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This document outlines the details and considerations for converting tax data from ProSystem fx to ProSeries, including specific items that may need verification or adjustments during the conversion
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How to fill out list of converted items
How to fill out List of Converted Items: ProSystem fx to ProSeries
01
Open the ProSystem fx application.
02
Navigate to the conversion section.
03
Select the option to generate the List of Converted Items.
04
Review the items listed that need to be converted.
05
Fill in the details for each item, such as item name, description, and any specific settings needed for ProSeries.
06
Double-check that all required fields are filled correctly.
07
Save the completed List of Converted Items.
08
Export or share the list as needed.
Who needs List of Converted Items: ProSystem fx to ProSeries?
01
Tax professionals transitioning from ProSystem fx to ProSeries.
02
Accounting firms updating their software systems.
03
Individuals responsible for data migration and software integration.
04
Teams involved in training new users on ProSeries.
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People Also Ask about
How to change return group in CCH Axcess Tax?
To change the return group one client at a time: Click Dashboard. Click Application Links. Under the Clients heading, select Client Manager. Select the client to change. Click the Home tab. Click Open. In the Return Group list, select the correct return group. Click Save & Close.
How to export account grouping from ProSystem fx engagement?
To export account groupings: Open the trial balance that has the completed account grouping. Select the Engagement tab. Click Account Groupings. If the trial balance window is not maximized, Account Groupings will be under the options for Groups and Funds. Click Options. Click Export. Select a location to save the .
How to change client ID in ProSystem FX Tax?
In CCH ProSystem fx Document: Open Dashboard > Configuration > Client Manager > Client. In Client Manager, double-click the client to edit. In the left-hand pane, click Profile Information > General. Locate the "Client ID:" field in the window. Enter a new client ID. Click Save & Close.
How to change office group in ProSystem fx tax?
To change the Office Group Open Office Manager. Click on Change Office Group. Select the applicable Client ID(s) Select Add to move the selected client(s) into the Selected Clients field. Select Change Highlight the Office Group that you want these client to belong and click OK.
How to update tax groupings in engagement?
To run the Tax Grouping Wizard (TGUW) inside of CCH ProSystem fx Engagement or Workpaper Manager In the Local File Room view select a binder that needs to be updated. Select the Tools > Tax Grouping Update Wizard. Click Next through the Welcome screen. On the next screen, do the following: Click Next.
How to change client ID in ProSystem FX tax?
In CCH ProSystem fx Document: Open Dashboard > Configuration > Client Manager > Client. In Client Manager, double-click the client to edit. In the left-hand pane, click Profile Information > General. Locate the "Client ID:" field in the window. Enter a new client ID. Click Save & Close.
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What is List of Converted Items: ProSystem fx to ProSeries?
The List of Converted Items: ProSystem fx to ProSeries is a document that outlines the items that have been converted from ProSystem fx tax software to ProSeries tax software. It serves as a record to ensure a smooth transition between the two software platforms.
Who is required to file List of Converted Items: ProSystem fx to ProSeries?
Tax professionals and firms that are transitioning their client data from ProSystem fx to ProSeries are required to file the List of Converted Items. This ensures accurate accounting and compliance during the software migration process.
How to fill out List of Converted Items: ProSystem fx to ProSeries?
To fill out the List of Converted Items, users need to identify all items being converted, including client names, tax year, and specific items transferred. Each entry should be clearly documented, and any discrepancies should be noted. This list should be reviewed for accuracy before final submission.
What is the purpose of List of Converted Items: ProSystem fx to ProSeries?
The purpose of the List of Converted Items is to provide a clear record of all data and items that have been migrated from ProSystem fx to ProSeries. This ensures accountability and assists in maintaining accurate tax records for clients during the transition.
What information must be reported on List of Converted Items: ProSystem fx to ProSeries?
The information that must be reported includes the names of clients, the tax years covered, a detailed list of converted items, and any notable issues encountered during the conversion process. This helps track the success of the migration and identifies areas needing attention.
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