Bank Manager Menus

Print Checks

If you have internet access, this button automatically opens the CCH Small Firm services Client Login page. After logging in, you can go to the Online Check Printing center, where you can manage and print your currently available checks.

View Selected Disbursement Details

Opens the Disbursement Details dialog box, which shows detail on all disbursements associated with a particular return. See Viewing Disbursement Details.

Transmit Re-created Bank Applications

Select this function to transmit a bank application that you've re-created. This function is only available if you have an accepted e-file with a rejected bank application. See Re-Creating Bank Applications.

Receive Acknow- ledgements

Connects to ATX to update acknowledgements and bank status information.

Display Rejected Errors

Opens the return and displays the error(s) related to the bank application in the Rejection Errors pane at the bottom of the ATX window.

Preferences

Opens All Managers Preferences.

Reset Current Tab

If a user has rearranged the column order or width on the current tab, this menu item will reset the view to the original program defaults.

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.

Only users with Security Manager rights can access Security Manager.

Bank Products

Opens the Bank Products Tab in Bank Manager.

Fee Report

Opens the MyATX Solution Center Reports page.

Unpostable Report

Displays a report created when the bank sends an acknowledgement to the preparer/ERO that the funds are unpostable. Unpostable funds are generally received because the bank application has not been approved. See Unpostables Report.

TPG Online Reports

Links to the bank website, where you can obtain reports.

Bank Web Sites

Provides links to the bank web sites that support the application's bank-related products.

Program Help

Opens the Program Help in a web browser.

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 the ATX 2014 14.0 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 website, 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.

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

Synchronizing E-files With the EFC is only available to users who have permission to Receive Acknowledgements.

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.