How do I create an export file or compfile from CCH® ProSystem fx® Engagement or Workpaper Manager to import into CCH® ProSystem fx® Tax using G/L Bridge?

  1. From inside the binder, or in the File Room View, click Tools > Tax Software Interface.
    • Alternatively, you can click on the Tax Software Interface icon that is on the toolbar.
  2. Enter the appropriate information in the following fields:
    • Choose the appropriate Trial Balance.
    • Under Tax Software, use the CCH ProSystem fx Tax (G/L Bridge) option.
    • Select the corresponding Tax Year.
    • Select your appropriate Grouping List.
    • Select what type of balance you are wanting to export.
    • Enter your EIN for the client or the Client ID that they are associated with in Tax.
    • Take note of the location where the Compfile.txt will be saved.
  3. Click OK on the Tax software Interface screen.
  4. If you have already saved a "Compfile.txt" file to the location specified, you will be prompted to overwrite. Click YES.
    • Another dialogue message should come up showing the configuration has been saved.
  5. Click OK on this window.
    • You should now be presented with a screen that shows you the Export Configuration. This will show the details of the export, as well as whet accounts are ungrouped as well as any accounts that were not exported to Tax.
  6. Choose to print or save this report, otherwise just close the window.
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