Export data to ProSystem fx tax

Select the

Export to Tax Software

icon from the SPbinder toolbar. Alternatively, select

Binder

, point to

Export

and then select

Export to Tax Software

.

The

Export to ProSystem fx Tax

window appears. Select the desired option (Export new data only or Export all data) and then select

Setup

.

Select the path corresponding to where the proforma ProSystem fx Tax file exists. The path that is selected under the ProSystem fx Tax File Path Setup will appear in the dropdown for

Select the wfx32 folder

. It is that path where ProSystem fx Tax files are located – Network or Local drive:\wfx32.

If required, you can also go to that path. Using this method will replace the proforma file in that path with the completed export tax file.

To create a backup of the ProSystem fx Tax proforma file, select

Backup ProSystem fx tax file to:

Select

Browse

and select a location to save the backup. Select

OK

.

Select

Save

.

Select

Proceed

on the main

Export ProSystem fx Tax

window.

The export process starts. The Proceed button is turn off while the export processes.

A message indicating the export was completed successfully appears. Select

Close

.

Open ProSystem fx Tax software and press

Ctrl+R

to recalculate and reflect all the exported data in the tax software. Performing a recalculate is a mandatory step to retrieve all the exported data.

If the export process is not completed successfully a message indicating the export was not completed appears. Select

OK

to close the window.

Data that was not exported from SPbinder to ProSystem fx Tax appears in the

Profx Error Log

window. The details such as the name of the form/field, its entity/sheet/box number in ProSystem, the amount and the reason are provided in the section

Below fields not exported due to error(s)

.

Advanced Diagnostics for SurePrep Support

opens a log of the data that was not exported to ProSystem fx Tax. This will be used by SurePrep support in troubleshooting an issue related to data or form that is not exported to ProSystem fx Tax. The Export to Excel feature lets you export the data of this error log and save it at your end for reference or to provide it to support staff for resolving issues.

After Exporting data into the tax software, if the user tries to export again without entering any new data in the binder, the following window appears: View the Import/Export issues in ProSystem fx Tax.