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:
Compare your system to ATX requirements. Use our System Analysis Tool to compare your system to the 2014 ATX system requirements.
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.
Comply with IRS Regulatory Requirements
Verify that you are in compliance with IRS regulatory requirements. We recommend you:
Update Your ATX Knowledge*
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.
Be ready for the upcoming tax season with these 4 tips.
View refresher videos (Available December 2014).
Log in to the MyATX Solution Center to Update Your Information*
The MyATX Solution Center website offers news, information, and advice for using ATX.
Resources for assistance
Enroll in Refund Settlement Solutions*
Install and Activate ATX and other software before the end of the year
Manage Users and Groups in ATX*
Resources for Assistance
Set Up Your ATX System for Tax Season*
ATX Program Help — press F1 in ATX or access from Support menu; the Help includes topics on all these setup tasks
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
Order Office Supplies
Stay Informed During Tax Season*
Review Support Resources
Review our ATX Common Concerns PDF