ATX 2017 Setup

We're excited that you have chosen ATX tax preparation software for the 2017 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.

ATX Software Quick Tips

  • 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.

What's New in ATX 2017


QuickBooks Online Interaction

Following high demand, ATX 2017 now integrates with Quickbooks Online, allowing users to import Schedule C information from QuickBooks Online into ATX 2017. This new integration gives users access to the following benefits:

  • Preparers don't have to choose their tax technology based on clients' accounting software
  • Gain workflow efficiency with easy data import and avoid rekeying
  • Reduces the potential for errors when transferring data manually
  • Helps preparers consolidate on one tax software—no need to have both ProSeries and ATX

Enhanced CCH iFirm Client Portal Integration

  • The integration between ATX and CCH iFirm Client Portal is now available in ATX 2017, replacing PortalSafe. Menu item and toolbar icon make it easy to switch and use CCH iFirm Client Portal
  • Automatically send invitation emails to clients
  • Print to Client Portal function mirrors previous PortalSafe operation for easy transition

CCH AnswerConnect Integration

Accessing your tax law research just got easier with CCH AnswerConnect. The comprehensive, current and easy-to-use tool reduces time lost to research regulatory questions with its inbuilt tax law guidance that provides improved efficiency during the busy tax season.

CCH IntelliConnect users will experience a seamless migration over to AnswerConnect, using their existing login credentials.

Restore All Returns

Retrieves all returns within the selected location.

Form Enhancements

  • 1099-K worksheet has been added and flows through the return much like the 1099-MISC worksheet
  • State K1 Input worksheets have been linked to many of the state business forms
  • Redesign of the statements that print for the federal K-1 input worksheets to combine the information for each K-1 record
  • Sec 179 recapture is now allocated to partners and shareholders for federal Sch K-1 (1065) and Sch K-1 (1120S)
  • AMT calculations added to the MFJ vs MFS comparison
  • Zip Code lookup functionality added to many more forms
  • Masking of pass-through owners' SSNs on state K-1s
  • Enhanced state depreciation and disposition calculations for state returns
  • 1099-Q calculations for ATX Advantage customers
Comprehensive Calculations

Advanced Calculations for AQEE

  • Clients paying for school expenses from a 529 plan or Coverdell ESA, may receive IRS Form 1099-Q
    • Reports the total withdrawals made from a Qualified Tuition Program during the year
  • Preparers must calculate the amount of the total qualified education expenses reduced by any tax-free educational assistance
    • Tax-free portion of scholarships and fellowships
    • Veterans' educational assistance
    • Pell grants
    • Employer-provided educational
  • Requires complex Adjusted Qualified Education Expenses calculations that impact taxpayer income reporting
  • Preparers must consider a range of potential income sources and offset
  • Potential for errors is high on complicated returns with multiple QTPs, withdrawals and offsets

ATX Advantage — 1099Q Worksheet: Beyond the Blue Input

  • Calculated AQEE from the 1040EDEX will be used to offset 1099Q distributions from Coverdell ESA and QTP (529)
  • Also allocates AQEE to each beneficiary's US Savings Bonds that were cashed during the year and reported on Form 8815
  • 1099Q taxable amounts will be reported on Form 1040 & 1040NR as ordinary income
  • 1099Q taxable amounts subject to an additional 10% tax will be reported on Form 5329
  • 1099Q losses for QTP will be reported on Schedule A

ATX Setup Checklist

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.

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 as a safe sender.

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.
IRS Security Requirements

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.

ATX Security
The initial release of ATX 2017 will require all users to establish a user account and password. Please note that your ATX 2016 software password will not work, and will need to be updated for ATX 2017. Passwords must follow these guidelines:

  • 8-20 characters
  • At least 1 UPPER case letter
  • At least 1 lower case letter
  • At least 1 number
  • At least 1 punctuation or special character (e.g. ? ! $ & * )
  • Spaces are allowed

Important reminders about passwords:

  • Password expiration every 90 days: Users will be able to reset their own passwords.
  • Failed Login restrictions: After 5 failed login attempts, users will be locked out of the system. Administrators will be able to unlock these users. Admin users who are locked out will be required to enter the product activation code to unlock the Admin account.
  • Login will be required after 15 minutes of inactivity.
  • Login will be required every 24 hours.

