ProSystem fx Tax Export [Utilities menu] (Trial Balance CS)

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

If you are a licensed user of both Trial Balance CS and the ProSystem fx tax export capability, you can export client tax data to your ProSystem fx tax application. Use the ProSystem fx Tax Export dialog to specify the export file and to select the tax year, balance type, and information to export.

Choose Utilities > Tax Exports > ProSystem fx.

Note: Tax Code Account Groupings, if set up for the Trial Balance CS client, are included in the ProSystem fx tax export file when the following two conditions are met: (1) the Details checkbox in the ProSystem fx Tax Export dialog is marked; and (2) the tax codes that are assigned in the Tax Code Account Groupings dialog are allowed to be reported at the detail level in ProSystem fx.

See also: Sample Tax Code Account Groupings and ProSystem fx export file format; Exporting client tax data from Trial Balance CS; Tax export diagnostics report

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