Managers are areas of the application that help you organize or manage the many tasks required in the return preparation process. There are Main Managers, Setup Managers, and Functional Managers. Each will be discussed in detail in this section:
See Customizing Managers and Manager Pane.
Tasks that you probably tend to perform on a daily basis are accessed via the tabs at the very top of the ATX window.
|
Main Managers |
Description |
|---|---|
|
Return Manager |
The Return Manager allows you to view and sort all the returns entered in your system. Allows you to sort returns based on completion, refund status, and accounts receivable. |
|
Rollover Manager |
The Rollover Manager lists returns that can be rolled over from last year or from a prior month or quarter. |
|
E-file Manager |
The E-file Manager handles all e-filing tasks. |
|
Bank Manager |
The Bank Manager handles all tasks associated with providing bank products. This Manager also includes reports to assist in reconciling bank product fees. |
Each of the main manager tabs includes one or more view tabs, which appear below the toolbar. These tabs separate the general information displayed by a particular manager into more specific categories.
When a return has been opened, the Return Name appears in a tab ATX™ 2017 alongside the other main manager tabs. When a return is open, all forms, worksheets, and letters are displayed in tab format beneath the toolbar. See Open Return Interface.
Setup Information Managers are located under the Tools menu.
|
Information Managers |
Description |
|---|---|
|
Preparer/ERO Manager |
The Preparer/ERO Manager allows you to enter Preparer/ERO information associated with your business. Information can include firm information, as well as specific information related to e-filing capabilities (such as a personal EFIN or whether they are an ERO). |
|
Company Manager |
The Company Manager allows you to enter companies for whom you prepare returns. Makes data entry on multiple returns faster and easier. |
|
Payer Manager |
Allows you to enter payers that have been entered on forms (such as W-2 and 1099). See Payer Manager. |
Functional Managers are located under the Tools menu.
|
Functional Managers |
Description |
|---|---|
|
Security Manager |
Allows you to define on a task-by-task basis the level of program access you want each user to possess. See Security Manager. |
|
Billing Manager |
Enables you to set up hourly rates for people in your organization, as well as form rates for any or all of the forms and schedules. See Billing Manager. |
|
Client Communication Manager |
Houses the Client Communication Manager dialog box, which allows you to create customized client letters and/or templates to be used globally or per-return. |