Tax export to ProSystem fx

Pre-export steps in

Accounting CS

In the Tax information section of the
Chart of Accounts
screen.
In the data-entry grid in the
Enter Trial Balance
screen. If the data-entry grid doesn’t include a
Tax Code
column, select
View Maintenance
at the top of the screen, and then add a column for tax codes.

Process steps in ProSystem fx

Select
File
>
Import
>
GL Bridge
.
Select the Accounting system from the dropdown list.
Select
Import File
to select a file.
Select the drive, folder, and filename extension for the file to use as the interface file.
Select the file and select
OK
. The application imports data from the export file into the ProSystem FX Return.

Fields and buttons

Client name:
Select a client from the dropdown list or to export data for multiple clients at the same time, select the
Perform batch export of client data
checkbox.
Export to program:
Select
ProSystem fx
.
File Location:
Enter the path or go to the client data file. (The default data file location for each export type can be defined in the Export Data tab of the
Setup
>
File Locations
window.)
Balance Type
: Choose the balance type for which to export data —
Tax
or
Adjusted
.
Tax Year:
Select the tax year for which to export client data.
Format:
Select the format to the export balance sheet information -
Detail
for itemized format or
Summary
for a condensed format.

Search and Filter:
Use these fields to filter the list of clients in the Clients grid.
Clients grid:
Mark the checkbox for each client to include in the export file. (The application creates a single export file for each selected client.)