Customer Support Site Getting Started with ATX™ 2022| Wolters Kluwer (2023)

ATX Setup Checklist

Confirm that you meet or exceed System Requirements

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

Save your Registration/Activation Code Email

Save the registration/activation code from the Registration/Activation Code email. You will need this code to: activate your software, login to the MyATX Solution Center for the first time, or reset your ADMIN password for your software. Your registration/activation code can also be found on the MyATX Solution Center Download and My Product page after logging in.

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

Comply with IRS Regulatory Requirements

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

  • Renew Your PTIN and verify 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.
  • Review EITC due diligence and IRS Circular 230 requirements and confirm your office procedures comply.
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.

ATX Security
The initial release of ATX 2022 will require all users to establish a user account and password. Please note that prior year ATX passwords will not work. You must create a password each year. 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. ? ! $ & * )

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.

Please check your ATX Release Notes and follow the ATX Blog for more information on the upcoming release of these features.

Update Your ATX Knowledge

Visit the ATX Learning Portal.The ATX Learning Portal provides a guided learning path designed to help you get the most out of your new software. Video guides, practice resources, and online support will ensure a quick and successful start to your ATX experience

Log in to the MyATX Solution Center for Important Information

The MyATX Solution Center allows you to verify and update your account information and provides news, information, and tips for using ATX.

  • To access the MyATX Solution Center, do the following:
    • Go to MyATX Solution Center (
    • Click Login.
    • Enter your Client ID.
    • In the Username field, enter ADMIN.
    • In the Password field, enter your password or activation code (first time users).
    • Select I'm not a robot.
    • Click Login.
      • First time users will need to follow the prompts to create a password.
  • Verify and/or update your office address, email, contact names, credit card and other company information on file with Wolters Kluwer.
    • Log in as the ADMIN user.
    • Click My Information.
      • Click My Address to update address and contact information.
      • Click My Payment Information to update credit card information.
  • Verify your EFIN and transactional fees (e-filing) BEFORE you start preparing and e-filing tax returns!
    • Log in as the ADMIN user.
    • Click My Information.
    • Click Review My Fees.
  • We need your EFIN on file so that you can e-file.
    • Log in as the ADMIN user.
    • Click My Information.
    • Click Submit my EFIN information.
  • Add, edit or deactivate Solution Center users
    • Log in as the ADMIN user.
    • Click Manage Users.
  • Use Return Retrieval to download copies of your e-filed returns.
    • To purchase Return Retrieval, call your Account Manager at 800-495-4626.
    • To download returns, do the following:
      • Log in as the ADMIN user.
      • Click Downloads.
      • Click Return Retrieval.
  • Use E-file Status link to view the status of your e-filed returns.
    • Log in as the ADMIN user.
    • Click E-File.
    • Click E-File Status.
  • View the Forms Release Schedule by clicking the ATX Forms Schedule under Quick Links on the home page.
Enroll in Bank Products
  • You must enroll on the MyATX Solution Center to offer a bank product or Fee Collect
    • Go to the MyATX Solution Center.
    • Click Enroll in the My Account section.
    • Log in as the ADMIN user, if prompted to login..
  • 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
  • Order checks from your bank if you will print checks for clients
  • Familiarize yourself and staff with the check printing process
Download and Activate ATX and other software 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 MyATX Solution Center.
      • Access the Download page.
        • If you are not logged in:
          • Click the Downloads button.
          • Log in when prompted.
          • Click the Download link.
        • If you are logged in:
          • Click Downloads.
          • Click Year > 2022 > Payroll Program.
          • Click the Download link.
      • Double-click the downloaded file.
      • Follow the prompts to install ATX.
      • Read the Release Notes. They will open automatically after initial installation and after each program update
  • Resources
    • Quick Start Guide
    • Your Registration/Activation Code email (includes your product activation code)
Configure ATX

Set Up Your System

ATX Program Help — press F1 in ATX or access from Support menu; the Help includes topics on all these setup tasks

Manage Users and Groups

  • Create new users
  • Define Security Groups
  • Assign users to groups

*Each standalone or workstation installation of ATX 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)

  • To enable Tax Research in ATX, do the following:
    • From the Return Manager, do one of the following:
      • Click Preferences or
      • Click Options > Preferences
    • Enter your Tax Research Login Credentials.
      • If you are a first-time tax research user, click registration email to get started
      • If you have forgotten your password, go to and click Forgot Password?
  • To access Tax Research in ATX, use these steps:
    • From a form field, do the following:
      • Hover over the Tax Research Tool Tip > click Open Tax Research Content
      • Right-click a form field > click Tax Line Research
      • Right-click a form field > click Master Tax Guide
    • From the tool bar, do the following:
      • Click Tax Research
      • Click Search Online
      • Click Practice Aids
    • From the Tax Research menu, make a selection
  • Tax Research content is limited to what is included in your specific ATX package.

ATX Program Help

  • In ATX, press F1 or access from Support menu
  • ATX Education Library
  • Sign up for training - See this Knowledgebase article to sign up for specific training courses register
Rollover Tax Returns

View the Rollover video in the ATX Learning Portal.The video can be located by selecting the Setup and Administrative Functions Learning Path and then selecting the Accessing and Navigating ATX section.

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

  • ATX Program Help — press F1 or access from Support menu
  • ATX Webinar — See schedule and register
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
  • MyATX Solution Center
  • ATX Blog: Access from News Feed button in ATX or from the Solution Center
  • NEW! In-App Chat: click Chat on the toolbar.
  • 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
  • CCH® AnswerConnect
  • CCH® iFirm

Set Up Your Integrated Products


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