Streamline CPA tax planning within your firm with integrated tax solutions

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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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Improve firm efficiency with the premier CPA tax planning software

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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.

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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.

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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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Check out these white papers and eBooks to discover how you too can benefit from a digital tax workflow.
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How tax & accounting firms supercharge efficiency with a digital workflow
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10 must-have tax software features
Having the right tax technology as the foundation for your firm’s tax preparation workflow has never been more important. Can your tax software keep up with rapid changes in the profession?
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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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Additional Resources

Tax resource center
Every tax season presents its own unique challenges, and this year is no different. Rest easy — Wolters Kluwer is here to help you get through tax season and beyond with these tools and resources. Check back often for the latest federal and state tax news articles, resource kits, best practices and more.
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Digital tax workflow
A digital tax workflow streamlines every step of the tax prep process, from obtaining client data to preparing and reviewing returns, delivery of the finished tax return to the client and invoicing. Automated tax prep workflow software creates faster processes, which save your staff time while satisfying clients.
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The CCH ProSystem fx Suite
Maximize productivity and profits with powerful tax, accounting, audit, and workflow tools in one award-winning software suite. The integration and collaboration capabilities of the CCH ProSystem fx Suite help public accounting firms of all sizes improve accuracy, efficiency, and security.
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Latest Federal Tax News Articles

Contact us to learn more about the best tax planning software for your firm.

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