CCH® ProSystem fx® Planning User Guide

CCH

ProSystem

Planning

User Guide

December 2015

reproduced or transmitted, in any form or by any means, without prior written permission. Requests for that permission

should be directed to:

CCH Incorporated

20101 Hamilton Ave., Suite 200

Torrance, CA 90502

The contents of this publication are believed to be accurate. However, responsibility cannot be assumed for the

information contained herein, and the consequences resulting from the use thereof. Material in this publication is subject

to change without notice.

This User Manual and the computer software it describes are designed to provide accurate and authoritative information

in regard to the subject matter covered. They are distributed with the understanding that the publisher is not engaged in

rendering accounting, legal, or other professional service. If legal advice or other expert assistance is required, the

services of a competent professional should be sought.

“CCH ProSystem

” is a registered trademark of CCH Incorporated.

"CCH Global

" is a registered trademark of CCH Incorporated.

"CCH Axcess" is a trademark of CCH Incorporated.

“Windows” is a registered trademark of Microsoft Corporation.

All other brand, product, or company names are trademarks or registered trademarks of their respective owners.

Contents • iii

Chapter 1 - Introduction

Guide Usage

Features

System Requirements

Disk Space

Workstation/Standalone Installations

Network Software

File Server

Network Clients

LAN Processing

WAN Processing

Network Clients - WAN

Monitor Requirements

Required Components

Web Browser

Optional Components

Communications

Installation

Summary and Input Grids

Toolbar

Customizing the Toolbar

General Tax Capabilities

Chapter 2 - Configuring Planning

Setting up Federal and States

Setting Up Federal Options

Setting Up State and City Defaults

Planning Defaults

Print Defaults

Configuration Options

Setting Preferences

Printer Setup

Navigation Bar

Chapter 3 - Tax Plan File Operations

Contents

Contents • iv

Creating a New Plan

Opening an Existing Tax Plan

Securing a Tax Plan

Changing a Tax Plan’s Properties

Adding a Case to a Plan

Removing a Case from a Plan

Re-sequencing a Case

Saving a Tax Plan

Closing a Tax Plan

Importing Tax Data

Importing from a Tax Return to an Existing Plan

Importing from a Tax Return to a New Plan

Exporting Tax Data to Planning from CCHProSystem fx Tax or CCH Axcess

Tax

Managing Tax Plans

Setting Up File Management Default Settings

Backing Up Client Data Files

Restoring Backed Up Data Files

Checking Client Files In/Out (Network Installation)

Checking In/Out Files Remotely

Abandoning a Checked-out File

Chapter 4 - Data Entry & Edit Functions

Edit Menu Tools

Move or Copy Cells

Clear Cells

Copy Case/Column

Detail Lists

Notes

Multiple Occurrence Grids Tools

Add Item

Insert Item

Delete Item

Expand to Detail

Contents

Contents • v

Overrides

AutoFlow

Calculator

Chapter 5 - Print & View Functions

Viewing Columns

Hiding and Showing Columns

Variance Columns

Print Functions

Creating/Editing a Print Set

Printing a Plan Summary

Printing a Worksheet

Printing a Graph

Printing a Letter

Printing Input Grids

Printing Estimates

Printing an Active Grid/Worksheet

Printing to a PDF File

Printing to Engagement

Appendix A - Standard Options

Help Options

CCH ProSystem fx Planning support on the Web

Tutorial

Navigation Bar

Status Bar

Toolbar

Tooltips

Window Views

Contents

Chapter1

Chapter 1 - I ntroducti on

CCH ProSystem

Planning takes advantage of the features and functionality of Windows

providing the power and flexibility to meet your tax planning needs efficiently and accurately.

Guide Usage

The following information can help you get the most out of this guide:

Bold words in a step-by-step procedure indicate an action you should take. These usually refer

to menu commands you use to initiate an operation.

Italics

identify the names of dialog components.

Certain familiar operations such as using Help, checking status, and accessing the

CustomerSupport Web site are explained in the appendix.

The appendix also outlines how to create an export file in Tax Preparation for use with CCH

ProSystem

Planning.

Features

The following list can help you familiarize yourself with the system’s features and terminology so you

can use the system effectively:

Spreadsheet format. Working grids display in familiar spreadsheet format and utilize many

standard spreadsheet functions.

Summary grid. Federal and State summary grids display calculated amounts derived

from detail grid data, detail lists, or override amounts entered on the summary grid.

Input grid. A grid expanded for a row on the summary grid. Specific grids are available

for different types of tax information such as

Adjustments to Income

Wages and

Business Income

Worksheets. Worksheets display the calculation of a certain tax amount such as

Itemized Deductions or Alternative Minimum Tax. These worksheets are a result of data

entered on input grids.

30 cases allowed per tax plan. A case is a scenario or projection, such as investigating the

effects of an IRA deduction or the sale of an asset. Thirty cases are available for each plan.

Chapter 1 - Introduction • 1

INTRODUCTION

Ten planning years available per case. One year prior, the current year, and eight future

years. Each planning year displays in a column. The years for a case display in consecutive

columns.

Automatic calculations. The system calculates totals as data is entered. This saves you time

and shows you the effects of a change immediately.

Multiple levels of detail. Fields can expand to further levels of detail to display multiple

occurrence/repeater data.

Grid list. Lists all input grids for easy selection and access. Grids display on the

Select Grid

dialog, which is accessed from the Grids menu or by using the Input Grid button.

Worksheet list. Lists all worksheets for easy selection and access. Worksheets are displayed

on the

Select Worksheet

dialog, which is accessed from the Worksheets menu or by using the

Worksheets button.

Configurable reports. Select columns to be included in a report.

Variance columns

can be

included and expressed in dollars or percentages.

Right-click pop-up menus. Saves you time by gathering the commands applicable to the

current activity into one easily accessible place.

Tooltips. Always available to jog your memory. When the cursor pauses on a toolbar button, a

tooltip displays the purpose of the button.

Variance grid. A way to compare data from two selected years with the variance expressed in

dollars or percentages. Data in a variance grid can be edited, and the change is reflected in the

appropriate areas of the associated summary grid. Multiple variance grids comparing different

columns can be open simultaneously.

Detail lists. Totals automatically transfer to the originating numeric cell. Detail lists allow entry

of descriptions and amounts and can be printed. Cells that have lists attached are indicated by a

green marker in the cell’s upper left corner.

Notes. Keep the notes you want for specific fields as

field notes

or for the plan as a whole as a

plan note

. Field notes can be printed in configurable reports. Cells that have field notes

attached are indicated by a blue marker in the cell’s lower left corner.

Override ability. Amounts may be overridden on the summary grids. The data on associated

detail grids is retained in case an override is cleared. Override amounts display in magenta.

Extensive Help system. Includes system and row-level Help. These Help systems provide the

most up-to-date information about system operations.

AutoFlow feature. Eliminates the need for duplicating entries across columns. When AutoFlow

is activated, a number entered in a cell is automatically repeated in the same row for the

subsequent case years.

Note: The application retains amounts for subsequent years that are manually entered

when the AutoFlow feature is disabled.

Import ability. Saves time when entering data. Data can be imported directly from the CCH

ProSystem

Tax application.

Export Ability. Export directly from CCH ProSystem

Tax or CCH Axcess™ Tax applications

as you are preparing returns.

Chapter 1 - Introduction • 2

Pre-configured state tax rates, deductions, exemptions and credits for all states that

allow state income tax. Additional state specific calculations for CA and NY.

Multi-user network access. Allows each workstation to set its own preferences. Files are

locked to prevent concurrent editing of a plan by two users.

Calculator. Ready to work at the click of a button. Totals can be transferred to the current cell,

if desired.

Navigation Bar. This option allows you to have the list of input grids or worksheets displayed

while entering data. The navigation bar can float or be docked vertically on the left or right side

of the window.

To turn the navigation bar on, select View and click Navigation Bar. A check mark displays

next to the option.

To display the list of input grids, select Grids from the menu bar, or select the Grid icon on the

toolbar.

To display the worksheet list, select Worksheets from the menu bar, or select the

Worksheets icon from the toolbar.

Only one list can be displayed at a time.

Print to Engagement Binder. Easily print plan forecasts such as worksheets, input grids, plan

summaries, plan reports, and estimates to a CCH

ProSystem

Engagement or CCH

ProSystem

Workpaper Manager binder.

System Requirements

To enhance performance when you are running multiple CCH ProSystem

Office applications, we

recommend a PC, Pentium

4 class or higher, with at least 4 GB of RAM.

Disk Space

Program Files - 78.5 MB

Tutorials - 3 MB

Workstation/Standalone Installations

32-bit platforms - IBM

100%-compatible PC, Pentium

4 class or higher is required

64-bit platforms using AMD™ x86-64 or Intel

EM64T technology

Supported Operating Systems

Microsoft

Windows

7 Professional or Ultimate SP1 (32-bit or 64-bit)

Microsoft

Windows

8.1 Professional or Enterprise (32-bit or 64-bit)

Microsoft

Windows

10 Professional or Enterprise (32-bit or 64-bit)

Chapter 1 - Introduction • 3

Notes:

Starter, Media Center, and Home editions of Windows

operating systems are not

supported.

Windows

8.1 and Windows

10 Basic and RT are not supported.

Pen and Touch interface will not be supported at this time.

RAM Requirements

2 GB+ recommended for 32-bit versions of Microsoft

Windows

7, Microsoft

Windows

8.1,

or Microsoft

Windows

10.

4 GB+ recommended for 64-bit versions of Microsoft

Windows

7, Microsoft

Windows

8.1,

or Microsoft

Windows

10.

Note: Using over 4 GB of RAM on a 32-bit Windows

operating system is not supported.

Network Software

Microsoft

Windows Server

2008 R2

Microsoft

Windows Small Business Server

2011

Notes:

Server Core versions of Windows Server

systems are supported as file servers only.

Installation must be performed from a compatible client/network operating system.

Domain Controllers are not supported.

Microsoft

Windows Server

2012 R2

Novell

NetWare™ 5.1 or higher

Linux

(Kernel 2.4.2 or higher, Samba 2.2.3a or higher)

Peer-to-Peer environments (up to 8 workstations) running Microsoft

Windows

7, Windows

8.1, or Windows

Note: When running in Peer-to-Peer environments, a dedicated server is required.

