1. technology and computing
2. software

Tax Software
Update Webinars
Let Wolters Kluwer, CCH
show you how to get
the most out of your
tax software.
Please accept this invitation to
register and attend one of our
2015 Tax Software Update Webinars,
available via a convenient Web-based
session. Here, you will learn all about
the newest enhancements and how
to maximize them, resulting
in productivity like you’ve never
before experienced.
Webinars start in early January
and are available through the middle
of February 2015. Don’t get left
behind by not attending. Stay one
step ahead by preparing for tax
season now.
Why Attend a Tax Software
Update Webinar?
All experienced ProSystem fx® Tax, Global fx® and
CCH Axcess™ Tax users will benefit from learning
about the latest enhancements made to the program.
Numerous improvements and changes will be covered in
detail, providing valuable information to all users, from
your junior staff to your most seasoned veteran.
PLEASE
NOTE:
The Tax Software Update Webinars are conducted
exclusively using the Worksheet View interface.
Here are just a few of the many enhancements covered in
the Tax Software Update Webinars:
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Legislation changes resulting from:
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American Taxpayer Relief Act 2012
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Patient Protection and Affordable Care Act of 2010
Expanded Modernized e-File (MeF)
Additional federal forms and state returns for
electronic filing
New features in the Electronic Filing Status System
and Tax Preparation
Who Should Attend a Tax Software
Update Webinar?
We strongly recommend the following ProSystem fx Tax,
Global fx and CCH Axcess Tax users attend:
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Staff
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Managers
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Partners
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Administrators
IMPORTANT
NOTE:
Tax Software Update Webinars are intended
for experienced ProSystem fx Tax, Global fx
and CCH Axcess Tax users.
The Bottom Line
EASY WAYS TO REGISTER
Visit CCHGroup.com/TaxWebinar
Call us at 800-PFX-9998,
option 2, then option 1
(800-739-9998, option 2, then option 1)
For more information regarding administrative policies,
such as complaint resolution and refunds, please contact
Customer Training at 800-739-9998.
Our Tax Software Update Webinars are designed to keep
your staff up to date on program changes due to new tax
laws and general program enhancements, including new
features and functionality. Translate our enhancements
into your increased productivity!
Earn Valuable CPE Credit
Tax Software Update Webinars offer a great value for
your investment. All training materials are included in
the cost of the webinar and attendees will earn valuable
CPE credit hours.
2015 Tax Software Update Webinar Content
The following is a preview of some of the exciting enhancements we’ll cover.
General
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Partnership Returns
Drill Down capability for selected lines
Fields lengthened to show full lookup
value descriptions
ProSystem fx Tax/Global fx Startup
screen modifications
Print multiple Tax Authority returns
Office Manager/Return Configuration
Set options
Individual Returns
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Form 8960, Net Investment Income
Tax additional statements
Form 8965, Health Coverage
Exemptions
Form 114/8938 Summary Grids with
spreadsheet import capability
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Facsimile data entry for Form 1099-R,
Distributions from Pensions,
Annuities, Retirements, etc.
Schedule D AMT Worksheet for
Electing Small Business Trust Returns
Flexibility added to the Amendment
of Federal and State Main Forms and
Schedule K-1’s
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Corporation Returns
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Form 8962, Premium Tax Credit
Fiduciary Returns
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Electronic Filing
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Schedule M-3 new filing requirements
and changes to the program
Allocation and apportionment
detail worksheets identify factor
components applicable to a state
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Schedule D and Form 8949 AMT
version available
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Deferral of Income Recognition from
Discharge Indebtedness recapture
over five-year period
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Consolidated elimination company
method added
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Schema validation error status
messages with possible solutions
Multiple FBAR submissions available
with the same SSN/EIN
FBAR BSA ID column added
FBAR filtered added, can filter on
Federal, State and FBAR
FBAR Acknowledgement emails
added
New Rejected status added for
Amendment Required-Timely filed
Client ID added to Acknowledgement
emails
Client name in History expanded to
75 characters for name (continued)
Exempt Organizations
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Schedule A modifications
Section 509(a)(3) organizations
Form 990-T (Form 8801, Credit
for Prior Year Minimum Tax) for
a Controlled Group
Form 6781, Gains and Losses From
Section 1256
Contracts and Straddles for Electing
Small Business Trust Returns
On-Demand Webinar
Also Available Soon
Watch for details coming soon on
CCHGroup.com/TaxWebinar.
