Tax Software Survey: ProSystem fx Tax

Click here for a PDF of detailed survey responses for ProSystem fx Tax.

Tax program name ProSystem fx Tax
Vendor name CCH, a Wolters Kluwer business
Telephone 800-739-9998
E-mail address
Web site
Price on Federal 1040 $3,585

Is this an increase from last year? By how much?

Yes – $140.00
Renewal price Call for details
State price $425 to $945
State renewal price Call for details
Pay-per-return pricing

$34.50/1040 federal, $29.00 state; all others $41/federal, $34.50

Additional cost for E-filed returns

E-file: 1040, 1065, 1120,1120S, 1041, 5500, 990: $130, $65/all states, $195; unlimited: 1040 federal, $1220, state $325, all states $975/ all others federal $2,155, $510/state, $1420/all states


Transmission Fees: 1040: federal-$3.75 per return; state-$1.30 per return; $1.30 per 4868; all others – federal $6.00 per return; state, $2.60 per return; unlimited available

Online version? Cost? Yes – call for details

M-F: 8:30 a.m.-9:30 p.m.; Sat: 9 a.m.-8 p.m.; Sun: 10 a.m.-6 p.m.; 4/11-17; 24-hour support

Toll-free telephone



9:00 a.m. – 8:00 p.m. Eastern

E-mail support? Yes
IM/chat? Yes
Other? Please specify Web ticketing
Do you offer organizers? Yes
Client letters Yes
Client portals Yes
Does your software integrate with other products?
Which ones?

Yes – ProSystem fx Tax integrates across the entire ProSystem Suite as well as with GainsKeeper Pro, BasisPro, BNA, Sage FAS.

New features added to your software for this year

Integration with TaxScripts to electronically file Form 4868 and provide easy access to W-2 and 1099 information for each return; added 14 new e-file states; provided a time-saving federal to state reconciliation for five states; added forms 8802 and 8689 to 1040; for 1120, added the ability to import the NAIC annual statement for insurance companies and the loss reserve/loss discounting calculation, and the ability to consolidate cooperative corporations. Added five new combined returns for 1120; for 1041, added multistate grantor trust, bankruptcy estate return, consolidated 1099 source document entry. For 706, added Connecticut and New Jersey returns.


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