Toolbars

Open

Opens the highlighted or selected return.

New

Opens the Select Forms Dialog Box, which is the first step in starting a new return.

Delete

Deletes the highlighted or selected return.

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.

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.

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

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.

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

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.

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.

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.

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.

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.

Save

Saves the open return.

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 .atx21Backup 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.

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.

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.

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.

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.

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.