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Simplify Your Communications Tax Compliance Get communications tax right from the start with CCH® SureTax® Communications, the market leading automated tax calculation and report solution for communications service provider. Download Whitepaper Seamless Integration CCH® SureTax® Communications integrates with billing and ...

Get Started With Payroll Compliance Reporting 2019 Professional Software The following links will provide you with the necessary information to set up your 2019 Payroll Compliance Reporting software and brush up on software features. Payroll Compliance Reporting 2019 Quick Start Resources To help you get up and running with Payroll Compliance Reporting: Log in to the ATX Su...

Get Started With TaxWise® 2018 Professional Tax & Accounting Software The following links will provide you with the necessary information to set up your 2018 TaxWise tax software, download the Tax Season Essentials, and brush up on software features. TaxWise 2018 Quick Start Resources To help you get up and running with TaxWise, here are a couple resources for your review. Downlo...

Get Started With TaxWise® 2019 Professional Tax & Accounting Software The following links will provide you with the necessary information to set up your 2019 TaxWise tax software and brush up on software features. TaxWise 2019 Quick Start Resources To help you get up and running with TaxWise, here are a couple resources for your review. Download the TaxWise 2019 Quick Start Guide...

Get Started With ATX™ 2018 Professional Tax & Accounting Software The following links will provide you with the necessary information to set up your 2018 ATX tax software, download the Tax Season Essentials, and brush up on software features. ATX 2018 Quick Start Resources To help you get up and running with ATX, here are a couple resources for your review. Download the ATX 2018...

Get Started With ATX™ 2019 Professional Tax & Accounting Software The following links will provide you with the necessary information to set up your 2019 ATX tax software and brush up on software features. ATX 2019 Quick Start Resources To help you get up and running with ATX, here are a couple resources for your review. Download the ATX 2019 Quick Start Guide Log...

Get Started With Our 2019 Products and Services The complete guide to getting started with your favorite tax and accounting software for the 2019 filing season. 2019 Software Setup Find everything you need to get up-and-running for the 2019 filing season by choosing your product and clicking on the appropriate buttons below. ...

Welcome to CCH® ProSystem fx ® Tax Get ready for an easier tax workflow. How to Get Started Easy Setup As the leading tax software on the market, CCH ProSystem fx Tax is designed to make your workday easier. Here's everything you need to know to get your software up and running. System Requirements Before you begin instal...

Welcome to CCH® IntelliConnect® Your hub for product information, tips and help. Welcome to CCH IntelliConnect . We are happy to provide the following tips to get you up and running quickly. Getting Started: Login Information: To access your account, you will need to visit the platform login page and choose an ID. Click here to get started . Quick Reference Card: This resource offers visual guidance on the CCH IntelliConnect platform. Easily download and print it for...

Professional & Client Services Get the most out of your investment with comprehensive software & research training from the Wolters Kluwer team. Let's Get Started Webinars offer training for you and your staff from the comfort of your home or office, requiring only internet access. These convenient sessions cover a wide variety of topics to help you get the most from your tax software and prepare for tax season. Simply register online or contact y...

Professional & Client Services Get the most out of your investment with comprehensive software & research training from the Wolters Kluwer team. Let's Get Started Webinars offer training for you and your staff from the comfort of your home or office, requiring only internet access. These convenient sessions cover a wide variety of topics to help you get the most from your tax software and prepare for tax season. Simply register online or contact your Sof...

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Great Scanners at an Unbelievably Low Price Wolters Kluwer customers can now take advantage of this great offer! Yes! I want to see why tens of thousands of tax professionals rely on TaxWise. Start Free Trial Wolters Kluwer Teams with Fujitsu We’re pleased to announce a new arrangement with Fujitsu that allows loyal Wolters Kluwer...

TaxWise ® Professional Tax Software Prepare more returns with greater accuracy. Buy Now Try It Today 866-345-4171 Features Pricing Add Ons Settlement Solutions Customers ...

