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Instantly Enhance Productivity
ProSystem fx® Planning simplifies your tax planning and helps you become more productive. Your staff will be up-and-running in no time thanks to tutorials, tooltips, and a convenient "help system" that makes it easy to set personal preferences for each workstation and password-protect sensitive files.
This year, start your planning with base-year amounts already set up, by importing pertinent data directly from ProSystem fx® Tax. Not only will your staff be able to include detail transactions or amount totals, they will benefit from:
- A Spreadsheet-Style Interface – An intuitive, easy-to-use interface based on Windows® functions and features will help reduce the learning curve and increase staff efficiency. The expand boxes are available on many input grids to drilldown to more specific data input.
- Expanded Forecasts – For added convenience and productivity gains, users can forecast up to 30 scenarios per plan.
- Plan Variance Option – Easily pinpoint plan differences by percentage or dollar amounts.
- PDF Printing Options – Users can easily print plan forecasts such as worksheets, input grids, plan summaries, plan reports, and estimates to a ProSystem fx® Engagement binder.
- And much more!
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Interactive Brochure
Explore the ProSystem fx Suite interactive brochure
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Comprehensive Tax Capabilities
Save hours of valuable time with ProSystem fx Planning’s comprehensive features, such as:
- Regular tax
- Alternative Minimum Tax (AMT)
- Capital gains tax
- Underpayment of estimated tax penalty
- Tax on lump-sum distributions
- Tax on premature distributions from IRAs or other retirement plans
- Farm income averaging tax
- Complete calculation of the deductibility of IRA, SIMPLE, SEP, and KEOGH contributions
- Phase-out calculations for itemized deductions, personal exemptions, and AMT exemption for high-income taxpayers
- All filing status calculations
- Extensive limitation and carryforward calculations
- Complete federal estimated tax and penalty calculations, including the ability to produce estimate payment vouchers
- Integrated state tax computations as follows:
- Calculation of California, New York, and generic AGI state tax based on pre-configured or user-defined data.
- Pre-configured state tax rates, deductions, exemptions, and credits for: AL, AZ, CO, CT, GA, ID, IL, IN, KS, LA, MD, ME, MI, MN, MS, MO, NE, NJ, NM, NC, OH, OR, SC, UT, WV.
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Experience a New Level of Efficiency
With ProSystem fx Planning, you'll streamline tax planning engagements, quickly review multiple tax scenarios, and expand your professional services with features and reports such as:
- Expanded Forecasts – Forecast up to 30 tax scenarios per plan.
- Plan Variance Option – Easily pinpoint plan differences by percentage or dollar amounts.
- Automatic Calculation Feature – Simply enter data for instant calculation.
- Onscreen Calculator – Conveniently perform calculations onscreen.
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Powerful Integration for Maximum Results
ProSystem fx Planning integrates with ProSystem fx® Suite and other CCH solutions, as well as Microsoft® Office and other software, to improve your effectiveness, efficiency and productivity.
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