ATX 2017 Education Video Library

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.

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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.

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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.

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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.

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Client Letters

This video describes how to set Preferences for client letters and edit client letter content in Client Communication Manager.

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Conversions

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.

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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.

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Installation

This video walks your through installing your ATX 2017 software.

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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.

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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.

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Organizers

This video discusses creating organizers for your clients in the ATX 2016 program, to help engage and prepare them for the 2017 tax year.

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User Passwords

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.

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Quick Entry

This video discusses using the ATX Payer Manager and Quick Entry features to quickly complete payer forms, such as Form W-2, Form 1099, or other payer forms.

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Rollover

This video demonstrates rolling over data from the prior year into ATX 2017. This includes return data, preparer and ERO information, and customized data.

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Updating

This video describes automatic updating, setting Preferences for scheduled updates, and toolbar icons for updating as needed.

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Completing ACA Forms

This video walks you through the forms necessary for reporting taxpayers' health insurance coverage on returns. This includes reporting full year coverage, claiming exemptions, and applying for the Premium Tax Credit.

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Practice Returns

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.

Business

You can also choose from C Corporation, Partnerships, and S Corporation returns to improve your efficiency entering these types of returns.