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TaxWise 2017 Setup We're excited that you have chosen TaxWise tax preparation software for the 2017 tax season. We've developed this online tool to help simplify the software installation process and to answer questions that you may have. Don't forget to visit the TaxWise Solution Center on a regular basis, this is where you'll find regular software updates, important information from Customer Care and the IRS, Community Discussion Centers, an extensive searchable knowl...

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CCH ® Site Builder Create a fully-functional website in minutes, using a simple setup process. 800-739-9998 Contact Us Overview Features Customer Story Yes! I want to see how easy it is to create – and revitalize – my professional website. Start Free Trial Take the complexity out of building your professional firm website. Get the support you need to create a professional w...

CCH® ProSystem fx ® Engagement Drive quality and efficiency for all your firm’s engagements with the only integrated audit engagement software solution on the market. 800-739-9998 Schedule a Demo Overview ...

TaxWise ® Online ™ Professional Tax Software Prepare returns quickly and easily with powerful form templates and shortcuts that provide secure settlement solutions to your clients anytime, anywhere. Buy Now Try It Today ...

ATX ™ Total Tax Office Simplify preparation of business and individual returns with the most extensive tax compliance forms library on the market. Already a Customer? Renew Today! Relevant discounts wi...

Integrated Products Setup We're excited that you have chosen Wolters Kluwer's integrated products for this tax season. We've developed this online tool to help simplify the software installation process and to answer questions that you may have. Client Accounting Suite Setup Client Accounting Suite handles tasks from the simplest to the most complex. The intuitive user interface incorporates powerful capabilities that ...

TaxWise® ProFiling Package™ The perfect fit for your growing business’ federal and state returns. Already a Customer? Renew Today! Relevant discounts will be applied to items in your cart. Preparing taxes in AR, IL, MD, ME, CT or NY? Call us bef...

ATX ™ MAX ® Get the tools you need to handle all your clients’ needs. Already a Customer? Renew Today! Relevant discounts will be applied to items in your cart. Preparing taxes in AR, IL, MD, ME, CT or NY? Call us before purchasing! (866) 345-4172 ...

ATX Advantage ™ Gain a competitive edge with this premium tax software package designed for multifaceted professionals preparing both individual and business returns. Already a Customer? Renew Today! Relevant discount...

ATX 2016 Setup We're excited that you have chosen ATX tax preparation software for the 2016 tax season. We've developed this online tool to help simplify the software installation process and to answer many common questions. For more assistance, visit the MyATX Solution Center on a regular basis. There you'll find regular software updates, important information from Customer Care and the IRS, Community Discussion Centers, an extensive searchable knowledge library, and t...

ATX ™ Pay-Per-Return System A cost-effective option for one of the industry’s most trusted professional tax solutions. Already a Customer? Renew Today! Relevant discounts will be applied to items in your cart. Preparing taxes in AR, IL, MD, ME, CT or NY? Call us before purchasing! (866) 345-4172 Yes! I want to see why tens of thousands of tax professionals rely on ATX. Start Free Trial ATX Pay-Per-Return Sy...

ATX ™ 1040 Prepare unlimited federal 1040 returns and individual returns for up to three states. Already a Customer? Renew Today! Relevant discounts will be applied to items in your cart. Preparing taxes in AR, IL, MD, ME, CT or NY? Call us before purchasing! (866) 345-4172 ...

Share Contacts Between TaxWise and CCH iFirm Create a Simplified Office with TaxWise and CCH iFirm Discover the many benefits of combining your tax and accounting solution, starting with Contact syncing. Follow the below steps to begin a successful integration with CCH iFirm. Getting Started - Contact Bulk Export To get started, run the Contact Bulk Export Utility using the button below and follow the steps listed. The utility will export contacts from last year's Ta...

TaxWise® Pay-Per-Return Get a cost-effective, professional software solution to ensure quality and accuracy even if you only prepare a small number of returns. Already a Customer? Renew Today! Relevant discounts will be applied to items in your cart. ...

TaxWise® Power Package™ Harness the full potential of your tax business with powerful tools that improve workflow and prepare more returns with increased accuracy. Already a Customer? Renew Today! Relevant discounts will be applied to items in your...

