CCH® ProSystem fx® Tax

  1. How do I find the Forms Release Status for CCH Axcess™ Tax and CCH® ProSystem fx® Tax?
  2. How do I prepare the QBID (199A) worksheet in a 1040, 1041, 1065, 1120, or 1120S return using interview forms?[New]
  3. How do I prepare the QBID (199A) worksheet in a 1040, 1041, 1065, 1120, or 1120S return using worksheet view?[New]
  4. Third Party Designee information entered in the Return Configuration Set (RCS) is not flowing to Schedule 6 of the 1040 return in CCH Axcess™ Tax.[New]
  5. Why is the Section 59A(e) statement generating on a 1065 return in CCH Axcess™ Tax, CCH® ProSystem fx® Tax, or CCH® Global fx Tax?[New]
  6. How do I generate Form 8990 in a 1065 or 1120S return using interview forms?[New]
  7. How do I generate Form 8990 in a 1065 or 1120S return using worksheet view?[New]
  8. How does the latest tax law changes affect my 2017 returns?[New]
  9. Diagnostic: 49355 - "This return includes a form(s) that is not available for electronic filing on Release [version]..." in a 1065 return using CCH Axcess™ Tax, CCH® Global fx, or CCH® ProSystem fx® Tax.[New]
  10. Diagnostic: 40407 - "This return includes a form that is not available for electronic filing on Release..." for a 1040 return in CCH Axcess™ Tax, CCH® Global fx Tax, or CCH® ProSystem fx® Tax.[New]
  11. Line 4a and 4b Presentation in a 1040 return[New]
  12. When will the New Jersey Fiscal Year forms be available in CCH® Global fx, CCH® Prosystem fx® Tax, and CCH Axcess™ Tax?[New]
  13. e-file Status: “EFIN Mismatch with VCN on File” when the VCN within the return does not match what is on record for this EFIN.[New]
  14. Diagnostic: 46966 - "An amount is present for an item marked as "Reserved" on..." in a 1040 return using interview forms.[New]
  15. Diagnostic: 46966 - "An amount is present for an item marked as "Reserved" on..." in a 1040 return using worksheet view.[New]
  16. Common questions about special allocations in a 1065 or 1120S return using CCH Axcess™ Tax, CCH® Global fx Tax, or CCH® ProSystem fx® Tax.[New]
  17. What are the System requirements for ProSystem fx Tax
  18. How do I unlock or change a Single Sign On (SSO) password for CCH® ProSystem fx® and CCH® Global fx applications?
  19. How do I install ProSystem fx Tax?
  20. "One or more components used for electronic filing are out of date[New]
  21. How do I unlock or change a login password for CCH® ProSystem fx® Tax?
  22. Error: "Failed to connect to a network drive," when running Workstation Setup for CCH ProSystem fx Tax.
  23. How do I access cross reference help in CCH® ProSystem fx® Tax?
  24. "Your user ID has been locked" when logging into CCH® ProSystem fx® Tax.
  25. How do I install a permission key for CCH® ProSystem fx® Tax?
  26. How do I restore an inaccessible or blank return in CCH® ProSystem fx® Tax?

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.

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.