Return Manager Preferences
Return Manager Preferences provide settings specific to the Return Manager and log information for iTransact, CCH iFirm , PortalSafe™, and Tax Research and the Master Tax Guide services.
Preferences dialog box (Return Manager tab)
The following preferences are found on the Return Manager tab of the Preferences dialog box:
Reset to Default Sorting On Startup
Resets return order and column positions to the default every time you open ATX.
Show E-file Status Information for Selected Return
Selected by default. Displays the E-file Status column and data for all returns in Return Manager. To disable, clear the check box.
iTransact Merchant Services Client ID
Enter your iTransact ID so you can access use iTransact Merchant Service from ATX (click the ePayment button on the toolbar).
CCH iFirm
Enter your information so that ATX can integrate with CCH iFirm. In the CCH iFirm Website Address box, copy and paste your address from your CCH iFirm account email, then click Sign Into iFirm. See Sign In To CCH iFirm.
PortalSafe Login Credentials
When you enter your PortalSafe account ID and email address, ATX can automatically log you in each time you visit PortalSafe™.
Tax Research Login Credentials
When you enter your Tax Research user name and password, ATX can automatically launch your subscriptions for Tax Research or the Master Tax Guide. If you do not know your login, use the CCH IntelliConnect registration email link to retrieve your information.
After making changes to Preferences, click Apply to save your changes and close the Preferences dialog box, or click OK to save your changes and leave the Preferences dialog box open.
See Also: