ETax847 Posted January 3, 2017 Report Posted January 3, 2017 Is it possible to set it so when I open a return, I can have certain forms be included in that return? I know there was talk of templates, but I am not sure if this was ever implemented. Quote
Abby Normal Posted January 3, 2017 Report Posted January 3, 2017 Yes. Create a template return that has all the forms you want. Then just copy that to create a new client. 2 Quote
Jack from Ohio Posted January 3, 2017 Report Posted January 3, 2017 Actual templates have been dismissed as not necessary by ATX developers. Abby's method works except, this early in the season, form updates will not be applied to the forms in the original return. Quote
Abby Normal Posted January 4, 2017 Report Posted January 4, 2017 Yes, you should open your template return occasionally, so the forms update. I just rolled mine over and half the forms aren't even available yet. 3 Quote
JMovichEA Posted January 4, 2017 Report Posted January 4, 2017 I use "Zzample" as the last name in the template files so they show as the last ones in the return manager, or you could use something beginning with "Aa..." if you want them to show as the first ones in the list. Quote
Abby Normal Posted January 4, 2017 Report Posted January 4, 2017 I called mine Blank Template and search for either word to find it. I only search for returns. It's the fastest way. Quote
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