CCH Axcess ™ Tax for Corporations The first cloud-based integrated corporate tax preparation and compliance solution for mid to large sized corporations. 800-739-9998 Features Customer Story ...

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Deciding Where to Retire: Finding a Tax-friendly State to Call Home 2020 Whole Ball Of Tax Wolters Kluwer Outlines State Tax Considerations for Retirees (NEW YORK, NY, February 2020) — A variety of factors play a big role in where retirees choose to spend their golden years. These factors can include: climate family and friend networks healthcare costs and ...

Tax Cuts and Jobs Act Changes to Itemized Deductions 2019 Whole Ball Of Tax 1. What’s New with the Tax Cuts & Jobs Act Government Shutdown section has wrong text; should be: The lengthy government shutdown resulted in many IRS employees furloughed and an initial indication that tax refunds could be delayed. The IRS eventually brought many furloughed employees back to work...

PaperlessPLUS ™ Streamline digital file sharing and securely store confidential files. Already a Customer? Renew Today! Relevant discounts will be applied to items in your cart. Preparing taxes in AR, IL, MD, ME, CT or NY? Call us before purchasing! (866) 345-4172 Streamline digital file sharing and securely store confide...

TaxWise ® Easy Interview ™ Prepare unlimited federal 1040 returns and individual returns for up to three states. Already a Customer? Renew Today! Relevant discounts will be applied to items in your cart. Preparing taxes in AR, IL, MD, ME, CT or NY? Call us before purchasing! (866) 345-4172 Yes, I want to see why tens of...

e-Signature Capture client signatures digitally within the TaxWise Online software. Buy Now 866-345-4171 E-Signature Allows You to Easily and Securely Take Advantage of the Cost-Effective Convenience of e-Signatures for Tax Forms. Ready to save time, m...

CCH® ProSystem fx® Practice Management Custom Reports Get the information you need with custom reports. CCH ProSystem fx Practice Management includes more than 80 standard reports, but it can also run additional custom reports that can be designed based on various inputs and filters available in the report writer. Our Specialty Services team is ready to help you set up the custom reports so you can access exactly the i...

CCH ® eSign Capture client and employee signatures digitally for IRS, client-facing, and internal documents directly through CCH® ProSystem fx ® Tax or CCH Axcess™ Tax. 800-739-9998 See a Live Demo Overview ...

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CCH ® ProSystem fx ® Workpaper Manager Supports better corporate workflow by allowing your data to flow automatically into CCH® ProSystem fx ® Tax or Axcess Tax and all related workpapers. 800-739-9998 Features Customer Story ...

Reforms to Retirement Plans 2020 Whole Ball Of Tax Wolters Kluwer Tax & Accounting Highlights Tax Law Changes to Qualified Retirement Plans (NEW YORK, NY, February 2020) The SECURE Act, enacted on December 20, 2019, as part of the Further Consolidated Appropriations Act, 2020, includes a variety of tax changes to qualified retirement plans, most of which should prove very helpfu...

Partner Services Education Exam Preparation from Surgent Make it easier to earn your Enrolled Agent (EA professional designation). Surgent offers proven exam preparation that simulates the exam format and customizes course content allowing you to target areas that need the most focus. Do what thousands of successful Enrolled Agents have done and prepare effectively and efficiently with this exam review cou...

CCH® Learning and Development Academy — School of Audit Accelerate your firm’s credentials and increase performance with role-based and specialty audit training programs. 800-739-9998 Overview Features Customer Story...

CCH® IntelliConnect® Instant answers to tax questions to stay ahead of the competition. 800-344-3734 Overview Features Yes! I want to see how CCH IntelliConnect will help answer my tax questions. Requ...

ATX 2017 Setup We're excited that you have chosen ATX tax preparation software for the 2017 tax season. We've developed this online tool to help simplify the software installation process and to answer many common questions. For more assistance, visit the MyATX Solution Center on a regular basis. There you'll find regular software updates, important information from Customer Care and the IRS, Community Discussion Cent...

