CCH® ProSystem fx® Tax

  1. 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]
  2. How do I enter a transfer of interest in a 1065 return?[New]
  3. How do I enter the transfer of partner capital in a 1065 return?[New]
  4. Form 4797 is not generating in the 1065 or 1120S return using interview forms?[New]
  5. How do I enter state apportionment in a 1065 return using worksheet view?[New]
  6. Diagnostic: 48324 - "A subsidiary return in this consolidated group has CA, IL, MO, or PA selected..." in an 1120 consolidated return using worksheet view[New]
  7. How do I create a ratio ID in a 1065 return?[New]
  8. 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.[New]
  9. How do the latest Tax Cuts and Jobs Act tax law changes affect my 2017 returns?[New]
  10. How do I generate Form 8990 and 1.163(j) elections in a 1065, 1120S or 1120 return?[New]
  11. 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?[New]
  12. 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?[New]
  13. How do I find the Forms Release Status for CCH Axcess™ Tax and CCH® ProSystem fx® Tax?[New]
  14. What folders do I need to exclude from real-time scanning for ProSystem fx Tax?
  15. How do I backup returns in ProSystem fx Tax?
  16. How do I setup a Single Sign On (SSO) user id?
  17. I have forgotten my Single Sign On (SSO) password.
  18. How do I create a user id?
  19. How do I reset my password?
  20. How do I batch link clients to Portal?
  21. How do I batch print Organizers from ProSystem fx Tax to Portal?
  22. How do I print a PDF from ProSystem fx Tax preparation directly to ProSystem fx Portal?

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.