ATX 2019 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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Automating Advanced Calculations
Credit for Taxes Paid to Other States

This video demonstrates how to calculate credit for taxes paid to other states using the Advanced Calculations and Compliance feature in ATX.

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Prior Year Comparisons

This video demonstrates how to calculate prior year comparisons using the Advanced Calculations and Compliance feature within ATX.

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Automate Calculations for Form 1099Q (Education Credit and Expense Optimization)

This video demonstrates calculating Form 1099-Q using the Advanced Calculations and Compliance feature within ATX.

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Tax Automation for Pennsylvania Local Earned Income Tax

This video demonstrates how to automate earned income tax for the state of Pennsylvania using the Advanced Calculations and Compliance feature within ATX.

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Understanding Changes to the Affordable Care Act

This video describes changes to the Affordable Care Act, including the removal of the Shared Responsibility Payment and how to claim Premium Tax Credit using ATX.

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Backup and Restore

This video describes the automatic backup feature in ATX, as well as demonstrating how to perform a manual backup, and how to restore backed up data.

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Client Letters

This video demonstrates how to set preferences for and customize your client letters in ATX.

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Conversions

This video walks you through downloading and using the conversion utility to transfer taxpayer data from your previous software into ATX.

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Importing Data

This video describes how to import Schedule K-1 data from a business return, and Form 8949 data from a .CSV file into a return in ATX.

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Installation

This video demonstrates how to download and install ATX 2019.

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Integrated CCH iFirm Features

This video demonstrates how to sync your CCH iFirm account with ATX, and then describes how to use many of the available integrated features.

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Interview Mode

This video walks you through preparing a tax return using the Interview feature in ATX.

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Introducing the New Form 1040

This form describes the changes made to Form 1040 for tax year 2019.

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Main Information Form

This video describes how to input basic taxpayer data using the ATX Main Information worksheet. The information then automatically flows throughout the return to assist you in completing other forms.

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Client Organizers

This video demonstrates how to access ATX client organizers, as well as how to indicate whether you want to use a standard or comprehensive organizer and what other forms to automatically include with your organizers.

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QuickBooks Online Integration

This video demonstrates how to import data from QuickBooks Online into a tax return in ATX.

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Quick Entry

This video demonstrates how to add quickly enter payer information on forms. To do this, we first demonstrate how to add payer information to the ATX Payer Manager.

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Integrated Research Features

This video walks you through adding your CCH AnswerConnect credentials in ATX, as well as exploring the tax research tools you can take access inside ATX.

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Refund Settlement Solutions

This video explains how to apply to offer refund settlement solutions using the ATX Customer Solution Center.

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Rollover

This video demonstrates how to bring taxpayer data from the prior year into the current year of ATX, to make completing the current year return more efficient. You can also bring forward setup data from the prior year, such as preparer information, billing rates, and print settings.

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Updating

This video describes multiple ways to receive updates for your ATX software and tax forms.

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User Passwords

This video explains requirements for passwords in ATX, as well as how to set the Administrator password, and setup other user names and passwords.

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Qualified Business Income Deduction

This video describes the Section 199A qualified business deduction, as well as demonstrating how to input the data using ATX 2019. This includes reviewing changes made to forms for pass-through entities, as well as how to use Form 8995 in 1040 returns.

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News Feed

This video demonstrates how to use the new News Feed icon in the ATX 2019 software.

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Individual Practice Returns

Use the following return scenarios to practice entering returns in your software. Choose from Beginner, Intermediate, and Advanced scenarios to increase your skill using more complex forms and situations.