File Server

100% IBM

-compatible PC, Pentium

III class or higher server required

Memory per network operating system recommendations

Network Clients

Using the latest version of network clients is recommended:

Microsoft

Client for Microsoft

Networks

Microsoft

Client for NetWare™ Networks

Novell

NetWare™ clients for Windows

7, Windows

8.1, or Windows

Chapter 1 - Introduction • 4

LAN Processing

10 Mbps or greater (Ethernet)

Note: For optimum performance, 100 Mbps, Full Duplex is recommended throughout your

network, including workstation NIC cards, switches, and hubs, and server NIC cards. File caching

must be turned off for Novell

clients.

WAN Processing

Microsoft

Windows Server 2008

R2 with Remote Desktop Services

Microsoft

Windows Small Business Server

2011 with Remote Desktop Services

Microsoft

Windows Server

2012 R2

Citrix

XenApp 6.0

Citrix

XenApp 6.5

Citrix

XenApp 7.5

Network Clients - WAN

Remote Desktop Connection version 5.2 or higher

Citrix

Online Plug-in version 11 or higher

Monitor Requirements

Multi Monitor display - Multi Monitor support requires the primary monitor to be on the left

Monitor display - small fonts with a minimum screen resolution of 1024 x 768

Colors - 16-bit Colors or greater

Note: To enhance performance when running multiple CCH ProSystem

applications, we

recommend a Pentium

4 class PC or higher. 2 GB+ is recommended for 32-bit versions of

Windows

. 4 GB+ is recommended for 64-bit versions of Windows

Required Components

MDAC version 2.8 (or higher) is required on each workstation

Microsoft

Visual C++

2005 Service Pack 1 Redistributable

Microsoft

Visual C++

2010 Service Pack 1 Redistributable

Microsoft

Visual C++

2013 Service Pack 1 Redistributable

Crystal Reports

version 9.0

Web Browser

Microsoft

Internet Explorer

version 11.0 or higher

Firefox

version 3.0 or higher

Google

Chrome™ version 44.0 or higher

Chapter 1 - Introduction • 5

Opera version 9 or higher

Safari

(for Windows) version 3.0 or higher

Optional Components

Adobe

Acrobat

Reader

version 9.x or higher

Microsoft

Office 2010 SP2, Microsoft

Office 2013 SP1 (32-bit or 64-bit), or Microsoft

Office

2016 (32-bit or 64-bit)

Microsoft

Office 360™ (must include a desktop version for the installation of CCH ProSystem

Planning)

Communications

High-speed Internet connection (DSL or faster) is required for downloading program updates

(Software Delivery Manager).

Virus Scan

If running Real Time virus scanning options, exclusion of all CCH ProSystem

Planning directory

structures is required on workstations and servers.

Compression

CCH ProSystem

files and folders must be excluded from any data compression.

Laser Printer

III or higher with at least 2 MB RAM

Notes:

GDI/Host based printers are not supported in a Citrix®/Terminal Server environment.

Universal print drivers are not supported.

Installation

Permission Key

A permission key is necessary for your first installation of CCH ProSystem

Planning and for the

installation of the initial CCH ProSystem

Planning release each year. For subsequent installations,

the install program reads permission information from your hard drive or network server.

Permission keys are downloaded from our web site. For instructions, please see our Knowledge Base

article: https://support.cch.com/answerdoc.aspx?id=kb159

Chapter 1 - Introduction • 6

Installing CCH ProSystem

Planning

1. From the CCH ProSystem

Planning install wizard welcome screen, click Next.

2. Choose the type of install you need to complete and click Next.

Network Install – Installs a version of the planning software to a network drive so

that multiple users can access the information and use shared defaults.

Standalone Install – Installs Planning on the local machine so that only this user

will have access.

Note: Laptop Install and Workstation Setup are used with a Network

Install to link additional workstations to the network. These will be

used only after the initial network install is completed.

Laptop Install – The Laptop install is designed for users that need to be linked to

the network but also work remotely. When the laptop is connected to the network,

it will link to the network install. When the laptop is working remotely, a

standalone version is used. When the laptop is linked back to the network, the

system will sync.

Workstation Setup – Used to connect multiple users to the existing network

install.

Select the destination Folder:

Select the drive you would like to have planning installed on.

For a standalone install it will likely be the C drive (C:\).

For a network install, click the browse button and locate the drive you

need to install on.

Note: It is recommended the install should be at the

root of the selected drive and on the same drive as the

tax install.

If you already have a version of Planning installed, select the drive and then

AccuPlnr

folder (For example, on a Network install – K:\AccuPlnr).

Once the drive is selected, click Next.

Install the permission key using one of the following options:

Internet Download – This is the recommended method as well as most

common. You will be prompted to log in using your Single Sign On (SSO) user ID

and password. These are the same credentials that you use to log into Software

Delivery Manager.

Once logged in, the system will pull the needed information.

Chapter 1 - Introduction • 7

Use previously installed permission key – If you are updating your Planning

software or re-installing, you can select this option rather than having to log in.

Permission key disk drive path – If you downloaded the permission file or

support has provided you with a copy of the permission key, user the browser

button to locate where the file is saved.

From the browse window, Select the FXPERM02 file.

Select Open.

For information on how to download the permission file, please see How do I download

my permission key? (Click here).

Select Features:

Check the features that you would like to include in the install.

Tutorial – A step-by-step presentation that helps explain how to use

planning.

User Guide – A detailed document that covers setup of planning.

Once you have chosen the features, click Next.

6. If completing a Network Install, select Planning Default and click Next:

Firm-Wide Default - Recommended. This option saves the defaults to the folder

installed on the network. This enables users to have and share the same defaults.

For example, adding a state, modifying rates and setting starting defaults

(number of cases, home state and number of years).

Workstation-Specific Default - This option allows users to have and share the

same defaults. These will be saved to the local workstation.

7. Setup Program Folder. By default the system will create a folder titled "

CCH ProSystemfx

Planning

"; however, you can change the folder name or add to a previously created folder. Click

Next.

8. Click Install to start the installation process.

Note: The install can take several minutes to complete. Since the install will need

the machine to reboot; please make sure that any unsaved items are saved and

closed prior to the next step.

9. Select the "

Yes, I want to restart my computer now

10. Click Finish.

If completing a network install, a workstation setup will need to be run from each of the machines that

need to have planning installed. There are multiple ways to run a workstation setup, but these steps

ensure that it is run from the correct drive.

Chapter 1 - Introduction • 8

1. Select Start > Run > Browse to your Network drive.

2. Select

Accuplnr

folder.

3. Select Setup.exe.

4. Select Install if you are prompted to install required files.

5. At the

Installation Wizard

dialog select Next.

6. Select Workstation Setup at the Type of Installation dialog.

7. Select Next.

Select a local folder for Print and Plan Configuration defaults (applies to Workstation-Specific

setting only.

9. Select Next.

10.

Select desired features to include with the installation.

11. Select Next.

12. Select Firm-Wide or Workstation-Specific Default.

13. Select Next.

14. Select Next button on

Select Program Folder

dialog.

15. Select Install.

16. Select "

Yes, I want to restart my computer now

17. Select Finish.

Uninstalling CCH ProSystem

Planning

To uninstall CCH ProSystem

Planning, complete the following steps:

1. From the

Start

menu, select Control Panel > Programs and Features.

2. On the

Install/Uninstall

tab, select CCH ProSystem

Planning from the list of installed

software and click Add/Remove. If you are uninstalling a local installation, skip to step 4.

Do one of the following:

To uninstall the entire network installation, choose Uninstall Network.

To remove the local program group, icons, and registry entries, choose Uninstall

Workstation.

4. A confirmation dialog displays. Click Yes to begin the uninstall program.

5. Click Finish.

Note: You may be prompted to restart your computer. You can choose to restart now or later, but

the computer must be restarted to completely remove Planning program files.

The uninstall program does not remove client data files or output folders.

Chapter 1 - Introduction • 9

Summary and Input Grids

Grids display data in a familiar spreadsheet format with many standard spreadsheet capabilities.

Refer to the picture below for clarification of each of the items, which explain the presentation of

information and functionality within the spreadsheet format.

Customizable case titles span the year columns that are associated with them.

Year columns display the year and the caption assigned to them in File > Plan Properties >

Configuration.

The input grid displays the same case and column format as the summary grid.

Expanding columns allow you to view multiple levels of detail for repeater data.

Grid cells with a gray background are unavailable and cannot be edited, as in the case of a

header field.

The blue square in the expand column indicates that there is an input grid associated with this

item.

The arrow symbol in the expand column indicates detail data is present on the associated input

grid.

Cells that have lists attached are indicated by a green marker in the upper left portion of the cell.

Cells that have notes attached are indicated by a blue marker in the lower left portion of the cell.

All overridden fields display in magenta.

Negative amounts appear in red.

Chapter 1 - Introduction • 10

This is an example of a summary grid with two levels of input grids beneath it. The

Federal Summary

grid expands to the

Wages and Business Income Summary

grid, which in turn expands to the

Wage

Information

grid.

In this example, 20Y1 indicates the start year, 20Y2 and 20Y3 are the subsequent years.

Toolbar

The toolbar’s default location is directly under the menu bar of the application window. It can be

turned on or off, resized, moved, or docked vertically to any of the four window edges. In addition, the

toolbar can be customized by adding, removing, or reordering the buttons.

New. (Ctrl + N) Creates a new plan.

Open. (Ctrl + O) Opens an existing plan.

Save. (Ctrl + S) Saves changes without closing the plan.

Import. Imports return data from the CCH ProSystem

Tax or CCH

Global

Tax

application into a new or existing plan.

Chapter 1 - Introduction • 11

Properties. (Ctrl + R) Displays the tax plan properties for the currently active plan.

Print. (Ctrl + P) Allows you to access print selections for printing summary, worksheets,

graphs, letters, input grids, and estimates.

Undo. (Ctrl + Z) Reverses the last data entry action.

Cut. (Ctrl + X) Removes data from a selected cell and places it on the Clipboard.

Copy. (Ctrl + C) Copies data from a selected cell to the Clipboard to subsequently paste into a

cell.

