Convert ProSystem fx returns to GoSystem Tax RS in-office

  1. Prepare ProSystem fx data for conversion. If your data's in CCH Axcess, move to step 1a; otherwise, go to step 2.
    1. Follow these instructions to export your returns out of CCH Axcess.
    2. Next, in ProSystem fx, go to
      Production Processing
      and calculate your returns.
  2. Sign in to GoSystem Tax RS.
  3. Select
    Returns Processing
    ,
    Import/Export
    ,
    Tax Software Conversions
    , and then
    Select Files
    .
  4. Select the firm, account, year, tax type, and ProSystem fx.
  5. Browse to the location of the files you need to convert. The default location is X:\wfx32\client\YY*, where:
    1. X is the drive where ProSystem fx is installed
    2. YY is the year getting converted
    3. * is the type of return: I=1040, F=1041, P=1065, C=1120C, S=1120S, X=990
  6. When ready to proceed, select
    Next
    , and then
    Convert
    .
  7. Make note of the batch job number, and select
    OK
    .
  8. To view the status of the conversion process, go to
    Returns Processing
    ,
    Import/Export
    ,
    Tax Software Conversions
    , and then
    Batch Status
    .

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