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How to make ATX client letters show 7/15 date


Abby Normal

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  1. In Late Filing tab, set due date to 7/15/20. Do this for states, too.
  2. The above will show the payment due date as 7/15/20 for any balances due, or return due date if paper filing.
  3. Edit the estimate letter and replace the 1st qtr est due date variable with return due date variable. Save for future returns.
  4. Find or make a return with an IRA contribution. When the IRA section of the federal letter magically appears, replace the due date variable with the return due date variable. Save for future returns.

You'll have to discard/re-add letters for all returns except new ones.

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