ProSystem fx® Tax - Tax Exempt Organizations

ProSystem fx® Tax - Tax Exempt Organizations simplifies your preparation of returns for tax exempt organizations. It includes tax-exempt law and forms such as Form 990 and allows flexible adjustments and options for reconciling balance sheet discrepancies. Depreciation and asset disposition information can be transferred to and from ProSystem fx>® Fixed Assets. Tax also links with ProSystem fx® Engagement‚ our full-featured trial balance and paperless engagement system.

Make tax-exempt returns easier. Contact us today — we’ll get you there.

Tax simplifies your preparation of returns for tax-exempt organizations. For example, it:

• Offers e-file for Federal Form 990, Form 990-PF and Form 990-EZ returns and Form 8868 Extension, which conforms with tax exempt law.
• Provides extensive Form 990 processing, including Form 990-EZ, Form 990-PF, Form 990-T and Form 990-C.
• Provides flexible and comprehensive preparation of Estimated Taxes.
• Provides annualized income and adjusted seasonal installment methods for computing Underpayment of Estimated Tax Penalty under tax exempt law.
• Allows flexible adjustments and options for reconciling balance sheet discrepancies.
• Includes an “automatic sales feature” that transfers depreciation to all applicable forms.
• Automatically calculates proxy tax on Form 990 and Form 990-EZ and carries it to Form 990-T.
• Handles state depreciation capability, if different.
• Dynamically links with ProSystem fx® Engagement, our full-featured trial balance and paperless engagement system
• Allows transfer of depreciation and asset disposition information to and from ProSystem fx® Fixed Assets.
• Provides Form 4720 for automatic calculation of excise taxes on undistributed income and excess lobbying expenditures.

Put tax-exempt organizations on the right path. Contact us today — we’ll get you there.

For a list of the forms, schedules and states supported for the ProSystem fx Tax Exempt Organization module, check the PDF posted on the right side of this page.

Make tax-exempt returns easier. 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

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