ProSystem fx® Tax

Automate your tax return process with our award-winning tax compliance and preparation solution.

Are you keeping pace with the ever-changing tax climate or are you getting bogged down in the clutter? If you’re not automating your tax return process, then it’s time you took at look at ProSystem fx® Tax, the award-winning tax compliance and preparation solution. 

Tax, also available in an online platform (Global fx) or a software as a service delivery method (CCH Axcess™ Tax), has thousands of automatically calculating forms and schedules for federal, state, county and city, which speeds you through the return process as data is shared across documents. This shaves days, if not weeks, off your tax preparation process, opening up your day for client consulting and growing your business.

Details

ProSystem fx Tax is an on-premise tax solution, but if you are interested in working in the cloud, consider CCH Axcess Tax — the tax preparation component of CCH Axcess. CCH Axcess Tax represents the heart of a streamlined, digital tax process — supporting ease of tax preparation and compliance with thousands of automatically calculating forms and schedules for federal, state, county, and city entities; robust diagnostics; and a state-of-the-art electronic filing system.

When you use Tax, you’ll get more done in less time. Because of its powerful functions, you’ll have more time to cater to your clients and grow your business. Tax offers you:

  • Automatic calculations, overrides and optimizations for every federal and state return.
  • The industry’s most comprehensive diagnostic system, which tests for omissions and inconsistencies, then instantly finds related input with a single click.
  • Comprehensive state programs for all entities, including full multi-state capabilities.
  • A client and tax return management system that always provides a complete status of returns and staff responsibilities.
  • Intuitive navigation panels, pop-up menus and “forms-stepping” features that allow you to quickly navigate through a return.
  • Full-featured depreciation and depletion capability for both individual and business returns.
  • A comprehensive on-screen review system featuring color-coded tick marks, field and global notes, lists, overrides and estimates.
  • Detailed CPA tax software reporting options for audit and planning purposes.
  • Extensive data import and export for a variety of programs.
  • The ability to easily generate fully compliant fileable forms while also meeting your e-filing needs.

Tax has a variety of value-added software options to help minimize data entry and maximize productivity, such as:

  • DataScan Plus® — Turns client data into valuable marketing, practice management and client services information.
  • Engagement Plus™ — Tracking and reporting software that allows you to monitor all of your firm’s engagements.
  • Tax Projector™ — Lets you show clients how scheduled tax law changes will affect them.
  • Client Manager™ — Allows you to set up and maintain complete profiles on all your firm’s clients.

In addition to its seamless integration with the Microsoft® Office, Tax integrates with other ProSystem fx solutions, such as Document, Engagement, Practice Management and Scan. Integration lets your staff spend less time looking for the information they need and more time getting the job done.

Tax integrates with several other Wolters Kluwer, CCH solutions, including:

  • IntelliConnect — Provides a real-world focus on tax laws and important issues you face every day. It connects directly to interactive research aids, practical examples, sample calculations, compliance pointers, comments, planning notes and other features.
  • CCH ClientRelate — Helps identify clients within Tax who will be affected by new tax legislation.
  • Smart Charts — Chart state tax issues in one jurisdiction or compare tax treatments across multiple tax jurisdictions. Tax includes a link to Smart Charts that address multi-jurisdictional research needs.
More
Training and Consulting

A well informed IT department is essential for a successful implementation of ProSystem fx Tax. Learn how to properly install, maintain and support this product.

Course Objectives

  • Installation procedures and issues
  • Hardware and software requirements
  • Implement data backup policies and procedures
  • Maintenance, support, and back-end support
  • File storage, file sharing and security requirements (including the Citrix/Terminal Server)

Who Should Attend?

IT Personnel

Program Information

  • Program Level: Basic
  • Prerequisites: Network experience
  • Read Policies

Recommended CPE

  • No CPE Certificate(s)

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Provide an overview of the conversion process and an introduction to the administrative modules (Office Manager, Production Processing and Electronic Filing Status).

Course Objectives

  • Discuss firm set-up
  • Create Office Groups
  • Maintain and update the software
  • Understand staff and application configuration options
  • Create Client Organizers
  • Manage Electronic Filing Status

Who Should Attend?

  • All staff responsible for setup and administration of ProSystem fx Tax, including firm administrators and IT personnel.

