I've given up on the client letter

[Janitor Bob]

I have given up on the client letter. Local letter info does not flow properly to Federal letter. OH SD-100 refund information does not flow properly to Federal letter. I have resorted to copying and pasting into Word then making corrections. I am just going to be happy that I have a functioning program with most of the forms I need....NOT what I deserve for the money I paid.

[jklcpa]

JB, that's what I did many years ago when ATX's letter wasn't nearly as user friendly and I didn't like the look of theirs at all. I made a standard one-page letter in word. On the second page of the letter (that I never printed) I had a variety of paragraphs all set to go. All I had to do was copy and paste the section that I wanted and fill in an amount. The sections were all preformatted and matched the letter perfectly. I had 2 for federal, for balance due or refund, and the sections already included the proper mailing address. It would be even easier now with e-filing. I had similar sections for the state with bal due and refund too. I had a second similar letter for estimates all ready to go too. It was a lot quicker than fussing with the letters in the program at that time.

Up until 2 years ago, this is how I continued to do the covers too. The look so much nicer than what the program prints. I still have all the letters if I ever need them.

[Janitor Bob]

Now on a different Client, I get the closing paragraph in the middle of the page...after Federal info, but before the Ohio and School information....no option to move the closing to the bottom where it should be.

[kcjenkins]

Look at the very bottom to find the box for moving a paragraph up or down.

[Janitor Bob]

I see that...but it does not give the option to move the closing to the bottom...just moving the state and school up and down....so I can choose to have state at bottom or school at bottom, but no option to have closing paragraph at bottom.

[Marie]

If anyone figures out how to fix, or if ATX fixes, please post. This kind of program, at the price we pay, a simple thing like the letter should work. Makes you wonder about the rest of the program.