This section of the Control Sheet helps to efficiently and easily manage Tax-related documents. Tax-related reference documents include Tax application files, supporting information documents, spreadsheets, and PDFs necessary to complete a Task.
Documents attached to the original Task can be linked to a new Task that is created using a rollover or recurrence configuration.

XCM Integration Service
XCM has tight integration with CCH® ProSystem fx® Document management software and the Windows® File system. You can create links to files stored on the network of your firm and access the Tax reference documents necessary to complete a Task. The XCM Integration Service (XIS) feature enables you to manage the files and URL links as described in the following table.
XCM Integration Services
The goal for teachers should not be to suppress the class comic, but to channel their vibrant energy constructively. Total suppression often leads to resentment and deeper behavioral issues. Instead, savvy educators can use several strategies to integrate this energy into the lesson plan. Designate Structured Outlets
Before diving into logistics, it’s worth understanding why class comics have earned a place in modern pedagogy. Research consistently shows that combining visuals with text improves comprehension, retention, and motivation. Here are the key benefits:
: The format is particularly effective for dyslexic learners as it reduces text processing load while using visuals to anchor memory.
Panel 3 Panel 4 [struggle] → [punchline]
If you go physical, do not hand them out in the hallway like a politician. Put them on the corner of a desk. Leave a stack in the art room. Slip one into a library book. If you go digital, use a private story on Snapchat or a restricted Instagram account. Be aware: digital is forever. The physical comic disappears into the recycling bin; the screenshot haunts you for life. Class Comic
Before drawing, creators must master the "language" of comics.
There is a fine line between cruelty and satire. The legendary Class Comic roasts the persona , not the person. It mocks the teacher who wears the same tweed jacket every day, or the coach who screams "Persistence!" until he is blue in the face. It is funny because it is true, and usually, if the comic is good, the teacher laughs too.
I can provide or parental guidance based on your situation. Share public link
Students argued passionately about whether the lanterns should be "One if by land" or if they could add a laser beam. They debated the geography of Boston Harbor to ensure the "gutter" logic worked. On Monday, the test scores for that specific standard rose by 34%. The students requested to do the Civil War as a "manga" next. The goal for teachers should not be to
Then, next to it, a smaller drawing: the same kid, now surrounded by others, each holding up their own weird sandwiches—a squished waffle, a bagel with gummy bears, a tortilla wrapped around a banana. Caption: “Turns out, everyone’s lunch is a comedy.”
Shared laughter creates an immediate sense of camaraderie. It breaks down social barriers between different cliques and helps build a cohesive peer group. The Negative Impact
The class comic is far more than a simple classroom distraction. They are creative thinkers, sharp observers, and natural entertainers navigating the complex social waters of youth. By looking past the surface behavior and recognizing the intelligence and vulnerability underneath, educators and parents can help these students thrive. When properly supported, the class comic can transform their disruptive habits into powerful lifelong skills, evolving from the kid who got sent to the principal's office into the collaborative leader, creative innovator, or compelling communicator of tomorrow.
I can easily expand specific sections or adjust the tone to fit your exact audience. Share public link Panel 3 Panel 4 [struggle] → [punchline] If
The class snickered.
By Friday, the mural was half-finished. Mia had drawn a giant cartoon of the classroom: Mrs. Davison at the board, fractions as little monsters. Sam had written, “When the denominator is zero… RUN.” It was clever. It was polished.
When students see their own ideas—and their own faces (as cartoon avatars)—represented in a final product, they develop a stronger sense of belonging. The comic becomes a shared memory and a celebrated artifact, often displayed on bulletin boards, school websites, or even printed as a keepsake for families.
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XCM Integration must be turned on for the firm by an XCM administrator so that the Task page displays the required interface. |
Attach Local (Network) Files
You can attach Tax reference files stored on the network of your firm and also provide additional information if required.
Click the
icon beside the Attach Local
(Network) Files to display the Attach Local (Network) Files
section.
Documents-Attach Local (Network) Files

You can do the following from this section:
•Attach and remove Tax reference files stored on the network of your firm.
•Add the URL address of a relevant website.
•On Portal <Placeholder-Pending info>
•Retain the attached documents to new Tasks created from the Main Task using rollover or recurrence configuration.
When you use this feature for the first time, an XIS dialog is displayed from where you can download the XCM Integration Service file.
XIS-XCM Integration Service

To download and install XIS:
1. In the XIS dialog box, click Install/Launch to download the XCM Integration Service installer.
XIS download-installation

2. The XCM Integration Service installer file is downloaded and displayed at the lower-left of the window.
3. Click on the installer file to proceed with the installation.
XIS-Installation

4. Click Install to install the XCM Integration Service file. You will see the installation progress dialog.
XIS-Installation Progress....

