ATX^™ 2020 Education Video Library

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.

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.

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

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

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.

This video demonstrates how to download and install ATX 2019.

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

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

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

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.

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.

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

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.

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.

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

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.

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

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

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.

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

This lesson demonstrates the new In-App Chat feature, which allows you to chat with a virtual or live support representative or open a Support Case. This video also describes how to access remote support inside ATX.

This lesson demonstrates how to use the new e-Signature feature in ATX 2020.