Payroll Compliance Reporting Setup Checklist
The minimum system requirements have changed so we encourage you to review them to confirm your computer meets the new requirements.
Save the registration/activation code from the Registration/Activation Code email.* You will need this code to: activate your software, login to the Solution Center for the first time, or reset your ADMIN password for your software. *Your registration/activation code can also be found on the MyATX Solution Center Download and My Product page after logging in.
Important: To ensure you receive your Order Confirmation Email, be sure to add wolterskluwer.com as a safe sender.
As members of the IRS Security Summit, we are committed to protecting confidential taxpayer information. We're upgrading our products to meet the recommendations and best practices set forth in IRS Publication 4557, Safeguarding Taxpayer Data.
Payroll Compliance Reporting Security
All users must establish a user account and password. Please note that prior year passwords will not work. You must create a password each year. Passwords must follow these guidelines:
- 8-20 characters
- At least 1 UPPER case letter
- At least 1 lower case letter
- At least 1 number
- At least 1 punctuation or special character (e.g. ? ! $ & * )
- Spaces are allowed
Important reminders about passwords:
- Password expiration every 90 days: Users will be able to change their own passwords.
- Failed Login restrictions:
- After 5 failed login attempts, users will be locked out of the system. Administrators will be able to unlock these users.
- Admin users who are locked out will be required to enter the product activation code to unlock the Admin account.
- Login will be required after 15 minutes of inactivity.
- Login will be required every 24 hours.
Visit the Payroll Compliance Learning Portal.The Payroll Compliance Reporting Learning Portal provides a guided learning path designed to help you get the most out of your new software. Video guides, practice resources, and online support will ensure a quick and successful start to your Payroll Compliance Reporting experience. The information on this training portal pertains to both PCR and the W-2/1099 packages.
- To access the Solution Center, do the following:
- Go to MyATX Solution Center or MyTaxWise Solution Center.
- Click Login.
- Enter your Client ID.
- In the Username field, enter ADMIN.
- In the Password field, enter your password or activation code (first time users).
- Select I'm not a robot.
- Click Login.
- First time users will need to follow the prompts to create a password.
- Verify and/or update your office address, email, contact names, credit card and other company information on file with Wolters Kluwer.
- Log in as the ADMIN user.
- Click My Information.
- Click My Address to update address and contact information.
- Click My Payment Information to update credit card information.
- Verify your EFIN and transactional fees (e-filing) BEFORE you start preparing and e-filing tax returns!
- Log in as the ADMIN user.
- Click My Information.
- Click Review My Fees.
- We need your EFIN on file so that you can e-file.
- Log in as the ADMIN user.
- Click My Information.
- Click Submit my EFIN information.
*An EFIN is not needed to file W2s or 109X series returns.
- Add, edit or deactivate Solution Center users
- Log in as the ADMIN user.
- Click Manage Users.
- Use E-file Status link to view the status of your e-filed returns.
- Log in as the ADMIN user.
- Click E-File.
- Click E-File Status.
- Download and install your programs. Follow the instructions that fit your office setup on the System Requirements.
- Download the installation from the Solution Center.
- Click Downloads button; after logging in.
- Click Downloads menu, and select W2/1099 Updates to get to the Payroll Compliance Reporting download page.
- Read the Release Notes. They will open automatically after initial installation and after each program update.
- Review your Registration/Activation Code email (includes your product activation code)
- Download the installation from the Solution Center.
Set Up Your System
Program Help — press F1 or access from Support menu; the Help includes topics on all these setup tasks
Manage Users and Groups
- Define a password for the Admin user (optional)
- Add users to the system*
- Define/Restrict User Tasks
- Assign users to groups
*Each standalone or workstation installation of Payroll Compliance Reporting requires a separate user license. If you need additional licenses, please call your Account Manager at 800-495-4626.
Roll Over Returns
Recommended practice for rollover of returns: We recommend that you perform rollovers in advance of the client's appointment, allowing enough time for the process to take place and for you to review the rolled over data.
Tax Research (AnswerConnect/IntelliConnect)
- To enable Tax Research in Payroll Compliance,do the following:
- From the Return Manager, do one of the following:
- Click Preferences or
- Click Options > Preferences
- Enter your Tax Research Login Credentials.
- If you are a first-time tax research user, click registration email to get started.
- If you have forgotten your password, go to https://answerconnect.cch.com and click Forgot Password?
- From the Return Manager, do one of the following:
- Right click on fields in a form to access your Master Tax Guide Online. Click the Tax Research menu to search your entire tax compliance library for quick answers
Payroll Compliance Reporting Program Help
- In Payroll Compliance Reporting, press F1 or access from Support menu
- Payroll Compliance Reporting Learning Portal
View the Rollover video at the Payroll Compliance Reporting Learning Portal.The video is located under the PCR Administration and Setup section.
Recommended practice for rollover of returns: We recommend that you perform rollovers in advance of the client's appointment, allowing enough time for the process to take place and for you to review the rolled over data.
Resources for Assistance
- Payroll Compliance Reporting Program Help — press F1 or access from Support menu
Staples Advantage
Register for Staples Advantage and order office supplies at discounted prices.
Software-Compatible Paper Supplies from Nelco
Order envelopes, tax return folders and other paper products that coordinate with Payroll Compliance Reporting.
- Subscribe to IRS Quick Alerts, e-News for Tax Professionals and more
- Visit the IRS Return Preparer Office Facebook page
- Read the Blog; click the News Feed button
- Find answers in the Knowledgebase
CCH® AnswerConnect
Take advantage of over 100 years of tax and accounting knowledge directly at your fingertips. Learn how your business can benefit from tax prep workflow.
CPE Link
CPE Link, the leading provider of online CPE training programs, offers a robust web-based CPE curriculum featuring over 300 webinars and 400 self-study courses. Check out our subscription options and top selling courses here or call your account manager for additional details.
Get Your Credentials
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Tax Handbooks
As a trusted leader in tax research, our books and publications deliver comprehensive coverage and authoritative reports on tax legislation.
- TaxWise Solution Center
- ATX Solution Center
- (Knowledgebase): Access from the Solution Center
- News Feed button in Payroll Compliance Reporting
- Support Chat: Click Chat on the toolbar or select Chat with Support from the Support menu
- Support Phone: 800-638-8291 (Pay-Per-Return customers, call 770-857-5602)
Set up any integrated products you may have purchased this year including:
- Client Accounting Suite
Set Up Your Integrated Products
