Get Started With Payroll Compliance Reporting 2020 Professional Software

The following links will provide you with the necessary information to set up your Payroll Compliance Reporting software and brush up on software features. You can use this information whether you have Payroll Compliance Reporting (PCR) software, or W-2/1099 software (the Federal only version of PCR).

Payroll Compliance Reporting 2020 Quick Start Resources

To help you get up and running with Payroll Compliance Reporting:

Log in to the ATX Support Site
Watch Video

Payroll Compliance Reporting 2020 Software Setup

We're excited that you have chosen Payroll Compliance Reporting software for the 2020 tax season. We've developed this online tool to help simplify the software installation process and to answer many common questions.

Payroll Compliance Reporting Setup Checklist

Confirm that you meet or exceed System Requirements

The minimum system requirements have changed so we encourage you to review them to ensure your computer meets the new requirements.

Save your Registration/Activation Code Email

Save the registration/activation code (found in the Registration/Activation Code email or on the Solution Center Download page). You will need this code to: activate your software, login to the 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.

Important: To ensure you receive your Order Confirmation Email, be sure to add as a safe sender.

IRS Password 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.

Payroll Compliance Reporting Security
The initial release of Payroll Compliance Reporting 2020 will require all users to establish a user account and password. Please note that prior year passwords will not work, and will need to be updated for Payroll Compliance Reporting 2020. 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.
Update your Payroll Compliance Reporting/W2-1099 Knowledge
Log in to the Solution Center to Update Your Information
  • Log in to either the MyTaxWise Solution Center or 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/registration code. You will be prompted to create a new password. Follow the prompts.
  • Verify and/or update your office address, email, contact names, credit card and other company information on file
  • Verify your EFIN and transactional fees (e-filing) BEFORE you start preparing and e-filing tax returns! On the Solution Center, click Downloads button and then click the My Information menu and EFIN Request to verify your EFIN. For transactional fees, click Review My Fees.
  • If your EFIN on file with Wolters Kluwer needs to be changed, click the My Information menu and then EFIN Request
  • Add, edit or deactivate Solution Center users by clicking Downloads button on the Home page and then Manage Users link in the upper right corner (next to Login / Logout).
  • 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 link on the Solution Center home page (or under the E-file tab).
  • View the Forms Release Schedule by clicking the ATX Forms Schedule under Quick Links on the home page
Download and Activate Payroll Compliance Reporting before the end of the year
  • Download and install your programs. Follow the instructions that fit your office setup on the System Requirements.
    • Download the installation from the Solution Center.
      • Click Downloads button; after logging in.
      • Click the Downloads menu, and select the tax year and Payroll Program to get to the Payroll Compliance Reporting download page.
      • Read the Release Notes. They will open automatically after initial installation and after each program update.
      • Review Your Registration/Activation Code email (includes your product activation code)
Configure Payroll Compliance Reporting 2020

Set Up Your System

Program Help — press F1 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 Payroll Compliance Reporting (or W-2/1099) 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: 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 (AnswerConnect/IntelliConnect)

  • To enable Tax Research, enter your Tax Research login information (which differs from your Payroll Compliance Reporting initial login). From Returns Manager, select the Options menu, and then Preferences. If you don't know your login, you can click a link and request a copy of your Tax Research registration email from this Preferences dialog box. If you don't know your login, contact support.
  • Right click on fields 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

Payroll Compliance Reporting Program Help

Rollover Tax Returns

View the Rollover video at the Payroll Compliance Reporting Education Library

Recommended practice for rollover of returns: 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

  • Payroll Compliance Reporting Program Help — press F1 or access from Support menu
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

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
  • ATX Solution Center
  • TaxWise Solution Center
  • (Knowledgebase): Access from the Solution Center
  • News Feed button in Payroll Compliance Reporting
  • Support Chat: Under the Support menu, select Chat with Support
  • 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
Set Up Your Integrated Products
working on computer

Payroll Compliance Reporting Education Library

The Payroll Compliance Reporting Education Video Library features short instructional videos designed to help you work with your Payroll Compliance Reporting 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 Payroll Compliance Reporting 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, see this Knowledgebase article.