Rollover Manager Menus

Rollover Marked Data

Rolls over any data within the Rollover Manager that has a selected check box into ATX format. This includes any of the returns, or other administrative data (company, payer, preparer/ERO, form rates or hourly rates).

Rollover Marked Returns

Rolls over the marked returns from the previous year's ATX product into the current year's ATX product.

Browse for Last Year's Returns

If last year's ATX program is not found in the default directory, a Browse for Folder dialog box allows you to browse to the location on your computer where your returns are stored.

Rollover Preparer/ ERO Information

Rolls over Preparer/ERO Manager information from last year's ATX product to your current ATX product.

Rollover Companies Information

Rolls over Company Managerinformation from last year's ATX product to your current ATX product.

Rollover Payer Information

Rolls over Payer Manager information from last year's ATX product to your current ATX product.

Rollover Form Rates

Rolls over form rates from last year's ATX product to your current ATX product.

Rollover Hourly Rates

Rolls over hourly rates from last year's ATX product to your current ATX product.

Rollover Custom List Templates

Rolls over the custom list templates created by the ATX user. See Creating Custom Lists.

Rollover Global Client Letter Templates

Rolls over last year's Global Client Letter Templates to your current ATX product.

Rollover Print Packets

Rolls over last year's Print Packet setup to the user's current ATX product.

Preferences

Opens the Preferences dialog box.

Security Manager

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

2013 Returns

Displays the 2013 Returns Tab and a list of 2013 returns available for rollover.

Last Month/Quarter

Displays the Last Month/Quarter Tab and a list of current-year returns.

Mark All Displayed Returns

Selects the check box of all returns on the current page, indicating that the checked returns are ready for batch processing.

Unmark All Displayed Returns

Clears the check boxes for all returns shown on the current page.

Program Help

Opens Program Help.

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

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.