Paste. (Ctrl + V) Inserts cut or copied data from the Clipboard into a selected cell.

Clear Contents. Deletes all contents of a selected cell except any associated notes.

Copy Case/Column. Copies the data from a case or column to another case or column.

Add Item. Adds a new item for entry of multiple occurrence data at the bottom of an existing

list.

Insert Item. Inserts a new item for entry of multiple occurrence data above the item currently

selected.

Delete Item. Deletes the currently selected item.

List. (Ctrl + L) Allows you to enter a list of numeric entries with descriptions to be attached to a

cell.

Plan Note. Allows you to open a new note or edit an existing note for the whole plan.

Field Note. (Ctrl + F) Opens a note for the selected cell.

Expand to Detail. (Ctrl + E) Opens the input grid for the currently selected grid row.

View Supporting Worksheets. (Ctrl + W) Allows you to view worksheets that explain the

currently selected amount.

Input Grids. Opens a list of available input grids from which you can make your selection.

Worksheets. Opens a list of available worksheets from which you can make your selection.

AutoFlow. (Ctrl + A) Activates or deactivates the AutoFlow feature.

Calculator. Allows you to access a calculator with the capability to apply calculated amounts

to the current cell.

Help Topics. Accesses the system Help file.

Help for Current Row. (F1) Accesses Help specific to the currently active cell of detail grids.

Chapter 1 - Introduction • 12

Customizing the Toolbar

Enabling or Disabling the Toolbar

To turn the toolbar on or off, do the following:

1. Select View.

2. Click Toolbar. A check mark next to this option indicates that it is enabled. The absence of a

check mark indicates that the toolbar is turned off and does not appear on the interface window.

Moving or Resizing the Toolbar

To move or resize the toolbar, do the following:

Position the mouse pointer in an empty area on the toolbar.

Drag the toolbar to the location you want.

If you move the toolbar to any of the edges of the screen, it docks itself to the new location. If

you move the toolbar anywhere else, it becomes a floating toolbar that can be moved and

resized as you would a window.

Adding Buttons and Separators to the Toolbar

To add buttons and separators to the toolbar, do the following:

1. Select Tools > Customize Toolbar. The

Customize Toolbar

dialog displays.

2. Select a button or separator from the

Available toolbar buttons

list and do one of the following:

Click Add. The toolbar dynamically updates itself as you make changes.

Drag the button or separator to the

Current toolbar buttons

list.

Note: Separators are the thin lines that separate groups of buttons on the toolbar.

You can add multiple separators to group buttons as desired.

3. If you want to reposition the button or separator on the toolbar, select it and click Move Up or

Move Down. You can also drag them to a new position.

When you have added the desired buttons or separators, do either of the following:

Click Close to exit and save your changes.

Click Reset and then click Close to exit without saving your changes. The Reset feature

restores the toolbar to its settings before you opened the

Customize Toolbar

dialog.

Reset does not restore the default toolbar configuration.

Removing Buttons from the Toolbar

To remove buttons from the toolbar, do the following:

1. Select Tools > Customize Toolbar to display the

Customize Toolbar

dialog.

2. Select an item from the

Current toolbar buttons

list and click Remove.

Do either of the following:

Chapter 1 - Introduction • 13

Click Close to exit and save changes.

Click Reset to exit without saving your changes, and then click Close. The Reset

feature restores the toolbar to its settings before you opened the

Customize Toolbar

dialog. Reset does not restore the default toolbar configuration.

Reordering Buttons on the Toolbar

To reorder toolbar buttons, do the following:

1. Select Tools > Customize Toolbar to display the

Customize Toolbar

dialog.

2. Select the button (or separator) to be moved in the

Current toolbar buttons

list and click Move

Up or Move Down.

Do either of the following:

Click Close to exit and save changes.

Click Reset to exit without saving your changes, and then click Close. The

Reset

feature restores the toolbar to its settings prior to being customized. Reset does not

restore the original default toolbar configuration.

General Tax Capabilities

You can rely on CCH ProSystem

Planning for all of the following tax computations:

Alternative minimum tax

Passive loss limitations

Earned income credit

Self-employment tax

Capital gains tax

Taxable social security

Retirement deductions

Credit limitations

Lump-sum distributions

Kiddie tax

Tax on retirement plans

Estimated tax

Additional Medicare Tax

Net Investment Income Tax

Chapter 1 - Introduction • 14

Chapter2

Chapter 2 - Confi guringP l anning

You can configure certain default options in CCH ProSystem

Planning, eliminating the need to set

up each tax plan individually.

The federal and state setup is configured at a global level for all users. The other configurations

explained in this chapter are set up at a workstation level and can be overridden at the plan level if

needed.

Setting up Federal and States

(Tools > Setup Fed and States)

The

Federal/State Setup

dialog allows you to change preset federal and state parameters. In

addition, you can add and delete user-defined state information.

Setting Up Federal Options

1. Select Tools > Setup Fed and States.

2. If it is not already selected, click Federal to select it.

3. Click Edit Setup. The

Federal Setup Options

dialog opens.

Chapter 2 - Configuring Planning • 15

CONFIGURING PLANNING

Select the tab of the year you want to change.

Change the parameters on the dialogs as needed.

6. Click OK to accept the changes and exit the dialog.

Note: To revert to default settings for federal, click Default Setup. A warning message

displays, allowing you to confirm or abort the change.

Setting Up State and City Defaults

You can edit an existing state or city, add a new state or city, set up different versions of the same

state or city to address differing tax circumstances, or revert to the system’s state default settings.

Be sure to configure any states for which you plan to import data

prior

to initiating the import process.

Editing a Pre-Defined State or User-Defined State or City Setting

1. Select Tools > Setup Fed and States.

2. Open the

States

User Defined States/Cities

folder and select the state or city you want to

edit.

3. Click Edit Setup to access the

Setup

dialog for the selected state.

Select the appropriate tabs and make entries as needed.

5. To setup future year exemptions, standard deductions, and tax rates, use the

Year

list on the

General Information

tab to select a year, and then click Setup Information. To setup future

year Consumer Price Index % Adjustments, use the

Year

list on the

General Information

tab to

select a year, and then click Setup Information.

6. After making entries, click OK to return to the state's

Setup

dialog.

7. Click OK to accept the entries and exit the dialog.

Chapter 2 - Configuring Planning • 16

Note: You can revert to the default settings for the selected state by clicking Default

Setup on the

General Information

tab. A warning message displays, allowing you to

confirm or abort the change in settings. Default Setup is available only for states that are

predefined; any added states do not have this option.

Setting Up California

1. Select Tools > Setup Fed and States.

2. Open States folder.

3. Select CA and click Edit Setup to access the

California Setup

dialog.

4. Change the

Consumer Price Index % adjustment

for each year, if necessary.

Note: You can revert to the system default settings for California by clicking Default

Setup. A warning message displays, allowing you to confirm or abort the change.

5. Click OK to accept the changes and exit the dialog.

Setting Up New York

1. Select Tools > Setup Fed and States.

2. Open States folder.

3. Select NY and click Edit Setup to access the

New York Setup Options

dialog.

4. Choose Setup New York State, Setup New York City, or Setup CPI and select OK.

Note: You can revert to system default settings for New York by clicking Default Setup. A

warning message displays, allowing you to confirm or abort the change.

On the dialog that displays, select the appropriate tabs and make changes as needed.

New York and New York City CPI % Adjustment Dialog

This dialog allows you to adjust the tax tables, standard deduction and exemption amounts for each

year using a consumer price index percentage.

These values are cumulatively applied to the amounts entered in the New York and New York City

setup tabs.

Adding a State or City

1. Select Tools > Setup Fed and States.

2. Click Add State to access the

Add State/City

dialog.

Do one of the following:

To add a state, use the

Code

list to select a state code. The states listed are states that

do not currently have income tax. The system completes the

Name

box with the name

of the selected entity.

To add a user-defined state/city, enter a code and name of your choice.

Chapter 2 - Configuring Planning • 17

Note: You can delete a user-defined state or city by selecting the code on the

Federal/State Setup

dialog and clicking Delete State.

4. Click OK to display the

Setup

dialog for the selected state.

Select the appropriate tabs and year input screens and make entries as needed.

6. After making entries, click OK to return to the state's

Setup

dialog.

7. Click OK to accept the entries and exit the dialog.

Planning Defaults

(Tools > Planning Defaults)

All planning defaults are established on a workstation level. There are two tabs available to set

defaults for all tax plans:

Print Defaults

and

Configuration

Print Defaults

Print Default

settings are used for the Plan Summary, Plan Report, and Print This Worksheet. These

settings can be overridden when reports are printed for each plan.

To set print defaults, do the following:

1. Select Tools > Planning Defaults. The

Configure Planning Defaults

dialog displays the

Defaults

tab.

2. Select one of the following

Format options

Print the reports with a page border. Prints reports with a border. This option is not

selected by default.

Print the reports with line references. Prints reference lines for Federal Form 1040

and Schedule A, for California Form 540 and Schedule CA, and for New York

FormIT201. This option is not selected by default.

3. Select one of the following

Footer options

Customized text. Enter up to 36 characters of text for the footer.

Include date and time stamp. Choose one of the format options:

None

Date only

, or

Date and time

to be printed in the footer.

4. In

Letter options

, choose to use

Custom letterhead

or enter the information that you want to

appear in the first four lines of the correspondence letter.

Notes:

Custom letterhead should be saved as letterhead.pdf in the accuplnr\reports directory.

Custom letterhead will not display in print preview.

5. Click OK to save the settings and exit the dialog, click Cancel to exit the dialog without saving

the settings, or click the Configuration tab at the top to set the Configuration options.

Chapter 2 - Configuring Planning • 18

Configuration Options

Default options are used for all tax plans created after the defaults are set up. Use File > Plan

Properties to override these defaults on a plan-by-plan basis.

Set up and configure any states you want to use before setting the default configuration options.

To set configuration options, do the following:

1. Select Tools > Planning Defaults. Click the Configuration tab on the

Configure Planning

Defaults

dialog.

Set the default Tax plan configuration.

No. of cases. The system default is 1. The maximum number allowed is 30. To change

the number of cases, click Add Case or Remove Case.

Start year. The system default is the current year.

