ATX
Pay-per-Return System (PRS)
A T X P A Y - P E R - R E T U R N S Y S T E M
Tutorial
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P A Y - P E R - R E T U R N S Y S T E M O V E R V I E W
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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
P U R C H A S I N G P R S R E T U R N S
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.
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P U R C H A S I N G P R S R E T U R N S
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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.
U S I N G P R S S O F T W A R E
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
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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.
