ATX 2018 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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Affordable Care Act

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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ATX Advantage™: Form 1099Q

This video describes additional calculations available for Form 1099-Q when using the ATX Advantage package.

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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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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 2017, then rolling data over into ATX 2018.

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Importing Data

This video demonstrates how to import data from a .CSV file into Form 8949 or from a business return into Schedule K-1.

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This video demonstrates how to download and install ATX 2018.

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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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This video demonstrates how to prepare a return in Interview mode, or toggle between the interview and forms in ATX 2018.

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Enhancement: Main Info and New Form 1040

This video walks you through using the new ATX Main Information worksheet tab. In addition, the video explains changes made to the format of Form 1040, including new schedules added.

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This video discusses creating organizers for your clients in the ATX 2017 program, to help engage and prepare them for the 2018 tax year.

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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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Integrating QuickBooks Online

This video walks you through importing accounting data from QuickBooks Online into a tax return in ATX.

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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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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 AnswerConnect.

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This video demonstrates rolling over data from the prior year into ATX 2018. This includes return data, preparer and ERO information, and customized data.

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

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User Passwords

This video demonstrates how to set a password for the Admin user, how to create additional user names and passwords, and how to reset forgotten passwords.

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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.