CCH ProSystem fx Planning streamlines tax planning engagements for you to quickly review multiple tax scenarios. It simplifies tax planning and helps you become more productive. Show your clients how changes from recent legislation will affect them and create what-if scenarios to take advantage of new tax planning opportunities. Your staff will be up and running in no time thanks to tutorials, tooltips and a convenient help system.
Putting CCH ProSystem fx Planning to work in your firm will expand your firm's reach with new services and customized reports.
Already a customer?
Improve firm efficiency with the premier CPA tax planning software
Jump start your planning by importing base-year amounts from CCH Axcess Tax or CCH ProSystem fx Tax. Not only will your staff be able to include detail transactions or amount totals, they will also benefit from comprehensive state content, including nonresident states, multi-year forecasting, intuitive navigation, and automatic calculations and graphs.
CCH ProSystem fx Planning has an intuitive spreadsheet-style interface that enables you to quickly review multiple tax scenarios and optimize your 1040 tax planning activities. Quickly navigate directly to input grids and tax worksheet, and use Expand boxes to drill down to input specific data.
Customize up to 10 years of data for each tax scenario, including the prior year, current year and eight projection years. Forecast and compare up to 30 different tax scenarios, and easily pinpoint plan variances by percentage or dollar amounts. Then use the print option to create a correspondence letter to communicate key tax planning information to clients.
Federal tax calculations
Federal tax calculations include regular tax, alternative minimum tax, capital gains tax, underpayment of estimated tax penalty, tax on lump-sum distributions, tax on premature distributions from IRAs or other retirement plans, farm income averaging tax, net investment income tax, and more.
Integrated state tax computations
CCH ProSystem fx Planning includes integrated state tax computations for the calculation of state tax based on pre-configured or user-defined data. Pre-configured state tax rates, deductions, exemptions and credits for all individual income state taxing authorities are also available.
Comprehensive tax capabilities
Save hours of valuable time with Planning's comprehensive features, including all filing status calculations; extensive limitation and carryforward calculations; deductibility of IRA, SIMPLE, SEP and KEOGH contributions; and phase-out calculations for itemized deductions, personal exemptions and AMT exemption for high-income taxpayers. Complete federal estimated tax and penalty calculations include the ability to produce estimate payment vouchers.
Contact a solution consultant
Go beyond the annual tax return engagement with tax planning.
Additional Resources