ProSystem fx® Tax - Employee Benefit Plan

ProSystem fx Tax - Employee Benefit Plan produces a fully compliant Form 5500 that will help your firm follow the Department of Labor Requirements — easily and electronically. A robust list of forms and schedules is at your fingertips‚ all in one place‚ which increases your productivity and saves you time.

Ease your Form 5500 processing and compliance. Contact us today — we’ll get you there.

Make your Employee Benefit plans filing compliant by using ProSystem fx® Tax - Employee Benefit Plan. This valuable tool:

• Produces fileable forms that are fully compliant with Department of Labor Requirements.
• Allows for federal electronic filing.
• Prepares Summary Annual Reports for Form 5500.
• Prepares any combination of government schedules for each plan within a return.

Meet e-filing mandates with An IRS-authorized provider.
Save hours of administrative legwork and experience immediate productivity gains by relying on Tax for all of your e-filing needs. You’ll enjoy the convenience of being able to do everything online — from anywhere, at anytime. Additionally, the Electronic Filing Status System will address all of the workflow issues associated with e-filing. You will be able to effortlessly submit, track, stop and change the status of any return exported for e-filing.

Ease your Form 5500 processing and compliance. Contact us today — we’ll get you there.

ProSystem fx® Tax - Employee Benefit Plan works seamlessly with ProSystem fx® Suite, CCH solutions and Microsoft® Office® products to drastically reduce time spent on redundant manual data entry. Some benefits you’ll experience from these integrations include:

• Transfer of depreciation and asset disposition information to and from ProSystem fx® Fixed Assets.
• Increased efficiencies through integration with ProSystem fx® Engagement, CCH’s full-featured trial balance and paperless engagement system and the updating of project statuses in ProSystem fx® Practice Management.
• The ability to store a PDF of the tax return or the select what to print from the tax return with ProSystem fx® Document.
• Context-sensitive links to IntelliConnect™ and CCH@Hand™, along with integration to ClientRelate™.
• Imports and exports to Microsoft® Excel® worksheets.

Ease your Form 5500 processing and compliance. Contact us today — we’ll get you there.

For a list of the forms, schedules and states supported for the ProSystem fx Tax Employee Benefit Plan module (formerly Deferred Compensation), check the PDF posted on the right side of this page.

Ease your Form 5500 processing and compliance. Contact us today — we’ll get you there.

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.