Grouping Update for the new tax year?
• CCH® ProSystem fx® Engagement or Workpaper Manager: Currently supported versions

The latest Tax Grouping update is included with the full install of the latest release available in the CCH Software Delivery Manager. 

• Examples:
  • Engagement v2023.2.1 (Includes 2023 Tax Grouping Update).
    • Deploys 2023 Tax Groupings. Supports upgrade from versions 2022 and 2021.
  • Engagement v2022.3.1 (Includes 2023 Tax Grouping Update).
    • Deploys 2023 Tax Groupings. Supports upgrade from versions 2021 and 2020.
  • Engagement 2021.4.1 (Includes 2023 Tax Grouping Update).
    • Deploys 2023 Tax Groupings. Supports upgrade from versions 2020 and 2019.

1. Log into the Software Delivery Manager and download the update for your currently installed version of Engagement or Workpaper Manager.
   • How do I use CCH Software Delivery Manager?
2. Double-click on the downloaded file to unzip the contents.
3. Copy the unzipped files to a shared location on your network.
4. From each computer, open Windows File Explorer and browse to the shared location, then run setup.exe and select "Update to Latest Version."
   • It is recommended to copy the installer from the shared drive to the computers locally (such as Desktop or root of C: drive) and then run the install to avoid issues. 

Note:  For further information on using the Tax Grouping Update Wizard, see below.

• How do I run the Tax Grouping Update Wizard for CCH® ProSystem fx® Engagement or Workpaper Manager? .