99mtamchamp Posted January 10, 2009 Report Share Posted January 10, 2009 Has anyone talked to ATX about prior year amounts no showing up on the 2008 Tax Organizer? I'd like to know if there is a plan to fix this and when, or if they are just going to let it slide. Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted January 10, 2009 Report Share Posted January 10, 2009 If you add the 08 Organizer to the 07 return, it will populate all the info into the Prior column. Quote Link to comment Share on other sites More sharing options...
99mtamchamp Posted January 10, 2009 Author Report Share Posted January 10, 2009 If you add the 08 Organizer to the 07 return, it will populate all the info into the Prior column. Could you elaborate on that process. . .I'm pretty new with ATX and I'm not sure exactly what your saying. . .thanks Quote Link to comment Share on other sites More sharing options...
Dan Posted January 10, 2009 Report Share Posted January 10, 2009 The 2008 organizer is included in the 2007 ATX program. If you had clients in 2007 you can bring the organizer in by adding forms as you do any other forms. Go to MyATX Support Center Go to download Center Go to prior year updates Go to 2007 Form updates Click on FEDS Click on Next Close to the bottom of the list generated you will see (organizer 2008) You can then download that organizer to the 2007 ATX program. You can then bring it into the client's return. You find this in the 2007 ATX program so you must have the 2007 ATX program especially if you want to get last years information to be on it. Quote Link to comment Share on other sites More sharing options...
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