The number of years available is based on the start year selected. For example, if the

current year is chosen as the start year, then nine years are available, which includes the

current year plus eight future years. If the prior year is chosen as the start year, then ten

years are available, which includes the prior year, the current year, and eight future

years.

If the current year is chosen as the start year, then nine years are available, which

includes the current year plus eight future years. If the prior year is chosen as the start

year, then ten years are available, which includes the prior year, the current year, and

eight future years.

No. of years. The system default is 3. Use the drop-down list to select 1 through 10.

The number of years available is based on the start year selected. However, if the

number of years chosen is greater than the number allowed by the start year entered, the

system changes the start year to the appropriate year.

The system does not increase the number of years if the start year is changed to an

earlier year.

3. Select a case folder. Enter a caption and case description for the case in the

Case information

section. The caption text displays as the case title on the grids.

To assign the same state to each year, select the first year and use the State/City list to select a

default state code. You will receive a message to assign the selected state to all subsequent

years in that case.

5. If you want to assign different states to each year, select

on the message and select a

different state.

6. Enter a caption in the

Case year information

section. The caption text is used as the title of the

year column on grids and reports.

If you want the default number of cases to be more than the system default of one, click as

many times as needed. New cases are added consecutively to the bottom of the list. To remove

a case, select it and click Remove Case.

Chapter 2 - Configuring Planning • 19

8. Click OK to save the settings and exit the dialog, click Cancel to exit the dialog without saving

the settings, or click the Print Defaults tab at the top to set

Print Defaults

options. See

Defaults

on page 18 for information.

Setting Preferences

(Tools > Preferences)

By default, CCH ProSystem

Planning plan files (.pln) are stored in the x:\Accuplnr\Plans directory,

where x is the drive containing the plan files. You can change the default directory by doing the

following:

1. Select Tools > Preferences to display the

Preferences

dialog.

2. In the

User Data Path

box, enter the drive and directory where you want to store the plan files

such as N:\ACCUPLNR\Plans\, or click Browse to access a dialog from which to select a drive

and directory.

Note: If you enter a directory that does not exist, CCH ProSystem

Planning prompts to

create the directory for you.

3. Click OK to save the setting and exit the dialog or click Cancel to exit the dialog without saving

the setting.

Printer Setup

(File > Printer Setup)

CCH ProSystem

Planning uses the standard Windows

printer setup. If you have questions about

setting up a printer, see the Windows

documentation.

Navigation Bar

(View > Navigation Bar)

This option allows you to have the list of input grids or worksheets displayed while entering data. The

navigation bar can float or be docked vertically on the left or right side of the window.

To turn the navigation bar on, select View and click Navigation Bar. A check mark displays next to

the option.

To display the list of input grids, select Grids from the menu bar, or select the Grid icon on the

toolbar.

To display the worksheet list, select Worksheets from the menu bar, or select the Worksheets icon

from the toolbar.

Only one list can be displayed at a time.

Chapter 2 - Configuring Planning • 20

Chapter3

Chapter 3 - T ax P lanF i l e Operati ons

You can create a new plan using File > New or by using File > Import. New plans are configured using

the default case settings from Tools > Planning Defaults > Configuration and can be changed as

needed. See

Chapter 2 - Configuring Planning

on page 15 for information on configuring a default

tax plan and setting federal and state default parameters.

For information on starting a plan by importing data from CCH ProSystem

Tax or CCHGlobal

Tax, see

Importing Tax Data

on page 28.

Creating a New Plan

(File > New)

Use this procedure to begin a new plan for a client. To save time, you can set tax plan default settings

such as federal and state parameters and tax plan configurations before creating new plans. See

Chapter 2 - Configuring Planning

on page 15 for detailed information.

To create a new plan, do the following:

1. Click New or Ctrl + N to display the

Tax Plan Properties

dialog.

Enter plan information as needed. All fields are optional.

Plan name. Enter a name to be used to identify the plan, usually the taxpayer’s name.

This name prints on the plan summary, plan report, and data listing.

Plan description. Enter text describing the tax facts and circumstances of the plan. The

plan description does not print on reports.

Prepared by. Enter the preparer’s name or initials. This prints on the first page of the

printed output.

Client ID. If you are creating a plan for a CCH ProSystem

Tax client, click Select Tax

Client to display the

Select CCH ProSystemfx Tax Client

dialog. If not, go to the

Taxpayer/Spouse SSN

field description below.

Chapter 3 - Tax Plan File Operations • 21

TAX PLAN FILE OPERATIONS

Notes:

Once you click the Select Tax Client button, choose an import location.

If prompted, enter your CCH ProSystem

user ID and password and click OK.

If you are importing from CCH Global

Tax, the dialog box also displays Tax

Year, Tax Product, and Office Account (only active for multi-office login).

You can enter a specific client ID or name and click OK, or you can enter a partial ID or name, or

select an office group or preparer to display a list of clients matching the criteria. On the list that

displays, select the client and click OK.

In either case, taxpayer data such as name and address is completed on the

Tax Plan

Properties

dialog with data from the selected return. Only client data, not tax data, is imported

in this operation.

Taxpayer/Spouse SSN. Enter the taxpayer’s and spouse’s Social Security numbers if

they have not been provided through the

Select Tax Client

feature.

Taxpayer/Spouse name. Enter the taxpayer’s and spouse’s names if they have not

been provided through the

Select Tax Client

feature.

Street address. Enter the street address if it has not been provided with the

Select Tax

Client

feature.

City, state, ZIP. Enter the city, state, and ZIP code if it has not been provided with the

Select Tax Client

feature.

Foreign country, province and postal code. Enter the foreign country, province and

postal code if it has not been provided with the

Select Tax Client

feature.

Primary and secondary email.. Enter the email addresses if they have not been

provided with the

Select Tax Client

feature.

3. Click the Configuration tab. The

Tax plan configuration

options reflect the system defaults or

the defaults set in Tools > Planning Defaults (see

Configuration Options

on page 19 for

details). Use the lists to change the options.

In the example, the Start year is indicated as 20Y1. Subsequent years, shown in the Case

Years, are indicated as 20Y2 and 20Y3.

Chapter 3 - Tax Plan File Operations • 22

Start year. The system default is the current year.

The number of years available is based on the start year selected. For example, if the

current year is chosen as the start year, then nine years are available, which includes the

current year plus eight future years. If the prior year is chosen as the start year, then ten

years are available, which includes the prior year, the current year, and eight future

years.

Note: Using Option 2 on the Return Processing Options for the CCH ProSystem

Planning export method, the starting year should be one year following the current

tax year. For details, see

Exporting Tax Data to Planning from CCHProSystem fx

Tax or CCH Axcess Tax

on page 30.

No. of years. The system default is 3. Use the drop-down list to select 1 through 10.

The number of years available is based on the start year selected. However, if the

number of years chosen is greater than the number allowed by the start year entered, the

system changes the start year to the appropriate year.

4. Select a case folder. Enter a caption and case description for the case in the

Case information

section. The caption text displays as the case title on the grids.

5. Click the first case year displayed for Case 1. The

State/City

box reflects any default

established in the Planning Defaults. Accept the default or use the list to select a different state

Chapter 3 - Tax Plan File Operations • 23

or city code. You will receive a message to assign the selected state to all subsequent years in

that case.

6. Enter a caption in the

Case year information

section. The caption text is used as the title of the

year column on grids and reports. Repeat steps 5 and 6 for all years in the case.

Repeat steps 4 through 6 to customize additional cases.

Note: You can add a case by clicking Add Case. You can remove a case by selecting it

and clicking Remove Case.

8. Select the

Preparer

tab, choose to use custom letterhead or enter the information that you want

to appear in the first four lines of the correspondence letter in the Heading 1 - 4 fields.

Notes:

Custom letterhead should be saved as letterhead.pdf in the accuplnr\reports directory.

Custom letterhead will not display in print preview.

9. Click OK to exit the dialog and save the settings.

If you are not setting up a plan using CCH ProSystem

Planning client data, the plan’s

Federal

Summary

displays.

If you are setting up a plan using CCH ProSystem

Planning client data, a message displays

asking if you want to import tax data.

If you click No, the plan’s

Federal Summary

displays. You can import the tax data later

by selecting File > Import.

If you click Yes, the

Applicable Returns

dialog displays. Select the appropriate return

from the list and click OK. The import process begins. When the import is complete, the

plan’s

Federal Summary

displays.

Note: The import process does not take place if the return has never been calculated and saved.

Opening an Existing Tax Plan

(File > Open)

Tip: The four most recently accessed files are available from the file menu.

To open an existing tax plan, do the following:

1. Click Open or Ctrl + O to display the

Open

dialog.

2. Accept the default path or use the

Look in

box to select a different path. The

Files of type

defaults to CCH ProSystem

Planning files (.pln).

3. Select one of the listed plans or enter a file name in the

File name

box. When a plan is selected,

the plan information displays in the lower portion of the dialog.

4. Click Open to accept a selected plan.

Chapter 3 - Tax Plan File Operations • 24

If another plan is currently open, it is closed and you are given the opportunity to save any

changes that have been made. Once it is closed, the new plan opens.

If the system detects that the plan was created in a prior year release of CCH ProSystem

Planning, a message displays, giving you an opportunity to make changes to the years.

If you click Yes, the plan’s

Tax Plan Properties

dialog opens. Click the Configuration

tab to make changes to the years.

If you click No, the plan’s

Federal Summary

opens.

Note: If the plan being opened contains a year that is not supported in the current version of CCH

ProSystem

Planning, a message displays, informing you that data in the unsupported planning

years will be deleted. You can make changes to the years in the plan by clicking Change Plan

Configuration on the message dialog.

Securing a Tax Plan

(Tools > Security)

You can use a password to secure individual tax plans in CCH ProSystem

Planning. If you assign a

password to a tax plan, anyone attempting to open the plan must enter the password before being

allowed to access the plan.

If you import data secured in CCH ProSystem

Tax, you must enter the following information before

you can successfully complete the import:

A valid user ID for data secured by a user ID.

The correct password for return data protected by a password.

If you forget the password for a plan, contact CCH Planning Technical Support at

1-800-739-9998; option 3; option 5, for assistance.

