Transferring Tax Return Data to CCH ProSystem fx

Return Manager provides an option of exporting tax data from one or multiple returns so you can import the data in your pre-migration version of Tax.

Note: You must have the Return transfer functional right permission assigned to use the Transfer to ProSystem fx feature.

Exporting Tax Data

To transfer tax data, it must first be exported. To export tax data, do the following:

  1. Select one or more returns to transfer in the Return Manager grid.
  2. Click Transfer to ProSystem fx in the Maintenance group on the Utilities tab to display the Return Transfer Options window.
  3. Enter an office group name that the tax data will be assigned to in your pre-migration version of Tax.
  4. Accept the default location for the export files or browse to a different location.
  5. Click Transfer to begin the transfer of the selected returns. The Return Transfer Report displays once the transfer is complete.

    6. Note: If one or more returns are secured, the system prompts you to enter the passwords.

  6. Review the Return Transfer report or select from the following options:
    7. Component Description
    Print Click Print on the button bar to send the report information to any printer installed on your machine for reference or filing purposes.
    Export Click Export on the button bar to save the report information to an external file.
    Find Next Enter a value in the search box and click on the grid title bar to select the next instance of your criteria in the grid. Enter the complete criteria to search for a specific record or partial information to search for similar matches.

Note: Selected returns for transfer are not removed from Return Manager.

Importing Tax Data

Complete the return transfer process by importing data from the exported file to your pre-migration version of Tax. To import the tax data, do the following:

  1. Select Start > Run.
  2. Enter [X]:\wfx32\TDIN <userid> <path/filename>, where [X] is the drive where CCH ProSystem fx Tax is installed, <userid> is the valid Wfx user ID with administrator permissions, and <path/filename> is the full path of the export file (including the drive letter).

    3. Example: The entry for the user ID admin would be as follows:

    C:\wfx32\TDIN admin C:\Users\John.Doe\Documents\2024_RT_20100302_1430.DAT

  3. Press Enter or click OK to start the import process. The system validates the contents of the exported file as the data imports.

    4. After the import process completes, an error log displays any error conditions encountered during processing. Each set of records in the error log includes the return ID, error identification information, and error message text.

  4. Select from the following options:
    5. Option Description
    Print Prints a record of the error log content
    Copy to Clipboard Copies the error log content so it can be pasted into another application
    Close Closes the error log

    Error log files are named TDERROR.LOG and are saved in [X]:\wfx32, where [X] is the drive where CCH ProSystem fx Tax is installed.

Notes:

  • Data imports in new returns. If a return with the same Client ID already exists, the import process creates a new version.
  • Client IDs in the pre-migration version of Tax have a maximum of 12 characters. The post-migration version of Tax allows for a maximum of 15 characters if your firm does not use Client sub-IDs and a maximum of 21 characters if Client sub-IDs are required. If needed, the export process truncates the Client ID to 12 characters.