General Usage Requirements

General Use of Tax Notebook and Tax Notebook Toolkit

Security Time-out
For your security and the security of your clients' tax information, Tax Notebook and Tax Notebook Toolkit automatically require users to log in again after 20 minutes of inactivity. Depending on your connection speed, Toolkit users may need to log in again after uploading a large number of Pro Forma files. Our testing using a T1 connection shows that, on average, this occurs after uploading approximately 1,200 files.
Page Loading Issues
Since a number of pages interact with ProSystem fx Tax, please make sure each page has fully loaded before trying to perform Toolkit functions. Likewise, every page in Tax Notebook is saved when your clients navigate from one page to the next within Tax Notebook. Your clients should make sure each page has fully loaded before continuing to enter their tax data. The completion of the loading process is indicated by the word "Done" in the bottom left corner of your browser window.
Pop-up Blockers

If you are using pop-up blocking software, it must be disabled.

Printing Issues
The printable version of your return appears in a pop-up window. Pop-up blockers must be disabled to print your return.

When using an Adobe® Reader® product that displays PDF files on a Macintosh, your Adobe window may display behind the browser window.

More information about using Adobe Reader on your Macintosh.
Common Error Messages
When moving from page to page or attempting to print, you or your clients may encounter the following error messages:

1. This page contains both secure and nonsecure items

2. Error Locating Object Handler

Toolkit Only: Using Tax Notebook Toolkit without ProSystem fx Tax Installed
Some Toolkit functions will be limited, including creating Notebooks from pro forma clients and creating returns. To access Toolkit in this manner, you must go to tax.cchgroup.com, choose ProSystem fx Support from the Support menu at the top of the page, then click on the link for ProSystem fx Tax Notebook Toolkit.

System Requirements for Tax Notebook and Tax Notebook Toolkit

Browser Settings

Tax Notebook and Tax Notebook Toolkit require the following browser settings to allow dynamic programming.

Pop-ups must be allowed for this site.
Cookies must be allowed. Note: IE 6.x users must set the Privacy setting to Medium or lower.
ActiveX controls must be enabled.
JavaScript must be enabled.

The site is best viewed with browser text size set to Medium, which is usually the default setting. Learn how to adjust your browser text size.

Proxy Connection

If your internet connection requires a proxy server, you need to ensure that your browser settings are set up for both HTTP and secure sites. Learn how to adjust your proxy settings.

Monitor Display Settings

Tax Notebook and Tax Notebook Toolkit require a resolution of at least 800 x 600 pixels and are best viewed with system fonts set to Small Fonts. Learn how to adjust your Windows display properties.

Printing Requirements

Adobe® Reader® 4.05 or higher must be installed to print or view your client's tax data and some administrative reports.

Toolkit Only: Using Tax Notebook Toolkit on a Novell network
A Novell patch is required for Windows XP Pro users who have installed the SP2 upgrade.
Download the Novell client 4.9 SP2 patch here.

Browser Requirements

Tax Notebook Toolkit

Windows 98SE or above
Internet Explorer 5.5 or higher.
Download Internet Explorer here.
AOL version 7.0 or higher.
Netscape and Mozilla based browsers are not supported.
Macintosh browsers are not supported.