To secure a tax plan in CCH ProSystem

Planning, do the following:

1. Select Tools > Security to display the

Secure Tax Plan

dialog.

2. Select the Secure this tax plan box.

3. Enter any combination of up to 12 alphanumeric characters as a password in the

Password

field. Spaces are invalid.

Note: The password is case-sensitive.

4. Reenter the password in the

Verify

field.

5. Click OK to accept the password.

To remove security from a plan, select Tools > Security and clear the

Secure this tax plan

box.

Chapter 3 - Tax Plan File Operations • 25

Changing a Tax Plan’s Properties

(File > Plan Properties)

A tax plan’s properties are initially determined by default Planning Settings. You can use the following

procedure to add, remove, or re-sequence cases, or to change captions, start years, or the number of

included years.

To change a tax plan’s properties, do the following:

1. From within the tax plan, click Properties or Ctrl + R to display the

Tax Plan Properties

dialog.

Click the appropriate tab to make changes.

3. Click OK when finished to save the settings. If the changes result in deleting case data, a

warning displays. Choose one of the following responses:

Click Yes to confirm your changes. All currently opened plan windows close, and the

reconfigured

Federal Summary

window opens, reflecting the changes.

Click No to return to the

Tax Plan Properties

dialog, then click Cancel to exit without

saving the settings.

Adding a Case to a Plan

A case added using the following procedure has no data in it. Use the Edit > Copy Case/Column

(see

Copy Case/Column

on page 38) option to copy existing data in other cases/columns into the

new case.

To add a new case, do the following:

1. From within the tax plan, click Properties or Ctrl + R.

2. Click the Configuration tab.

3. Click Add Case. A new case is added to the bottom of the list as shown. You can reposition it

by dragging it to the desired sequence in the list.

4. Select the case folder. Enter a caption and case description for the case in the

Case information

section. The caption text displays as the case title on the grids.

5. Click the case years and enter state or city codes and captions as needed in the

Case year

information section. The caption text is used as the title of the year column on grids.

6. Click OK.

Removing a Case from a Plan

To remove a case, do the following:

1. From within the tax plan, click Properties or Ctrl + R.

2. Click the Configuration tab.

Select the case you want to remove.

4. Click Remove Case.

Chapter 3 - Tax Plan File Operations • 26

5. Click OK. A confirmation message displays. Click Yes to confirm the deletion or click No to

return to the

Tax Plan Properties

dialog without removing the case.

Re-sequencing a Case

To re-sequence a case, do the following:

1. From within the tax plan, click Properties or Ctrl + R.

2. Click the Configuration tab.

Reposition cases in the list by dragging them to the desired sequence.

4. Click OK. The cases are correspondingly re-sequenced in the grids.

Saving a Tax Plan

(File > Save and File > Save As)

The

Save

and

Save As

options operate in the standard Windows

manner. Use

Save

to save a new

or existing tax plan without closing it. Use

Save As

when you want to create a new version of an

existing plan.

To save a new or existing tax plan during operations, do the following:

1. Select File > Save or click Save.

2. New tax plans prompt you with the

Save As

dialog. Accept the default path as set in

Tools>Preferences or enter a different path. Enter a file name with a .pln extension. Click

Save to save the plan. The plan remains open.

Existing plans are saved immediately.

To create a new version of an existing tax plan, do the following:

1. Select File > Save As.

Select a path and enter a file name. The extension must be .pln.

3. Click Save to save the file.

Closing a Tax Plan

(File > Close)

To close a tax plan file, do the following:

1. Select File > Close. If the file has had no changes made to it since the last save, the file closes.

If you have made changes to the plan since your last save, a dialog prompts you to save your

changes.

2. Click No to close the plan without saving changes. Click Yes to save and one of the following

happens:

Chapter 3 - Tax Plan File Operations • 27

If the file has been saved previously, the plan closes.

If the file is new and has never been saved, the

Save As

dialog displays. Accept the

default user data path or select another path. Enter a file name. The extension must be

.pln. Click Save to save and close the file.

Importing Tax Data

(File > Import)

This feature allows you to import tax data from CCH ProSystem

Tax or CCHGlobal

Tax. Data

can be imported from a tax return into a new or existing tax plan.

Importing from a Tax Return to an Existing Plan

Note: Be sure to read

Exporting Tax Data to Planning from CCHProSystem fx Tax or CCH

Axcess Tax

on page 30 before importing files from a tax return.

To import tax data to an existing plan, do the following:

Open the plan to which you are importing tax data.

2. Select File > Import or click Import.

A message displays indicating that data in the columns of the starting tax year will be

overwritten. Click Yes to proceed with the import or click No to cancel.

4. Select the version of CCH ProSystem

Tax that you want to use for the import process:

Note: Select Internet if you want to import from CCHGlobal

Tax.

If prompted, enter your user ID and password. The

Select CCH ProSystemfx Tax Client

dialog displays.

Do one of the following to select a return:

Select specific client. Choose either

Client ID

Client name

, enter the appropriate

information in the box provided, and click OK.

Select client by. Use the lists to select an

Office group

Tax preparer

to generate a

list of clients from which to choose and click OK.

Note: If you are importing from a CCHGlobal

Tax client, the

Select CCH ProSystemfx

Tax Client

dialog has additional menus for Tax Year, Tax Product (Individual is the only

choice), and Office Account (unavailable unless you have multi-office login). You can select

which tax year to select clients from (choose from current tax year or previous tax year).

6. On the

Applicable Clients

dialog, select the appropriate client and click OK.

7. On the

Applicable Returns

dialog, select the return and click OK to initiate the import.

Chapter 3 - Tax Plan File Operations • 28

Notes:

To ensure that the imported data is complete and accurate, the system checks to see if

the selected return has been calculated and saved. If the return has never been

calculated and saved, the import process is aborted. If the return has had data entered

after a calculation, you are asked if you want to continue the import process.

If the selected return is protected by a password, the system prompts you to enter the

password.

8. After the import is complete, select File > Plan Properties to enter plan information and make

any changes to the tax plan configuration.

Importing from a Tax Return to a New Plan

Note: Be sure to read

Exporting Tax Data to Planning from CCHProSystem fx Tax or CCH

Axcess Tax

on the facing page before importing files from a tax return.

To import tax data to a new plan, do the following:

1. If a plan is not open or a plan is open but no CCH ProSystem

Client ID has been identified,

select File > Import or click Import.

2. Select the version of CCH ProSystem

Tax that you want to use for the import process. Select

Internet if you want to import from CCHGlobal

Tax.

If prompted, enter your user ID and password. The

Select CCH ProSystemfx Tax Client

dialog displays.

Do one of the following to select a return:

Select specific client. Choose either

Client ID

Client name

, enter the appropriate

information in the box provided, and click OK.

Select client by. Use the lists to select an

Office group

Tax preparer

to generate a

list of clients from which to choose and click OK.

If you are importing from a CCHGlobal

Tax client, the

Select CCH ProSystemfx Tax Client

dialog has additional lists for Tax Year, Tax Product (Individual is the only choice), and Office

Account (unavailable unless you have multi-office login). You can select which tax year to select

clients from (choose from current tax year or previous tax year).

4. On the

Applicable Clients

dialog, select the appropriate client and click OK.

5. On the

Applicable Returns

dialog, select the return and click OK to initiate the import.

Notes:

To ensure that the imported data is complete and accurate, the system checks to see if

the selected return has been calculated and saved. If the return has never been

calculated and saved, the import process is aborted. If the return has had data entered

after a calculation, you are asked if you want to continue the import process.

If the selected return is password protected, the system prompts you to enter the

password.

Chapter 3 - Tax Plan File Operations • 29

6. After the import is complete, select File > Plan Properties to enter the plan information and

make any changes to the tax plan configuration.

Exporting Tax Data to Planning from CCHProSystem

Tax or

CCH Axcess Tax

To create the export file, do the following:

1. Access the return in CCH ProSystem

Tax Preparation.

Select the Planning export option to use on Return Processing Options.

The following two options control the type of data exported to CCH ProSystem

Planning. The

selection is made in Return Processing Options, CCH ProSystem

Planning export method

box.

1 - Plan begins with the current tax year. This is the default option. Use this option

when the tax return year is the same as the start year in CCH ProSystem

Planning.

This export option is not available for CCHGlobal

Tax.

Note: Carryovers include items such as capital losses, overpayments applied, net

operating losses (NOLs), estimate payments, passive losses, and state refunds.

2 - Plan begins with following tax year (recurring items and carryover amounts).

When using this option, the recurring items and carryover amounts from the return are

imported into the column year that would be after the tax return year. For example, when

an export is performed from the current year's tax return, the information will import into

the plan file for the following year (the future year in the case).

Examples of these types of items include:

Most government form line overrides

Self-employment income overrides

Non-aggregated real estate professional activities

Note: To decide which option serves your purposes best, consider the following.

Certain input cannot be exported with accuracy and may create inconsistent

calculation comparisons when the return data is exported to the current tax year

column of CCH ProSystem

Planning.

Calculate the return.

Do one of the following:

CCHProSystem

Tax. Select File > Export > Planning Export. CCH ProSystem

Planning launches, creating a new tax plan file using the client's CCH ProSystem

Tax

ID as the name. The client's data displays in the summary grid.

CCH Axcess Tax. Select Planning in the Export group on the Import/Export tab.

Chapter 3 - Tax Plan File Operations • 30

The system checks the return and does one of the following:

If the return has never been calculated and saved, the export process is canceled.

If the return has been calculated but data has changed since the last calculation, a

message displays asking if you want to continue the export process. Respond Yes or

No.

If the return has had no data changes since the last calculation, CCH ProSystem

Planning opens and the data is exported.

The export process begins immediately.

Note: You are prompted for a password when exporting data from a password protected return.

Managing Tax Plans

(Tools > File Management)

File management allows you to back-up data files and check files in or out from a network installation

of Planning.

Setting Up File Management Default Settings

Default settings must be set up before you can access any of the file management options. To set up

file management default settings, do the following:

1. Select Tools > File Management > Setup. The

File Management Setup

dialog displays.

2. Edit the contents of the

User ID

field if needed.

Note: If this field is blank, it is recommended that you enter an ID. This information is used

for tracking purposes in the file history maintained for tax plan files.

