Open Return Menus

When you're in an open return, the following menus appear:

Returns Menu

Menu Item

Description

Shortcut

Save Return

Saves the return you're currently viewing.

Ctrl+S

Close Return

Closes the return you're currently viewing.

 

Delete Return

Displays a warning message, asking you if you're sure you want to delete the return. Will delete the return you're currently viewing.

 

Rename Return

Opens the Rename Return dialog box, which requires you to enter the new name for the return you're currently viewing.

 

New Return

Opens the Main Information Sheet so you can select the return type and Federal form.

Ctrl+N

Duplicate Return

Copies the return you're currently viewing and opens the new copy of that return.

 

Amend Return

Duplicates the return (including all Federal and state forms) and installs any required amendment forms automatically (as long as they are available).

 

Process Return with ePayment

Launches the iTransact electronic payment process for the selected return.

 

Close All Open Returns

Simultaneously closes all the returns you have open.

 

Import Data

Import K-1 data from 1041, 1065 and 1120S returns into 1040, 1040NR, 1041, 1065, 1120, or 1120S returns. See Importing K-1 Data.

 

Accounting Import

Initiates Tax Import from CAS Client Write-Up.

 

Export Return

Saves the return as a .csv file to a location of your choice.

 

Print Packets

Opens the Print Packets dialog box.

 

Change Printer

Launches the Print Setup dialog box, which allows you to change the default printer (for your system) and to make both size and orientation changes for the printed output. You can also install a new printer from the Network link on this dialog box.

 

Print Return

Opens the Print Return Dialog Box, which allows you to print the entire return or portions of it. You can also select your printer from this dialog box.

Ctrl+P

Print Current Page

Prints only the current page you're viewing.

 

Exit

Closes the application.

 

Edit Menu

Menu Item

Description

Shortcut

Mark as Estimate

Marks a field's value as an estimated amount.

F4

Insert/Edit Note

Opens a note editor for the active field. Allows you to attach a note to a particular field. See Preparer Notes.

Ctrl+T

View Notes

Opens the Notes pane.

 

Remove Note

Deletes selected note from active field.

Ctrl+M

Tick Marks

Allows you to add a visual indicator to input fields where the entry needs to be verified, the entry needs reviewing, or the entry has changed. The tick marks can be removed.

 

Insert Text

Turns the cursor into a + symbol. Drag and drop to the desired position, then enter text. See Inserting Text on Forms.

 

Remove Text

Allows you to delete text inserted in a form.

 

Insert Picture

Turns the cursor into a + symbol. Drag and drop to the desired point, then select image. See Inserting Pictures on Forms.

 

Remove Picture

Delete selected image from form.

 

Undo

Reverses the last command.

Ctrl+Z

Restore Field

Restores field to default value. See Restoring Overridden Fields.

Ctrl+R

Cut

Cuts the selected area within a field.

Ctrl+X

Copy

Copies the selected value.

Ctrl+C

Paste

Pastes copied or cut info from clipboard (copied or cut info).

Ctrl+V

Start Link

Establishes the current field as the source field.

 

Finish Link

Marks the current field as the destination field.

 

Rename Current Form Tab

Allows you to rename the tab for the current form.

 

Return Password

Displays the Return Password dialog box, which allows you to set a password for the particular return. See Return Passwords.

 

Record Tools

Allows you to Add Record, Delete Record, and Sort Records, where applicable.

Ctrl+A = Add; Ctrl+D = Delete

Tools Menu

Menu Item

Description

Shortcut

Preferences

Opens the Preferences dialog box.

 

Check Return

Select item(s) that will be checked in the return.

 

Enlarge

Enlarges the view of the form in 25% increments.

Ctrl+(+)

Reduce

 

Reduces the view of the form in 25% increments.

Ctrl+(-)

Preparer/ERO

 

Gives you the following options: Insert Preparer/ERO, Remove Preparer, Remove ERO, Remove Both, Manage Preparers/EROs.

