Please follow these instructions to back up your data from ATX in order to prevent any delays in the conversion process.

Modules Accepted for Conversion:

  • Individual (1040)
  • Partnership (1065)
  • Corporation (1120)
  • S-Corporation (1120S)

Back up clients in ATX:

Calculate all clients, remove locks/passwords, AND remove overrides made on forms which create new input fields (i.e., input fields that do not exist on forms by default) before beginning the backup process.

Note: Be sure to roll over all client files from the prior year program. Failure to do so will result in those files returning with a "corrupt" status.
  1. Create a new folder on your C: drive named ConversionData before you begin the backup process (e.g., C:\ConversionData).
  2. Open ATX, and in Return Manager, check the box for each return you want to back up.
    • OR - To select all clients, on the menu bar, click View, then Show All Returns, then click View, and Mark All Displayed Returns.
  3. On the menu bar, click Returns, then Export Marked Returns.
  4. In the Export Marked Returns dialog box, select the Drive and/or Folder for your backup (set the drive path to C:\ConversionData).
  5. Click OK
  6. Browse to C:\ProgramData\CCH Small Firm Services\ATX 2017 Server\ATX 2017 Files.
    • Please note that C:\ProgramData is a hidden folder. To access this folder, Click Start and type Run in Search Programs and Files and click Enter. Type C:\ProgramData in the Run window and click OK. Navigate to the folder mentioned above.
  7. Right-click on the FormsetData folder and choose Copy.
  8. Browse to C:\ConversionData, right-click in an empty space and choose Paste.

Verify Backup

Open C:\ConversionData to view the files that have been backed up. A valid ATX backup contains files with an extension of .atx17Export. You will have one file for every client you are submitting. You should also have a folder FormsetData.