C wilson Posted January 13, 2022 Report Share Posted January 13, 2022 Is it possible to add a form to multiple tax returns at once? I'm wanting to add the client organizer. Quote Link to comment Share on other sites More sharing options...
Margaret CPA in OH Posted January 13, 2022 Report Share Posted January 13, 2022 Yes, very easy. Open 2020 ATX of course, mark all returns that you want to have the organizer, click on Returns/Organizers/Create Organizer for Marked Returns. They magically appear when you open the returns. 1 Quote Link to comment Share on other sites More sharing options...
Abby Normal Posted January 13, 2022 Report Share Posted January 13, 2022 You can just choose print instead of add to save a step. Just be sure to test it on few clients before selecting all. Quote Link to comment Share on other sites More sharing options...
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