Xpitax Tax Outsourcing- Tax Application Export/Import Guide ProSystem fx™ Tax
- Article Type:
- How To
- Last Modified:
- 01/20/2023
Objectives
Tax Application Export/Import Guide ProSystem fx™ Tax
Environment
ProSystem fx™ Tax
Outsource
Xpitax
Outsource
Xpitax
Procedure
ProSystem fx Export Procedures
This guide uses drive ‘ z:’ to represent your network drive letter. Please substitute your actual network drive letter each time you see a reference to the “z:” drive.
Note: The entity tax returns are stored in folders that reflect the type of entity. For example, corporate returns are saved in z:\wfx32\client\22c. Replace .u0i as follows for other types of tax returns:
Fiduciary .u2f
ProSystem fx Import Procedure
1. Move the ProSystem fx Tax data file into the following folder on your network
Z:\wfx32\commun\newbin
2. Restore the tax data file to your ProSystem fx Tax database:
This guide uses drive ‘ z:’ to represent your network drive letter. Please substitute your actual network drive letter each time you see a reference to the “z:” drive.
- Navigate to the following ProSystem fx Tax folder on your network
- Z:\wfx32\client\22i
- Select the client’s 2022 ProSystem fx Tax data files. The data file has an extension of U2i. The data file name is typically eight digits long and corresponds with the Client ID used in ProSystem fx Tax. The data file name is printed on the bottom right corner of the front page of the 2021 client’s tax return.
- Copy the selected File to: Z:\Xpitax Files Uploaded.
Corporation .u2c Partnership .u2p
S Corporation .u2sFiduciary .u2f
ProSystem fx Import Procedure
1. Move the ProSystem fx Tax data file into the following folder on your network
Z:\wfx32\commun\newbin
2. Restore the tax data file to your ProSystem fx Tax database:
- Open Communications from the ProSystem fx Tax menu.
- Select the Process menu option located at the top left of the Internet Communications window. Do not use the “Process Returns at Center” button located in the center of the Communications window. Please note that the Process menu options will only be active if there are data files located in the Z:\wfx32\commun\newbin folder.
- ProSystem fx Tax adds the 2022 data file to your tax database. The Transfer program will display a warning because a previous version of the 2022 tax data file exists. You will have the option to overwrite an existing version by selecting the existing Task number in the Rtn Version drop-down list
Additional Information
Note - If the Issue is still unresolved, the firm should reach Profx support.
| Solution Id | 000258042/Xpitax-Tax-Outsourcing-Tax-Application-Export-Import-Guide-ProSystem-fx-Tax |
|---|---|
| Direct Link |
