ATX. Pay-per-Return System (PRS) Tutorial

Transcription

1 ATX Pay-per-Return System (PRS) Tutorial

2 ATX PAY-PER-RETURN SYSTEM Tutorial 2011 CCH Small Firm Services. All rights reserved. 6 Mathis Drive NW Rome, GA No part of this manuscript may be copied, photocopied, reproduced, modified or distributed in any form or by any means without permission in writing from CCH Small Firm Services. Information in this manuscript is subject to change without notice. Any software described in this manuscript is furnished under a license agreement and may be used or copied only in accordance with the terms of the agreement. CCH Small Firm Services is not engaged in rendering legal, technical, or other professional services. Use of this manuscript or the information in this publication does not relieve the user of complete responsibility for the operation and functionality of its computers and/or network, for the maintenance and backup of all user data, or for the preparation, content, accuracy, and review of all forms. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE, MADE WITH RESPECT TO THESE MATERIALS OR ANY INFORMATION PROVIDED TO THE STUDENT. All other trademarks are the property of their respective owners.

3 PAY-PER-RETURN SYSTEM OVERVIEW Table of Contents Purchasing PRS Returns 4 Activating Initial Block of Prepaid Returns 4 Purchasing Additional Returns 5 Using PRS Software 6 Creating PRS Returns 6 Determining PRS Returns Available 6 Viewing Purchase History 6 Amending PRS Returns 7 Replacing Lost or Deleted PRS Returns 7 Maintaining PRS Returns When Installing Software 7 1

4 PURCHASING PRS RETURNS Chapter 1 Purchasing PRS Returns In this chapter, you will learn how to activate prepaid returns and purchase additional returns. Before you can begin preparing Pay-per-Return System (PRS) returns, you need to purchase and activate your initial block of 15 returns from the computer where you intend to use your PRS returns. If you have more than one version of ATX tax preparation software, be sure you are activating the returns using the version with which you intend to use your PRS returns. If you purchase a batch of returns but do not activate them, you cannot carry those returns over to the following year's ATX software. Returns are valid only for the tax year for which they are purchased. Activating Initial Block of Prepaid Returns If you do not have Internet service, you must contact Customer Service. To activate your initial block of 15 returns 1. Connect to the Internet. 2. Click the Return Manager tab. 3. On the Returns menu, point to PRS Per Return System, and then click Purchase/Activate Returns Online. 4. In the Purchase PRS Returns Online window, click PRS Web Site. 5. On the Welcome screen of the ATX PRS Purchase and Activation Center, review the bullet points and select the Check here if you agree with the statements above check box. 6. Click Continue. 7. On the following screen, select the 15 returns to Redeem check box and then click Continue. 8. On the following screen, verify the information and then click Continue. 9. Follow the on-screen instructions for unlocking returns and then click Continue.

5 PURCHASING PRS RETURNS IMPORTANT: You must click Paste Code and then Unlock to successfully activate returns in your ATX software. 10. Click Close this window. You have completed the activation of your returns. Purchasing Additional Returns Before you can purchase additional PRS returns, you need to be at the computer where you intend to use your PRS returns and that uses the version of your ATX software with which you intend to use your PRS returns. To purchase an additional block of returns 1. Connect to the Internet. 2. Click the Return Manager tab. 3. On the Returns menu, point to PRS Per Return System, and then click Purchase/Activate Returns Online. 4. In the Purchase PRS Returns Online window, click PRS Web Site. 5. On the Welcome screen of the ATX PRS Purchase and Activation Center, review the bullet points and select the Check here if you agree with the statements above check box. 6. Click Continue. 7. From the Select the number of returns drop-down menu, select the number of returns you want to purchase, and then click Continue. 8. In the following screen, verify that the information is correct and then click Continue. 9. On the following screen, complete the Credit Card Payment Options and Billing Address sections, and then click Continue. 10. Follow the on-screen instructions for unlocking returns and then click Continue. IMPORTANT: You must click Paste Code and then Unlock to successfully activate returns in your ATX software. 11. Click Close this window. You have successfully purchased additional PRS returns. 5

6 USING PRS SOFTWARE Chapter 2 Using PRS Software In this chapter, you will learn how to create a PRS return. You will also find information on replacing lost or deleted unused PRS returns, amending returns, and retaining unused PRS returns when reinstalling ATX software. Creating PRS Returns To create a PRS return 1. On the Return Manager toolbar, click New. 2. In the Select Forms window, select the signature form needed for this client's return. 3. In the Use Available Return window, click Use Available Return. 4. Select the remaining forms needed for this client's return. 5. On the toolbar, click Open Forms. 6. When the return opens, the form tabs below the toolbar indicate each form in the return. Click these tabs to navigate between forms. 7. To save your return, click Save on the toolbar. 8. To close your return, on the Returns menu, click Close Return. Determining PRS Returns Available To check the number of PRS returns available 1. Click the Return Manager tab. 2. On the Returns menu, point to PRS Per Return System, and then click Returns Available. 3. To purchase more returns, click Purchase Returns. 4. To close the PRS Returns Available window, click Close Viewing Purchase History To check your PRS purchase history

7 USING PRS SOFTWARE 1. Click the Return Manager tab. 2. On the Returns menu, point to PRS Per Return System, and then click Purchase History. 3. To copy the text shown in the PRS Purchase History window, click Copy. To print the contents, click Print. 4. To close this window, click Close. Amending PRS Returns Your ATX software creates an amended return by duplicating the original return, and then adding a Form 1040X (or other amendment form) to the duplicated return. You cannot add an amendment form, such as Form 1040X, to an existing return. To amend a return, open the return, and then select Amend Return from the Returns menu. This action creates a duplicate return and adds Form 1040X to that return. The original return is unchanged. Duplicating a return for any reason, such as amending a return or creating a backup copy, uses one of your available returns Replacing Lost or Deleted PRS Returns Since ATX cannot determine the number of returns you have remaining in your PRS software, we cannot replace lost or deleted PRS returns. Maintaining PRS Returns When Installing Software If you have PRS returns available before reinstalling ATX software, these unused returns are maintained as long as you do not delete the original Database folder and reinstall to the same directory as the initial installation. 7