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This article applies to:

  • Product: Engagement Manager
  • Subject: Integration

Add ProSystem fx Tax as a vendor in engagements

You can export trial balance data from Engagement Manager and import into ProSystem fx Tax or CCH Axcess Tax. Before you can do that, you'll have to add it as a vendor in Engagement Manager. Follow these steps to get started.
  1. Sign in to Engagement Manager.
  2. Select
    Setup
     , then
    Firm Settings
    .
  3. Under Tax Information, mark the
    ProSystem fx Tax
     checkbox, then select
    Save
    .
  4. Return to the
    Engagement dashboard
     and select an engagement to view it.
    note
    If the engagement is not on your
    Engagement dashboard
    , use
    Open engagements
     to add it.
  5. Select the
    Properties
     tab on the navigation pane.
  6. Select
    ProSystem fx Tax
     from the
    Vendor
     dropdown list.
    note
    When you select
    ProSystem fx Tax
     as the
    Vendor
    , the
    Entity
     dropdown list will include all of the supported entity types you're able to import in ProSystem fx Tax.
  7. Select
    Save
    .

Export trial balance to ProSystem fx Tax

Before you import your Engagement Manager balances, make sure ProSystem fx Tax is selected as a vendor for your engagement.
tip
  • All entity types that ProSystem fx Tax supports for import from Engagement Manager are listed in the
    Entity
     dropdown list. To go to the
    Entity
     dropdown list, view the engagement, then select the
    Properties
     tab from the navigation pane.
  • Confirm your ProSystem fx Tax codes are assigned to the appropriate accounts under Trial Balance for your engagement.
You can export trial balance data from your engagement to import into ProSystem fx Tax.
  1. On the Engagement dashboard, select the name of the engagement you want to export.
    note
    If the engagement is not on your
    Engagement dashboard
    , use
    Open engagements
     to add it.
  2. On the Trial Balance tab, select
    Data
    , then select
    Export
    .
  3. Choose the type of data you want to export.
  4. Select
    OK
     and choose a location to save your data.
  5. In ProSystem fx Tax, select
    File
     then
    Import
    .
  6. Select
    G/L Bridge – other (Generic Processing)
    .
  7. Select
    Import File
    .
  8. Select
    Return
    .
  9. Select
    ID#
    .
  10. Select
    Process
    .
  11. Select
    Recalculate
    , also referred to as 1+1=2.
note
You can export data for ProSystem fx Tax for engagements with a year-end date of 12/31/2012 or later.
Refer to the ProSystem fx Tax website for information on importing your data.

Import data to CCH Axcess Tax

For information on the import procedure in CCH Axcess Tax, review the documentation on the CCH support website.
  1. When importing trial balance data into CCH Axcess, you should choose Other (Generic Processing) option in the G/L Bridge Select accounting system screen.

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