• CCH ProSystem fx Planning
• 2023.01000

New in this Release

• Underpayment penalty rates may be entered for the first, second, third, and fourth quarter starting with the third Planning year
• Auto-flow status alert — Issued when opening a PLN file saved with an auto-flow option that is different than the current workstation accessing the file

• Extension and modification of the nonbusiness energy credit
• Extension of residential energy credit
• Expanded Premium tax credit percent qualification

• Increased standard mileage rate
• Fourth quarter interest rates

• Federal inflation adjustments
  • Tax rate schedule
  • Standard deduction
  • Exemption amounts
  • Capital gain 0 and 15 percent brackets
  • Earned income credit amounts
  • AMT exemption amounts
  • Adoption credit limits
  • AGI limits for IRA contributions
  • AGI limits for retirement contributions credit
  • Student loan thresholds
  • Excess loss limitation thresholds
  • Qualified business income thresholds
  • Pension plan limits
  • Health Savings account limits
  • Social security wage cap
  • Social security maximum tax

• Arizona 2023 tax rate schedule
• Arkansas 2023 tax rate schedule
• Georgia 2024 tax rate schedule
• Idaho 2023 tax rate schedule
• Maine 2023 tax rate schedule
• Mississippi 2023 tax rate schedule
• Missouri 2023 tax rate schedule
• Montana 2024 tax rate schedule
• Nebraska 2023 and 2024 tax rate schedule
• New York 2023 tax rate schedule
• North Carolina 2024 tax rate schedule

• Georgia 2024 exemption
• Kentucky 2023 standard deduction
• Maine 2023 exemption
• Maine 2023 standard deduction

N/A