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Integration with ProSystem fx

Calculating multiple ProSystem fx returns

note
Starting from the 2023 tax year, SurePrep no longer supports integration with ProSystem fx Tax
. In FileRoom and TaxCaddy, you won't be able to create ProSystem fx Tax clients, binders, or DRLs from 2023 tax year onwards. SurePrep will continue supporting the 2022 tax year and prior years.

Calculate multiple ProSystem fx returns

You can calculate multiple ProSystem fx tax returns at a time. To do so follow the steps listed below:
Open
Production Processing
 from
Start
,
Programs
,
ProSystem fx Tax
, then
Production Processing
.
On the
Production Processing
 window, select the
Calculate Returns
 button.
Production Processing window
On the
Calculate Returns
 window select the tax year from the drop-down, then select the
OK
 button.
Calculate Returns window
In the new window, select the required returns manually from the
Returns
 section by
Ctrl
+
Click
 or
Shift
+
Click
. To select all the return select the
Add All
 button.
Select Add All from the Calculate Returns window
The selected return will appear in the
Return selected for calculation
 section. Select the
OK
 button.
Select OK
The
Calculate Options
 window appears. Select the path from the
Calculate On
 section.
If you want to save the list to batch, select the check box
Save list to batch name
 and enter the batch name in the column next to it.
Select the Save list to batch name checkbox
A window appears for calculating the batch files.
Batch Calc window
Once the files are calculated, the following window appears showing the status of the files calculated. Select
Close
.
Select Close

This article applies to:

  • PRODUCT: SurePrep
  • Subject: Integration

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