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perform plus III™ utilizes advanced functionality to give you instant access to the most current, comprehensive and easy-to-use library of tax forms and instructions available today. You can locate, view, complete and print WYSIWYG forms, schedules and instructions for virtually every type of return.
 
perform plus III includes thousands of forms and instructions from jurisdictions across the country, ready to be filled in, saved and printed for your clients. The most current forms are added as soon as they are posted on government agency websites.
  • Fill-out and print more than 16,000 federal, state and city tax forms and instructions, more than 230 IRS publications, and filing guides for every state.
  • Save filled-in forms as PDF files.
  • Find your forms quickly with the convenient search function.
New!
  • 2008 annual forms now available
  • Recently added forms identified by a different color in the Blank Forms list 
  • Launches 25% faster
  • Text can be entered in numeric fields
  • “Incomplete–Do Not File” watermark no longer prints on blank forms
  • Additional new or updated forms available in the CD version
  • Training demo available on the Help menu
  • “Forms to Be Released” function lets you select any jurisdiction and search for a form’s status in that jurisdiction
  • Now 350 unclaimed property forms, instructions and booklets
perform plus III also links forms to research documents in your IntelliConnect™ publications, and from your publications back to forms — allowing you to conduct tax preparation quickly and easily.
 
Available formats/Update frequency
  • IntelliConnect™; updated continuously
  • CD; updated monthly
Productivity Tools
Valuable productivity tools streamline your tax preparation. You can perform a number of activities directly from forms you are working on.
  • Access a calendar directly from date fields
  • Access a calculator in numeric fields
  • Fit text within a field with automatic font sizing
  • Enter zeros in number and percent fields
  • Clear numeric input fields of any value
  • Link from tax form lines to relevant portions of official instructions
Data Transfer and Protection
  • Easily transfer existing client data into any form
  • Saved client data can be carried over from year to year
  • Your clients’ tax return data remains private and secure on your own system – no data is transmitted to CCH
Easy-To-Use Interface and Navigation
The perform plus III interface is designed to make navigation quick and easy.
  • Find forms quickly with the convenient search function
  • Access saved forms, blank forms, instructions and jurisdictions from one screen
  • Transfer existing client data into any form
  • Protect client privacy with built-in security
Technical Support
Technical support for perform plus III, including Windows Vista support, is always available. The CCH Customer Application Support team provides you with expert analysis and problem-solving techniques so you can quickly and accurately prepare any federal, state or local return.
 
For help installing or using perform plus III, please visit our perform plus III support site.
 

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