What’s New for the 2019 Tax Filing Season? 2019 Whole Ball Of Tax Wolters Kluwer Reviews Critical Changes Taxpayers Need to Know (NEW YORK, NY, March 2019) —Tax Cuts and Jobs Act provisions effective generally for the first time on 2018 tax returns promise to make the 2019 tax filing season one of the most challenging in many years, with changes that will affect virtually all taxpay...

TaxWise 2016 Setup We're excited that you have chosen TaxWise tax preparation software for the 2016 tax season. We've developed this online tool to help simplify the software installation process and to answer questions that you may have. Don't forget to visit the TaxWise Solution Center on a regular basis, this is where you'll find regular software updates, important information from Customer Care and the IRS, Community Discussion Centers, an extensive searchable knowl...

Upgrade Your Windows ® 7 Operating System Upgrade your operating system before November 30, 2019 Nov 30, 2019 - Wolters Kluwer to Discontinue Support of Software on Microsoft Windows 7 Machines Wolters Kluwer Tax and Accounting North America's Small Firms segment will discontinue support of Microsoft® Windows® 7 in our software products as of November 30, 2019. As your softwa...

CCH Axcess ™ Financial Prep Instantly produce accurate balances for preparing business tax returns. First cloud-based trial balance solution, integrated with CCH Axcess, for preparation engagements. 800-739-9998 See a Live Demo Overview Feat...

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ATX ™ & TaxWise ® Data Conversions When you choose ATX or TaxWise as your tax preparation software, it's easy to convert your existing returns. Your purchase of a Wolters Kluwer professional tax software comes with the conversion tools needed to ensure your smooth transition over to our more robust tax solutions. Read on to learn more about the tools and services that you have available to you as a valued customer, try ATX and TaxWise for FREE, and get in touch with a s...

CCH® AnswerConnect Search Less, Do More ™ Customer log in See it in action Overview Features Testimonials Awards Download CCH AnswerConnect's 360° View of §199A: Qualified Business Income interactive eBook to get the professional guidance and tools you need to remain current and compliant with one of the industry’s hottest topics. Download now Research Re...

Your Tax Package Includes Tax Research If you do not know or have forgotten your registration email, fill out the form below to get your login information and get started with your tax research solution! If you do not know your Client ID, please consult the images below based on the software you use . TaxWise® Customers Login as Admin Go to menu item:...

State Taxation of Retirement, Pension, and Social Security Income 2020 Whole Ball Of Tax The following chart provides an overview of how states treat retirement, pension, and Social Security income. It also shows the starting point for computing state income tax liability. You can find additional details on these topics and more in the CCH State Tax Smart Charts on CCH AnswerConnect. ...

Professional & Client Services Get the most out of your investment with comprehensive software & research training from the Wolters Kluwer team. Let's Get Started From new hires to seasoned professionals, Wolters Kluwer offers expert training and learning solutions that provide efficient skill-building opportunities for your entire staff. Whether y...

Self Study & eLearning Get the most out of your investment with comprehensive software & research training from the Wolters Kluwer team. Let's Get Started Self-Study eLearning offers training for you and your staff from the comfort of your home or office, requiring only internet access. These convenient and fully interactive courses cover a wide variety of topics to help you get the most from your software. Simply click the links below to reque...

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ATX ™ 2019 Education Video Library The Education Video Library features short instructional videos designed to help you work with your ATX software. Each video guides you step-by-step through important program features. Check back often to see new topics. Click on a topic below to get started. ...

TaxWise ® 2019 Education Video Library The Education Video Library features short instructional videos designed to help you work with your TaxWise software. Each video guides you step-by-step through important program features. Check back often to see new topics. Click on a topic below to get started. ...

ATX ™ 2018 Education Video Library The Education Video Library features short instructional videos designed to help you work with your ATX software. Each video guides you step-by-step through important program features. Check back often to see new topics. Click on a topic below to get started. ...

ATX ™ 2017 Education Video Library The Education Video Library features short instructional videos designed to help you work with your ATX software. Each video guides you step-by-step through important program features. Check back often to see new topics. Click on a topic below to get started. ...

