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ATX 2014 Setup

We're excited that you have chosen our tax preparation software for the 2014 tax season. You are amongst thousands of professionals who take advantage of the streamlined workflow and extensive IRS tax compliance capabilities that are built into the software.

Weve developed this online tool to help simplify the software installation process and to answer questions that you may have. Don't forget to visit the MyATX Solution Center (link is in upper right corner) on a regular basis, this is where you'll find regular software updates, important information from Customer Care and the IRS, Community Discussion Centers, an extensive searchable knowledge library, and the status of your e-filed returns. —Happy filing!

*Get step by step instructions on your Tax Season Essentials program (included in most packages) while getting FREE CPE.

Confirm that you meet or exceed System Requirements

The minimum system requirements for ATX have changed so we encourage you to review them to ensure your computer meets the new requirements. The changes include:

  • Windows® XP is no longer supported, so ATX will not install on XP machines. The minimum system requirement for ATX 2014 is Windows® 7, 32-bit, though we recommend Windows 7 64-bit.
  • The minimum internet browser version is now Internet Explorer® 9.0.

Compare your system to ATX requirements. Use our System Analysis Tool to compare your system to the 2014 ATX system requirements.

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Save your Fulfillment Confirmation Slip or Shipping Confirmation Email

Store the code to install your software for future use (found on the Fulfillment Confirmation Slip, Shipping Confirmation Email, or on the MyATX Solution Center download page). You will need this code to: activate your software, login to the MyATX Solution Center for the first time, or reset your ADMIN password on the Solution Center. The Solution Center password for ADMIN does not reset to the product installation code each year.

To ensure you receive your Shipping Confirmation Email, be sure to add cchsfs.com as a safe sender.

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Comply with IRS Regulatory Requirements

Verify that you are in compliance with IRS regulatory requirements. We recommend you:

  • Renew Your PTIN and ensure your staff members have renewed their PTINs
  • Update your e-file application or apply for a new EFIN if needed. Consult IRS Pub 3112 for more information.
  • Review EITC due diligence and IRS Circular 230 requirements and confirm your office procedures comply.

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Update Your ATX Knowledge*

ATX Software Tips

Register to participate in webinars and seminar webcasts.

On your ATX software toolbar, click "red flag" notifications button to view daily blog posts from Customer Care

Press F3 to access Federal and State form instructions. Don't forget to remind all of your preparers of this shortcut.

Click the green arrow in a field to jump to a linked field — On all forms, schedules, and worksheets, white fields denote values that are calculated from data entered elsewhere. The Jump To feature enables fast navigation to the forms, schedules, or worksheets from which these data sources are derived. Calculated fields are always white (whereas input fields are blue).

Right–click a field to use the cross-reference feature — When the value in a white calculated field is derived from multiple sources, use the Cross Reference feature to display a list of all fields that contribute to this value and to navigate to a specific source field.

Get Educated

Be ready for the upcoming tax season with these 4 tips.

View refresher videos (Available December 2014).

  • Train on 2014 tax law changes, Affordable Care Act, EIC due diligence, ethics, and other topics, as needed for your practice and professional designation. Resources are listed below:

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Log in to the MyATX Solution Center to Update Your Information*

The MyATX Solution Center website offers news, information, and advice for using ATX.

  • Log in to the MyATX Solution Center. Click Login at top of page. Enter your Client ID. In the User Name field, enter admin. In the Password field, enter your product activation code. You will be prompted to create a new password. Follow the prompts.
  • Verify and if needed, update your office address, email, contact names, credit card and other company information on file with SFS
  • Verify your EFIN and transactional fees (e-filing, bank program) BEFORE you start preparing and e-filing tax returns! On the Solution Center, click electronic filing in the navigation bar on the left to view this information.
  • If your EFIN on file with SFS needs to be changed, click EFIN Request in the navigation bar
  • Add, edit or deactivate Solution Center users
  • If you purchased Return Retrieval, download copies of your e-filed returns. To purchase Return Retrieval, call your Account Manager at 800-495-4626.
  • Look up the status of your e-filed returns using the E-file Status Tool on the MyATX Solution Center home page.
  • View the forms release schedule by clicking the Find a Form link on the left sidebar on the home page.

