CCH® ProSystem fx® Tax: User Guide

CCH ProSystem fx Tax is the professional software system that integrates and manages your tax processing and office administration. CCH ProSystem fx combines comprehensive tax capabilities and office management applications with the latest Windows® and Internet technology to offer you the most advanced tax compliance software available. In addition to this guide, the CCH ProSystem fx Tax Quick Start Guide for Worksheet View Processing and the CCH ProSystem fx Tax Quick Start Guide for Interview View Processing are available to walk you through the creation and printing of a sample tax return. You can also use the CCH ProSystem fx Tax Help to become familiar with the features offered in CCH ProSystem fx Tax applications.
This guide includes the following chapters:
  • Chapter 1, Planning Your System, helps you plan for optimal installation, maintenance, and performance. This chapter covers system and printer configuration, network information, performance tips, and includes a preseason checklist.
  • Chapter 2, Installation, provides installation instructions for the tax program and tax products. It also explains how to set up a workstation, calc server, and laptop environment.
  • Chapter 3, Office Manager, shows you how to set up firm, office group, and staff information. Office Manager helps you perform system “housekeeping tasks,” such as backing up client and return data, checking files in and out, and deleting files.
  • Chapter 4, Tax Preparation, explains the process of completing and managing your tax returns, introduces you to an extensive number of product features, and walks you through setting user preferences and defaults.
  • Chapter 5, Import/Export Functions, describes the various methods of importing data to returns in Tax Preparation and of exporting data to other applications.
  • Chapter 6, G/L Direct, describes the methods used to import, modify, and process trial balance data in Tax Preparation.
  • Chapter 7, Production Processing, helps you complete tasks associated with production activities, such as processing returns for batch calculation. It provides instructions on printing, creating, and customizing returns using Pro Forma and Client Organizers.
  • Chapter 8, Communications, shows you how to access your service center and download authorizations using the Internet.
  • Chapter 9, Electronic Filing, explains how to configure electronic filing settings, create electronic files, as well as how to file and view the status of electronic returns.
  • Chapter 10, Client Manager & To Do List, shows you how to establish, organize, and manage the centralized client database, which is available if you have licensed Client Manager. It also describes the To Do List, which helps you organize office tasks.
  • Chapter 11, ProSystem fx Practice or Project Interface, describes how to set up and maintain the ProSystem fx Practice or Project interface.
  • Chapter 12, DataScan Plus, provides instructions for scanning your database to extract information for reports, labels, export files, or batch processing lists.
  • Chapter 13, Engagement Plus, explains how to monitor the progress of your firm’s client-related engagements.
  • Appendix A, Remote Processing, shows how to configure your firm and laptops for remote processing and return check-in/check-out.
  • Appendix B, Error Recovery, describes potential problems to be aware of when using CCH ProSystem fx Tax, and what can be done to resolve them.
  • Appendix C, BNA Exception Table, features a chart defining the data exported from CCH ProSystem fx Tax to BNA.
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