QuickQuestion Posted December 21, 2012 Report Posted December 21, 2012 So I have a customized 2011 Tax Organizer in the 2011 ATX System. I myself customized the client letter and engagement letter. I used 2011 ATX to print up the 2011 tax organizers last year. In the system its the Comp Organizer (11). Now I am getting ready to print up the 2012 Tax Organizers to send out and I have a problem. ATX 2011 automatically downloaded the Tax Organizer (12) and Comp Organizer (12). Both are simple forms and not customized. Now when I go into my Comp Organizer(11) the one that I have everything the way I want it, I can change an option that prints the Tax Organizer for the 2012 year. This way I dont have to Customize the Tax Organizer(12) Form all over again. But when ever I click print Organizer for the client, it keeps printing the Comp Organizer (12). Is there a way to completely delete the Comp Organizer (12) so it automatically prints the Comp Organizer (11) or is there a way to make the Comp Organizer (11) the default Organizer? Or do I have no other choice and have to customize the Comp Organizer (12)? If you have any questions to ask me to help you understand my problem, please let me know. I really want to resolve this problem. Thanks you Quote
Maribeth Posted December 21, 2012 Report Posted December 21, 2012 So I have a customized 2011 Tax Organizer in the 2011 ATX System. I myself customized the client letter and engagement letter. I used 2011 ATX to print up the 2011 tax organizers last year. In the system its the Comp Organizer (11). Now I am getting ready to print up the 2012 Tax Organizers to send out and I have a problem. ATX 2011 automatically downloaded the Tax Organizer (12) and Comp Organizer (12). Both are simple forms and not customized. Now when I go into my Comp Organizer(11) the one that I have everything the way I want it, I can change an option that prints the Tax Organizer for the 2012 year. This way I dont have to Customize the Tax Organizer(12) Form all over again. But when ever I click print Organizer for the client, it keeps printing the Comp Organizer (12). Is there a way to completely delete the Comp Organizer (12) so it automatically prints the Comp Organizer (11) or is there a way to make the Comp Organizer (11) the default Organizer? Or do I have no other choice and have to customize the Comp Organizer (12)? If you have any questions to ask me to help you understand my problem, please let me know. I really want to resolve this problem. Thanks you If you wish to print out the 2012 Organizer, and you wish to customize the forms, then you must customize the forms all over again. The customization from 2011 does not rollover to 2012. If you wish to print the comprehensive 2012 Organizer, there is a button somewhere in the Preferences that you have to check in order to print the comprehensive instead of the short organizer. hth, Maribeth Quote
QuickQuestion Posted December 22, 2012 Author Report Posted December 22, 2012 Yah I know that, but can i make the comprehensive 2011 Organizer that I customized the default one, or can I delete the Comprehensive 2012 Tax Organizer completely from the system so it automatically prints the 2011 Tax Organizer?? Quote
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