3. In the

File Backup and Restore Paths

section, enter a directory path for backup data in the

Backup to

field or click Browse.

4. Edit the contents of the

Restore to

field or click Browse. The default is the Planning data

directory.

5. In the

File Check-in and Check-out Paths

section, edit the contents of the

Check-in to

field or

click Browse. The default is the Planning data directory.

6. Enter a directory path in the

Check-out to

field or click Browse.

7. Click OK.

Backing Up Client Data Files

When backing up large files it is recommended you use a large capacity storage device such as a hard

drive, ZIP drive, CD-RW disk, or USBdrive. The backup utility cannot save data for one file over

multiple removable storage mediums.

Chapter 3 - Tax Plan File Operations • 31

To back up client data files, do the following:

1. Select Tools > File Management > Backup. The

File Management - Backup

dialog displays.

2. In the

Source

section, the

Current path

field shows the default tax plan file directory. Edit this

information or click Browse, if necessary.

3. Select a file from the

Files to backup

list.

Click individual files to select them.

Hold the Shift key to select consecutive files.

Hold the Ctrl key to select non-consecutive files.

Click New/modified files to select all new or recently modified files.

Click Select all to select all listed files.

4. Select the Delete source after backup box if you want to delete selected files from the source

directory during the backup process.

5. In the

Destination

section, the

Current path

field shows the default backup directory. Edit this

information or click Browse, if necessary.

6. If you are backing up to a removable media device, select the Removable media box. The

Removable Media Label

dialog will display. Enter backup detail and click OK.

Note: This allows you to enter descriptive detail, such as the type of storage device or a

disk label, during the backup process.

7. Click Backup.

Chapter 3 - Tax Plan File Operations • 32

8. Click Close.

Note: When a file is deleted during the backup process, a

History Link

file is created. This

file contains descriptive detail such as the following:

Date of last modifications

User who backed up the file

Date and location of backup

To view the

History Link

file detail, select Tools > File Management > Backup, select the

file, and click Show history. The

File History

dialog displays the file path, the type of Planning

file, any warnings, and when and by whom the file was last modified.

Restoring Backed Up Data Files

To restore backup files, do the following:

1. Select Tools > File Management > Restore. The

File Management - Restore

dialog

displays.

2. In the

Source

section, the

Current path

field shows the default backup directory. Edit this

information or click Browse, if necessary.

3. Select a file from the

Files to restore

list.

Hold the Shift key to select consecutive files.

Hold the Ctrl key to select non-consecutive files.

Click Select all to select all listed files.

Note: Click Show history to view a selected file’s backup details.

4. In the

Restore destination

section, the

Current path

field shows the default tax plan directory.

Edit this information or click Browse, if necessary.

5. Click Restore.

6. Click Close to exit the dialog.

Checking Client Files In/Out (Network Installation)

Use Planning’s Check in/out utility to copy data files to any location or storage device, such as a Hard

Drive, ZIP disk, CD-RW disk, or USB drive. This feature is useful if you need to edit files at a different

office location.

When a file is checked out, Planning creates an archive file (.pla) in the application’s data directory.

This file can be opened in Read Only mode. You can save an archived file under a different name

using

File > Save As

and then edit the content of the newly created file.

After the checked-out file has been checked in, it replaces the archive file and other users again have

access to it.

Chapter 3 - Tax Plan File Operations • 33

Checking Out Files to a Local Folder

To check out files to a local folder, do the following:

1. Select Tools > File Management > Check-out. The

File Management - Check-out

dialog

displays.

2. In the

Source

section, the

Current path

field shows the default tax plan directory. Edit this

information or click Browse, if necessary.

3. To view a file’s check-in/out details, select it from the list and click Show history. Click Close

to return to the

File Management - Check-out

dialog.

Select files for check-out by doing any of the following:

Hold the Shift key to select consecutive files.

Hold the Ctrl key to select non-consecutive files.

Click Select all to select all listed files.

5. In the

Destination work folder

section, the

Current path

field shows the default check-out

directory. Edit this information or click Browse, if necessary.

6. Click Check-out. The file is now checked out. An archive file (.pla) is created in the Planning

data directory. The archive file is Read Only and cannot be edited.

7. Click Close.

Checking In Files from a Local Folder

To check in a file to a network installation of Planning, do the following:

1. Select Tools > File Management > Check-in. The

File Management - Check-in

dialog

displays.

2. In the

Source

section, the

Current path

field shows the default check-out directory. Edit this

information or click Browse, if necessary.

3. To view a file's check-in/out details, select it from the list and click Show History. Click Close

to return to the

File Management - Check-in

dialog.

Select files for check-in by doing any of the following:

Hold the Shift key to select consecutive files.

Hold the Ctrl key to select non-consecutive files.

Click Select all to select all listed files.

Note: To abandon a checked-out file, see

Abandoning a Checked-out File

on page 36.

5. In the

Destination folder

section, the

Current path

field shows the default check-in directory.

Edit this information or click Browse, if necessary.

6. Click Check-in. The file is now checked in. The updated file is copied back to the Planning data

directory, replacing the archive file.

7. Click Close.

Chapter 3 - Tax Plan File Operations • 34

Checking In/Out Files Remotely

The following procedures are for users working with a remote installation of Planning, such as a laptop

user with a standalone install. This feature allows remote users to check out data from a network

installation to their local installation. Once their work is completed they can check in the updated files

to the network installation.

When a file is checked out from the network, it is replaced by an archive file (.pla) that contains the

client’s data. It can be opened in Read Only mode.

Checking Out Files from a Network

Note: Use these instructions only when checking files out from a network to your local installation

of Planning.

To remotely check out files from a network installation of Planning, do the following:

1. Select Tools > File Management > Check-out. The

File Management - Check-out

dialog

displays.

2. In the

Source

section, click the Browse button for the

Current path

field and locate the data

directory of the Planning network install.

Note: The default directory for Planning client data is Plans (for example,

N:\Accuplnr\Plans).

3. To view a file’s check-in/out details, select it from the list and click Show history. Click Close

to return to the

File Management - Check-out

dialog.

Select files for check-out by doing any of the following:

Hold the Shift key to select consecutive files.

Hold the Ctrl key to select non-consecutive files.

Click Select all to select all listed files.

5. Verify that the directory path of the

Destination work folder

section is targeted to your local tax

plan folder. Click Browse, if necessary.

6. Click Check-out and then click Close. You can now edit the file locally.

Checking In Files to a Network

Note: Use these instructions only when checking files in to a network from your local installation

of Planning.

To remotely check in files to a network installation of Planning, do the following:

1. Select Tools > File Management > Check-in. The

File Management - Check-in

dialog

displays.

Chapter 3 - Tax Plan File Operations • 35

2. Verify that the directory path of the

Source

section is targeted to your local tax plan folder. Click

Browse, if necessary.

Note: The default directory for Planning client data is Plans (for example,

N:\Accuplnr\Plans).

3. To view a file's check-in/out details, select it from the list and click Show History. Click Close

to return to the

File Management - Check-in

dialog.

Select files for check-in by doing any of the following:

Hold the Shift key to select consecutive files.

Hold the Ctrl key to select non-consecutive files.

Click Select all to select all listed files.

5. Verify that the directory path of the

Destination folder

section is targeted to the data directory of

the Planning network install. Click Browse, if necessary.

6. Click Check-in. The local work file is copied to the Planning tax plan directory on the network,

replacing the archive file.

7. Click Close.

Abandoning a Checked-out File

Use the following procedure to delete a checked-out file without retaining any edits to it. The

associated archive file, located in the Planning tax plan directory, is converted into a work file.

To abandon a checked-out file, do the following:

1. Select Tools > File Management > Check-in. The

File Management - Check-in

dialog

displays.

2. In the

Source

section, the

Current path

field shows the default check-out directory. Edit this

information or click Browse, if necessary.

3. To view a file's check-in/out details, select it from the list and click Show History. Click Close

to return to the

File Management - Check-in

dialog.

Select files to abandon by doing any of the following:

Hold the Shift key to select consecutive files.

Hold the Ctrl key to select non-consecutive files.

Click Select all to select all listed files.

5. Select the

Abandon check-out

box and click Check-in.

6. A confirmation dialog displays. Click Yes.

7. Click Close.

Chapter 3 - Tax Plan File Operations • 36

Chapter4

Chapter 4 - Data Entry & Edi t Functi ons

While entering data into a plan, you might find it necessary to add, change, or move some

information. CCH ProSystem

Planning uses standard Windows

editing functions for entering and

manipulating data. Some additional tools have been provided for your convenience.

Edit Menu Tools

The edit features are designed with flexibility and efficiency in mind.

Move or Copy Cells

CCH ProSystem

Planning uses standard Windows

edit commands to cut, copy, paste, and undo

changes to individual cells.

To move or copy a cell, do the following:

Select the cell you want to move.

2. To move the selection, select Edit > Cut, click Cut, or Ctrl + X.

3. To copy the selection, select Edit > Copy, click Copy, or Ctrl + C.

Select the cell into which you want to place the cut or copied data.

5. Select Edit > Paste, click Paste, or Ctrl + V. Any existing data is replaced.

Clear Cells

(Edit > Clear)

To clear elements from a grid cell, do the following:

Select the cell from which you want elements deleted.

2. Select Edit > Clear.

Select one of the following options:

All. All values, overrides, lists, and notes associated with the cell are removed.

Contents. All values, overrides, and lists associated with the cell are deleted.

Note: Only clears field note. Does not clear any plan notes.

Chapter 4 - Data Entry & Edit Functions • 37

DATA ENTRY & EDIT FUNCTIONS

Copy Case/Column

(Edit > Copy Case/Column)

To facilitate data entry and eliminate redundant data entry, this option can be used to copy data from

one column to another column or from one case to another case. The source data is defined by the

current focus when the command is selected. Any calculated data on the detail grid is automatically

recalculated.

If the copying is done from a detail grid, only the data on that grid is copied. The data includes all

entered input including lists and notes if selected in the dialog.

If the copying is done from the

Federal Summary

grid, all detail data from supporting detail grids is

copied including lists and notes if selected in the dialog.

To copy a case or column, do the following:

Select any cell within the case you want to copy.

2. Click the Copy Case/Column button or right-click and choose Copy Case/Column from the

menu to display the

Copy Case/Column

dialog.

