How do I import tax return data from the tax software while in CCH® ProSystem fx® Planning?
- Open CCH ProSystem fx Planning.
- Click File > New.
- In the Tax Plan Properties window, select Configuration tab.
- In Start year, use the drop-down to select the appropriate prior year.
- Example: If using the 2017.01000 version of Planning, select 2015 for start year.
- Select the Plan Information tab.
- In Client ID, click Select Tax Client.
- On the ProSystem fx Planning window, select one of the following:
- Select Local if the Tax program is installed on your C: drive.
- Select Laptop if you have a laptop install of Tax.
- Select Network if the Tax program is installed on a network drive.
- Select Internet if you use CCH Global fx Tax.
- Enter a User ID and Password.
- Click OK.
- On the Select ProSystem fx Tax Client window, do one of the following:
- In Select specific client, enter the Client ID, the Client name.
- In Select client by, use the drop-downs to select the appropriate Office group and Tax preparer
- Click OK to browse for the return.
- On the Applicable Clients window, select the appropriate client.
- Click OK.
- On the Tax Plan Properties window, Click OK.
- On the "Do you want to import data from the return?” window, click Yes.
- On the Applicable Returns window, select the correct version and verify the return informaiton.
- Click OK.
Planning is only for Individual returns.
Solution Id | 000155551/sw46154 |
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