CCH® Tax Prep Partner Series™

CCH Tax Prep Partner Series speeds up your tax preparation process so that you can focus on servicing your clients and growing your business. It includes explanatory content pulled from an extensive tax library and helpful practice materials and tools that provide a step-by-step analysis of the process — all designed to save you time and increase your productivity.

It’s perfect for tax practitioners who:

• Spend a lot of time on tax preparation and leverage a manual-version of the tax compliance library method.
• Prepare a large number of non-complex tax returns.
• Need practical answers and guidance on more complex areas of 1040, 1041, 1065, 1120, 1120S, 990, 5500, 706/709, Payroll forms, Practice and Procedure, International Forms, and Information Returns.
• Desire a current review of tax definitions, rules, guidance, etc. and would benefit from an electronic tax compliance library.
• Require an inexpensive solution.
• Dedicate a large portion of their time reviewing client-prepared returns.

Reduce time spent preparing returns. Contact us today — we’ll get you there.

Formats available / Update frequency

• IntelliConnect : Updated as needed.

CCH Tax Prep Partner Series provides you with a state-of-the art tax compliance library, which includes explanatory material organized by topic, examples, planning tips, filled-in business tax preparation forms, practice aids and tools.

Within the CCH Tax Prep Partner Series you’ll find:

• Real world examples that illustrate how the rules apply to specified situations.
• CCH A-LINE-D™, a Smart Chart™ based, integrated line look-up tool that allows you to easily reference explanations that relate to a specified line of the business tax preparation form by selecting the year, form and line number.
• CCH Practice Tips on applying a particular rule and how to structure specific transactions to a client’s advantage.
• Comments that alert you to an aspect of a rule that needs special emphasis.
• Cautions that warn you of tricky situations or can highlight a particular “gray” area.
• Compliance Tips that help you comply with a particular rule.
• Observations that give special attention to a particular aspect of the rule.
• Filled-in forms that provide specific examples on completing particular areas of the IRS business tax preparation form.

Also included are business tax preparation practice aids and practice tools such as tables, worksheets, checklists, forms, flowcharts, sample elections and statement, as well as:

• Interactive decision trees — These easy-to-use tools will guide you through a set of tax compliance library rules and will help you narrow your decisions, avoid irrelevant topics and identify related issues or special exceptions.
• Interactive examples — This valuable feature enables you to enter a client’s data and then provides a real life example on how a specific topic should be applied to the client’s actual situation.
• Interactive charts — Lets you create a customizable chart that compares and contrasts tax information on a given tax topic.
• Interactive glossary — This Smart Chart style tool, which leverages the tax compliance library technology, provides quick definitions on specified tax terms. It consists of a searchable list of topics/terms that deal with federal income tax compliance and is point of entry into the explanatory content.
• Interactive questions and answers tool — This Smart Chart style tool will guide you through a series of questions to lead you to the appropriate explanatory content.
• Elections and statements tool — This interactive tool allows you to quickly find sample elections and statements.

Reduce time spent preparing returns. Contact us today — we’ll get you there.

Formats available / Update frequency

• IntelliConnect: Updated as needed

CCH Tax Prep Partner Series can now be accessed directly through ProSystem fx® Tax, our award-winning tax preparation and compliance software. This new integration gives you a total solutions tax package that will provide increased efficiency, revenue and quality assurance.

Reduce time spent preparing returns. Contact us today — we’ll get you there.

Formats available / Update frequency

• IntelliConnect: Updated as needed

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.