 

Insert Company

Displays the Company Manager, which allows you to insert a company onto the form (and also store the information for subsequent use).

 

Security Manager

Opens the Security Manager, which allows an Admin user to set up multiple users in the system. Also allows you to specify the tasks that users may or may not perform in the system.

 

Billing Manager

Opens the For This Return tab of the Billing Manager, which displays the forms in the return.

 

Calculator

Opens the Calculator.

F8

Navigate Menu

Menu Item

Description

Shortcut

Interview

Opens the current return in Interview format. See Interviews.

 

Forms in Return

Displays the Forms in Return dialog box, listing all the forms and worksheets in the return you're currently viewing.

Ctrl+O

Jump To

Enables you to JumpTo the forms, schedules, or worksheets from which the data in the calculated field is derived.

F6

Cross Reference

References the source of a given calculation. If multiple fields are involved, click the desired field to jump to that field.

F7

Back

Moves you to the previous form in the return.

Ctrl+B

Forward

Moves you to the next form in the return.

Ctrl+Shift+F

Forms Menu

Menu Item

Description

Shortcut

Add New Forms...

Opens the Select Forms Dialog Box which allows you to choose forms to add to the open return.

Ctrl+F

Duplicate Form

Copies the form you're currently viewing.

 

Discard Form

Deletes the current form from the open return.

Ctrl+1

Discard Multiple Forms

Opens the Discard Multiple Forms dialog box which allows you to delete multiple forms from the open return.

Ctrl+Shift+1

Client Letter

Opens the Client Communication Manager, enabling you to attach a client letter to the open return.

 

Billing Invoice

Adds a Billing Invoice to the open return. See Completing the Billing Invoice.

 

Send CCH iFirm Invoice

Sends the Billing Invoice to CCH iFirm.

 

Planning/Analysis

Add Tax Summary/Carryover Worksheet, Last Year Comparison, Tax Planner, Married Joint - Separate Comparison, or U.S. Averages Comparison to the open return.

 

Extensions

Inserts the appropriate extension form in the return.

 

Lists

Enables you to create an Itemized List, Text List, or Custom List.

Ctrl+I

Ohio Cities Worksheet
(visible only when you purchase the Ohio Cities Allocation package)

Inserts the Ohio Cities Worksheet (Cities Taxes Paid to Other Jurisdictions) into the return.

Ctrl+H

Organizer
(visible only during the last release of the ATX, usually in October)

Allows you to add one of two Organizer Types to a return so your customers can provide you with information for the upcoming tax season.

 

E-file Menu

Menu Item

Description

Create E-file

Opens the Create E-file Dialog Box, which asks you to begin the e-file process by selecting jurisdictions in which you want to e-file the return.

If the form you're currently viewing is not eligible for e-filing, you'll receive a message.

Attach PDF

Attaches a PDF file to the e-file of the return.

Display Rejection Errors

Opens the E-file Rejection Errors pane at the bottom of the form, which displays the IRS or State rejection errors for the return.

Display E-file Actions Required

Displays the specific actions required by specific states for an e-filed return, if any have been indicated by the relevant agency. Enabled when you have selected an e-filed return in E-file Manager or when you have an e-filed return open. The pane that is used to display e-file error messages is also used for displaying e-file actions.

Display Acknowledgement History

Displays acknowledgement history for the open return.

Re-create Bank Application

Allows you to re-create a bank application if your Federal e-file was accepted but the attached bank application was rejected. The e-file must show an Accepted status and the return must include a bank application.

Help for E-filing

Opens Program Help to the Creating E-files topic.

Tax Research

Menu Item

Description

Tax Research

Launches your Tax Research subscription using your Tax Research Login Credentials entered on the Return Manager tab of the Preferences dialog box.

Master Tax Guide

Launches the Master Tax Guide using your Tax Research Login Credentials entered on the Return Manager tab of the Preferences dialog box. See Return Manager Preferences.