Program Information

  • Program Level: Basic to advanced – based on agenda
  • Prerequisites: None
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Taxes – 4 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

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  • Web-based
  • Multi-client Training (MTS)

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Provide an overview of the conversion process and an introduction to the administrative modules (Office Manager, Configure Staff and Electronic Filing Status).

Course Objectives

  • Discuss firm set-up
  • Create Office Groups
  • Understand staff and application configuration options
  • Create Client Organizers
  • Upload and download returns
  • Manage Electronic Filing Status

Who Should Attend?

  • Firm administrators, IT personnel or other staff responsible for setting up and administering ProSystem fx Tax (Global).

Program Information

  • Program Level: Basic to advanced – based on agenda
  • Prerequisites: None
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Taxes – 4 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Register Now

  • Web-based
  • Multi-client Training (MTS)

Sign up Now >

Designed to help you define the most effective way to use ProSystem fx Tax in your firm, our knowledgeable consultants work closely with you to understand your current workflow and then help you make the right decisions necessary to achieve maximum productivity in performing administrative tasks, and preparing and reviewing tax returns. The resulting redesigned workflow will lead you to increased efficiencies during tax season and all year long. This course will benefit new and existing customers alike.

Course Objectives

  • Set up Office Manager and configure tax preparation
  • Create Organizers and Pro Forma returns
  • Import and export data efficiently
  • Optimize preparer and reviewer workflow tools
  • Understand and begin completion of the best practices documents

Who Should Attend?

Tax Champions Team – this team is responsible for implementation and/or ongoing management of ProSystem fx Tax.

Program Information

  • Program Level: Basic
  • Prerequisites: Introduction to ProSystem fx Tax course or equivalent experience
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Taxes - 8 or 16 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Using the intuitive and easy-to-use Worksheet View interface, this course addresses programnavigation, functionality and default return types in an interactive, hands-on training format.

Course Objectives

  • Use Office Manager, production processing and data entry features
  • Import and export to/from Microsoft® Excel®
  • Access Help
  • Review returns
  • Use Print Preview and print options

Who Should Attend?

All staff new to using ProSystem fx Tax

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Taxes-3 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Register Now

  • Web-based
  • Multi-client Training (MTS)

Sign up Now >

Using the intuitive and easy-to-use Worksheet View interface, this course covers the preparation of Individual tax returns, and other features specific to this return type in an interactive, hands-on training format

Course Objectives

  • Understand required entries
  • Enter depreciation data
  • Import K-1 data from passthrough returns
  • Set up children's tax returns for Kiddie Tax computation
  • Process multi-state
  • Import beneficiary information

Who Should Attend? 

All staff new to using ProSystem fx Tax whom will be preparing/reviewing Individual tax returns.

Program Information

  • Program Level: Basic
  • Prerequisites: Introduction to ProSystem fx Tax course or equivalent experience
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Taxes - 3 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Register Now

  • Web-based
  • Multi-client Training (MTS)

Sign up Now >

Using the intuitive and easy-to-use Worksheet View interface, learn how to easily prepare Partnership tax returns in ProSystem fxTax in an interactive, hands-on training format.

Course Objectives

  • Complete Schedules M-1 and M-2
  • Understand partnership special allocations
  • Import partner data
  • Export partner information to other returns

Who Should Attend?

All staff new to using ProSystem fx Tax whom will be preparing/reviewing Partnership tax returns.

Program Information

  • Program Level: Basic
  • Prerequisites: Introduction to ProSystem fx Tax course or equivalent experience
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Taxes - 3 credits

Register Now

  • On-Site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

  • Web-based
  • Multi-client Training (MTS)

Sign up Now >

Using the intuitive and easy-to-use Worksheet View interface, learn how to easily prepare C Corporation tax returns in ProSystem fxTax in an interactive, hands-on training format.

Course Objectives

  • Use Office Manager, production processing and data entry features
  • Import and export to/from Microsoft® Excel®
  • Access Help
  • Review returns
  • Use Print Preview and print options

Who Should Attend?

All staff new to using ProSystem fx Tax

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Taxes-3 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Register Now

  • Web-based
  • Multi-client Training (MTS)

Sign up Now >

Using the intuitive and easy-to-use Worksheet View interface, learn how to easily prepare S Corporation tax returns in ProSystem fxTax in an interactive, hands-on training format.

