Running a Diagnostic Report

The diagnostic report is a preliminary comparison of your data. The diagnostic tool checks for invalid or missing information within the data. Migration diagnostics is an optional but recommended process you will run on your existing foundation data.

To run a diagnostic report on your existing foundation data, do the following:

CCH^® ProSystem fx^® Tax

1. Open the Data Migration Utility.
2. Click Migration diagnostics.
3. Select CCH ProSystem fx Tax.
4. Click Continue.
5. Enter the administrator or supervisor user ID and password.
6. Click Log In.
7. Review the database selected and click Continue. The account that displays is read from your registry. To change the database, you must run workstation setup to another drive with the other account.
8. Select the criteria for matching records. The information shown here will be used to compare the existing foundation data against CCH Axcess data to see if there are any matching records.
   Explain the criteria options.

Area	Criteria
Office groups	The office group name will be compared for matches between the existing foundation data and CCH Axcess. This is set up on the Office Group Information window in your existing foundation suite. Note: Office groups will be replaced by return configuration sets Groupings that allow the firm to configure tax return detail for signature block, print, electronic filing, tax products, and interfaces with the Tax system. and tax return groups In the new suite, return groups list similar returns. Configuration sets store the settings for printing and other functions. This replaces office groups, a list in the existing foundation suite for grouping similar clients. in CCH Axcess.
Staff	The following criteria are used to compare staff for matches between the existing foundation suite and CCH Axcess: Staff ID. In your existing foundation suite, the staff ID is set up on the Resource tab of the Configure Staff window in Office Manager. User ID. In your existing foundation suite, the user ID is set up on the User tab of the Configure Staff window in Office Manager. Last name. In your existing foundation suite, the last name is set up on the User tab of the Configure Staff window in Office Manager. Email. In your existing foundation suite, the email address is set up on the Tax Preparer tab of the Configure Staff window in Office Manager.
Preparers	Select one of the groups to use as a comparison when matching preparers/signers between the existing foundation suite and CCH Axcess. All of the following information is set up in your existing foundation suite on the Tax Preparer tab of the Configure Staff window in Office Manager: Preparer code Name on return SSN (Social Security Number) PTIN (Federal Alternate ID Number) EIN (Employer Identification Number)
Clients	Select one of the groups to use as a comparison when matching clients between the existing foundation suite and CCH Axcess. All of the following information is set up in Client Manager, if available, or in Tax Preparation when creating a return: Client type Client ID SSN/EIN Client name Practice/Tax linked clients. This applies if you have previously migrated CCH ProSystem fx Practice or Practice Management and you wish to use the current link between the practice management client and the Tax client to match the existing foundation and CCH Axcess clients. Migrate clients with tax year returns only. Select the check box and then select the tax years to display on the report. Only clients with the selected years will be displayed in the report. When the check box is cleared, all years will be included in the diagnostic report.
Returns	The return ID will be compared for matches between the existing foundation suite and CCH Axcess. In your existing foundation suite, the return ID is set up in Tax Preparation. It is incrementally numbered as YY?:Client ID:V#, where YY represents the tax year, ? represents the tax product, and # is the version number. Note: Any returns that have been downloaded will not be migrated by default. You can override this option during migration. For more information, see Selecting Return Options.
SSN/EIN/PTIN report options	Select how you want the SSN, EIN, or PTIN to display on the diagnostic report.

9. Click Continue to run the diagnostic report. The processing time varies depending on the size of your database.
10. Click Continue again once the diagnostic is complete.
11. Review the reports on each tab for exact, possible, no matches, and returns downloaded. See Reviewing the Diagnostic Report for more information.
12. Click to save the report to an XLS or XLSX file.
13. Click Finish to return to the Welcome window.
14. Correct the necessary data in your current product, if necessary.

CCH^® ProSystem fx^® Practice

1. Open Data Migration Utility.
2. Click Migration diagnostics.
3. Select CCH ProSystem fx Practice.
4. Click Continue.
5. Select a database to verify and click Continue.
6. Enter the administrator login ID and password.
7. Click Log In.
8. Select the data you would like to verify and click Continue. See Selecting Data to Migrate for more information.
9. Select the criteria for matching records. The information shown here will be used to compare the existing foundation data against the CCH Axcess data to see if there are any matching records.
   Explain the comparison options.

Area	Criteria
Staff	Select which group of criteria to use when matching staff records.
Clients	Select one of the groups to use as a comparison when matching clients between the existing foundation suite and CCH Axcess.
SSN/EIN report options	Select how you want the SSN or EIN to display on the diagnostic report.

10. Click Continue to run the diagnostic report. The processing time will vary depending on the size of your database.
11. Click Continue again once the diagnostic is complete.
12. Review the reports on the Verification tab for critical errors, unposted transactions, and exceptions.
13. Review the reports on the Comparison tab for matching, possibly matching, and non-matching staff, clients, and list items.
14. Click to save the report to an XLS or XLSX file, if necessary.
15. Click Finish to return to the Welcome window.
16. Correct the data in your current product, if necessary.

CCH^® ProSystem fx^® Practice Management

1. Open Data Migration Utility.
2. Click Migration diagnostics.
3. Select CCH ProSystem fx Practice Management.
4. Click Continue.
5. Select a database to verify and click Continue.
6. Enter the administrator server name, database, user name, and password.
7. Click Log In.
8. Select the data you would like to verify and click Continue. See Selecting Data to Migrate for more information.
9. Select the criteria for matching records. The information shown here will be used to compare the existing foundation data against the CCH Axcess data to see if there are any matching records.
   Explain the comparison options.

Area	Criteria
Staff	Select which group of criteria to use when matching staff records.
Clients	Select one of the groups to use as a comparison when matching clients between the existing foundation suite and CCH Axcess.
SSN/EIN report options	Select how you want the SSN or EIN to display on the diagnostic report.

10. Click Continue to run the diagnostic report. The processing time will vary depending on the size of your database.
11. Click Continue again once the diagnostic is complete.
12. Review the reports on the Verification tab for critical errors, unposted transactions, and exceptions.
13. Review the reports on the Comparison tab for matching, possibly matching, and non-matching staff, clients, and list items.
14. Click to save the report to an XLS or XLSX file, if necessary.
15. Click Finish to return to the Welcome window.
16. Correct the data in your current product, if necessary.