Choose the Current case button and select the

Copy options

you want included in

the copy operation, or

Choose the Current column button and select the

Copy options

(Lists and Notes

boxes) you want to include in the copy operation.

3. Select the target case from the

Copy to

list.

4. Click OK to begin the copy process.

Detail Lists

(Edit > Detail List)

Detail lists are available for grid cells and provide a columnar format for recording detail items’

descriptions and amounts. The total of the amount column in a detail list automatically transfers to

the originating cell. Lists can be printed from the Print > Print Input Grid option or from the active grid

or active worksheet. Cells that have detail lists attached are indicated by a green marker in the upper

left portion of the cell.

To create a new detail list or edit an existing detail list, do the following:

1. Select the cell to which the list applies. Click List or Ctrl + L to display the

Detail List

dialog.

2. Change the

List caption

if needed.

3. Enter or change items in the

Description

(up to 16 characters) and

Amount

fields as needed.

Press Enter after every entry to accept the data and update the list total shown at the bottom of

the dialog.

4. Click OK to accept the list and have the Total transferred to the originating field or Cancel to

exit without accepting the list.

Chapter 4 - Data Entry & Edit Functions • 38

To delete a detail list, do the following:

1. Select the cell containing the list you want to delete and click List or Ctrl + L.

2. Click Delete List.

Notes

(Edit > Field Notes and Edit > Plan Notes)

Field notes apply to a particular cell and are indicated by a blue marker in the lower left portion of the

cell. Plan notes apply to the tax plan in general. Notes can be printed using the

Print > Input Grids

option or from the active grid/active worksheet.

To create a new note or edit an existing note, do the following:

1. To create or edit a field note, select the cell to which the note applies and click Field Note or

Ctrl + F to display the

Field Note

dialog.

To create or edit a plan note, select anywhere in the plan to which the note applies and click

Plan Note to display the

Plan Note

dialog.

Enter a caption in the space provided, if appropriate.

Enter the note text in the space provided.

4. Click OK to accept the note or click Cancel to exit without saving the note.

To delete a note, do the following:

Access the note you want to delete by doing one of the following:

With the focus on a field to which the note applies, click Field Note or Ctrl+F.

Select any cell in the plan to which the note applies, click Plan Note.

2. Click Delete Note.

Multiple Occurrence Grids Tools

The Add, Insert, and Delete Item commands are available on the

Edit

menu when a multiple

occurrence grid (for example, Wage Information) is open. These functions add, insert, or delete rows

that contain data, such as the names of employers or the names of dependents.

Add Item

(Edit > Add Item)

To add an item, do the following:

1. With the cursor in the list to which you want to add an item, click Add Item or right-click and

select Add Item. If you are at the bottom of a list, press the Enter key to add a new item.

The new item is added to the bottom of the existing list and is assigned the next sequential

number.

Enter the data for the new item in the empty detail grid in the bottom pane of the screen.

Chapter 4 - Data Entry & Edit Functions • 39

Insert Item

(Edit > Insert Item)

Insert Item works in the same manner as Add Item, except the inserted item is placed above the

currently selected field.

To insert an item, do the following:

1. With the cursor immediately below where you want to insert the item, click Insert Item or right-

click and select Insert Item. The list is automatically renumbered.

Enter the data for the new item in the empty detail grid in the bottom pane of the screen.

Delete Item

(Edit > Delete Item)

To delete an item, do the following:

1. Select the item you want to delete and click Delete Item or right-click and select Delete Item.

A confirmation message displays.

2. Click OK. The item is deleted and the remaining items are automatically renumbered.

Expand to Detail

(View > Expand to Detail)

A square in the expand column indicates that you can expand to a detail grid.

This square has an arrow in it if data exists in the detail grid for that row.

To expand to detail, do any of the following:

Click Expand or Ctrl + E on the selected cell.

Click the square icon in the expand column.

Right-click and select Expand to Detail Input from the menu.

Click Input Grids or select Grids to access the

Select Input Grid

dialog from which you can

click the grid you want to open.

The icons to the left of the grid name indicate if a grid contains information.

Grid contains data.

Grid does not contain data.

Chapter 4 - Data Entry & Edit Functions • 40

Overrides

To override a cell amount derived from data entered on a detail grid, click the amount in the summary

grid’s cell and enter the new number. Override amounts display in magenta.

Note:Override amounts do not always calculate correctly.

If you clear an override, the amount defaults to the original amount. Detail grids associated with the

overridden cell are not deleted when you override an amount.

To remove overrides, do one of the following:

Select Tools > Remove All Overrides.

Select the cell and press Delete.

Select the cell and select Edit > Clear > Contents.

AutoFlow

(Tools > AutoFlow)

The AutoFlow feature copies information entered in a current column to consecutive years within the

same case. For example, if a case has four columns, starting with the first year in the case, an

amount entered is automatically repeated for the next three years.

If AutoFlow is enabled when an import or copy column is initiated, the data is also imported or copied

across all columns. The application retains amounts for subsequent years that are manually entered

when the AutoFlow feature is disabled.

To turn AutoFlow on and off, do one of the following:

Click AutoFlow.

Press Ctrl + A.

Select Tools > AutoFlow. A check mark indicates the option is enabled. The absence of a

check mark indicates the option is disabled.

Calculator

(Tools > Calculator)

CCH ProSystem

Planning provides a calculator for standard mathematical functions. The

calculated totals can be transferred automatically to input fields in the Detail grid.

Chapter 4 - Data Entry & Edit Functions • 41

To use the calculator, do the following:

1. Select Tools > Calculator.

Enter your calculation, using the keyboard or mouse.

Click the input field to which you want to apply the results.

4. Click Apply and the results populate the input field.

Chapter 4 - Data Entry & Edit Functions • 42

Chapter5

Chapter 5 - P ri nt & V iew F uncti ons

CCH ProSystem

Planning provides a variety of ways to arrange tax plan data for viewing and

printing. You can do the following:

Hide and show columns.

Show variance columns expressed in dollars or percentages for the

Federal Summary

data.

View detail information for most fields with one click.

Edit report sets to create customized reports for each client plan.

Choose whether to print the lists and notes associated with the tax plan.

Viewing Columns

This feature includes the ability to hide and show columns and to view variance columns.

Hiding and Showing Columns

To hide a column, do the following:

Place the cursor in the column you want to hide.

2. Select View > Hide Column. Columns are only hidden in the active grid, not on any associated

detail grids.

To show hidden columns, select View > Show All Columns.

Variance Columns

(View > Show Variance Columns)

Use this feature to compare the values in any two columns on the Federal Summary grid. The

resulting grid displays the two comparison columns along with the variance columns showing dollar

and/or percentage differences. You can display more than one variance grid at a time.

If you make changes to the data in the detail and variance grids, the changes are made dynamically to

the

Federal Summary

grid.

Chapter 5 - Print & View Functions • 43

PRINT & VIEW FUNCTIONS

To set up variance columns, do the following:

1. Select View > Show Variance Columns to display the

View Variances

dialog. This dialog

lists all the columns (years) in the active plan.

2. Select one or both of the

Variance columns

types:

Dollar. Calculated by subtracting column one from column two.

Percentage. Calculated by dividing the dollar variance by the column one amount.

3. Drag the two columns you want to compare from the list box to the comparison

Column 1

and

Column 2

positions at the bottom of the dialog.

4. Click OK to open a new window containing the variance grid with the comparison and variance

columns requested. Click Cancel to exit without viewing the comparison.

Print Functions

(File > Print)

The reports available are as follows:

Plan Summary. Prints a summarized version of the plan in a format similar to the Federal and

State summary grids.

Worksheets. Prints a more detailed report of the Federal and State summary grids. Offers an

option to print custom worksheet selections.

Graphs. Prints the data points identified in the type of graph selected.

Letter. Prints the correspondence letter in the print output.

Input Grids. Prints the grid currently being viewed, a selection of grids in a plan, or all grids in

grid format.

Estimates. Prints Federal 1040-ES, state estimate forms for California and New York.

Active Grid/Worksheet. Prints the currently active grid or worksheet.

These reports can be configured in the print set. This includes, where applicable, whether to print

associated lists and notes and which case columns should print. With the exception of the Estimates

report, a report can display up to five case columns. You can also override the Print defaults for page

border, line references, and footer text that have been set in Tools > Planning Defaults > Print

Defaults.

Chapter 5 - Print & View Functions • 44

In the example, in

Case-year selections preview

, the Start year is indicated as 20Y1. The

subsequent year is indicated as 20Y2.

Creating/Editing a Print Set

A default set is present upon opening a plan.

The default set will print the plan summary, all worksheets that contain data, and the

correspondence letter. The first two years of the first case will be printed as well as the dollar

and percent variance analysis. The page border and footer options present in the default plan

settings will also be applied.

If alternative print settings are desired, you can edit the default set or create a new set. The

default set can not be renamed, but new sets can be named whatever you choose.

New sets will start with the same settings as the default set.

To create a new print set or edit a print set, do the following:

1. Select File > Print. The

Print Selected Items

dialog is displayed.

2. Select either Edit or New. If editing a print set, the set you want to edit needs to be in the set

selection.

Make the appropriate selections on the following tabs on the

Edit Print Content Set

Create Print

Content Set

dialog.

Chapter 5 - Print & View Functions • 45

In the example, the Start year is indicated as 20Y1. Subsequent years, shown in the Case Years, are

indicated as 20Y2 to 20Y9.

Case-Year Tab

The name of the set you are editing will be displayed. If creating a new set, the set name will

default to "Custom Selections #x". You may change it to anything meaningful to you.

Note: The "Default selections" set name cannot be changed.

2. Move the Case-years to print to the

Case-year selections

list.

Select the Percent and/or Dollar variance options to include in the reports.

Notes:

If you choose to have one type of variance column, you can print to three case-year selections. If

you choose to have both types of variance columns, you are limited to two case-year selections.

The option to include line references, located on the Worksheets tab, will also reduce the

number of case-year selections that can be made. Both variance selections and the line

references selections cannot be made in the same set.

Chapter 5 - Print & View Functions • 46

Worksheets Tab

1. Check

Include plan summary

to include the plan summary in the printed output.