Course Objectives

  • Complete Schedules M-1, M-2 and M-3
  • Understand allocation and apportionment
  • Use multi-state return preparation
  • Import shareholder data
  • Set up consolidated returns

Who Should Attend?

All staff new to using ProSystem fx Tax whom will be preparing/reviewing S Corporation tax returns. If you prepare both C and S Corporation returns equally, you can take the S Corporation course to best cover both.

Program Information

  • Program Level: Basic
  • Prerequisites: Introduction to ProSystem fx Tax course or equivalent experience
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Taxes - 3 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Register Now

  • Web-based
  • Multi-client Training (MTS)

Sign up Now >

Since Tax Year 2003, we added over 300 program enhancements, many of them are not obvious unless you know where to look. Learn what program enhancements we added that enhance efficiency in your tax return preparation. With over 300 enhancements, we can customize this training to cover the areas that interest you.

Course Objectives

  • Identify and take advantage of useful enhancements
  • Submit enhancements requests

Who Should Attend?

  • Experienced staff who missed some or all of the annual ProSystem fx Tax Update Seminars.

Program Information

  • Program Level: Update
  • Prerequisites: Experience with the ProSystem fx Tax
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Taxes – 1 credit per hour

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Using the intuitive and easy-to-use Worksheet View interface, learn how to easily prepare Depreciation and Amortization in ProSystem fx Tax in an interactive, hands-on training format.

Course Objectives

  • Complete federal, state and book depreciation and amortization
  • Create depreciation reports
  • Import depreciation data

Who Should Attend?

  • All staff new to preparing depreciation and amortization in ProSystem fx Tax.

Program Information

  • Program Level: Basic
  • Prerequisites: Introduction to ProSystem fx Tax course or equivalent experience
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Taxes - 3 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Register Now

  • Web-based
  • Multi-client Training (MTS)

Sign up Now >

Review the electronic filing process used in the previous processing season and learn of all updates for the current processing season.

Course Objectives

  • Set Up Alternative Filing Options in Office Manager
  • Prepareand submit returns for e-filing
  • Use the ProSystem fx Electronic Filing Status System
  • Understand what's new for electronic filing

Who Should Attend?

  • Experienced firmadministrators and staff whom will be preparing/submitting returns for e-filing or administering e-filing in ProSystem fx Tax.

Program Information

  • Program Level: Basic
  • Prerequisites: Experience with the ProSystem fx Tax electronic filing process
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

CPE certificate(s) included:

  • 1 per attendee (MTS)
  • Taxes - 1 credit

Register Now

  • Web-based
  • Multi-client Training (MTS)

Sign up Now >

Learn how to efficiently e-file your firm's Individual and Business tax returns in ProSystem fx Tax.

Course Objectives

  • Set up alternative filing options in Office Manager
  • Understand the Fed/State program and state e-file
  • Submit returns for e-filing
  • Use the ProSystem fx Electronic Filing Status System

Who Should Attend?

Firm administrators and other staff administering e-filing in ProSystem fx Tax.

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Taxes - 2 credits

Register Now

  • On-Site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Register Now

  • Web-based
  • Multi-client Training (MTS)

Sign up Now >

Learn how to efficiently prepare your firm's Individual and Business tax returns in ProSystem fxTax for electronic filing.

Course Objectives

  • Complete mandatory federal and state e-file requirements
  • Understand the Fed/State program and state e-file
  • Understand Modernized e-file
  • Prepare and submit returns for e-filing

Who Should Attend?

All staff new to using ProSystem fx Tax whom will be preparing/submitting returns for e-filing.

Program Information

  • Program Level: Basic
  • Prerequisites: Introduction to ProSystem fx Tax course or equivalent experience
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • 1 per attendee (MTS)
  • Taxes - 1 credit

Register Now

  • On-Site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Register Now

  • Web-based
  • Multi-client Training (MTS)

Sign up Now >

Discover how the features and functionality of Worksheet View offer you improved ease-of-use functionality while integrating new technologies into the tax process.

Course Objectives

  • Navigate the screen layout of Worksheet View
  • Access data input screens
  • Move quickly between worksheets
  • Enter data on newly-grouped input screens
  • Sort, insert/delete linked and column total in summary goals
  • Import and export Microsoft Excel worksheets from/to Worksheet View summary grids
  • Link to worksheets from government forms

Who Should Attend?

