Return Manager Preferences
Return Manager Preferences provide settings specific to the Return Manager and log in credentials for iTransact, PortalSafe™, and TaxResearch® and the Master Tax Guide services.
Preferences dialog box (Return Manager tab)
The following preferences are found on the Return Manager tab of the Preferences dialog box:
Reset to Default Sorting On Startup
By selecting this preference, you reset the order of returns and columns to the default every time ATX is started.
Show E-file Status Information for Selected Return
This preference is enabled by default. The E-file Status section is visible in Return Manager. To disable, clear the check box.
iTransact Merchant Services Client ID
Enter your credentials and they will be entered automatically when you visit the iTransact Merchant Services website.
PortalSafe Login Credentials
Enter your credentials and they will be entered automatically for you each time you visit PortalSafe™.
Tax Research Login Credentials
Enter your credentials and they will be entered automatically when you launch TaxResearch or the Master Tax Guide from the Support menu.
After making changes to Preferences, click Apply to save your changes and close the Preferences dialog box, or click OK to save your changes and leave the Preferences dialog box open.
See Also: