CCH® ProSystem fx® Tax

  1. Book adjustments on 1065 Schedule K-1, Item L are carrying to Other increase (decrease) when they should be carried to Current Year net income (loss) on a 1065 return in CCH Axcess Tax or CCH ProSystem fx Tax?
  2. How do I move non-deductible expenses from Current Year Income to Other Increase (Decrease) in a 1065 return using interview forms?
  3. How do I override 1065 Schedule K-1, Item L carried to the Other increase (decrease) Line and the Current Year net income (loss) line in a 1065 return using worksheet view?
  4. How do I override Schedule K-1, Item L carried to the Other increase (decrease) line and the Current Year net income (loss) line in a 1065 return using interview forms?
  5. How do I enter Section 199A (QBID) information for a passthrough in 2019 for business returns using Interview Forms?[New]
  6. How do I enter Section 199A (QBID) information for a passthrough in 2019 business returns using Worksheet View?[New]
  7. How do I indicate that the PTIN entered in Office Manager or tax preparation is accurate for returns in CCH® ProSystem fx® Tax?[New]
  8. Why is the partner representative information not flowing to Form 1065, Page 3, Schedule B?[New]
  9. When will the New Jersey Fiscal Year forms be available in CCH® Global fx, CCH® Prosystem fx® Tax, and CCH Axcess™ Tax?[New]
  10. How do I indicate that the PTIN entered in Office Manager or tax preparation is accurate for returns in CCH® ProSystem fx® Tax?[New]
  11. How do I indicate that the PTIN entered in the Return Configuration Set (RCS) or the tax return is accurate for returns using worksheet view?[New]
  12. Diagnostic: 60638 - "The preparer tax identification number (PTIN) must be confirmed to be accurate by the registered owner prior to electronically filing..." for a return using interview forms.[New]
  13. Diagnostic: 60638 - "The preparer tax identification number (PTIN) must be confirmed to be accurate by the registered owner prior to electronically filing..." for a return using worksheet view.[New]
  14. Form IT-204-CP for the partnership partners is not printing in the government copy of New York 1065 returns in CCH Axcess™ Tax or CCH® ProSystem fx® Tax.[New]
  1. How do I export K-1 data from a business return to another return using worksheet view in CCH Axcess™ Tax, CCH® Global fx Tax, or CCH® ProSystem fx® Tax?
  2. How do I produce an Individual Form 5471 Schedule J using Worksheet View?
  3. How do I aggregate Section 199A activities in a 1040 return using interview forms?
  4. How do I split a joint return in CCH® Global fx Tax or CCH® ProSystem fx® Tax?
  5. Common questions about special allocations in a 1065 or 1120S return using CCH Axcess™ Tax, CCH® Global fx Tax, or CCH® ProSystem fx® Tax.
  6. How do I enter the transfer of partner capital in a 1065 return using worksheet view?
  7. How do I enter a transfer of interest in a 1065 return using worksheet view?
  8. Form 4797 is not generating in the 1065 or 1120S return using interview forms?
  9. How do I enter state apportionment in a 1065 return using worksheet view?
  10. Diagnostic: 48324 - "A subsidiary return in this consolidated group has CA, IL, MO, or PA selected..." in an 1120 consolidated return using worksheet view
  11. How do I create a ratio ID in a 1065 return?
  12. The transfer of interest is not taking the percentage of profit and loss to zero on a terminating partner for a 1065 return in CCH Axcess™ Tax, CCH® Global fx Tax, or CCH® ProSystem fx® Tax.
  13. How do the latest Tax Cuts and Jobs Act tax law changes affect my 2017 returns?
  14. How do I generate Form 8990 and 1.163(j) elections in a 1065, 1120S or 1120 return?
  15. How do I export K-1 data from a business return to another return using worksheet view in CCH Axcess™ Tax, CCH® Global fx Tax, or CCH® ProSystem fx® Tax?
  16. How do I get the extended due date to print on the transmittal letter or filing instructions in a return using interview forms when electronically filing the return?
  17. How do I find the Forms Release Status for CCH Axcess™ Tax and CCH® ProSystem fx® Tax?
  18. What folders do I need to exclude from real-time scanning for ProSystem fx Tax?
  19. How do I setup a Single Sign On (SSO) user id?
  20. I have forgotten my Single Sign On (SSO) password.
  21. How do I create a support.cch.com user id?
  22. How do I reset my support.cch.com password?

CCH Tax Data Retention Policy

The following CCH Tax Data Retention Policy applies to the CCH Global fx Tax product. Starting December 1, 2015, CCH’s policy will be to maintain the current tax year plus the prior seven (7) tax years of tax data and programs on CCH’s servers. All data and tax programs for tax years prior to such seventh (7th) year (the “out years”) will be permanently deleted from CCH servers.

One additional year of tax data (prior year number 8) will be maintained on backup media, and then permanently deleted.

Note: This policy does not replace the CCH Axcess or CCH ProSystem fx Master Agreements (as applicable) or any other signed legal contracts with CCH.