I'm finally making good use of Print Packets

[Abby Normal]

I realized that the custom print packet had every form set to never print, so I went thru and set the efile signature forms, balance due vouchers and estimated tax vouchers to always print for federal and all of the states I normally use. Then I went back to my Preparer print packet and set those same forms to never print. The result is that I get two PDFs printed, one for the tax return and one for the signature forms, vouchers, engagement letter and my estimate voucher mailing letter.

Now I have still have to uncheck the letters I don't want in my Preparer packet and check the letters in the Custom packet every single time, because ATX doesn't let you include letters in the Custom packet and letters are all or nothing in the Preparer packet, but that's quick and easy enough.

Having two pdfs makes printing and viewing easier, and it's nice not having all those other forms in the tax return pdf. Plus it makes it easier for the client to find their estimate vouchers if they need to.

[RitaB]

Good for you!

I hope I can figure it all out before next time.  I have to discard client letters and attach a new one about every third return.  I am spending too much time on letters, but they look so much better than the default.  Maybe I'll get there.  I hate a dinky letter.

[Abby Normal]

2 hours ago, RitaB said:

Good for you!

I hope I can figure it all out before next time.  I have to discard client letters and attach a new one about every third return.  I am spending too much time on letters, but they look so much better than the default.  Maybe I'll get there.  I hate a dinky letter.

My office manager discards all letters and adds them back every single time, and even the I still have to edit the letters. I swear the damn things change all on their own!

[easytax]

50 minutes ago, Abby Normal said:

My office manager discards all letters and adds them back every single time, and even the I still have to edit the letters. I swear the damn things change all on their own!

They are ALIVE -- you said similar in your movie "They're ALIVE" --- remember?

[RitaB]

55 minutes ago, Abby Normal said:

My office manager discards all letters and adds them back every single time, and even the I still have to edit the letters. I swear the damn things change all on their own!

 

4 minutes ago, easytax said:

They are ALIVE -- you said similar in your movie "They're ALIVE" --- remember?

 

I feel so much better.  You don't know how many times I have thought there was a Keebler Elf or some $%^& in my computer changing the letters and laughing at me.  Somewhere in there having a party with half my socks that the dryer ate and 14 Tupperware lids.