MakeMini

I would really like to know how to do this. With a Sch D form open I scanned the Returns, Edit, Tools, etc menus but the closest I came was the "Accounting Import" which did not seam to allow one to import a spreadsheet with stock trade information. Care to give me a hint how to do this? Much appreciated.

I do CA returns and got tripped up by this as well. Before you attribute it to ATX check out the ATX help for Line 10, specifically: "4. Your 2006 state and local income tax refund is more than your 2006 state and local income tax deduction minus the amount you could have deducted as your 2006 state and local general sales tax". And of course you know that if the client itemized in 2006 and claimed sales tax paid rather than state tax paid then the refund is not taxable in 2007.

No, I'm pretty sure that does not work. I have not thought about the 2007 version yet, maybe ATX will bring back the Mini ? Otherwise I will have to try and create another custom version but this is so dependent on ATX and whether the backdoor hooks into their software will work the same way as they did in 2006. As of now I don't know of a way to export the Organizer from 2006 to 2007. It's all a bit of a crap shoot and something to do after the 15th.

Hi Byron, I edited my previous message and added a link to the custom Organizer file for you to download. I put it on one of my hosts rather than workout what I am allowed to upload and how to do it here on ATX Community.

You can create a custom mini organizer but it requires some programming skill. I made one for our practice and have attached it here. We use it during the client interview so it displays some client information but not last years amounts. For example we know which banks they received 1099-INT’s from and we fill in the amount received for this year. So, if you want to see if it will help you, you can follow the steps to “import” it into your 2006 ATX. Some disclaimers. I don’t have any connection to ATX. The steps below work for us but I TAKE NO RESPONSIBILITY if this does not work for you. I strongly suggest you first try it on a non-critial machine before going live with it. Lastly, Do not import my file if you have already modified the master Organizer form as you will loose all your changes. If that has not frightened you away, here we go: This custom Mini Organizer is for the 2006 Organizer in the 2006 ATX program. We bring up the 2006 return for a client, add the custom organizer, print it out and use it for the 2007 interview. 1) Open the 2006 ATX program and go to <Forms><Customize Master Forms ..> and filter for “Organizer”. Select “Organizer (2006)” and open it. Select the “Custom” tab along the bottom and put a “1” in any box. Then “Save” the form. This will cause ATX to create a customized Organizer file that we will now replace with my one. 2) Close 2006 ATX. 3) Open Windows “My Computer” and go to “C:\Program Files\ATX2006\Masters\Modified”. There should be a new file called “ORGANI_A.vtd” there. This is the file you created by creating a custom Organizer form. Rename it to “ORGANI_A-old.vtd”. 4) Download and copy my “ORGANI_A.vtd” file into the same directory. It ‘s size should be 155 KB. 5) Open 2006 ATX and go back to <Forms><Customize Master Forms ..> and reopen the “Organizer (2006)” form. Go to the Custom tab and you should see my modified Mini Organizer. Ignore the yellow/orange formatting. 6) Now you have a custom Mini Organizer and you can add it to any of your 2006 clients and print it out for your interviews. You can download the custom Organizer file, "ORGANI_A.vtd", by clicking on this link: select the "Save File" option. Send me a message if you have problems. MakeMini