Creating Returns

To start a new return:

1. From Return Manager, do one of the following:
2. Click the New button on the toolbar.
3. Click the Returns menu; then, select New Return.
4. Press Ctrl+N.

Select Forms dialog box

2. Highlight the form(s) you want to add to the return.

To select multiple forms, simply click each desired form.

3. Click the Open Forms button on the Select Forms toolbar.

New return

If you use CCH iFirm you are able to import client contact information when starting a new return. See Import CCH iFirm Contact Data into a New Return

To save the new return:

1. Do one of the following:
2. Click the Save button on the toolbar.
3. Click the Returns menu; then, select Save Return.
4. Press Ctrl+S.

Return Name dialog box

By default, ATX names the return for the Taxpayer (and Spouse, if applicable).

2. Do one of the following:
3. Accept the default name and click Save.
4. Enter a new name for the return; then, click Save.

 

See Also:

Return Passwords

Opening Returns

Navigating Within Returns

Government Instructions