EASY WAYS TO REGISTER
Visit CCHGroup.com/TaxWebinar
Call us at 800-PFX-9998, option 2, then option 1
(800-739-9998, option 2, then option 1)
For more information regarding administrative policies, such as complaint resolution and refunds, please contact Customer Training at 800-739-9998.
Wolters Kluwer, CCH is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing
professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of
individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through
its website: www.learningmarket.org
Webinars
Our convenient 2015 Tax Software Update Webinars allow you to attend from your home, office or anywhere you have
Internet access.
The Tax Software Update Webinars are offered at dates and times that fit your schedule. The three-hour format covers all
of the Tax Update material and qualifies for 3 hours of valuable CPE credit.
The number of customers taking advantage of the webinars continues to grow and is largely attributed to the ease, comfort
and cost-effectiveness of training on the day and time of your choice. Led by experienced Wolters Kluwer, CCH instructors,
the webinars are conducted live over the Internet, allowing you to actively participate by asking questions during the
session. The webinars require no special setup. All you need is an Internet connection and a telephone to take advantage of
this convenient solution for staying up to date.
For more information on Tax Software Update Webinars, please visit our website at
CCHGroup.com/TaxWebinar or call 800-PFX-9998 (800-739-9998), option 2, followed by option 1.
Registered attendees of all webinars are eligible for CPE credits. Start and end times vary; please refer to the schedule below
for specifics. Registered attendees will receive a confirmation email at the time their registration is processed. Webinar access
information and instructions on downloading webinar materials will be sent at least three days prior to the training date.
Individual, Fiduciary and Business Returns Webinars
$165 per attendee/3 CPE credits • All webinar times are Eastern Standard Time.
DATE
TIME (EST)
DATE
TIME (EST)
Monday, Jan. 5
2–5 p.m.
Monday, Jan. 26
2–5 p.m.
Tuesday, Jan. 6
2–5 p.m.
Wednesday, Jan. 28
2–5 p.m.
Wednesday, Jan. 7
2–5 p.m.
Friday, Jan. 30
2–5 p.m.
Thursday, Jan. 8
2–5 p.m.
Monday, Feb. 2
9 a.m.–Noon
Friday, Jan. 9
2–5 p.m.
Wednesday, Feb. 4
2–5 p.m.
Monday, Jan. 12
2–5 p.m.
Friday, Feb. 6
2–5 p.m.
Wednesday, Jan. 14
9 a.m.–Noon
Monday, Feb. 9
2–5 p.m.
Friday, Jan. 16
2–5 p.m.
Wednesday, Feb. 11
2–5 p.m.
Tuesday, Jan. 20
2–5 p.m.
Friday, Feb. 13
2–5 p.m.
Thursday, Jan. 22
9 a.m.–Noon
PLEASE NOTE:
Also Available: Wolters Kluwer,
CCH New User Training
Does your staff need introductory
training on ProSystem fx Tax, Global fx
or CCH Axcess Tax? Register today for
the following new user courses:
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Introduction to Tax
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Introduction to Individual Returns
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Introduction to Corporation Returns
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Introduction to Partnership Returns
In addition, we offer courses on
e-filing for both new users and
experienced users looking for a
refresher class.
The Tax Software Update Webinars are conducted exclusively using
the Worksheet View interface.
Visit CCHGroup.com/TaxCourses
for the most up-to-date schedule
of all classes available.
EASY WAYS TO REGISTER
Visit CCHGroup.com/TaxWebinar
Call us at 800-PFX-9998, option 2, then option 1
(800-739-9998, option 2, then option 1)
For more information regarding administrative policies, such as complaint resolution and refunds, please contact Customer Training at 800-739-9998.
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