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

To locate the CCH® ProSystem fx® Workpaper Manager Tax Line Conversions chart, do the following:

  1. In Workpaper Manager, go to Help > Help Topics.
  2. Click the Contents tab.
  3. Select Workpaper Manager Tax Line Conversions.
  4. Select 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® Workpaper Manager Conversion Charts by Tax Line

 

CCH® ProSystem fx® Workpaper Manager Conversion Charts by Input Form

  Solution Tools
  Attachments
 Solution Id 000036687/sw44462
 Direct Link
To provide feedback on this solution, please login.

Your feedback about this article will help us make it better. Thank you!