The Rollover Manager contains the following menus:
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Menu Item |
Description |
Shortcut |
|---|---|---|
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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). |
Ctrl+R |
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Rollover Marked Returns |
Rolls over the marked returns from the previous year's ATX product into the current year's ATX product. |
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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. |
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Rollover Preparer/ERO Information |
Rolls over Preparer/ERO Manager information from last year's ATX product to your current ATX product. |
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Rollover Companies Information |
Rolls over Company Managerinformation from last year's ATX product to your current ATX product. |
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Rollover Payer Information |
Rolls over Payer Manager information from last year's ATX product to your current ATX product. |
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Rollover Form Rates |
Rolls over form rates from last year's ATX product to your current ATX product. |
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Rollover Hourly Rates |
Rolls over hourly rates from last year's ATX product to your current ATX product. |
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Rollover Custom List Templates |
Rolls over the custom list templates created by the ATX user. See Creating Custom Lists. |
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Rollover Global Client Letter Templates |
Rolls over last year's Global Client Letter Templates to your current ATX product. |
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Rollover Print Packets |
Rolls over last year's Print Packet setup to the user's current ATX product. |
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Rollover Asset Classifications |
Rolls over last year's Asset Classifications from Fixed Asset Manager. |
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Rollover Custom Reports |
Rolls over the custom reports from Fixed Asset Manager. |
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Exit |
Closes the ATX program. |
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Menu Item |
Description |
Shortcut |
|---|---|---|
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Preferences |
Opens the Preferences dialog box. |
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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. |
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Calculator |
Opens the Calculator. |
F8 |
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Menu Item |
Description |
|---|---|
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2016 Returns |
Displays the 2016 Returns Tab and a list of 2016 returns available for rollover. |
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Last Month/Quarter |
Displays the Last Month/Quarter Tab and a list of current year returns. |
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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. |
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Unmark All Displayed Returns |
Clears the check boxes for all returns shown on the current page. |
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Mark/Unmark Selected Return |
Selects or clears the check box for the highlighted return. |
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Menu Item |
Description |
|---|---|
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Export Contact to CCH iFirm |
Exports contact information to CCH iFirm. |
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Menu Item |
Description |
Shortcut |
|---|---|---|
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Program Help |
Opens Program Help. |
F1 |
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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. |
F3 |
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Education Library |
Opens the Education Library Help topics. |
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Release Notes |
Opens ATX 2017 RELEASE NOTES, which give you detail about new or changed functionality in each version of ATX. |
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User Guide |
Launches the PDF version of the ATX User Guide for Tax Year 2017. |
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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. |
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Web Sites |
Opens the following web sites: BizFilings Business Services, IRS Home Page, IRS E-Services, other ATX Tax Products, ATX Paper Products (for tax professionals), ATX Home Page, the MyATX Solution Center, the ATX Blog, and the ATX Knowledgebase. |
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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. |
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Customer Service Utilities |
Enables you to provide information to Customer Service so they may resolve your program issues. See one of the following activities: |
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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. |
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About |
Displays the About ATX dialog box which displays the program version, product copyright information, and customer's Client ID. When calling Customer Care, you may be asked to provide one or more of the numbers listed in this dialog box. |
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See Also: