client mail slip

[phyllisw]

How do I center the preparer name and address on the client mail slip? Need to change to fit with my envelopes

[joanmcq]

I think there was a workaround in the Master forms posted on the other forum. I tried it, but it isn't working for me yet, and I don't want to muck around in the program much yet.

I'm going to wait a bit and see if CCH updates it. I tend to mail to clients using Priority Mail flat rate envelopes, so I haven't been using the client mail as much.

Now the return mailing is an issue for me!

[TaxMan60601]

As far as I see, It is not possible at the moment, at least as per the updated ATX 2012 User Guide (found at C:Program FilesCCH Small Firm ServicesATX2012HelpUserGuide; or on Support/User Guide menu within ATX 2012).

"You can customize a form in any of the following ways:

l Inserting special text (see Inserting Text on Forms)

l Inserting pictures or images to the form (see Inserting Pictures on Forms)

l Adding itemized lists (see Creating Itemized Lists)

l Adding text lists (see Creating Text Lists)

l Adding custom lists (see Creating Custom Lists)"

I also think they can easily add Left/Center/Right Alignment functionality ... or customize this - it would be okay too.

I'd also love to have customization on this down right corner zoom tool - I don't like this mouse dragging

Since it seems there is no solutions of this now, what I can suggest is:

- you can edit client mail slip while overriding the lines with the prep's name&address, enter manually the same information again and center them manually (don't know how this will affect e-file ...), or

- you can edit client mail slip manually again after printing the whole TR on PDF printer, using Acrobat Pro (in case you are going to post the return)

Good luck!