CCH® ProSystem fx® Tax

  1. Additional information regarding Electronic filing of Form 5227 using CCH Axcess™ Tax and CCH® ProSystem fx® Tax.[New]
  2. How do I amend/supersede a 1040 return using worksheet view in CCH® ProSystem fx® Tax and CCH Axcess™ Tax?[New]
  3. Passthrough entity tax (PTET) topics for 1065 and 1120S returns using CCH Axcess™ Tax and CCH® ProSystem fx® Tax.[New]
  4. "Unable to upload for E-sign" when exporting a 1040 return in CCH Axcess™ Tax or CCH® ProSystem fx® Tax.[New]
  5. Diagnostic: 40407 - "This return includes a form that is not available for electronic filing on Release..." in a 1040 return in CCH Axcess™, CCH Axcess™ Tax, or CCH® ProSystem fx® Tax.[New]
  6. "Autosave file has been found do you want to recover?" when opening a return in CCH® ProSystem fx® Tax[New]
  7. "Word has encountered a problem" when editing tax return letters in MS Word in CCH® ProSystem fx® Tax[New]
  8. Shareholder Basis Worksheet Missing in 2022 S Corporation System[New]
  9. The Print Pro Forma option is missing from Production Processing for CCH® ProSystem fx® Tax[New]
  10. How many days do I have to resubmit a rejected federal return electronically?[New]
  11. Diagnostic: 49993 - "Electronic Filing. An entry has been made for an optional PDF attachment..." in a 990 return.[New]
  12. How do I export eFile history from the Electronic Filing Status site?
  13. Arizona consolidated/combined return upload error and Stopped: Recalc and Resubmit state only issue using CCH Axcess™ Tax and CCH® ProSystem fx® Tax.
  14. "Invalid Login" message when attempting to order Authorizations or processes Returns at Center for CCH® ProSystem fx® Tax
  15. eFile Rejection: R0170 - "The primary ID was either invalid, or could not be verified at this..." in a 1040 return using worksheet view.
  1. "Export Error - You have attempted to export a return and another return already exists..." when attempting to export a return for electronic filing.[New]
  2. Common questions about special allocations in a 1065 or 1120S return using CCH Axcess™ Tax or CCH® ProSystem fx® Tax.[New]
  3. How do I attach a PDF document to an electronically filed return using worksheet view in CCH Axcess™ Tax or CCH® ProSystem fx® Tax?[New]
  4. How do I get the e-file history for a return that is not in the current or past two prior years in CCH Axcess™ Tax or CCH® ProSystem fx® Tax.
  5. How do I export K-1 data from a business return to another return using worksheet view in CCH Axcess™ Tax or CCH® ProSystem fx® Tax?
  6. How do I produce an Individual Form 5471 Schedule J using worksheet view?
  7. How do I enter the transfer of partner capital in a 1065 return using worksheet view?
  8. How do I aggregate Section 199A activities in a 1040 return using interview forms?
  9. How do I enter a transfer of interest in a 1065 return using worksheet view?
  10. How do I split a joint return in CCH® ProSystem fx® Tax?
  11. Diagnostic: 30740 - "Schedule K-1. The default ending Profit and Loss percentages printed on the Schedules K-1, Part II, item J..." in a 1065 return using worksheet view.
  12. How do I create a ratio ID in a 1065 return using worksheet view?
  13. Form 4797 is not generating in the 1065 or 1120S return using worksheet view?
  14. How do I enter Section 754 depreciation and amortization in a 1065 return using worksheet view?
  15. Form 4797 is not generating in the 1065 or 1120S return using interview forms?
  16. How do I enter state apportionment in a 1065 return using worksheet view?
  17. Diagnostic: 48324 - "A subsidiary return in this consolidated group has CA, IL, MO, or PA selected..." in an 1120 consolidated return using worksheet view.
  18. How do the latest Tax Cuts and Jobs Act tax law changes affect the returns?
  19. How do I generate Form 8990 and 1.163(j) elections in a 1065, 1120, or 1120S return using worksheet view?
  20. How do I transfer a return from CCH Axcess™ Tax to CCH® ProSystem fx® Tax?
  21. 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?
  22. How do I find the Forms Release Status for CCH Axcess™ Tax and CCH® ProSystem fx® Tax?
  23. What folders do I need to exclude from real-time scanning for CCH® ProSystem fx® Tax?
  24. How do I create a new staff or user ID (SSO user) for CCH® ProSystem fx® internet applications?
  25. How do I unlock or change my own Single Sign On (SSO) password for CCH® ProSystem fx® applications?

CCH Tax Data Retention Policy

The following CCH Tax Data Retention Policy applies to the CCH ProSystem 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.

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.