CCH ProSytem fx Tax

First Time Setup for CCH ProSystem fx Tax

1. Open the return
2. From Menu Bar, select G/L
3. Click SETUP in dropdown
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4. A pop-up will appear, just click OK
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1. Go back to the Menu bar and select G/L again.  This time click IMPORT
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2. A pop-up will appear.  Select “Configure custom imports”.  Click OK
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3. On the next pop-up, do the following:
   1. Name the custom import profile “Tallyfor”
   2. Use the browse button to locate the import file
   3. Make sure “Import file type” is set to “Delimited (data items separated by characters)
   4. Start import at row 1
   5. In the “Delimited files” section, select:
      1. Comma
      2. Tab
      3. Semicolon
   6. Click OK

1. On the next pop-up, complete the top table to match this:
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2. Click OK
3. First time setup is complete

How to Import Tallyfor Data into CCH ProSystem fx Tax

1. Go to G/L
2. Select Import
3. A pop-up will appear.  Choose “Select a custom import”.  
   1. Click OK.
4. On the next pop-up, 
   1. Browse for your Tallyfor tax file
   2. Under “Select custom import”, choose Tallyfor
   3. In the “Select import options” section, check the boxes for:
      1. Account Descriptions
      2. Tax Codes
      3. Account Types
   4. Click OK
5. Another box will pop-up: “Import complete, update your G/L Direct data?”
   1. Click Yes (pop-ups will disappear)
6. Click “Calculate”
7. Go back to the G/L menu, select “Data Transfer >> G/L Data to tax return
8. A pop-up will appear
   1. click OK
9. A second pop-up will confirm “XX items were processed.”
   1. Click OK
10. Click “Calculate”