Customizing Master Forms

[Burke]

Is this feature gone from 2007 ATX? I cannot find it. How can we do it?

[JRS]

It is still there. On the Return Manager screen, click on forms. It should be about half way down. (At least in my program.)

[babygirl]

Is this feature gone from 2007 ATX? I cannot find it. How can we do it?

[/quote

You will need to use the Forms menu from Return Manager and select Customize Master Forms. With the Customize Forms list open you will type in the Find box Client Letter. You will be able to choose from the Federal or State you will have to do them separately however, you can add them together from the Wizard once you have formatted them as you want them.

With the Client letter open you select Edit Document from the upper right hand corner and make your custom changes. You can also run the Wizard from that point and make additional changes.

When you are finished editing you will then save the letter.

You open your returns If you already have a letter in the return you will need to discard it from under the Forms menu. You would then go back to Forms and select Client Letter.

[Burke]

Thanks for the info. I cannot believe I could not find this when I looked. It was not the client letter I wished to customize, but I am saving your info. I have never liked the client letter, but will try customizing it it using these instructions and see what happens.