Where are the Tax Line Conversion charts for CCH® ProSystem fx® Engagement?

To locate the CCH® ProSystem fx® Engagement Tax Line Conversions charts, do the following:

  1. In Engagement, go to Help > Help Topics.
  2. Click the Contents tab.
  3. Select Engagement Tax Line Conversions.
  4. Choose the appropriate entity type from the list.
  5. Select either Sorted by Tax Line or Sorted by Interview Form. Both have the same items listed, but the layouts vary.

The Tax Line Conversions help topic will show which line items will export to a particular form and box number in the interview forms in the CCH® ProSystem fx®, Global fx, or Axcess™ Tax programs. This information will allow you to group accounts in the proper location for export. If, after an export, information is not showing in the proper interview form, verify that the account is grouped properly by reviewing the help topic.

Or see the following articles:

CCH® ProSystem fx® Engagement Conversion Charts by Tax Line


CCH® ProSystem fx® Engagement Conversion Charts by Input Form

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