ProSystem fx® Tax - Fiduciary

The ProSystem fx Tax - Fiduciary module lets you easily manage all types of estate tax return and trust tax return issues‚ as well as distribution and Schedule K-1 (Form 1041) options. It also computes accounting income‚ estate tax return deduction‚ creates supporting worksheets and offers extensive review and audit tools that include comprehensive diagnostics‚ worksheets and recap statements for income from pass-through and beneficiary distributions.

You’ll gain efficiency with powerful state and K-1 (Form 1041) options‚ including:

• Simple Trust 
• Complex Trust 
• Decedent’s Estate 
• Grantor Trust 
• Custodial / Agency Account 
• Electing Small Business Trust
• Split Interest Trusts (Charitable Lead Trust‚ Grantor Charitable Lead Trust‚ Charitable Remainder Annuity Trust‚ Charitable Remainder Unitrust‚ Pooled Income Fund)

Simplify estate tax and trust tax returns with ProSystem fx Tax. Contact us today — we’ll get you there.

Easy-to-use state returns allow you to maximize your productivity with features that include:

• Comprehensive programs that work seamlessly with federal data.
• Complete multi-state processing for nonresident returns, including the computation of credit for taxes paid to non-resident states.
• Ability to drill down to individual items to ensure itemized calculation accuracy.

Simplify estate tax and trust tax returns with ProSystem fx® - Fiduciary. Contact us today — we’ll get you there.

ProSystem fx Tax drastically reduces wasted time on redundant manual data-entry and works with your existing software through integration with the ProSystem fx® Suite, other CCH solutions and Microsoft® Office® products. You can:

• Store a PDF or selected pages of the tax return in ProSystem fx® Document.
• Automate project status updating in ProSystem fx® Practice Management.
• Transfer depreciation and asset disposition information to and from ProSystem fx® Fixed Assets.
• Import or export beneficiary data with Microsoft® Excel®.
• Import asset, depreciation and disposition information from Sage® FAS asset management software.
• Use context-sensitive links to IntelliConnect®, along with integration to ClientRelate™.

Simplify estate tax and trust tax returns with ProSystem fx Tax - Fiduciary. Contact us today — we’ll get you there.

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

Simplify estate tax and trust tax returns with ProSystem fx Tax. 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.