ATX™ 2023

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