Knowledge Base Articles
Frequently Asked Questions
- What information is carried over using
Import Tax Form?
- Will I have access to my previously
saved perform plus II forms?
- How do I access perform plus III?
- Error: Not able to connect to Research
Network
- How do I open a new form?
- Why do I see only 2004 and 2005 year
forms?
How to Use CCH® perform plus III™
Accessing
& Importing Data
How to access saved forms created in CCH® perform
plus II™ and import data to CCH® perform plus III™.
This document provides import instructions for both internet and CD-ROM
versions. (Includes a workaround solution for users whose CCH perform plus II
forms show as expired.)
Quick Start Guide
(.PDF)
Software Release Communications
Letter
to Customers Announcing the Release of CCH® perform plus III™
on the Internet
This letter mailed in August of 2006. It was accompanied by an installation
guide. It details the installation code that can be used by
network customers that use Citrix Presentation Server or Microsoft
Windows Terminal Server.
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Installing CCH® perform plus III™
Single User (Standalone) Environment
Software Installation File
This installation file was released on September 5,
2006. To access this file, log in to the
Tax
Research Network, select the tab "perform plus III forms",
then click on the link for "Install perform plus III software."
Installation
Instructions (.PDF)
Network Environment
Software Deployment for Network Administrators
Download a version of the software that can be tested
and deployed for distribution to user workstations by using Microsoft's
Group Policy Objects or a similar system. To perform this download,
To access this file, log in to the Tax
Research Network, select the tab "perform plus III forms",
then click on the link for "Install perform plus III software."
Select the installation link in the section "Software Deployment
for Network Administrators."
Installation
Instructions (.PDF)
New release of perform plus III / WK Forms application
The next application release of perform plus III / WK Forms will take place
on the evening of Friday, August 3rd. The following improvements will be implemented
with this release:
- Shortening the application's time for launch, switching between form years, and
accessing client data
- Users with average performing systems can expect to see 30 - 50% reduction in
the time required to complete these functions
- Providing for input of zeros in number and percent fields
- Allowing for typewriter field cell sizes to adjust to the length
of the data input
- Permitting clearing of numeric input fields of any value
- Installation text instructing users of Citrix or Terminal Server
to launch and configure application preferences to complete
installation
- Sorting of category drop-down list in alphabetical order
- Allowing for support on Windows Vista
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