Verify that you are in compliance with IRS regulatory requirements. We recommend you:

• Apply for or renew your PTIN and ensure your staff members have renewed their PTINs.
• Update your e-file application or apply for a new EFIN if needed. Consult IRS Pub 3112 for more information.
  • Ensure you have selected the types of returns that you will prepare.
• Review EITC due diligence and IRS Circular 230 requirements and confirm your office procedures comply.

• ATX automatically checks for updates when it opens.
  • Program and Form updates will automatically download and install.
  • Program updates will require a restart.
  • Select the jurisdictions in Preferences to control which forms update.
• ATX actively checks for updates while it is open.
  • The Program icon on the toolbar turns red when an update is available. Click to install.
  • The Forms icon on the toolbar turns red when new or updated forms are available. Click to install.
• Schedule program and/or form updates from Preferences.

As members of the IRS Security Summit, we are committed to protecting confidential taxpayer information. Our products to meet the recommendations and best practices set forth in IRS Publication 4557, Safeguarding Taxpayer Data. The Federal Trade Commission’s Safeguards Rules requires companies to implement safeguards, such as multi-factor authentication, for anyone accessing customer information on their systems.

Multi-factor authentication (MFA) adds an extra layer of protection beyond a password. The returning user enters credentials like a username and password. Then, there’s another step, such as entering a security code, token or a biometric like a fingerprint.

Wolters Kluwer will be implementing MFA into its desktop tax applications, in line with the IRS requirements for all Financial Service Companies, ahead of tax season. Click here for more information.

ATX Security

• All users must establish a user account with a password and use an authenticator application to log in.
• Please note that prior year passwords will not work. You must create a password each year.
• Passwords must be 8-64 characters in length.
• Special characters are no longer required; however, strongly suggested.
• The following authenticator apps have been confirmed to be compatible with ATX: Multi-Factor Authenticators for Customers.

• Enroll in a bank program or Fee Collect by completing the application on the ATX Solution Center or within Central Office Manager (COM) for multiple offices. On the Solution Center, click Enroll in the My Account Section. Only the ADMIN user can submit enrollment applications.
• Verify your e-filing, bank program or other transactional fees by clicking Review My Fees under the My Information menu on the MyATX Solution Center BEFORE you start e-filing!
• Comply with training, due diligence and other requirements of your bank.
• Familiarize yourself and staff with the check printing process.

Payroll Compliance Reporting

Every ATX purchase includes a Payroll Compliance License. Refer to your order confirmation email to confirm which version.

Get Started with Payroll Compliance Reporting

Set up any additional products you may have purchased this year including:

• Client Accounting Suite
• CCH® AnswerConnect
• CCH® iFirm

Set Up Your Integrated Products

• Subscribe to IRS Quick Alerts, e-News for Tax Professionals and more.
• Visit the IRS Return Preparer Office Facebook page.
• Join the ATX Community Discussion Board on the Solution Center.
• Click the News Feed icon in Payroll Compliance for important software and industry news.

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.

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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.

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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.

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Tax Handbooks

As a trusted leader in tax research, our books and publications deliver comprehensive coverage and authoritative reports on tax legislation.

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Staples Advantage
Register for Staples Advantage and order office supplies at discounted prices.

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Software-Compatible Paper Supplies from Nelco
Order envelopes, tax return folders and other paper products that coordinate with TaxWise.

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