5. After the installation is completed, you can see the XCM Integration Service running (either from the Windows Start menu or from the notification area, at the lower-right of the task bar under the show hidden icons).
To attach local network files:
In the Attach Local (Network) Files section:

1. Click Attach File Link to select the files that need to be attached.
Select files for linking

2. Select the file and then click Open to attach the document.
3. To attach multiple files, press Ctrl and Shift to highlight multiple files and then click Open to attach the files.
4. The Document Title column displays the name of the file attached and the location of the file on your network.
Documents-View Attached files

If you have accessed the file from a mapped drive, for example the S: drive, the file path displayed may be slightly different from what you see in the sample screen. However, the file can be located even if the mapped S: drive format is not displayed. Files on a mapped drive are linked from the Control Sheet and do not reside on the XCM server.
The XCM Integration Service helps to avoid connectivity problems when different users try to access the same file and assists your support engineer to diagnose and fix any problems.
5. Click the Enter Comments text box to open the Add Comments dialog box

6. Enter comments to provide additional information related to the file uploaded.
7. You can now:
•Click Save Comments to save your comments.
•Click Cancel to return to the Documents page.
You can do any of the following in the Documents page:
•Click Current & Next Period End (C/N) to keep the link on the next Task automatically created from this Task in a rollover or recurrence configuration.
•Click Permanent (P) to keep the links on all future Tasks automatically created from this Task in a rollover or recurrence configuration.
•Click Remove link to remove a file link or URL file link attached to a Task.
The number of files attached to a Task is displayed beside Attach Local (Network) Files.
If you attempt to open a link to an attached file, and the file has been moved or deleted from its original location on the network, you will see the following error message.
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Contact your local support personnel to determine where the file is currently located. Remove the file link and then attach it from its current location as described in the following section.
To Remove a File Link or URL File Link:
You can remove an attached file or URL file link attached to a Task.
Sometimes the files you have attached might have been moved or deleted from its original location on the network. If you cannot find your file, you need to remove the existing links using Remove Link and then attach the files from the current location.
Documents-Remove link

In the Attach Local (Network) Files section:
1. Select one or more files that you want to remove.
2. Click Remove Link to remove the selected files/URL File links attached to a Task.
To open and edit attached (Network) Files:
You can open and edit the attached files directly from the Control Sheet without having to use My Computer and browse for them.
Documents-Attached files

1. Click on the relevant file under the Document Title column to open it. The file opens in the format associated with it.
For example, if you click Tax1040ref.pdf, Adobe Acrobat Reader automatically opens the file because of the pdf extension.
2. You can read or edit the file and save your changes.
To add a URL File Link:
You can add a URL File Link to a Task to access relevant information for filing returns.
1. Click the URL File Link action button to open the URL File Link page.

2. In the URL Name text box, type a name for the URL.
3. In the URL Address text box, enter the URL of the website that contains reference documents required for a Task.
4. Click Test URL Link to ensure that the URL link is accessible before you save the URL link details.
5. You can now do one of the following:
•Click Cancel to clear the details.
•Click Save Link and Add Next to add another URL link.
•Click Save Link and Exit to return to the Documents section.
ProSystem fx Document File Links
This section allows you to access Tax related reference documents (CCH ProSystem fx document files) stored in the document management system (CCH) of your firm and also lets you to specify the URL of the files.
In Documents, click the icon
beside ProSystem fx
Document Files Links. This opens a page where you can manage your ProSystem
fx documents.

For more details on working with ProSystem fx Document files, see the XIS User Guide.
Files Uploaded/Returned
This feature allows firms to upload Tax specific files to the XCM server for outsourcing to XPITAX. After the Task is processed, XPITAX can link the completed version of the file to the Control Sheet for the firms to download.
Click the icon
Uploaded/Returned in the
Documents section of the Control Sheet to display a page that shows
details of files uploaded and returned.

To upload a file:
1. Click Upload to open the File(s) Upload/Download page.

2. Click Add Files to navigate to Windows Explorer and select one or more files you want to upload as shown. (Use CTRL or Shift key to select multiple files)
3. Click Open to view the progress of files selected for upload.
4. Click Add Folder to select all files from a specific folder for upload. All the files from that folder will be uploaded. However, files from sub-folders will not be uploaded.