The following information assists current Tax customers with the transition to the new CCH
The features used to process and manage tax returns are located in Return Manager and inside an open return. The following table lists some of the new locations for common tax processing tasks, compared with the locations in your pre-migration version of Tax:
| ProSystem fx Tax | CCH |
|
|---|---|---|
| Return Input | ||
| Create New: | Create New: | |
| Tax Preparation > File > New Return | Return Manager > Application button > New > Tax Return | |
| Create Default Return: | Create Template: | |
| Tax Preparation > Options > Default Returns | Return Manager > Application button > New > Tax Template | |
| Save: | Save: | |
| Tax Preparation > File > Save | Tax Return > Application button > Save | |
| Calculate: | Calculate: | |
| Tax Preparation > Calc > Return | Tax Return > Home tab > Process group > Calc > Return | |
| Delete: | Delete: | |
| Office Manager > Delete Client Data | Return Manager > Application button > Delete | |
| Split Joint Returns: | Split Joint Returns: | |
| Tax Preparation > File > Split Joint Return | Tax Return > Manage tab > Activity group > Split Return | |
| Utilities | ||
| Backup: | Backup: | |
| Office Manager > Backup Client Data | Return Manager > Utilities tab > Backup | |
| Restore: | Restore: | |
| Office Manager > Restore Client Data | Return Manager > Utilities tab > Restore | |
| Print Entire: | Print Entire: | |
| Tax Preparation > File > Print > Print Entire Return | Tax Return > Application button > Print > Print Entire Return | |
| Quick Print: | Quick Print: | |
| Feature not available | Tax Return > Application button > Quick Print | |
| Return Print Set: | Return Print Set: | |
| Feature not available | Dashboard > Application Links > Configure > Return print sets | |
| Notes and Lists | ||
| Insert Notes: | Insert Field Notes: | |
| Tax Preparation > Edit > Notes | Tax Return > Home tab > Insert group > Field Note | |
| Insert Global Notes: | Insert Return Notes: | |
| Tax Preparation > Edit > Global Note | Tax Return > Home tab > Insert group > Return Notes | |
| Insert Lists: | Insert Lists: | |
| Tax Preparation > Edit > List | Tax Return > Home tab > Insert group > List | |
| Options | ||
| Set User Preferences: | Set User Options: | |
| Tax Preparation > Options > Preferences | Return Manager > Application button > User Options | |
| Configure Office Groups: | Configure Return Configuration Set: | |
| Office Manager > Configure Office Groups | Dashboard > Application Links > Configure > Return configuration sets | |
| Customize Toolbar: | Customize Quick Access Toolbar: | |
| Tax Preparation > Options > Customize Toolbar | Tax > Quick Access Toolbar > More Commands | |