Resources for assistance

  • On the Solution Center login page, click Need Help?
  • Knowledge Library — Answer ID 1995, Logging in to the MyATX Support Center for the first time
  • Knowledge Library — Answer ID 111, Changing company information on file with CCH SFS
  • Knowledge Library — Answer ID 3308, ATX Return Retrieval

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Enroll in Refund Settlement Solutions*

  • Enroll in a bank program or FeeCollect by completing the application on the MyATX Solution Center
  • Verify your e-filing, bank program or other transactional fees on the MyATX Solution Center BEFORE you start e-filing!
  • Comply with training, due diligence and other requirements of your bank
  • Order checks from your bank if you will print checks for clients
  • Familiarize yourself and staff with the check printing process

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Install and Activate ATX and other software before the end of the year

  • Install your programs when your shipment arrives. Follow the instructions that fit your office setup on the System Requirements.
    • Instead of installing from the DVD, you may download the installation from the MyATX Solution Center.
      • On the front page, click Download Center; after logging in.
      • Click Download Tax Program; instructions are provided on the site.
      • Read the Release Notes. They will open automatically after initial installation and after each program update.
    • If your purchase includes PaperlessPLUS, you must create a backup of the current data.
  • Resources for assistance
    • Quick Start Guide
    • Your Fulfillment Confirmation Slip (includes your product activation code)

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Manage Users and Groups in ATX*

  • Define a password for the Admin user (optional)
  • Add users to the system*
  • Define/Restrict User Tasks
  • Assign users to groups

Resources for Assistance

  • ATX Program Help (press F1 or access from Support menu) — Administrative Tasks for the Admin User; Default Users and Groups; Adding Users to the System; Modifying a User's Security Profile
  • * ATX standard licensing allows up to three users (Admin and two others). If more than three users will use the program to prepare tax returns, you need an unlimited license. Call your Account Manager at 800-495-4626 to purchase. For more information, see Knowledge Library Answer ID 1744.

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Set Up Your ATX System for Tax Season*

Set Up Your System

ATX Program Help — press F1 in ATX or access from Support menu; the Help includes topics on all these setup tasks

  • Tax Research
    • Set up your IntelliConnect login in Preferences. If you don't know your login, contact support.
    • Right click on any field in a form and to get Tax Line Research or access to your Master Tax Guide Online. Click the Tax Research button in the toolbar to search your entire tax compliance library for quick answers

Roll Over Returns

Recommended practice for rollover of returns: The bulk of the rollover process takes place at the time you perform the rollover instead of when you open the return. We recommend that you perform rollovers in advance of the client's appointment, allowing enough time for the process to take place and for you to review the rolled over data.

Resources for Assistance

  • ATX Video Library — (Available December 2014) Topics include rollover, networking, backup/restore, updates, client letters, printing, depreciation and more
  • ATX 2014 Enhancements Webinar — See schedule and register
  • Tax Season Essentials program

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Order Office Supplies

  • Register for Staples Advantage and order office supplies at discounted prices
  • Order envelopes, tax return folders and other paper products that coordinate with ATX

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Stay Informed During Tax Season*

  • Subscribe to IRS Quick Alerts, e-News for Tax Professionals and more
  • Visit the IRS Return Preparer Office Facebook page
  • Download the ATX Companion mobile app for iPhone, Android, and Windows 8
  • Join the ATX Community Discussion Board on the Solution Center
  • Read the ATX Blog; access from within ATX; click the Notifications button
  • Find answers in the Knowledge Library
  • Set up Tracker News in IntelliConnect

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Review Support Resources

Review our ATX Common Concerns PDF

  • Solution Center
  • Knowledge Library (Knowledgebase): Access from the Solution Center
  • ATX Blog: Access from within ATX or from the Solution Center
  • ATX Community Board: Access from the Solution Center
  • Customer Care Bulletin email: Don't miss important information (you must opt in)
  • Support Email: customer.support@cchsfs.com
  • Support Phone: 800-638-8291 (Pay-Per-Return customers, call 770-857-5602)

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