Open Return Menus

Save Return

Saves the return you're currently viewing.

Close Return

Closes the return you're currently viewing.

Delete Return

Opens a warning message, asking you if you're sure you want to delete the return. Will delete the return you're currently viewing.

Rename Return

Opens the Rename Return dialog box, which requires you to enter the new name for the return you're currently viewing.

New Return

Opens the Select Forms Dialog Box so you can select forms for a new return.

Duplicate Return

Copies the return you're currently viewing and opens a copy of that return.

Amend Return

Duplicates the return (including all federal and state forms) and installs any required amendment forms automatically (as long as they are available).

Process Return with ePayment

Launches the iTransact electronic payment process for the selected return.

Close All Open Returns

Simultaneously closes all the returns you have open.

Import Data

Enables you to import data from the following forms from PaperlessPLUS Premier: W-2, 1099MISC, 1099DIV, 1099R, 1099INT.

Import K-1 data from 1041, 1065 and 1120S returns into a 1040 return. See Importing K-1 Data. This function also enables you to restore fixed asset data. See Restoring Fixed Assets.

Accounting Import

Initiates Tax Import from CAS Client Write-Up or CAS Trial Balance.

Export Return

Saves the return as a .csv file to a location of your choice.

Print Packets

Opens the Print Packets dialog box.

Change Printer

Launches the Print Setup dialog box, which allows you to change the default printer (for your system) and to make both size and orientation changes for the printed output. You can also install a new printer from the Network link on this dialog box.

Print Return

Opens the Print Return Dialog Box, which allows you to print the entire return or portions of it. You can also select your printer.

Print Current Page

Prints only the current page you're viewing.

Mark as Estimate

Marks a field's value as an estimated amount.

Insert/Edit Note

Opens a note editor for the active field. Allows you to attach a note to a particular field. See Preparer Notes.

View Notes

Opens the Notes pane.

Insert Text

Turns the cursor into a + symbol. Drag and drop to the desired position, then enter text. See Inserting Text on Forms.

Remove Text

Allows you to delete text inserted in a form

Insert Picture

Turns the cursor into a + symbol. Drag and drop to the desired point, then select image. See Inserting Pictures on Forms.

Remove Picture

Delete selected image in form.

Remove Note

Deletes selected note from field.

Undo

Reverses the last command.

Restore Field

Restores field to default value. See Restoring Overridden Fields.

Cut

Cuts the selected area within a field.

Copy

Copies the selected value.

Paste

Pastes from clipboard (copied or cut info).

Start Link

Establishes the current field as the source field.

Finish Link

Marks the current field as the destination field.

Rename Current Form Tab

Allows you to rename the tab for the current form.

Return Password

Displays the Return Password dialog box, which allows you to set a password for the particular return. See Return Passwords.

Preferences

Opens the Preferences dialog box.

Check Return

Select item(s) that will be checked in the return. Select the Default Filters, Errors, Warnings, Informational, Estimates, Overrides, Notes, E-file, Paper File or Money Clip or any one of the individual features.

Enlarge

Enlarges the view of the form in 25% increments.

Reduce

Reduces the view of the form in 25% increments.

Preparer/ERO

Gives you the following options: Insert Preparer/ERO, Remove Preparer, Remove ERO, Remove Both, Manage Preparers/EROs.

Insert Company

Displays the Company Manager, which allows you to insert a company onto the form (and also store the information for subsequent use).

Security Manager

Opens the Security Manager, which allows an Admin user to set up multiple users in the system. Also allows you to specify the tasks that users may or may not perform in the system.

Billing Manager

Opens the For This Return tab of the Billing Manager, which displays the forms in the return.

PortalSafe

Launches PortalSafe™, a secure, affordable solution for sharing information. From an open return, clicking PortalSafe™ opens the corresponding drawer for that taxpayer. See PortalSafe™.

Interview

Opens the current return in Interview format. See Interviews.

Forms in Return

Displays the Forms in Return dialog box, listing all the forms and worksheets in the return you're currently viewing.

Jump To

Enables you to Jump To the forms, schedules, or worksheets from which the data in the calculated field is derived.

Cross Reference

References the source of a given calculation. If multiple fields are involved, click the desired field to jump to that field.

Back

Moves you to the previous form in the return.

Add New Forms...

Opens the Select Forms Dialog Box which allows you to choose forms to add to the open return.

Duplicate Form

Copies the form you're currently viewing.

Discard Form

Deletes the current form from the open return.

Client Letter

Opens the Client Communication Manager, enabling you to attach a client letter to the open return.

Billing Invoice

Adds a Billing Invoice into the open return. See Completing the Billing Invoice.

Planning/Analysis

Add Tax Summary/Carryover Worksheet, Last Year Comparison, Tax Planner, Married Joint - Separate Comparison, or U.S. Averages Comparison to the open return.

Extensions

Inserts the appropriate extension form to the return.

Lists

Enable you to create an Itemized List, Text List, or Custom List.

Ohio Cities Worksheet
(visible only when you purchase the Ohio Cities Allocation package)

Inserts the Ohio Cities Worksheet (Cities Taxes Paid to Other Jurisdictions) into the return.

Create E-file

Attach PDF

Display Rejection Errors

Display E-file Actions Required

Display Acknowledgement History

Re-create Bank Application

Modify DCN Series

Program Help

Opens Program Help in a web browser.

Government Instructions

From an open return, launches the Government Instructions for the current form. Outside of a return, click the View Instr link (in the Select Forms Dialog Box) for the desired form.

Quick Tutors

Opens the Quick Tutors Help topic.

Quick Tutors will not be available until November 2014.

Release Notes

Opens ATX 2014 14.0 Release Notes for the current version and all prior versions released during the current year.

User Guide

Launches the ATX User Guide for Tax Year 2014.

Tax Line Research

Provides line-specific research content on CCH's online TaxResearch platform.

Tax Research

Launches TaxResearch using your Tax Research Login Credentials entered on the Return Manager tab of the Preferences dialog box. See Return Manager Preferences.

Master Tax Guide

Launches the Master Tax Guide using your Tax Research Login Credentials entered on the Return Manager tab of the Preferences dialog box. See Return Manager Preferences.

Contact Us

Shows you three ways you can contact CCH Small Firm Services to obtain help with your application: by submitting a question via the Web site, via fax, or telephone. You can also use the form that is linked to the topic to consolidate information for Customer Service.

Web Sites

Opens the following Web sites: IRS information, other ATX tax products, ATX paper products (for tax professionals), the MyATX Solution Center, and the ATX Knowledgebase.

Check for Updates

Allows you to easily obtain updated program and forms information through an automated process. Also notifies you of preferences that you can set pertaining to this update process.

Customer Service Utilities

This series of utilities enable you to provide information to Customer Service so they may resolve your program issues. See Customer Service Utilities.

Show Hidden Dialogs

Several dialog boxes have a Don't show this message again check box so you can avoid receiving the same message over and over again. The Show Hidden Dialogs option reverses these selections, so you would see these dialog boxes again.