Error: "Dynalink client ID not found" followed by "Selected Client Tax Interface data is not available," when Dynalinking from CCH ProSystem fx Engagement.
To resolve this issue, please complete the following steps:
- In the CCH ProSystem fx Engagement Tax Software Interface, the Employer ID # field holds up to 14 characters.
- The first nine characters (numbers only) can be used as the Employer Identification Number (EIN) in Tax.
- Open the Tax Software Interface window in CCH ProSystem fx Engagement.
- Change the Employer ID # by adding a character to the end of the first nine numbers.
- For example: If the Employer ID is 12-3456789; change it to 12-3456789a.
- Create a new Tax Software Interface.
- Re-import to the Tax software.
For more information, please see our article on configuring a Dynalink.
Solution Id | 000196434/sw2634 |
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