Toolbars

The product displays most frequently-used functions in a toolbar at the top of the application. The toolbar is made up of a series of buttons that, when clicked, will prompt key functionality. Depending on the selected manager (such as Return Manager, Rollover Manager, E-file Manager or Bank Manager), different toolbar buttons will be available.

Return Manager Toolbar

Image: Return Manager Toolbar

Return Manager Toolbar

Toolbar Button	Description	Shortcut
Open	Opens the highlighted or selected return.	Ctrl+O
New	Opens the Select Forms Dialog Box, which is the first step in starting a new return.	Ctrl+N
Delete	Deletes the highlighted or selected return.	Ctrl+D
Mark All	Selects the check box beside all the returns listed in the Return Manager.
Unmark All	Deselects the check box beside all the returns listed in the Return Manager.
Easy View	Switches the Return Manager view to Easy View.
Preferences	Opens Return Manager Preferences.
CCH iFirm	Launches CCH iFirm , a solution for your office that assists with office workflow and your accounting client's needs.
Client Portal	Launches CCH iFirm Client Portal, where you can organize and share important documents with clients.
ePayment	Launches iTransact.com.
Calculator	Launches the Calculator.	F8
Preparer/ERO	Opens the Preparer/ERO Manager dialog box, which allows you to enter preparer information in a common data repository so it can be easily selected during return preparation.
Program	Launches Program Updates. If the button is red, a program update is available but has not been loaded on your system. If the button is green, the program is up-to-date.
Forms	Launches Form Updates. If the button is red, form updates are available but have not been loaded on your system. If the button is green, all forms are up-to-date.
Form Release Dates	Open the Form Release Schedule.
Help	Opens Program Help.	F1
Chat	Opens the In-App Chat User Information dialog box where you enter the requested information to start a virtual chat.
News Feed	Opens the News dialog box which contains a series of blog post about tax-related events and information that ATX customers need to know. The News Feed button (present on the toolbar in all Main Managers) is red when new notifications (blog posts) are available (and have not been viewed). The button is green when notifications are all up-to-date.

Rollover Manager Toolbar

Image: Rollover Toolbar

Rollover Manager Toolbar

Toolbar Button	Description	Shortcut
Rollover	Rolls over any data within the Rollover Manager that has a selected (marked) check box. This includes any of the returns, or other administrative data (company, payer, preparer/ERO, forms or hourly).
Mark All	Marks the check box beside all the returns listed in the Rollover Manager.
Unmark All	Deselects the check box beside all the returns listed in the Rollover Manager.
Browse	If your current program is not automatically found (in the default directory), a Browse for Folder dialog box allows you to browse to the location on your computer where your returns from last year are stored.
Preferences	Opens Rollover Manager Preferences.
Help	Opens Program Help.	F1
Chat	Opens the In-App Chat User Information dialog box where you enter the requested information to start a virtual chat.
News Feed	Opens the News dialog box which contains a series of blog post about tax-related events and information that ATX customers need to know. The News Feed button (present on the toolbar in all Main Managers) is red when new notifications (blog posts) are available (and have not been viewed). The button is green when notifications are all up-to-date.

E-file Manager Toolbar

Image: E-file Toolbar

E-file Manager Toolbar

Toolbar Button	Description	Shortcut
Open	Opens the highlighted or selected e-file.
Transmit	Transmits the highlighted or selected e-file(s).
Receive Acks	When the IRS receives a file from you (via our product), it electronically transmits an acknowledgement (ack) which you can then receive. To receive acks for one or more returns, mark them and click the Receive Acks button.
Mark All	Selects the check box beside all the returns listed in the E-file Manager.
Unmark All	Clears the check box beside all marked returns listed in the E-file Manager.
Preferences	Opens E-file Manager Preferences.
Help	Opens Program Help.	F1
Chat	Opens the In-App Chat User Information dialog box where you enter the requested information to start a virtual chat.
News Feed	Opens the News dialog box which contains a series of blog post about tax-related events and information that ATX customers need to know. The News Feed button (present on the toolbar in all Main Managers) is red when new notifications (blog posts) are available (and have not been viewed). The button is green when notifications are all up-to-date.

