ProSystem fx® Tax

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), 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 or growing your business.

To further speed your workflow, any of the following Tax modules can be purchased individually or bundled to meet all of your firm's compliance needs:

• Individual
• Partnership
• Corporation
• Employee Benefit Plan
• Fiduciary
• Estate and Gift
• Exempt Organizations
• Electronic Filing
• Productivity Tools
• Data Conversion

A server-based solution may be what you’re accustomed to, but if you choose the next generation of Tax (SaaS), part of the first group of ProSystem fx ® products to be offered in an integrated, centralized Software as a Service (SaaS) version, you’ll enjoy the security and freedom of letting CCH host your files instead of maintaining them on your own servers.

Automate your tax process today. Contact us today — we’ll get you there.

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.

A server-based solution may be what you’re accustomed to, but if you choose the next generation of Tax (SaaS), part of the first group of ProSystem fx® products to be offered in an integrated, centralized Software as a Service (SaaS) version, you’ll enjoy the security and freedom of letting CCH host your files instead of maintaining them on your own servers.

Automate your tax process today. Contact us today — we’ll get you there.

In addition to its seamless integration with the Microsoft® Office®, Tax integrates with the ProSystem fx® Suite. Integration lets your staff spend less time looking for the information they need and more time getting the job done.

ProSystem fx® Scan — The combination of Scan,Tax and PDFlyer™ provides a completely paperless 1040 preparation solution for your firm, taking source documents, document scan and document imaging to a whole new level.
 

ProSystem fx® Document — This powerful content management system stores your electronic workpapers, binders, client source documents, financial statements, human resources data files and back-office documentation so you can access them quickly and easily right from Tax.
 

ProSystem fx® Engagement — Standardizes your firm’s tax and audit processes and workpapers with electronic binders that mimic your physical files and increase efficiency. To further increase your productivity and save time, you can access workpapers directly in Tax.

ProSystem fx® Practice Management — This top-rated time and billing system links directly to Tax and contains automated timekeeping, comprehensive invoicing, standard and custom reports, as well as powerful workflow tools.

 
Tax also integrates with several other CCH solutions:
 

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.

TaxScripts® Tax Pro — Electronically streamlines the disclosure authorization process so you can submit an IRS transcript request quickly and receive transcripts almost immediately.

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.

Automate your tax process today. Contact us today — we’ll get you there.

ProSystem fx Tax

Don't be pressured into renewing your tax preparation program too early. Join us to discover the benefits of ProSystem fx Tax, the award-winning tax compliance and preparation software from CCH. Learn how you can handle all your compliance needs with the most comprehensive system in the industry.

Demonstration Topics
A  ProSystem fx Tax expert will introduce you to the features and functionality of the Tax program in an interactive, 1 to 1½ hour, web-based presentation that covers:

• Ease-of-Use Navigation
• Customization
• Intuitive Data Entry
• Accessing Help
• Review Tools
• Print options
• Integration with the ProSystem fx Suite

World-Class Customer Support
Discover why CCH is widely recognized for offering the best and most reliable customer support in the business.

View Schedule

CCH offers onsite and online training for all levels of professional development, including courses that earn CPE credit. Whether you’re a novice or skilled user, our expert instructors, course content and learning tools offer the tips, tricks and solid explanations you need to transform your work processes.

Available training includes on-demand or online self-study options; Web-based and onsite training; and a variety of seminars and conferences, some at a location near you.

• IT Consulting
• Best Practices Consulting
• ProSystem fx Tax (Foundation) - Administrator
• ProSystem fx Tax (Global) - Administrator
• Introduction to ProSystem fx Tax (Foundation)
• ProSystem fx Tax (Foundation) - Introduction to Individual Returns
• ProSystem fx Tax (Foundation) - Introduction to Corporation Returns
• ProSystem fx Tax (Foundation) - Introduction to Partnership Returns
• Introduction to Electronic Filing
• Electronic Filing Refresher
• Introduction to Worksheet View
• Schedule M-3
• Utilizing ProSystem fx Tax (Foundation) in a Paperless Environment

CCH Support is the best in the business — we’re always here when you need us. To keep your office up and running, we offer helpful tools, as well as a variety of ways to interact with CCH Support.

CCH Knowledge Base — In this online database of CCH software information, you’ll find step-by-step instructions, information on critical known issues and product documentation.

• Web ticket — Learn how to open a Web ticket online to submit your question directly to customer support.
• System requirements — Find out exactly what you need for CCH products to function properly in your office.
• Real-time chat — If you need a quick answer but don’t want to pick up the phone, live chatting via your Web browser is the way to go.
• CCH Support Center — Pick up your phone and call us to speak directly to a customer support representative.
• Remote support — Complicated problem? We can access your computer remotely and view your screen.

Get the most out of your CCH products — connect with us today.