Yardley CPA Posted January 31, 2015 Report Posted January 31, 2015 I just customized my 1040 EF Info master form to decline Protection Plus. I'm curious as to what other types of customizations you are all doing for individual returns. Quote
Bart Posted January 31, 2015 Report Posted January 31, 2015 I just customized my 1040 EF Info master form to decline Protection Plus. I'm curious as to what other types of customizations you are all doing for individual returns. I check the no boxes on the Schedule B, I enter the taxpayer and my PIN numbers on the efile info form and I check the state efile info form no for foreign bank account. 1 Quote
Abby Normal Posted January 31, 2015 Report Posted January 31, 2015 Customizing forms is one of the best features in ATX. 1040 check third party designee, check to print Line 44 Tax Calc, Line 48 Foreign Tax Credit, Line 64 Federal income tax withheld, AGI Split All EF info forms check ERO/Practitioner, ERO entered, and enter ERO PIN All biz returns check May IRS discuss return with preparer. K1 Input (1120S) check calculate basis, check to print allowed & carryover worksheets. K1 Input (1065) check to print allowed & carryover worksheets and PTP worksheets (this was tricky this year. You have to check PTP on Input first, then uncheck later). 1065 Line 20 check to supress preset descriptions, check to NOT print Sch L Balance Sheet per books worksheet, 1120S Options check complete sch L and M1, line 19 check to supress preset descriptions, check to NOT print Sch L Balance Sheet per books worksheet, Print Sch M2 worksheet. 1120 Options check complete sch L and M1, line 26 check to supress preset descriptions, check to NOT print Sch L Balance Sheet per books worksheet. Sch B (1040) Check to print Sch K1 (1120S) check to print page 2 codes, uncheck print K1 letter, check to print shareholder basis, uncheck print K1 letter, Input-shareholder entity type I Sch K1 (1065) check to print page 2 codes, uncheck print K1 letter, check to print partners basis, basis summary & capital summary 1040-ES check Round to 100 Bank Account Info check personal, check No for foreign, check all jurisdictions We customized the hell out of the 3115 this year. 2 Quote
FreedomTaxed Posted February 1, 2015 Report Posted February 1, 2015 We customized the Billing form for how we bill. We have a combination of type-of-client billing, with by-form billing. We make price additions to a base, largely due to certain forms, and then subtract due to any discounts that apply. 1 Quote
TAXMAN Posted February 1, 2015 Report Posted February 1, 2015 Can you give us an idea on the 3115 customization? I like the others and will look for them. Quote
TAXMAN Posted February 2, 2015 Report Posted February 2, 2015 Now that we have had a chance to look at several forms are there other ideas for customizing? Quote
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