How do I setup the Trial Balance for new tax groupings and export it from CCH® ProSystem fx® Engagement or Workpaper Manager to CCH® ProSystem fx®, or CCH Axcess™ Tax?

  1. Download and install the Tax Grouping Update Wizard (TGUW) and CCH® Account Groupings for the new tax year.
  2. Run the TGUW on the current year binder to update the prior year CCH® Tax account groupings to the current year.
  3. Verify that the accounts groupings will flow to the correct fields in the CCH® ProSystem fx®, or CCH Axcess™ Tax using the Tax Line Conversion Charts. 
  4. Set up the Dynalink file using the Tax Software Interface in CCH® ProSystem fx® Engagement or Workpaper Manager
  5. If using CCH® ProSystem fx® Tax, verify that the account bridges are configured and have been refreshed. 
  6. Import the Engagement or Workpaper Manager Trial Balance data into CCH® ProSystem fx®, or CCH Axcess™ Tax.
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