2. Choose

All with data

Custom selections

, or

None

to indicate the worksheets to include in the

printed output.

Note: Selected Worksheets will not print if

None

is selected.

3. Check

Print page border

to print a border around the report.

4. Check

Print line references

to print the tax form line references on each line for the following

forms:

Individual Tax, Page 1 & 2

California Tax, Pg. 1 & 2

New York State, Page 1 & 2

Itemized deductions worksheet, if applicable.

Check the Footer option to print a footer on every worksheet.

Enter the

Custom footer text

to include in the footer.

Select the date and time stamp option to include in the footer.

Graphs Tab

1. Select

Include selected graph(s)

to include the graphs in the printed output.

2. Choose the

Graph(s)

to print.

3. Review the

Graph(s)

type and

Y Axis

data selections.

Letter Tab

1. Select

Include correspondence letter

to include the correspondence letter in the printed output.

2. Choose the

First projection year

to identify the values to be referenced in the letter.

3. Enter desired

Greeting

and

Closing

Note:The default greeting is 'Dear Taxpayer First Taxpayer Last and Spouse first Spouse

last'. If an alternate greeting is desired, click

Use custom greeting

and enter the desired

text.

Select the paragraphs to include in the correspondence letter.

5. Check

% Change from base year

and/or

$Change from base year

to include those values in

the letter text.

6. Select the

Base year

to use as the baseline when calculating the % and $variances.

Note: Custom Letterhead will not display in print preview.

Chapter 5 - Print & View Functions • 47

Input Grids Tab

1. Choose

All with data

Custom selections

, or

None

to indicate the Input Grids to include in the

printed output.

Note: Selected Input Grids will not print if

None

is selected.

2. Check the

Print detail lists

box to print lists associated with selected grids.

3. Check the

Print notes

box to print field and plan notes associated with selected grids.

Note: Detail Lists and Notes will not display in print preview.

Estimates Tab

1. Select the

Federal estimate

box to include the current year 1040ES in the output.

2. Select the

California estimate

box to include the current year 540ES in the output.

3. Select the

New York estimate

box to include the current year IT-2105 in the output.

Note: If a current estimate year is not present in the case-year selection on the case-year tab, the

options will not be available.

Printing a Plan Summary

(File > Print)

1. Click Print or Ctrl + P.

2. Select Last print run or Use existing set in the

Select print content

section.

3. Verify that Summary is selected in the

Quick print

section.

4. Review the

Case-year selections preview

5. If necessary, select Edit or New to modify the report content.

Select Preview, Print, To File, or To Engagement (if available).

Printing a Worksheet

(File > Print)

1. Click Print or Ctrl + P.

2. Select Last print run or Use existing set in the

Select print content

section.

3. Verify that Worksheets is selected in the

Quick print

section.

4. Review the

Case-year selections preview

5. If necessary, select Edit or New to modify the report content. Select the

Worksheets

tab to

update the page options or footer options.

Select Preview, Print, To File, or To Engagement (if available).

Chapter 5 - Print & View Functions • 48

Printing a Graph

(File > Print)

1. Select File > Print .

2. Select Last print run or Use existing set in the

Select print content

section.

3. Verify that Graphs is selected in the

Quick print

section.

4. If necessary, select Edit or New to modify the report content. Select the

Graphs

tab to update

the graph(s) to include.

Select Preview, Print, To File, or To Engagement (if available).

Printing a Letter

(File > Print)

1. Select File > Print.

2. Select Last print run or Use existing set in the

Select print content

section.

3. Verify that Letter is selected in the

Quick print

section.

4. If necessary, select Edit or New to modify the report content. Select the

Letters

tab to update

the greeting and closing as well as the data you would like to include in the letter.

Select Preview, Print, To File, RTF, or To Engagement (if available).

Note: Custom Letterhead will not display in print preview.

Printing Input Grids

(File > Print)

1. Click Print or Ctrl + P.

2. Select Last print run or Use existing set in the

Select print content

section.

3. Verify that Input Grids is selected in the

Quick print

section.

4. Review the

Case-year selections preview

5. If necessary, select Edit or New to modify the report content. To change your selections for lists

and notes, select the

Input Grids

tab and check in the appropriate boxes in the

Options

section.

Select Preview, Print, To File, or To Engagement (if available).

Note: Lists and Notes will not display in Print Preview.

Printing Estimates

(File > Print)

1. Click Print or Ctrl + P.

2. Select Last print run or Use existing set in the

Select print content

section.

3. Verify that Estimates is selected in the

Quick print

section.

Chapter 5 - Print & View Functions • 49

4. Review the

Case-year selections preview

Note: A current calendar year must exist in the file.

5. If necessary, select Edit or New to modify the report content. Select the

Estimates

tab to

configure which estimates you want to print.

Note: If the case selected is configured for California or New York, the state estimate box is

available to be checked.

Select Preview, Print, To File, or To Engagement (if available).

Printing an Active Grid/Worksheet

(File > Print)

To print the active grid/worksheet, do the following:

1. With a grid/worksheet open and active, click Print or Ctrl + P.

2. Select Last print run or Use existing set in the

Select print content

section.

3. Select the Active grid/worksheet option in the

Quick print

section.

4. If detail lists and/or notes are desired, select a set with lists and notes defined on the

Input

Grids

tab. See

Printing Input Grids

on the previous page for the order in which lists and notes

print. Edit a set or create a new set, if needed.

5. Review the

Case-year selections preview

Select Preview, Print, To File, or To Engagement (if available).

Note: Lists and Notes will not display in Print Preview.

Printing to a PDF File

To print to a PDF file, do the following:

1. Select File > Print.

Select the desired print content.

3. Click To File.

4. Select PDF from the

File format

list.

5. Click OK.

Chapter 5 - Print & View Functions • 50

Printing to Engagement

Add PDFfiles created from CCH ProSystem

Planning reports to a workpaper tab in a CCH

ProSystem

Engagement or CCH ProSystem

Workpaper Manager binder.

To print reports to CCH ProSystem

Engagement or CCH ProSystem

Workpaper Manager, you

need to establish the following in Engagement:

You must have a valid Engagement user name and password.

You must be a team member assigned to the binder you want to store the file in.

You must be assigned the rights to create a new workpaper for the binder and the binder must

be closed.

You must have a licensed version of Engagement for this process.

To export report data to Engagement, do the following:

1. Select File > Printer Setup.

2. Select CCH ProSystem

Engagement PDFConverter or CCH ProSystem

Workpaper Manager PDFConverter.

3. In the

Paper

section, select a size from the

Size

drop-down list.

4. Select Portrait or Landscape in the

Orientation

section.

5. Click OK.

6. Select File > Print, and then select print options.

7. Select To Engagement.

8. Enter your login information, if necessary, and click OK.

9. Enter a PDF file name and click OK.

10. Click Next on the

Insert Workpaper Wizard

dialog.

11. Select the document to insert on the

Select Documents to Insert

dialog and click Next.

12.

In the Local File Room, select the client folder and then the binder where the report PDF file is

to be placed.

13. Click Next.

14.

Enter an index number and name. You may keep the default name, which reflects the product

name, or enter the PDFfile name.

15. Click Finish to display a summary dialog listing the binder, binder tab, and workpaper index

number and name.

16. Click Insert if the information is correct. Click Back to change any of your selections.

Chapter 5 - Print & View Functions • 51

Appendix A

Appendi x A - S tandard Opt ions

Help Options

The Help system provided in CCH ProSystem

Planning includes:

Online system Help

Detail grid cell-level tax Help

Access to the Customer Support Web site

Tutorial

To access the online system Help, do the following:

1. Select Help > Help Topics or click Help.

2. Use the

Contents

Index

, or

tabs to find the topics for which you need help.

To access row Help, do the following:

Click a field within a detail grid row.

2. Press F1, click Field Help, or right-click and select Field Help from the menu that displays.

CCH ProSystem

Planning support on the Web

The Customer Support Web site can be accessed by selecting Help >CCHProSystem fx

Planning support on the Web. The various areas accessible from the submenus are as follows:

Product Home Page

Browse our Knowledge Base

Contact Support

Start a Remote Support Session

My Account

Appendix A - Standard Options • 52

STANDARD OPTIONS

Supported Browsers

Access to the Customer Support Web site requires one of the following browsers:

Microsoft

Internet Explorer

version 11.0 or higher

Firefox

version 3.0 or higher

Google

Chrome™ version 44.0 or higher

Opera version 9 or higher

Safari

(for Windows) version 3.0 or higher

Alternate Access

You can also access the Web site using the following address: http://support.cch.com/.

Tutorial

Take advantage of the tutorial to get up and running with the program. To access the Tutorial, select

Help>Tutorial.

Navigation Bar

The navigation bar can float or be docked to the left or the right.

To turn the navigation bar on or off, do the following:

1. Select View.

2. Click Navigation Bar. Select this option to enable the navigation bar or clear the check

mark to disable the navigation bar.

Status Bar

The status bar, located in the lower border of the interface window, indicates which operations are in

progress.

To turn the status bar on and off, do the following:

1. Select View.

2. Click Status bar. Select this option to enable the status bar or clear the check mark to disable

the status bar.

Toolbar

The toolbar’s default location is directly under the menu bar of the application window. It can be

turned on or off, resized, moved, or docked vertically to any of the four window edges.

Appendix A - Standard Options • 53

To turn the toolbar on and off, do the following:

1. Select View.

2. Click Toolbar. Select this option to enable the toolbar or clear the check mark to disable the

toolbar.

Tooltips

Tooltips are provided for the toolbar buttons. To display the button name, place the cursor on the

button.

To turn tooltips on and off, do the following:

1. Select View.

2. Click Tooltips. Select this option to activate tooltips or clear the check mark to deactivate

tooltips.

Window Views

To arrange windows, select Window and then one of the following options:

Cascade. Open windows display one on top of the other.

Tile. Arranges open windows according to the Windows

standard. That is, if two windows are

open, they appear one above the other.

Arrange Icons. Arranges minimized grid icons at the bottom of the screen.

To select an open window, select the Window menu and choose from the list of open windows

displayed at the bottom of the menu. The active window is indicated with a check mark. You can

also click anywhere on a window to make it the active window.

Appendix A - Standard Options • 54