imjulier Posted February 6, 2013 Report Share Posted February 6, 2013 OK-just now trying to get this set up. I watched the tutorial videos about printing on the ATX website. Not helpful. Do I really have to go through ALL those forms to set up a client copy that masks sensitive info, prints the tax retruns, cleint letter, and signing documents? I haven't really figured out the best way to set this up yet by watching the tutorials and playing with it for a couple hours. Also, the masking of sensitive info isn't working on mine. Has any one had this work? If you have any great insight into this whole printing, print packets, etc, please do share. I'm finding that I can't figure it out. Just venting maybe but at least that feels good! Thanks, Julie Quote Link to comment Share on other sites More sharing options...
SCL Posted February 7, 2013 Report Share Posted February 7, 2013 my 1c share. i believe less is way more (KISS, keep it simple stupid)...no letters, instructions, etc. taxpayers do not know anything about filing...you/we do...so, i print 1 basic copy for client and 1 basic preparer copy for my file...with no extraneous crap attached. the end...and they all lived happily ever after. Quote Link to comment Share on other sites More sharing options...
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