We're excited that you have chosen ATX tax preparation software for the 2016 tax season. We've developed this online tool to help simplify the software installation process and to answer many common questions. For more assistance, visit the MyATX Solution Center on a regular basis. There 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.
NOTE: For customers who have purchased the Tax Season Essentials program, you can conveniently download it from the Customer Care site.
- Click here to register for training 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.
Features & Security
As members of the IRS Security Summit, we are committed to protecting confidential taxpayer information. We're upgrading our products to meet the recommendations and best practices set forth in IRS Publication 4557, Safeguarding Taxpayer Data.
The initial release of ATX 2016 will require all users to establish a user account and password. Passwords must follow these guidelines:
Future ATX releases leading up to the start of tax season will contain additional security changes, including:
Please check your ATX Release Notes and follow the ATX Blog for more information on the upcoming release of these features.
Included in the Enhanced Asset Management Functionality module (EAMF) is the ability to compare book depreciation values to MACRS values for their assets. Book depreciation reports are also included in this new functionality.
Set client letter font and size from the Preferences menu. By default, the client letter font and size are set to Arial, size 10. Alternate fonts can be selected on the Client Communication Preferences tab. Note: Changes to font or font size only affect client letters from that point forward. Existing client letters are unaffected by the change.
When enabled, this preference capitalizes field text entered in an open return. If this feature is selected while in an open return, the return must be closed and reopened for the change to take effect. This preference is enabled on the Open Return Preferences tab.
Rollover Manager now includes settings on the Preparer Manger Preference tab. When information is rolled over, the "Enter Current Year Default Preparer on Rolled-Over Return and/or Enter Current Year Default ERO on Rolled-Over Returns" setting defaults to the preparer or ERO set in ATX 2016.
Save time during set up and use the Import Preferences link. This link is located on the Preferences dialog box. Set your ATX preferences for one user, then import those preferences to other users. Confirm Approved Forms before you Download New for 2016 is the Approved column on the Select Forms dialog box. The new Approved column displays a green check mark for forms that are approved for filing.
It's important to keep the server component of ATX up to date and a new enhancement to the Program toolbar icon makes it easy to ensure that the latest version is installed. If the ATX server version is out-of-date, the Program toolbar icon turns red and the tooltip indicates this condition so that it can be quickly remedied.
ATX now creates bookmarks when printing returns using the built-in PDF engine. Bookmarks are a time-saving feature and help to quickly access pages within the return PDF file.
The integration between ATX and CCH iFirm has been further strengthened this year. These enhancements are designed to give you instant access to CCH iFirm information in ATX, as well as track ATX work and transmit it to CCH iFirm for billing purposes.
It's even easier to account for itemized return fees. When redeeming a return, use the Description box to enter additional information about your purchases (for example, "Jane Smith 1040 Return"). During the purchase process, add an optional memo or TIN to help track purchases. Visit the Support Center to view a record of transactions, current balance, and update or add a payment method. On the site, there is also an option to pay any outstanding balance and ensure that the account remains in good standing so that e-filing capabilities are not interrupted.
Retrieves all returns within the selected location.
An enhanced When to Print feature for Print Packets helps to save time during setup. Select Always, Never or Default settings from the parent form. After making the selection, subsequent forms will default to the parent form selection.
As pending agency approvals are received, the following new electronic filing packages will be released. Visit the Forms Release calendar in the Support Center for availability information.
Speed up data entry with the ZIP Code lookup feature. Simply type the ZIP Code in address fields on signature forms (e.g. Form 1040) and ATX automatically fills in the city and state for you.
ATX Advantage Package customers also benefit from an additional calculations enhancement: A new Last Year Comparison form enhancement adds form tabs that breakdown income and expenses for every Schedule C, Schedule E (Page 1), and Schedule F that are in the previous year's return.
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.
Compare your system to ATX requirements. Use our System Analysis Tool to compare your system to the 2016 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
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
Configure ATX 2016
ATX Program Help — press F1 in ATX or access from Support menu; the Help includes topics on all these setup tasks
*Each standalone or workstation installation of ATX requires a separate user license. If you need additional licenses, please call your Account Manager at 800-495-4626.
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.
Rollover Tax Returns
View the Rollover video at the ATX Video Library (Available December 2016)
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
Setup and Install Integrated Products
Click here to setup any integrated products you may have purchased this year including:
Choose from new user orientation, on-site training, custom webinars or recorded sessions to help you get the most from your tax and accounting software.