TaxWise ® Online ™ 2019 Education Video Library The Education Video Library features short instructional videos designed to help you work with your TaxWise Online software. Each video guides you step-by-step through important program features. Check back often to see new topics. Click on a topic below to get started. ...

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TaxWise ® 2018 Education Video Library The Education Video Library features short instructional videos designed to help you work with your TaxWise software. Each video guides you step-by-step through important program features. Check back often to see new topics. Click on a topic below to get started. ...

ATX ™ 2016 Education Video Library The Education Video Library features short instructional videos designed to help you work with your ATX software. Each video guides you step-by-step through important program features. Check back often to see new topics. Click on a topic below to get started. 2016 Enhancements CCH iFirm Integration This video cov...

Payroll Compliance Reporting 2019 Education Video Library The Education Video Library features short instructional videos designed to help you work with your Payroll Compliance Reporting software. Each video guides you step-by-step through important program features. Check back often to see new topics. Click on a topic below to get started. ...

TaxWise ® 2017 Education Video Library The Education Video Library features short instructional videos designed to help you work with your TaxWise software. Each video guides you step-by-step through important program features. Check back often to see new topics. Click on a topic below to get started. ...

TaxWise ® Online ™ 2018 Education Video Library The Education Video Library features short instructional videos designed to help you work with your TaxWise Online software. Each video guides you step-by-step through important program features. Check back often to see new topics. Click on a topic below to get started. ...

TaxWise® 2016 Education Video Library The Education Video Library features short instructional videos designed to help you work with your TaxWise software. Each video guides you step-by-step through important program features. Check back often to see new topics. Click on a topic below to get started. 2016 Enhancements ...

TaxWise ® Online ™ 2017 Education Video Library The Education Video Library features short instructional videos designed to help you work with your TaxWise Online software. Each video guides you step-by-step through important program features. Check back often to see new topics. Click on a topic below to get started. ...

Payroll Compliance Reporting 2018 Education Video Library The Education Video Library features short instructional videos designed to help you work with your Payroll Compliance Reporting software. Each video guides you step-by-step through important program features. Check back often to see new topics. Click on a topic below to get started. ...

How to Give and Get a Little Too: Wolters Kluwer Reviews Tax Rules for Charitable Contributions 2018 Whole Ball Of Tax (NEW YORK, NY, January 2018) — Writing a check, making an online pledge or donating goods to qualifying tax-exempt, charities and non-profit organizations are popular methods for earning a deduction at tax time. However, just ...

TaxWise® Online™ 2016 Education Video Library The Education Video Library features short instructional videos designed to help you work with your TaxWise Online software. Each video guides you step-by-step through important program features. Check back often to see new topics. Click on a topic below to get started. 2016 Enhancements ...

Taxes and Health Care: Still an Uncertain Future 2018 Whole Ball Of Tax Wolters Kluwer Examines Tax Changes Related to Health Care Impacting 2017 Tax Returns (NEW YORK, NY, January 2018) — In 2017, the Trump Administration signaled its desire to completely repeal and replace the Affordable Care Act, either in its entirety or piecemeal. While multiple efforts to repeal the act failed...

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COVID-19 Resources for Tax & Accounting Professionals As you navigate the impact of the coronavirus (COVID-19) pandemic across your business and with your clients, Wolters Kluwer is right by your side to help you stay up to date with tax and compliance changes and support your ability to work remotely. We will continually add resources as they become available. Sign up for email updates and follow us on social for the latest. Sign up ...

CCH Trust US ™ Features Our team of tax preparation professionals brings dozens of years of experience, with some of the largest banks, tax preparation organizations in the country. If you are looking for a partner to take one your tax preparation, you can rest assured that with us, your fiduciary reporting needs are in the right hands. ...

CCH® Audit Accelerator Our audit solution cuts up to 20% of the time it takes to complete normal audit engagements. 800-739-9998 Register for a Demo Overview Features ...

