Get started with OnPoint Tax - Staff

Note: OnPoint Tax is currently available for beta testing. This beta version supports 2022 tax exports for CCH (Access / Prosystem fx) for C-Corporations.

Before you get started with OnPoint Tax, ensure that your firm administrator completes the necessary prerequisites.

To start, sign in to your firm's Cloud site. As a staff member, the actions you can perform include:

  1. Start the engagement.

  2. Import the client's financial data.

  3. Review assigned tax groups to the financial accounts.

  4. Post tax adjustments.

  5. Review tax schedules.

  6. Export final tax balances.

  7. Complete the engagement.

  8. Archive and lock down the engagement.