Integration with ProSystem fx Tax

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If you are licensed for ProSystem fx Tax, you can export trial balance data from AdvanceFlow for import into ProSystem fx Tax.

Notes 

  • Data export for ProSystem fx Tax is available only for engagements with a year-end date of 12/31/2012 or later.
  • For information on importing trial balance information from within Prosystem fx Tax, refer to your ProSystem fx Tax documentation.

Before using ProSystem fx Tax integration features, ensure that the following tasks have been completed in AdvanceFlow.

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