ProSystem fx® Tax - Individual

The ProSystem fx Tax - Individual professional tax prep software module simplifies your tax preparation and review with detailed reports that simplify audit and planning. It includes convenient source document look-alikes that speed data entry from W-2s‚ 1099s and brokerage statements‚ including the ability to auto-fill these forms using data imported from ProSystem fx® Scan.

Take your tax processes to a new level. Contact us today — we’ll get you there.

Put Tax to work in your firm, by taking advantage of these features:

• Computations between joint and separate filing statuses and complex depreciation calculations.
• Comprehensive and complex basis, passive activity and at-risk limitation processing.
• Inter-return navigation to access all family member returns, with an easy, one-step "Kiddie Tax" calculation.
• K-1 data imports from ProSystem fx® Tax Fiduciary, S Corporation, and Partnership returns.
• Direct tax return population from ProSystem fx® Tax Notebook, the time-saving CCH online organizer.
• Comprehensive tax preparation software diagnostics that check for omissions and inconsistencies, with high-level suggestions to help you in the review and tax planning process.
• Detailed professional tax prep software statements are offered historically by year and include net operating loss, general business credits, contributions, carryforwards and carrybacks.
• Convenient source document look-alikes that speed data entry from W-2s, 1099s and brokerage statements, including the ability to auto-fill these forms using data imported from ProSystem fx® Scan.
• An easy-to-use tax preparation software wizard for importing or exporting foreign entity information one at a time or in batches.

Tax offers a comprehensive set of professional tax prep software features to help you with your state filing, such as: 

• Foreign assignment “tax equalization calculation” for all states.
• Simple one-step multiple-state processing.
• Flexible preparation of state estimated tax vouchers, plus computation of estimated tax penalty underpayment.
• Efficient generation of amended returns, powers of attorney and extensions for all states.

E-filing with an IRS-authorized provider is easy.

Realize significant productivity gains by relying on Tax for all of your e-filing needs.
It employs an Electronic Filing Status System to address all of the aspects of e-filing, including multi-state returns, giving you control at all stages of the e-filing process. CCH offers e-filing for all federal and available state returns.

Take your tax processes to a new level. Contact us today — we’ll get you there.

ProSystem fx® Tax – Individual works seamlessly with ProSystem fx ® Suite and other CCH solutions as well as other Microsoft® Office® products to help your firm:

• Complete tax returns through use of scanned documents from ProSystem fx® Scan.
• Populate Schedules E, F and C through ProSystem fx® Engagement.
• Automate the updating of project statuses in ProSystem fx® Practice Management.
• Store a PDF or selected pages of a tax return in ProSystem fx® Document.
• Transfer depreciation and asset disposition information to and from ProSystem fx® Fixed Assets.
• Easily link returns to clients in ProSystem fx Document (SaaS and On-Premise) and print returns directly to Document.
• Batch print your Organizers to ProSystem fx® Portal and quickly link (in batch mode) your clients to portals within Portal.
• Link and access your ProSystem fx® Workstream project from within a tax return.
• Use context-sensitive links to IntelliConnect®, as well as integration to ClientRelate™.
• Import and export data to Microsoft® Excel® worksheets.

Take your tax processes to a new level. Contact us today — we’ll get you there.

The reporting capabilities are designed to save you time while enhancing the services you provide to your clients. You can:

• Generate detailed statements, including net operating loss, general business credits, contributions, carryforwards and carrybacks.
• Create enhanced depletion and depreciation reports designed for quick review.
• Generate high-level suggestions from Tax’s ExTRA diagnostic reports that will streamline your tax planning and review process.

Take your tax processes to a new level. Contact us today — we’ll get you there.

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

Take your tax processes to a new level. 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.