Moreover, if the information provided by the preparer demands an additional form, it is added automatically to the interview sheet.įor accessing the Interview feature, click on the Interview button in the toolbar.
Once the preparer fills the client’s return in the interview form, the information is automatically filled in the actual tax return form. It allows tax preparers to fill out the tax return in a form that is designed like an interview. The Interview feature is one of the most innovative and interactive features of ATX tax software. The library is handy for tax preparers as they get what they are looking for in one place, which helps in efficient tax filing. Moreover, a wide range of specialty forms like 5500, 706, 709, and 990 are also included.
Tax Compliance Form LibraryĪTX professional tax software offers an extensive library of local, state, and federal tax forms. With icons of some main features like Interview, CCH iFirm, and Check Return clearly visible on the toolbar, you do not have to search for options while using the ATX software. Moreover, you can also view the IRS instructions easily with not much navigation. It can be used by experienced as well as novice tax preparers as the interface is very intuitive and gives the feeling of filling up a physical form. The ATX interface is designed in such a way that the preparers can work on three forms at the same time. The ATX software offers its users with a friendly interface with easy navigation capabilities. Let us see the features of ATX tax software in detail. The software is easy to use with its interactive dashboard and the availability of a variety of forms needed for tax filing. However, if you know the client’s taxes well and the features needed to fulfill their requirements, it could lead you in the right direction.ĪTX, a product of Wolters Kluwer, is one such professional tax software used by various tax preparers over the globe. With so many options to choose from, it can be quite energy-sapping for a tax preparer to select the right software.