IRS Publications

Launches IRS Publications using your Tax Research Login Credentials entered on the Return Manager tab of the Preferences dialog box. See Return Manager Preferences.

Client Letter Toolkit

Launches additional Client Letters using your Tax Research Login Credentials entered on the Return Manager tab of the Preferences dialog box.

Elections and Compliance Toolkit

Provides you with hundreds of sample elections and compliance statements, background information, due dates, and citations to relevant authority information.

Launches the Elections and Compliance Toolkit using your Tax Research Login Credentials entered on the Return Manager tab of the Preferences dialog box.

Penalties and Interest Calculator

Provides a way you can calculate penalties and/or interest due for the late filing of a return and/or late payment of taxes due.

Launches the Penalties and Interest Calculator using your Tax Research Login Credentials entered on the Return Manager tab of the Preferences dialog box.

Depreciation Toolkit

Provides you a way to create a depreciation schedule, calculate any recovery year’s depreciation amount or simply determine the depreciation rate for any recovery year.

Launches the Depreciation Toolkit using your Tax Research Login Credentials entered on the Return Manager tab of the Preferences dialog box.

Practice Aids

Provides elections, flowcharts, worksheets, checklists, tables, and tools using your Tax Research Login Credentials entered on the Return Manager tab of the Preferences dialog box.

Line Explanations

Provides line-specific research content on CCH's online Tax Research platform.

Questions and Answers

Provides key questions and answers relating to compliance topics for federal forms.

Filled-in Forms

Provides you with filled-in forms on CCH's online Tax Research platform.

Elections & Statements

Provides you with elections and statements on CCH's online Tax Research platform.

Search Online

Launches your Internet Browser where you can search using the CCH Browser plug-in. If the plug-in is not installed you are prompted to install the CCH Browser plug-in at this time.

ATX Community Board

Use the Community Board to share ideas, tips, and best practices with other ATX users.

CPE Link - Education and CPE

Launches the online learning website, which delivers CPE to tax and accounting professionals through webinars and self-study courses.

Upgrade my Tax Research

Launches a web page where you can choose to purchase additional tax research products.

CCH iFirm

Menu Item

Description

My Dashboard

Launches your CCH iFirm dashboard, which is an overview of your business’ efficiency, annual review, resource allocation, work in progress, and more.

My Jobs

Launches your CCH iFirm jobs, where you can view jobs in CCH iFirm.

My Invoice

Launches your CCH iFirm invoices, where you can view and create invoices in CCH iFirm.

My Reports

Launches your CCH iFirm Practice Management reports, where you can measure the performance of team members and see how your firm is performing.

My Timesheet

Launches your CCH iFirm timesheet, where you can track your personal time by job.

View Job Details

Opens job details for the job associated with the open return.

Contact Details

Opens CCH iFirm Contact Detail for the open return, where you can view and edit contact information.

Client Portal

Launches CCH iFirm Client Portal, where you can organize and share important documents with clients.

Support Menu

Menu Item

Description

Shortcut

Program Help

Opens Program Help in a web browser.

F1

Government Instructions

From an open return, launches the Government Instructions for the current form. Outside of a return, click the View Instr link (in the Select Forms Dialog Box) for the desired form.

F3

Form Release Dates

Open the Form Release Schedule.

 

Learning Portal

Opens the Learning Portal Help topics.

 

Search Knowledge Base

Opens the ATX Knowledge Base.

 

Release Notes

Opens ATX 2023 RELEASE NOTES for the current version and all prior versions released during the current year.

 

User Guide

Launches 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 Web site, via fax, or telephone. You can also use the form that is linked to the topic to consolidate information for Customer Service.

 

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. Also notifies you of preferences that you can set pertaining to this update process.

 

Customer Service Utilities

This series of utilities enable you to provide information to Customer Service so they may resolve your program issues. See Customer Service Utilities.

 

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 these selections, so you would see these 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:

Open Return Interface