  • All experienced staff currently using Interview Forms in ProSystem fx Tax

Program Information

  • Program Level: Basic
  • Prerequisites: Experience with ProSystem fx Tax Interview Forms
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • $55 CPE certificate fee, if requested
  • 1 per attendee (MTS)
  • Taxes - 1 credit

Register Now

  • Web-based, Complimentary, Multi-client Training (MTS)

Sign up Now >

Learn how to effectively use ProSystem fx Planning software to prepare federal and state tax plans for your clients in an interactive, hands-on training format.

Course Objectives

  • Configure and create tax plans
  • Import data from ProSystem fx Tax
  • Create and print reports

Who Should Attend?

All staff new to using ProSystem fx Planning, licensed for the ProSystem fx Individual Tax program or the Global fx Individual Tax program.

Program Information

  • Program Level: Basic
  • Prerequisites: Experience with ProSystem fx Tax 
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 (1-on-1)
  • Taxes - 2 credit

Register Now

  • On-site or Web-based
  • Single-client Training (1-on-1)

Contact Us to Register >

Provide a comprehensive understanding and preparation of Schedule M-3 in corporation, S corporation and partnership returns.

Course Objectives

  • Understand Schedule M-3
  • Create Schedule M-3 journal entries in ProSystem fx Engagement
  • Complete input for Schedule M-3 when not using journal entries
  • Reclassify income and deductions when one reportable line needs to be broken out into different Schedule M-3 lines
  • Understand and prepare Form 8916-A - reconciliation of Cost of Goods Sold reported on Schedule M- 3

Who Should Attend?

  • All experienced staff that will be preparing Schedule M-3 in ProSystem fx Tax.

Program Information

  • Program Level: Intermediate
  • Prerequisites: Experience with the ProSystem fx Tax
  • Advanced Preparation: None
  • Read Policies

Recommended CPE

CPE certificate(s) included

  • 1 per attendee (MTS)
  • Taxes - 2 credits

Register Now

  • On-site or Web-based
  • Single-client training (1-on-1)

Contact Us to Register >

Register Now

  • Web-based
  • Multi-client Training (MTS)

Sign up Now >

tESTIMONIALS

ProSystem fx Programs - "They integrate perfectly"

"We are very happy with the entire (ProSystem fx) suite of programs ... we use most of the programs. They integrate perfectly and make our life easy!"

-Phil Juravel, CPA, Juravel & Company, LLC 

ProSystem fx Tax - Versatile; "Customer support is awesome"

"Very versatile and professional software program. Customer support is awesome. Never considered changing this program."

-Richard Harrison Charan, Richard Harrison Charan, CPA

ProSystem fx Tax - "Calculations are superior"

"As an International Tax Specialist I had to move to CCH which [offers] the only product that handled most of the rare situations I need. Some not available anyhwere else.The calculations are superior."

-Gary Gauvin, Gary P. Gauvin LLC

ProSystem fx Tax - "Helps keep us up-to-date with tax law changes"

"Very pleased with product for tax preparation. Helps keep us up-to-date with tax law changes and requirements."

-Connie Mattingly, Spragens & Higdon PSC

2012 Best Practices Winner: "CCH offered exactly what I needed"

Winning submission in 2012 Best Practices Contest:

"When my son was born, I knew working 90 hours a week for 'the other guy' was just not going to work out. I was familiar with CCH tax software and had no desire to learn something new. I was already learning how to be a mom and start my own business. CCH offered exactly what I needed – they got me started, set me up, and have been wonderful ever since. Every time I get lost in the technology, they walk me through the process to get me back on track. I'm renewing again and this will be my fifth year on my own."

-Holly Watkins, Dallas, TX

2012 Best Practices Winner: "[I] work from home and access my files from any location]

Winning Submission in 2012 Best Practices Contest:

"ProSystem fx® Tax (SaaS) allows me to work from home ad access my files from any location and not just from my main storage unit. This allows me the confidence to know my tax returns are backed up and stored at a secure location and I don't have to hire an IT person to do this work for me."

-Toni Anne Rocker, CPA; Raleigh, NC

2012
"Very versatile and professional software program. Customer support awesome. Never considered changing this program."
-Phil 
-Phil