ProSystem fx® Planning

Careful tax planning is important because it allows you and your clients to review various options prior to tax season, but it can also be complex and time-consuming. To speed your tax planning process and steer your clients in the right direction, grab the wheel today and start using ProSystem fx Planning.

Once you put Planning to work in your firm, you’ll be able to streamline tax planning engagements and provide your clients with up to 30 tax scenarios per plan, as well as expand your firm’s reach with new services and customized reports.

Provide your clients with a tax planning roadmap. Contact us today — we’ll get you there.

To further simplify your tax planning process, Planning offers tutorials, tooltips, a convenient help system and an easy interface to get you up and running in no time at all, as well as:

• An intuitive spreadsheet-style interface where you can quickly review multiple tax scenarios and optimize your 1040 tax planning activities.
• Expanded forecasts that allow you to present your clients with up to 30 scenarios for each plan.
• A plan variance option that pinpoints plan differences by percentage or dollar amounts.
• An automatic calculation feature, where entered data is instantly calculated.
• Easily print plan forecasts such as worksheets, input grids, plan summaries, plan reports and estimates to a ProSystem fx® Engagement binder.

Additional comprehensive features include:

• Regular tax.
• Alternative Minimum Tax (AMT).
• Capital gains tax.
• Underpayment of estimated tax penalty.
• Tax on lump-sum distributions.
• Tax on premature distributions from IRAs or other retirement plans.
• Farm income averaging tax.
• Complete calculation of the deductibility of IRA, SIMPLE, SEP and KEOGH contributions.
• Phase-out calculations for itemized deductions, personal exemptions and AMT exemption for high-income taxpayers.
• All filing status calculations.
• Extensive limitation and carry-forward calculations.
• Complete federal estimated tax and penalty calculations, including the ability to produce estimate payment vouchers.
• Integrated state tax computations as follows:
  • Calculation of California, New York and generic AGI state tax based on pre-configured or user-defined data.
  • Pre-configured state tax rates, deductions, exemptions and credits for: AL, AZ, CO, CT, GA, ID, IL, IN, KS, LA, MD, ME, MI, MN, MS, MO, NE, NJ, NM, NC, OH, OR, SC, UT, WV.

Provide your clients with a tax planning roadmap. Contact us today — we’ll get you there.

To further streamline your tax planning process, you can start with base-year amounts already set up by importing pertinent data directly from ProSystem fx® Tax.
In addition, Planning integrates with ProSystem fx® Engagement and GainsKeeper Pro, as well as Microsoft® Office.

Provide your clients with a tax planning roadmap. Contact us today — we’ll get you there.

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.