Bank Manager Menus

The Bank Manager contains the following menus:

Disbursements Menu

Menu Item

Description

Shortcut

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 available checks.

Ctrl+H

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.

 

Exit

Closes the ATX program.

 

Applications Menu

Menu Item

Description

Shortcut

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 Acknowledgements

Connects to ATX to update acknowledgements and bank status information.

Ctrl+K

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.

Ctrl+R

Open Associated Return

Opens the return that is highlighted in blue.

Ctrl+O

Options Menu

Menu Item

Description

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.

Reset All Tabs

If a user has rearranged the order or size of the columns on any of the tabs in the open manager, this option resets all tab views to their original defaults.

Tools Menu

Menu Item

Description

Shortcut

Enrollment Manger

Opens the Enrollment Manager, which allows the Admin user to manage and view bank enrollments.

 

Security Manager

Opens the Security Manager, which allows the Admin user 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.

 

Calculator

Opens the Calculator.

F8

View Menu

Menu Item

Description

Bank Products

Opens the Bank Products Tab in Bank Manager.

Disbursements

Opens the Disbursements Tab in Bank Manager.

Reports

Menu Item

Description

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.

3Fund Online Reports

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

Support Menu

Menu Item

Description

Shortcut

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.

F1

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

Education Library

Opens the Education Library help topics.

 

Release Notes

Opens the ATX 2017 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 2017.

 

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: 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.

 

Check for Updates

Allows you to easily obtain updated program and forms information through an automated process.

 

Customer Service Utilities

Enables you to provide information to Customer Service so they may resolve your program issues. See one of the following activities:

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.

 

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.

 

 

See Also:

Bank Manager

Bank Manager Filters