Please check your ATX Release Notes and follow the ATX Blog for more information on the upcoming release of these features.

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.

  • 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.
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
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)
Configure ATX 2017

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

Manage Users and Groups

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

*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.

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.

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

ATX Program Help

  • Press F1 or access from Support menu for Administrative Tasks for the Admin User; Default Users and Groups; Adding Users to the System; Modifying a User's Security Profile
  • ATX Education Library
  • ATX 2017 Enhancements Webinar — See schedule and register
Rollover Tax Returns

View the Rollover video at the ATX Education Library (Available December 2017)

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 Program Help — press F1 or access from Support menu
  • ATX 2017 Enhancements Webinar — See schedule and register
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
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
  • 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

CCH® AnswerConnect

Take advantage of over 100 years of tax and accounting knowledge directly at your fingertips. Learn how your business can benefit from tax prep workflow.
Learn More

CPE Link

CPE Link, the leading provider of online CPE training programs, offers a robust web-based CPE curriculum featuring 300 webinars and 225 self-study courses. Special introductory offer - try CPE link for free with a complimentary 2-hour CPE course of your choice.
Learn More

Get Your Credentials

Up your tax professional game by earning your professional credentials. Choose from the many programs offered to help you earn your Enrolled Agent (EA) designation, Annual Filing Season Program (AFSP) credential and much more!
Learn More

Tax Handbooks

As a trusted leader in tax research, our books and publications deliver comprehensive coverage and authoritative reports on tax legislation.
Learn More

Review Support Resources
  • 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
  • Support Email:
  • Support Phone: 800-638-8291 (Pay-Per-Return customers, call 770-857-5602)
Setup and Install Integrated Products

Click here to setup any integrated products you may have purchased this year including:

  • Client Accounting Suite
  • PaperlessPLUS
  • CCH® AnswerConnect

Training Webinars

Webinars offer training for you and your staff from the comfort of your home or office, requiring only internet access. These convenient sessions cover a wide variety of topics to help you get the most from your tax software and prepare for tax season. Simply register online or contact your Software Consultant.

The webinar schedule is updated throughout the year, so visit our registration website at for the latest offerings.
Product training does not qualify for CPE credit.

New Users

New User Orientation

Our knowledgeable Orientation Team gets you started on the road to software expertise with two, one-hour Orientation webinars that introduce you to your tax software and the many tools and resources available to you. Each webinar concludes with a question-and-answer period.
Product training does not qualify for CPE credit.

Orientation webinars are included with many tax software packages. When you purchase one of these packages, the Orientation Team contacts you to schedule your webinars.

Once you complete orientation, you can sign up for additional courses to further your understanding of the program and the benefits for your company. Click here for Quick Start course descriptions and more details.

Tax Season Essentials

Make getting ready for tax season a snap with Tax Season Essentials! Designed as an interactive guide, Tax Season Essentials includes important news, tips, and resources to help improve your business while making tax season as smooth as possible.

Education Libraries

The Education Video Library features short instructional videos designed to help you work with your tax software. Each video guides you step-by-step through important program features.

Frequently Asked Questions

What is the format of training?

The training format depends on the type of event for which you register. We offer several types of events, including webinars, online self-study, and seminars. For additional information on each type of program, see the sections above.

How can I see if a date or venue is still available?

Access the Training Registration tool here and search for the event to view open seat availability.

How can I see the schedule of events?

Some event types found on this page may have schedules linked from their section. You can also see a schedule of events by accessing the Training Registration tool and searching for the type of event you would like to participate in. You will see a list of all events for the year.

What do I need to do to prepare for my training?

In most cases, there is very little that you need to do in order to prepare for training. On each course description within the Training Registration tool, you can find the Advanced Preparation section which will tell you everything you need to do to prepare for the class.