What are the client types and their associated tax products in CCH® ProSystem fx® Tax and CCH Axcess™ Tax?
ProSystem fx Tax and CCH Axcess Tax have four client types. Each client type have associated tax products (return types).
| Corporation | Fiduciary | Individual | Partnership |
| Corporation (1120) | |||
| Employee Benefit Plan (5500) | Employee Benefit Plan (5500) | Employee Benefit Plan (5500) | |
| Estate & Gift (706/709) | Estate & Gift (706/709) | ||
| Exempt Organization (990) | Exempt Organization (990) | ||
| Fiduciary (1041) | |||
| Individual (1040) | |||
| Partnership (1065) | |||
| S Corporation (1120S) |
A client can only be assigned one client type. You can however, have returns of different return types associated with a single client ID as long as they are return types for that client type. For example, you can create an Individual return and a Gift return using the same client ID because both types of returns fall under the Individual client type. You cannot have an Individual and a Partnership return that use the same client ID.
| Solution Id | 000175207/sw44496 |
|---|---|
| Direct Link |
