Creating Returns Using the Main Information Worksheet

To create returns using the Main Information Worksheet verify the "Show me the list of forms when creating a new return" check box is cleared in the Return Manager Preferences. This check box is not selected by default.

Return Manger Preference is cleared

To start a new return:

  1. From Return Manager, do one of the following:
  2. Click the New button on the toolbar.
  3. Click the Returns menu; then, select New Return.
  4. Press Ctrl+N.

New return

  1. Select the check box indicating the type of return.
  2. Select the Federal form for the return from the drop-down list.

Example of drop-down for Federal Form

  1. Click the Click to Create Return button.

If you use CCH iFirm you are able to import client contact information when starting a new return. See Import CCH iFirm Contact Data into a New Return

  1. Enter the demographic information on the Main Information Sheet.
  2. Click the State Info tab to add a state to the return.

The client data will flow into all forms in the return plus insert appropriate forms based on the client's data.

Example of State Information Worksheet

  1. Click Add Forms to add any additional forms.

Select Forms dialog box

  1. Highlight the form(s) you want to add to the return.

To select multiple forms, simply click each desired form.

  1. Click the Open Forms button on the Select Forms toolbar.

If you use CCH iFirm you are able to import client contact information when starting a new return. See Import CCH iFirm Contact Data into a New Return.

  1. Complete the necessary tax form(s).

To save the new return:

  1. Do one of the following:
  2. Click the Save button on the toolbar.
  3. Click the Returns menu; then, select Save Return.
  4. Press Ctrl+S.

Return Name dialog box

By default, ATX names the return for the Taxpayer (and Spouse, if applicable).

  1. Do one of the following:
  2. Accept the default name and click Save.
  3. Enter a new name for the return; then, click Save.

 

See Also:

Creating Returns Using the Select Forms Dialog

Return Passwords

Opening Returns

Navigating Within Returns

Government Instructions