ATX™ 2023

Return Manager Menus

The Return Manager contains the following menus:

Returns Menu

Menu Item	Description	Shortcut
Open Selected Return	Opens the return that is highlighted in blue (not checked).	Ctrl+O
New Return	Opens the Select Forms Dialog Box which allows you to choose the forms that will make up the new return.	Ctrl+N
Close All Open Returns	Simultaneously closes all returns you have open in application.
Duplicate Selected Return	Creates a duplicate copy of the highlighted return.	Ctrl+D
Delete Selected Return	Deletes the return highlighted in the Return Manager.	Ctrl+Delete
Delete Marked Returns	Displays the Delete Marked Returns dialog box, which is a reminder that deleted returns cannot be recovered.
Print Packets	Opens Print Packets, which help you set default print options for selected print copies (Filing, Client, Preparer, or Custom).
Process Selected Return with ePayment	Launches iTransact.com
Import>Returns	Opens a Windows Explorer window, from which you can browse to an exported return file (in .atxExport format). This file can then be imported into the application.
Import>Converted Returns	Import returns converted from other software packages (must be .ndf files).
Export Marked Returns	Allows you to select specific returns for export. Displays the Browse For Folder dialog box, where you can select a location to store the returns you're exporting.
Export All Returns	Displays the Browse For Folder dialog box, where you can select a location to store all exported returns.
Backup	Opens the Backup dialog box, which allows you to manually backup returns and associated data. The dialog box lets you select one or more returns for backup.
Restore	Opens the Restore dialog box, which allows you to select one or more returns to restore to the application. Only returns that have been backed up using the Backup and Restore feature may be restored to the application.
Organizers (visible only during the last release of the tax cycle, usually in October)	Allows you to do any of the following: Create Organizers for Marked Returns, Create Blank Organizers for New Return, or Print Organizers For Marked Returns.
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.
Create/Print Extensions	Creates federal and state extensions for multiple returns (with or without amounts due), adds the required extension form to each return. Also prints the required extension forms as part of the process.
Batch Print Marked Returns	Opens the Returns Marked for Printing dialog box, and allows you to specify print settings for a group of selected returns.	Ctrl+P
Exit	Closes the application.

Options Menu

Menu Item	Description
Preferences	Opens Preferences which allow you to set up preferences for the program.
Administration	Enables an Admin user (or user with access to Security Manager) to Edit Password for Selected Return or Remove Lock for Selected Return. See Editing Return Passwords and Removing a Return Lock.
Edit User Password	Opens the User Password dialog box, which enables users to establish or change their system passwords. See Editing Passwords.
Customize Fields	Opens the Customize Fields dialog box, which allows the user to define how they want the Return Manager to appear, and what data they want displayed.
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, Reset All Tabs will reset all tab views to their original defaults.

Tools Menu

Menu Item	Description
Preparer/ERO Manager	Opens the Preparer/ERO Manager, which allows you to enter, modify and manage preparer and ERO information in the system.
Company Manager	Opens the Company Manager, which allows you to enter, modify and manage company information in the system.
Payer Manager	Opens the Payer Manager, which allows you to enter, modify and manage payer information in the system.
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 Billing Manager, which allows you to set up standard and/or specific billing rates by individual, by the hour, or by form.
Client Communication Manager	Opens the Client Communication Manager dialog box which allows you to create and/or edit custom client letters and templates.
Calculator	Opens the Calculator.

View Menu

Menu Item	Description
Returns	Displays the Returns Tab when the Return Manager is open.
Accounts Receivable	Displays the Accounts Receivable Tab when the Return Manager is open.
Tax Warehouse	Displays the Tax Warehouse Tab when the Return Manager is open.
Mark All Displayed Returns	Selects the check box of all returns on the current page, indicating that the checked returns are ready for batch processing.
Unmark All Displayed Returns	Deselects all returns on the current page.
Mark/Unmark Selected Return	Selects or deselects the check box for the selected (highlighted) return.
Easy View	Opens the Easy View window.

Forms Menu

Menu Item	Description
Form Update Report	Lists the forms that were contained in the most recent update. Summarizes changes made to the form and also contains a list of returns using each form.
Customize Master Forms	Opens the Customize Forms dialog box, which allows you to customize forms to meet specific business needs. See Customizing Master Forms.

Reports Menu

Menu Item	Description
Print Marked Client List	Print a list of marked clients' pertinent information.
Export Marked Client List	Export a list of marked clients' pertinent information.
Print Marked Client Labels	Print address labels for marked clients.

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.
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.	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 ATX 2023 RELEASE NOTES, which give you details 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 Web site, via fax, or telephone.
Web Sites	Opens the following web sites: Partner Services, BizFilings Business Services, Check IRS Return Status, 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. This is not available in Rollover Manager.
Customer Service Utilities	Enables you to provide information to Customer Service so they may resolve your program issues.
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. If you've opted to not show these dialog boxes, the Show Hidden Dialogs option reverses those selections, so you will see the dialog boxes again.
Activate Products	Launches the Activation Codes Dialog Box. Enter the activation code for the product you want to open or update.
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:

Return Manager Filters