Bank Manager Toolbar

Image: Bank Manager Toolbar

Bank Manager Toolbar

Toolbar Button	Description	Shortcut
Disbursement Details	Launches the Disbursement Details dialog box which shows details on the disbursement associated with a particular return, as well as the fees that are deducted from the disbursement.
Print Checks	If you have internet access, this button automatically opens the Wolters Kluwer Client Login. After logging in, you can go to the Online Check Printing center, where you can manage and print your currently available checks.	Ctrl+H
Receive Acks	To receive acks for one or more returns, mark them and click the Receive Acks button.
Preferences	Opens All Managers Preferences.
Help	Opens Program Help.	F1
Chat	Opens the In-App Chat User Information dialog box where you enter the requested information to start a virtual chat.
News Feed	Opens the News dialog box which contains a series of blog post about tax-related events and information that ATX customers need to know. The News Feed button (present on the toolbar in all Main Managers) is red when new notifications (blog posts) are available (and have not been viewed). The button is green when notifications are all up-to-date.

Open Returns Toolbar

If you have opened a return, you'll see the following toolbar:

Image: Open Return Toolbar

Open Returns Toolbar

Toolbar Button	Description	Shortcut
Save	Saves the open return.	Ctrl+S
Add Forms	Opens the Select Forms Dialog Box, which allows you to select additional forms to add to the open return.
Restore	Only returns that have been backed up using the Backup and Restore feature may be restored to the application. Allows you to browse to a location where your backup returns are stored, and select a return to restore to the application. Backup returns have the return name prefix and a .atx20Backup file extension.
Start Link/Finish Link	Creates a link between fields on a form. Button behaves like a toggle switch.
Interview	Opens the Interviews tool above the return.
Back	Moves to the previous form or worksheet that was open.	Ctrl+B
Forward	If you have moved back and forth on several forms within a return, will move you forward to a form later in the sequence.	Ctrl+Shift+F
Check Return	Checks the open return that you're currently viewing.
Print	Launches the Print Return Dialog Box, which allows you to print the entire return.	Ctrl+P
Page	Prints the current page.
CCH iFirm	Launches CCH iFirm , a solutions for your office that assists with office workflow and your accounting client's needs.
Client Portal	Launches CCH iFirm Client Portal, where you can organize and share important documents with clients.
E-file	Launches the Create E-file process for the return that you're currently viewing.
eSign	eSignature allows you to stay compliant and keep client information secure by capturing signatures digitally in person or remotely through ATX.
ePayment	Launches iTransact.com.
Calculator	Opens the Calculator.	F8
Preparer/ERO	Opens the Preparer/ERO Manager, which allows you to enter multiple preparers and their respective information into a common data repository so they can be easily selected by preparers as they assemble returns.
Tax Research	Launches Tax Research in your web browser.
Search Online	Displays a search box where you can type your search criteria and ATX launches your Internet Browser where you can search using the CCH Browser Search plug-in. If the plug-in is not installed you are prompted to install the CCH Browser Search plug-in at this time.
Practice Aids	Provides signature forms, specific elections, flowcharts, worksheets, checklists, tables, and tools using your Tax Research Login Credentials entered on the Return Manager tab of the Preferences dialog box.
Form Release Dates	Open the Form Release Schedule.
Help	Opens Program Help.	F1
Chat	Opens the In-App Chat User Information dialog box where you enter the requested information to start a virtual chat.
News Feed	Opens the News dialog box which contains a series of blog post about tax-related events and information that ATX customers need to know. The News Feed button (present on the toolbar in all Main Managers) is red when new notifications (blog posts) are available (and have not been viewed). The button is green when notifications are all up-to-date.