Why isn't the current tax year available in CCH® ProSystem fx® Scan AutoFlow or CCH® ProSystem fx® Scan (SaaS) AutoFlow?
CCH® ProSystem fx® Scan AutoFlow normally lets users link to returns from the current tax year and the two prior years. Some CCH® ProSystem fx® Scan Workstation applications may not display the current tax year. There are two possible reasons for this issue:
- If using CCH® ProSystem fx® Tax and the current year of CCH® ProSystem fx® Tax is not installed, if using this tax platform.
- For more information, see our article 000036427 "How do I install or update CCH® ProSystem fx® Tax using Software Delivery Manager?"
- CCH® ProSystem fx® Scan has not been updated to the current version.
- CCH® ProSystem fx® Scan AutoFlow will only link to returns from the tax year in which the installed Scan system was released, and the two years prior. For example, Scan version 16 will link to returns from 2019, 2018 and 2017 while Scan 15 will only link to returns from 2018, 2017 and 2016, and cannot link to 2019 returns.
If you use CCH® ProSystem fx® Scan, check the version and update as necessary:
- Launch CCH® ProSystem fx® Scan Workstation.
- Click Help > About.
- The application version number displays at the top of the About screen as a series of 4 sets of digits. You will also see a Catalog version beneath the application version.
- The first set of digits is a normally two digits followed by a "dot", followed by a single digit
- For example, 16.0.0.3, in which 16 which indicates the version for tax year 2019 and 0 indicates the first release of the product for that year.
- If the CCH® ProSystem fx® Scan version is not current, see our article 000036588 "How do I update CCH® ProSystem fx® Scan Administrator to the newest version?"
- You must then update CCH® ProSystem fx® Scan Workstation as in the next bullet point below.
- If the Catalog version is current (e.g., if "2020" displays during filing for 2019 returns) and the CCH® ProSystem fx® Scan Workstation version number is not current, update Scan Workstation only.
- For more information, see our article 000032580 "How do I install CCH® ProSystem fx® Scan Workstation?"
- If the CCH® ProSystem fx® Scan version is not current, see our article 000036588 "How do I update CCH® ProSystem fx® Scan Administrator to the newest version?"
- For example, 16.0.0.3, in which 16 which indicates the version for tax year 2019 and 0 indicates the first release of the product for that year.
- For more information, see our article 000048681 "How do I install the CCH® ProSystem fx® Scan SaaS Autoflow Wizard??"
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