E-file Manager Menus

Transmit Marked E-files

Begins transmission of marked e-files to the ATX e-file servers.

Receive Acknowledgements

Connects to ATX to update acknowledgements and bank status information.

Hold Marked E-files

Prevents the marked (checked) e-file(s) in E-file Manager from being transmitted.

Release Marked E-files

Releases the hold on the marked (checked) e-files that was done through the Holding/Releasing State E-files function.

Display Selected E-file Rejection Errors

Opens the E-file Rejection Errors pane at the bottom of the form, which displays rejection errors for a single return or multiple marked returns.

If a return is changed after the e-file was created, it must be re-created before transmitting.

Display Selected E-file Action Required

Displays the specific actions required by specific states for an e-filed return, if any have been indicated by the relevant agency. Enabled when you have selected an e-filed return in E-file Manager or when you have an e-filed return open. The pane that is used to display e-file error messages is also used for displaying e-file actions.

Delete Selected E-files

Deletes the single e-file selected in the list, if it qualifies for deletion. Deleting an e-file does not delete the tax return.

Delete Marked E-files

Deletes all e-files that are marked, if they quality. Deleting e-files does not delete the tax returns.

Display Selected E-file Acknowledgement History

Displays the history for selected return. You can view details and print the history.

Display Marked E-file Acknowledgement Histories

Displays histories for marked returns.

Modify DCN Series

Opens the E-file tab on the Preparer/ERO Manager so you can modify the DCN Counter (the number attached to the first return created on the workstation) as well as the DCN Max. Currently, DCNs are only used by Massachusetts.

Open Related Return

Opens the return that is associated with the e-file.

Preferences

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.

Mark All Displayed E-files

Selects the check box of all e-files shown on the current page, indicating that the checked e-files are ready for batch processing.

Unmark All E-files

Deselects all e-files shown on the current page.

Mark/Unmark Selected
E-files

Selects or deselects the check box for the selected (highlighted) e-file.

Print Marked Client List

Print a list of marked clients' pertinent information.

Program Help

Opens the Program Help in a web browser.

Government Instructions

If you're in an open return, this menu item launches the Government Instructions for the current form (if instructions are available). If you're not in an open return, this menu item launches the Select Forms Dialog Box, where you can click the View Instr link to see instructions for specific forms.

Quick Tutors

Opens the Quick Tutors Help topic.

Quick Tutors will not be available until November 2014.

Release Notes

Opens ATX 2014 Release Notes, which give you detail about new or changed functionality in each version of ATX.

User Guide

Launches the PDF version of the ATX User Guide for Tax Year 2014.

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.

Web Sites

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

Enables you provide information to Customer Service so they may resolve your program issues. See one of the following activities:

• Refreshing Application Configurations
• Send Diagnostics to Customer Service
• Send E-file Log to Customer Service
• Synchronizing E-files With the EFC

Synchronizing E-files With the EFC is only available to users who have permission to Receive Acknowledgements.

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 those selections, so you will see the dialog boxes again.