ATX Tax Organizer Issues

[ETax847]

Do any ATX users have any fixes for the following:

1) Organizer Letter does not pull in the year, but instead shows the hyperlinks [Federal Next Year or Return)

2) Engagement Letter still reads 2012 NOT 2013, not sure what the fix is.

Thanks

[Jack from Ohio]

There will not be any fixes for the 2012 program. NONE. I don't use the organizer, and I don't know the workaround.

[Tax Prep by Deb]

According to the official ATX they are working on the current year 2013 organizer and will release later. (everyone is assuming towards the end of this month)

[ETax847]

3) Also, the appointment date and time does not roll into the letter

Extremely disappointed ATX didnt resolve these issues before moving on to the 2013 software. For current users this is a major inconvenience.

[Jack from Ohio]

3) Also, the appointment date and time does not roll into the letter

Extremely disappointed ATX didnt resolve these issues before moving on to the 2013 software. For current users this is a major inconvenience.

There are several other MAJOR issues they left on the table in order to bring a workable 2013 to the table.

Copy & Paste to a Word document. Export Client information and mail merge the letters.

[David W Ristau CPA]

I am assuming that most users run organizers from within the prior year program; i.e., 2013 organizer generated within the 2012 program.

Organizer cover letter and engagement letter are 2 separate documate templates in 2012 program.

IF and ONLY IF you remember to make a copy of the master template and save in a separate folder as a backup, try using WordPad to edit the templates.

I did.

It works.

[Guest Taxed]

I prepare my cover letter and engagement letter in Word with mailmerge. Much easier to edit and print.

[Jack from Ohio]

According to the official ATX they are working on the current year 2013 organizer and will release later. (everyone is assuming towards the end of this month)

Skeptical...

[ETax847]

Very skeptical myself as this should have been addressed prior to them working on the 2013 software. As noted in a different post, some people still use the tax organizers and to not have them ready this close to tax season is extremely disappointing to say the least.

[David W Ristau CPA]

Can someone explain to me how to suppress printing the client mailing slip when printing organizers? I never use mailng slips and have been able to suppress when printing returns, however, when batch printing organizers, the mailing slip is included. I've tried changing slip option to "never" in all searches, however it still prints when printing organizers.

Thanks!

[kcjenkins]

Well, this might be an extreme solution, but if you really never use it, you could delete that master form entirely. If you are batch printing a large number, I can certainly see how you'd hate wasting those sheets.

[Richcpaman]

Gee, thanks for all this, ATX.

Rich