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 Wolters Kluwer 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

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.

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
Form Release Dates	Open the Form Release Schedule.
Learning Portal	Opens the Learning Portal.
Search Knowledge Base	Opens the ATX Knowledge Base.
Release Notes	Opens the ATX 2023 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 2023.
Contact Us	Shows you three ways you can contact Wolters Kluwer to obtain help with your application: by submitting a question via the website, via fax, or telephone.
Web Sites	Opens the following web sites: Partner Services, 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: Sending a Return to Customer Service Send Diagnostics to Customer Service Send E-file Log to Customer Service Synchronizing E-files With the EFC Reset Aggregate E-file Status 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.