Quick Tutors

Quick Tutors are short, easy-to-follow demonstrations of specific program features and functions.

The control buttons in the tutor window enable you to pause, skip screens, return to a previous screen, or exit at any time during the presentation.

Click a link below to watch the associated Quick Tutor:

• Using Program Help
• Installing ATX
• Preferences
• Client Communication Preferences
• Print Preferences
• Global Print Packet Setup
• Backup and Restore
• Transmitting E-files
• Return Status
• Billing Manager (includes Exporting and Importing Billing Rates)
• Preparer Manager
• Rolling Over Last Years Returns
• Client Communication Manager/Standard Client Letters
• Working with Forms and Returns
  (includes information on Navigating in Tax Returns, Jumping to Forms, Adding Forms to a Return, Duplicating a Form,Discarding a Form, Sorting Returns, Importing Returns, Marking Returns, Deleting Marked Returns, Exporting Marked Returns, and Duplicating Returns)
• Check Return
• Importing Schedule D Information