Sending Tax Return Files to CCH® ProSystem fx® Engagement
You can publish a PDF version of a tax return to a workpaper tab in an Engagement binder if Engagement is licensed and installed.
The following Engagement criteria must be met before you can publish tax return PDF files:
-
Configured your Engagement user options. In Return Manager, click User Options on the Application menu, and then select Tax > Interface Options > Document/Engagement on the User Options navigation panel.
- Assigned a valid Engagement user name and password.
- Assigned as a team member to the binder where the files will be stored.
- Assigned rights to create a workpaper for the target binder.
- Closed target Engagement binder.
To publish tax return PDF files to Engagement, do the following:
- From an open return, select a print option on the Application menu. You can publish one or more print items from the following options:
- On the appropriate Print window, select PDF as the destination.
- Select other print options, if applicable. You can send multiple files.
- When you have completed your selections on the Print window, click Print.
- Do one of the following:
- If your interface option is set to Always send, click Next on the Insert Workpaper Wizard Welcome window.
- If your interface option is set to Prompt me, answer Yes to display the Insert Workpaper Wizard, and then click Next.
- Enter your Engagement user name and password and click Next.
- Do one of the following to select the document to insert in a binder:
- Select the box next to the document name.
- Click Select All to select all the documents listed.
- Click Unselect All to clear all the documents listed.
- In the Local File Room, select the Client folder and the binder for the PDF file.
- Click Next.
- Enter a name for the workpaper. The workpaper name defaults to the return ID; however, you can change the name. You can also enter an index number to link a reference to this workpaper from another workpaper or you can enter an index number for identification purposes.
- Do one of the following:
- Change the tab location.
- Click Next to continue to the Select Tab in Binder Wizard.
- Click Modify Tab and select a different location.
- Click Finish to continue to the Summary window.
- Continue to the summary window. Click Finish to accept the default tab location. The PDF is placed in the Unfiled Workpapers tab.
- Change the tab location.
- You can do the following:
- Click Back to change your previous selections.
- Click Insert to add the workpaper to the selected binder.
- Click Print to print the summary report.
- Click Save As to save the summary report to a file.
- Click Cancel to stop the process.