perform plus III

perform plus III™
Complete, comprehensive and easy-to-use library of tax forms

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 15,000 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 from the forms list with the convenient search function.

For complex forms, perform plus III provides links from tax forms to official instructions.

perform plus III also links forms to research documents, allowing you to conduct tax preparation quickly and easily.

Link from forms to relevant sections of your Tax Research NetWork research publications.
Link from research publications back to forms.

Available formats/Update frequency

Tax Research NetWork™; 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.

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.