Re: Issues Syncing over VPN
I believe the solution for a few other customers has been to disable split tunnelling. Here's a Cisco article about it. This article describes how to enable it, but in this case, you would want to...
View ArticleEngagement October 2013/November 2013 Patches not installing
We’re having a problem with the October and November patches for Engagement. We upgraded to version 7 a month ago along with the October patch. Most of the workstations loaded without issue, but we...
View ArticleLead Schedules
How do you usually prepare each account's lead schedule after preparing TB?
View ArticleRe: Engagement October 2013/November 2013 Patches not installing
For any firms affected: I received a patch yesterday which seems to be working. It contains all of v.7 plus the October and November in one MSI file.
View ArticlePractice/Outlook Interface
We've recently utilized the Outlook Interface to keep Outlook data current with the most recent information in Practice. However, I cannot seem to figure out how to sync the taxpayers' spouse to...
View ArticleRe: Practice/Outlook Interface
Hi Tammy, Thanks for reaching out! We recommend that you submit a support ticket at support.cchgroup.com. They will be able to answer your question or provide a work around. Please let us know if...
View ArticleRe: Practice/Outlook Interface
Thank you very much for the response, Brendan. However, it is an older Practice version, and we don't currently pay for updates - so I can't utilize CCH support as an option - which is why I reached...
View ArticleEngagement
- Client/Binder Organization: What have others found as most useful -- I have a client for which we perform both an SSAE 16 audit and a separate financial statement review. Would you set up one...
View Articlee-filing practices
What a bummer! Our client received a notice from IRS claiming that his return had not been filed. When I looked to see what happened, I discovered that the return had not been exported to the ELF...
View ArticleRemoving a billing engagement from Practice
Does anyone know how to change or delete an engagement from Practice? We have an account where a preparer inadvertently used a work code as the billing engagement, and now I can't delete it or change...
View ArticleInterview View
Are there any plans to remove the interview portion from the systems? I just want to be prepared for all the questions that will come from staff when it does.
View ArticleReview by way of input sheets.
My firm has decided to review returns by reviewing the input sheets from the interview input. I do not think you can review an input and then call the output complete. Are there any downsides to...
View ArticleHas anyone had successful experience using ProSystem Fx tax K-1 export with...
We are wondering if anyone has had successful experience utilizing ProSystem fx tax K-1 export features in a tiered entity scenario, specifically with multiple activities of sixty plus. We have a...
View ArticleRe: Interview View
I sure hope not. We have staff who've been using the program for quite a few years prior to worksheet view and they don't seem to be able to work in the alternative view. Our new staff primarily use...
View ArticlePortal email notification enhancement request
We'd like to be able to have a specific email notification go out from the portal when a file is uploaded there from ProSystemfx Tax - an email we could customize within Portal to say something along...
View ArticleFinal Year Expenses of Trust
Hi, I have asked this question to several trusted sources and got different answers. Unfortunately the IRS this and answering questions about this kind of thing anymore. I am working on a trust that...
View ArticleRe: Interview View
I'll chime in with a big I Hope Not. I've noticed the diagnostics aren't as complete in worksheet view as they are in interview view. Most of our accountants use worksheet view, then when they have a...
View ArticleProSystem fx Tax Save changes for return issue
Has anyone run across an issue in ProSystem fx Tax when in Tax Prep and saving the return after making changes the "Save Changes for Return" popup window opens behind the tax prep window and then locks...
View Article2013 Tax performance problem
We have encountered problems with the 2013 Tax product where while filling out a form, the cursor stops moving and we get the "not responding" at he top of the screen for about 10-15 seconds then it...
View ArticleNew employees
We have some new employees in our firm. How do I invite them to join the forum?
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