Streamline Tax Planning Engagements

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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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Features and Benefits
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Enhance your productivity

Jump start your planning by importing base-year amounts from CCH Axcess Tax or CCH ProSystem fx Tax. Not only will your staff be able to include detail transactions or amount totals, they will also benefit from comprehensive state content, including nonresident states, multi-year forecasting, intuitive navigation, and automatic calculations and graphs.
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Easy to learn and use

CCH ProSystem fx Planning has an intuitive spreadsheet-style interface that enables you to quickly review multiple tax scenarios and optimize your 1040 tax planning activities. Quickly navigate directly to input grids and tax worksheet, and use Expand boxes to drill down to input specific data. 
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Enhance client service

Customize up to 10 years of data for each tax scenario, including the prior year, current year and eight projection years. Forecast and compare up to 30 different tax scenarios, and easily pinpoint plan variances by percentage or dollar amounts. Then use the print option to create a correspondence letter to communicate key tax planning information to clients.
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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.
Complete calculations
All filing status calculations and extensive limitation and carryforward calculations.
Estimated tax & penalties
Complete federal estimated tax and penalty calculations, including the ability to produce estimate payment vouchers.
Phase-out calculations
Phase-out calculations for itemized deductions, personal exemptions and AMT exemption for high-income taxpayers.
Retirement contributions
Complete calculations of the deductibility of IRA, SIMPLE, SEP and KEOGH contributions.
Go beyond the annual tax return engagement with tax planning.
Watch a recorded demo of CCH ProSystem fx Planning to see it in action.
Watch a Demonstration

Recommended Reading

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How Tax & Accounting Firms Supercharge Efficiency with a Digital Workflow
As tax compliance has become more complex and busy season has become more challenging, firms need to focus on speed without losing sight of accuracy. With an integrated, digital tax workflow, firms can automate much of the data collection and input tasks that take up so much time. 
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Technology for the Lifecycle of a Growing Firm
Written by Arianna Campbell of Boomer Consulting, this white paper offers a 7‑step guide to choosing technology, and it even includes a “project hopper” template firms can use to help evaluate and prioritize their technology needs.
Download the White Paper

Additional Resources

Tax Talks Live
Hear firsthand from tax insiders on the latest trends, news, and technology, as well as what you need to do to transform and elevate your tax practice. These timely webinars cover topics of interest from thought leaders and visionaries in the profession.
Check Out the Topics
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.
See What's New
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.
Make Your Workflow Faster
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.
Learn More


Enhance your client service with tax planning software

Contact us to learn about CCH ProSystem fx Planning

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