CCH® ProSystem fx® Tax

1. Test Attachment
2. How do I install ProSystem fx Tax?
3. Error: "We are unable to process your request at this time. Please try again later" when trying to launch the CCH Software Delivery Manager
4. How do I enable TLS 1.2 for ProSystem Tax
5. How do I install Software Delivery Manager?
6. How do I use Software Delivery Manager?
7. Permission key year is less than when installing ProSystem fx Tax
8. How do I create an Organizer?
9. How do I customize an Organizer?
10. How do I create a Proforma?
11. Are ProSystem fx Tax releases cumulative?
12. How do I install Global fx Client and Components?
13. Electronic Filing Status page is showing a blank screen
14. The upload dialog box does not appear when exporting a return to Electronic Filing
15. What can cause a Schema Validation Error?
16. How do I verify banking information is included in the e-file
17. Which states still require a signature form besides the Federal Form 8879 when efiling an Individual Tax Return?
18. Why is the Form 114 (FBAR) no longer showing in the state column on the Electronic Filing Status System?
19. How many years of Tax Preparation are available in CCH Global fx?
20. How do I enter the driver's license information in an Individual return using interview forms?

1. How do I update ProSystem fx Tax from DVD?
2. What's the difference between ISO and self-extracting EXE files in Software Delivery Manager?
3. What folders do I need to exclude from real-time scanning for ProSystem fx Tax?
4. How do I uninstall the Global fx Components?
5. How do I download and run a program scan from the website?
6. How do I backup returns in ProSystem fx Tax?
7. How do I setup a Single Sign On (SSO) user id?
8. I have forgotten my Single Sign On (SSO) password.
9. How do I create a support.cch.com user id?
10. How do I reset my support.cch.com password?
11. How do I batch link clients to Portal?
12. How do I batch print Organizers from ProSystem fx Tax to Portal?
13. How do I print a PDF from ProSystem fx Tax preparation directly to ProSystem fx Portal?

CCH Tax Data Retention Policy

The following CCH Tax Data Retention Policy applies to the CCH ProSystem fx Tax product. Starting December 1, 2015, CCH’s policy will be to maintain the current tax year plus the prior seven (7) tax years of tax data and programs on CCH’s servers. All data and tax programs for tax years prior to such seventh (7th) year (the "out years") will be permanently deleted from CCH servers.

Note: This policy does not replace the CCH Axcess or CCH ProSystem fx Master Agreements (as applicable) or any other signed legal contracts with CCH.