The Education Video Library features short instructional videos designed to help you work with your ATX software. Each video guides you step-by-step through important program features.
Check back often to see new topics.
Click on a topic below to get started.
ATX Advantage - 1099Q
This video describes an enhancement made to the ATX Advantage package. This enhancement allows preparers to more efficiently calculate the taxable portion of Coverdell ESA and Qualified Tuition Program distributions.
ATX Advantage - Tax Planner
This video describes an enhancement to the ATX Advantage package regarding the Tax Planner form. This year, the summary information for schedules is included on the form.
Backup and Restore
This video discusses automatic backup settings, as well as manual backup tools. This video also demonstrates how to restore backed up data.
This video describes how to set Preferences for client letters and edit client letter content in Client Communication Manager.
This video walks you though converting data from your previous tax software to ATX. This includes locating and downloading the conversion utility, importing converted data in ATX 2016, then rolling data over into ATX 2017.
Enhancement - Print to CCH iFirm Client Portal
This video demonstrates how to sync your CCH iFirm account with ATX, and how to print returns directly to your client's CCH iFirm Client Portal.
Integrated CCH iFirm
This video describes several tools available in ATX returns when you sync your CCH iFirm account. This includes syncing contact information, viewing job details, and accessing your CCH iFirm webpage.
Integrated Tax Research
This video describes integrated tax research tools available in ATX. This includes syncing your research account with ATX, using toolbar icons, and the tax research menu to access research through CCH IntelliConnect or CCH AnswerConnect.
This video discusses creating organizers for your clients in the ATX 2016 program, to help engage and prepare them for the 2017 tax year.
This video demonstrates how to set a password for the Admin user, how to create additioanl user names and passwords, and how to reset forgotten passwords.
Completing ACA Forms
Use the following return scenarios to practice entering returns in your software. Choose from Beginning, Intermediate, and Advanced scenarios to increase your skill using more complex forms and situations.