CCH® ProSystem fx® Tax

  1. How do I access Cross-Reference Help and the other help options in CCH Axcess™ Tax or CCH® ProSystem fx® Tax[New]
  2. Diagnostic: 14953 - "Depletion. Information has been entered for depletion without an entity number..." with a 1040 return using CCH Axcess™ Tax or CCH® ProSystem fx® Tax.[New]
  3. How do I clear the DCS cache in CCH Axcess™ Tax?[New]
  4. How do I attach a tax return to the case I am submitting or have submitted to support?[New]
  5. How do I install or update CCH® ProSystem fx® Tax using Software Delivery Manager?[New]
  6. How do I use Return Rebuilder in CCH® ProSystem fx® Tax?[New]
  7. Diagnostic: 14966 - "Depletion. Property number [#], entered on the Business worksheet, Depletion section, or the Rent and Royalty..." with a 1040 return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax.[New]
  8. Common questions regarding extension, estimates, and tax return direct debit using CCH® ProSystem fx® Tax and CCH Axcess™ Tax.[New]
  9. "The communications profile password is incorrect" or "Invalid Login" message when attempting to order Authorizations or processes Returns at Center for CCH® ProSystem fx® Tax[New]
  10. e-File Rejection: SA-F8936-030 - "Schedule A (Form 8936), 'VIN' does not match the e-File database. Please resubmit the return using the correct VIN..." with a 1040 return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax.[New]
  11. How do I find the Forms Release Status for CCH Axcess™ Tax and CCH® ProSystem fx® Tax?[New]
  12. I am getting IRS reject F8283-042 in my 1040 return, how do I fix this?[New]
  13. Diagnostic: 41556 - "Electronic Filing. Form 4626. Negative amounts are not allowed on the following lines for electronic filing. Please check the input on the Adjustments..." with an 1120 return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax.[New]
  14. How do I scrub a tax return in CCH Axcess™ Tax?[New]
  15. "Incorrect EIN, correct and resubmit" shows in the e-filing status in CCH® ProSystem fx® Tax or CCH Axcess™ Tax.[New]
  16. e-File Rejection: F1040-034-07- "Form 1040, 'WithholdingTaxAmt' must be equal to the sum of the following..." with a 1040 return type using CCH® ProSystem fx® Tax and CCH Axcess™ Tax.[New]
  17. Passthrough entity tax (PTET) topics for 1065 and 1120S returns using CCH Axcess™ Tax and CCH® ProSystem fx® Tax.[New]
  18. Diagnostic: 49001 - "The form [number] is present in the return..... in an 1120 and 1120S return using in CCH Axcess™ Tax and CCH® ProSystem fx® Tax.[New]
  19. How do I avoid Schema Validation Errors in my e-filed returns using CCH Axcess™ Tax or CCH® ProSystem fx® Tax?[New]
  20. How do I request a copy of the electronically filed XML file or the e-file history for a return that isn't showing in the Electronic Filing Status System in CCH Axcess™ or CCH® ProSystem fx® Tax?[New]
  21. efile Reject: F7004-011-03 - "Taxpayer EIN in the Return Header must not be the same as an EIN of..." for a 1065 or 1120S return in CCH Axcess™ Tax or CCH® ProSystem fx® Tax.[New]
  22. Florida Tangible Property Tax Return Form DR-405 does not print with 1120, 1120S, 1065 returns in release 2023-3.0 using CCH Axcess™ Tax.[New]
  23. Passthrough entity tax (PTET) topics for 1065 and 1120S returns using CCH Axcess™ Tax and CCH® ProSystem fx® Tax.[New]
  24. How do I suppress Form 4626 in an 1120 return using worksheet view?
  25. Diagnostic: 32360 - "The Form 7203 is present in the return and is not currently allowed for electronic filing by the IRS," Within an 1120s Using Worksheet View or Interview Forms
  26. e-File Rejection Code: R0000-120 - "The IRS Submission type that was filed is not being accepted by Modernized e-File (MeF) at this time..." in 990-T return types using CCH® ProSystem fx® Tax and CCH Axcess™ Tax.
  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?
  26. Can an extension be electronically filed after April 18th for those areas that were included in an IRS disaster location with an automatic extension?
  27. Electronic Postmark and Payment Penalties if Filed after Due Date Due to Transmission and/or Rejection Issues
  28. How do I change the software to indicate an extension due to an IRS disaster area?
  29. How do I unlock or change my Single Sign On (SSO) password for CCH® ProSystem fx® applications?
  30. How do I create a Pro Forma in CCH® ProSystem fx® Tax?
  31. How do I process in or newbin a return into CCH® ProSystem fx® Tax?
  32. "Your user ID has been locked" when logging into CCH® ProSystem fx® Tax.
  33. How do I reset my user preferences in CCH® ProSystem fx® Tax?

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.