ISSUE: Predecessor Firm uses ATX to prep returns. 

SOLUTION: This guide can be provided to predecessor Firm to give us the backups needed to convert to Axcess Tax. 

ATX Client Data Conversions

• Create a new folder on your workstation, named ATX Export.
• Open the ATX software for the tax year to be converted.
• Remove Passwords from all protected returns.
• Select Returns to be converted by checking the box to the left of each return. Select All will allow a group select.
• Select Returns, then Export Marked Returns from the drop-down. Verify the returns selected in the window that opens and select Export Marked Returns.
• Navigate to the ATX Export folder created previously, using the browse option. Click OK to continue.
• Verify the export by reviewing the total number of files in the export folder. Each file should have an extension of .AtxyyExport, where ‘yy’ is the tax year.
• Zip the backup by right-clicking on the ATX Export folder.
• Select Send To/Compressed (Zipped) folder and save the zip file to your Desktop.