Streamline CPA tax planning within your firm with integrated tax solutions

CCH ProSystem fx Planning streamlines tax planning engagements for you to quickly review multiple tax scenarios. It simplifies tax planning and helps you become more productive. Show your clients how changes from recent legislation will affect them and create what-if scenarios to take advantage of new tax planning opportunities. Your staff will be up and running in no time thanks to tutorials, tooltips and a convenient help system.

Putting CCH ProSystem fx Planning to work in your firm will expand your firm's reach with new services and customized reports.

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Federal tax calculations

Federal tax calculations include regular tax, alternative minimum tax, 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, net investment income tax, and more.


Integrated state tax computations

CCH ProSystem fx Planning includes integrated state tax computations for the calculation of state tax based on pre-configured or user-defined data. Pre-configured state tax rates, deductions, exemptions and credits for all individual income state taxing authorities are also available.


Comprehensive tax capabilities

Save hours of valuable time with Planning's comprehensive features, including all filing status calculations; extensive limitation and carryforward calculations; deductibility of IRA, SIMPLE, SEP and KEOGH contributions; and phase-out calculations for itemized deductions, personal exemptions and AMT exemption for high-income taxpayers. Complete federal estimated tax and penalty calculations include the ability to produce estimate payment vouchers.  

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Go beyond the annual tax return engagement with tax planning.
Watch a recorded demo of CCH ProSystem fx Planning to see it in action.

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