Taxes and Health Care: Still an Uncertain Future 2019 Whole Ball Of Tax Wolters Kluwer Examines Tax Changes Related to Health Care Impacting 2018 Tax Returns (NEW YORK, NY, March 2019) — In 2017, President Trump’s Administration signaled its desire to completely repeal and replace the Affordable Care Act, either in its entirety or piecemeal. While multiple efforts to repeal the act failed in ...

Taxes and Health Care: Still an Uncertain Future 2020 Whole Ball Of Tax Wolters Kluwer Examines Tax Changes Related to Health Care Impacting 2019 Tax Returns (NEW YORK, NY, February 2020) — In 2017, President Trump's Administration signaled its desire to completely repeal and replace the Affordable Care Act, either in its entirety or piecemeal. While multiple efforts to repeal the act failed in...

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CCH ® ProSystem fx ® Tax Automate processes and increase productivity with our on-premise tax preparation and compliance solution. 800-739-9998 See a Live Demo Overview Features ...

CCH® ProSystem fx ® Outsource Use our highly trained tax professionals to simplify your tax return processing operations and improve turnaround times. 800-739-9998 Overview Features Customer Story Awards Yes! I want to see how I can leverage outsourcing to expand my business. Contact Us Expand Your Business and Increase Staff Morale By Reducing Long Work Hours Our tax preparation ou...

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Sales and Use Tax Post-Wayfair Decision 2020 Whole Ball Of Tax Economic Nexus This chart indicates whether a state has economic nexus provisions. In general, economic nexus means that if a remote seller passes a state’s economic threshold for total revenue or number of transactions in that state, they are legally obligated to collect and remit sales and use tax in that state...

ATX ™ Forms and Schedules For a list of forms and schedules available in ATX, please click on federal forms or select a state: Federal Forms Alaska Alabama Arkansas Arizona California Colorado Connecticut District of Columbia Delaware Florida Georgia Hawaii Iowa I...

CCH Axcess ™ Client Collaboration A secure unified collaboration hub for firms and their clients. Find out what firms need to understand about client collaboration Download Beyond Portals eBook 800-739-9998 See a Live Demo Overview Features...

Try TaxWise® Online™ for FREE Your Tax Office: Where You Want It Prepare more tax returns faster with greater accuracy Sign up for a trial of TaxWise Online to see why tens of thousands of professional preparers choose Wolters Kluwer solutions to power their tax preparation business. TaxWise Online's secure, cloud-based platform offers bilingual forms in both English and Spanish, to support the expansion and diversi...

CCH ® ProSystem fx ® Fixed Assets Central hub for managing fixed assets taking corporate fixed asset accounting, depreciation, management and reporting tasks from overly complicated to absolutely clear. It is time to see the solution in action, sign me up for a demo. Schedule a Demo ...

Tax Cuts and Jobs Act Changes to Itemized Deductions 2019 Whole Ball Of Tax Wolters Kluwer Reviews Critical Changes to Itemized Deductions (NEW YORK, NY, March 2019) — With the Tax Cuts and Jobs Act increases in the standard deduction, it is estimated that only around ten percent of taxpayers will be better off itemizing deductions this year. For those taxpayers that ...

Tax Cuts and Jobs Act Changes to Itemized Deductions 2020 Whole Ball Of Tax Wolters Kluwer Reviews Critical Changes to Itemized Deductions (NEW YORK, NY, March 2019) — With the Tax Cuts and Jobs Act increases in the standard deduction, it is estimated that only around ten percent of taxpayers will be better off itemizing deductions this year. For those taxpayers that ...

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Corporate Workflow Solutions Solutions that fit your business model, reduce risk, assure compliance and provide actionable data to grow your business. Request a Consultation Cloud- or Premise-Based Software Solutions Conquer your corporate challenges and meet the demands of changing compliance requirements and your growin...

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CCH ® CPELink Invest in your future, turn to CCH® CPELink—A comprehensive, single source for meeting and tracking your CPE requirements. (800) 344-3734 Overview Choose from a selection of subscription options to meet your CPE needs. Learn More Keeping up with your CPE management and staying on top of the latest industry topics has never been easier. With hundreds of courses over a b...