Get Started With ATX™ 2018 Professional Tax & Accounting Software

The following links will provide you with the necessary information to set up your 2018 ATX tax software, download the Tax Season Essentials, and brush up on software features.

ATX 2018 Quick Start Resources

To help you get up and running with ATX, here are a couple resources for your review.

Download the ATX 2018 Quick Start Guide

Log in to the ATX Support Site
Watch Video

Tax Season Essentials

For customers who have purchased the Tax Season Essentials program, you can conveniently download it from the ATX Support Site.

Download the Tax Season Essentials

ATX 2018 Software Setup

We're excited that you have chosen ATX tax preparation software for the 2018 tax season. We've developed this online tool to help simplify the software installation process and to answer many common questions.


What's New in ATX 2018

Features

Multi-Factor Authentication

New for 2018, ATX is introducing multi-factor authentication for many of our supported products and sites.

What is 2-Step Verification and why is it important?

Two-step Verification is an additional security measure that increases security by sending users a one-time code that authenticates identity and the device from which they are logging in, adding a layer of protection more resilient than a password alone can provide.

A password is a single factor in the authentication process that verifies a user’s identity. 2-Step Verification requires a second factor in addition to the password as part of the authentication process. This requirement adds another layer of protection against hacking and fraud attempts. If a criminal hacks through your password layer, they'll still need your phone or access to your email account to get into your account.

With recent rises in tax-related identity theft and phishing attacks, thieves can take over the credentials of tax office staff or their clients to gain access to confidential financial data including tax returns, financial statements and more. Simple passwords - or even complex passwords requiring various combinations of letters, numbers and special characters - may not be enough to protect sensitive firm and client data.

Which Small Firms products are impacted and when?
2-Step verification will be in place for the upcoming tax season for the following products and services:

  • Support Sites
  • CCH iFirm

When will users need to log in with 2-Step Verification?
2-Step Verification will be optional for customers during tax season 2018. After choosing to enable this security enhancement, users will see changes in the following areas:

  • During the log-in process
  • From any new device or computer
  • From any new web browser on a registered/trusted device
  • After any password reset

New Install Location

For 2018, ATX will be installed to a newly created "Wolters Kluwer" folder with the following installation locations:

  • Installation default: C:\Program Files (x86)\Wolters Kluwer
  • Server default: C:\Program Files (x86)\Common Files\Wolters Kluwer
  • Backup: C:\ProgramData\Wolters Kluwer\ATX 2018 Server\ATX 2018 Backup
  • File Storage: C:\ProgramData\Wolters Kluwer\ATX 2018 Server\ATX 2018 Files

NOTE: As a result of this change, you may need to reconfigure your anti-virus software permissions to allow ATX to install and run properly. If you had previously added exclusions for your anti-virus software for ATX 2017 or a prior year, then you will need to add these new exclusions in order for ATX to communicate to the Electronic Filing Center.

Main Information Worksheet for 1040

  • The mandated re-design of Form 1040 makes direct data entry on the new form impractical. Users will now start a 1040 return using a Main Information Worksheet to input demographic and other basic data.
  • Data flows to other forms to reduce the need for manual re-entry
  • Helps users adapt to new 1040 design with improved usability while minimizing workflow efficiency impacts
  • For more information on the Main Information Worksheet, please review our helpful video from the ATX Education Library

QuickBooks Online Interaction

ATX now integrates with Quickbooks Online, allowing users to import Schedule C information from QuickBooks Online. Here’s how users benefit from this new function:

  • Preparers don't have to choose their tax technology based on clients' accounting software
  • Gain workflow efficiency with easy data import that avoids rekeying
  • Reduces the potential for errors when transferring data manually
  • Helps preparers consolidate on one tax software

Form Enhancements

  • To improve security, PTINs are now masked on all forms
  • Fixed Asset information now flows to Form 990, Part X, Lines 10a and 10b
  • The W-2 input worksheet will now allow for input of up to 10 states versus 4 states last year
  • A new Sec 199A Deduction worksheet has been created to calculate the new Qualified Business Income Deduction for 1040 and 1041 returns (related to TCJA)
  • Forms 1116 and 1116AMT have been combined into single form
  • A state version of form 2106 is now available to calculate the deduction using state laws versus Federal laws (related to TCJA)

Improved Diagnostics

  • Some forms will feature informational boxes in blue highlighting that contain important information for preparers
  • The Prior Year Comparison form will automatically open in every return. With columns for last year and the current year, preparers can quickly compare the client's tax situation and identify anomalies or missing information. Warning diagnostics will trigger when there is an amount in the Prior Year column and no amount in the Current Year for the same line item to help avoid missing entries in the return
  • Diagnostic "Warning" messages are no longer orange. Customers indicated a preference for these messages to be displayed in black to make them more visible

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 cchsfs.com 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 2018 will require all users to establish a user account and password. Please note that your ATX 2017 software password will not work, and will need to be updated for ATX 2018. 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 2018

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 2018 Enhancements Webinar — See schedule and register
Rollover Tax Returns

View the Rollover video at the ATX Education Library (Available December 2018)

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 2018 Enhancements Webinar — See schedule and register
Order Office Supplies

Staples Advantage
Register for Staples Advantage and order office supplies at discounted prices.

Register Today

Software-Compatible Paper Supplies from Nelco
Order envelopes, tax return folders and other paper products that coordinate with ATX.

Order Today
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 over 300 webinars and 400 self-study courses. Check out our subscription options and top selling courses here or call your account manager for additional details.

Learn More

Get Your Credentials

Up your tax professional game by earning your professional credentials. Surgent offers proven exam preparation that simulates the exam format and customizes course content allowing you to target areas that need the most focus.

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: customer.support@cchsfs.com
  • Support Phone: 800-638-8291 (Pay-Per-Return customers, call 770-857-5602)
Setup and Install Integrated Products

Set up any integrated products you may have purchased this year including:

  • Client Accounting Suite
  • PaperlessPLUS
  • CCH® AnswerConnect
Set Up Your Integrated Products
working on computer

ATX 2018 Education Library

The ATX Education Video Library features short instructional videos designed to help you work with your ATX software. In addition to each video, you'll be able to download a PDF on the topic. Check back often to see new topics.

Learn About Your ATX Software

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, click here.

How can I see if a date or venue is still available?
Access the Training Registration tool 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.