Whoa! Just learned you can link fields in Customize Master Forms

[Abby Normal]

We need a tips and tricks sticky post to share this kind of stuff.

Here's the link: http://files.cchsfs.com/doc/atx/2014/Help/14.3/Content/Both-SSource/Creating Links Between Fields.htm

This solves a couple issues with MD forms (paging Richcpaman!) like automating the county name on the 502D worksheet and the new physical address field, but I'm sure I'll find more uses for it.

And if you knew about this and didn't tell me, this is for you ಠ_ಠ.

 

[jklcpa]

I'll start a topic for tips and tricks and pin it for us.

I'm going to suggest that the subject of the tip be made larger and in bold so that they stand out and aren't lost if a discussion ensues within the thread. How's that?

[Abby Normal]

Approved!

[Richcpaman]

Will this work on rolled over forms from the prior year?

Or just newly created returns, or newly added forms?

Seems it has been available since 2014...

Rich

 

[Abby Normal]

1 hour ago, Richcpaman said:

Will this work on rolled over forms from the prior year?

Or just newly created returns, or newly added forms?

Seems it has been available since 2014...

Rich

 

Just discard and re-add the 502 and 502D. You just have to choose the county and town on the data page.

[Abby Normal]

I stand corrected. You don't have discard and re-add. Rollovers use the customized master. You only need to discard/re-add for returns that were rolled over before the customization.

[Abby Normal]

And when you discard/re-add you can just close/reopen and the county will be repopulated.

[Ryanvv126]

I've been using this to the link the dates between 1040, 8879, state return, and the state e-file authorization. That way I only need to change the date in one place, and it auto-populates my entire tax return for me or changes the date if needed.

[Abby Normal]

Thanks for the date idea! I knew there had to be lots of ways I could use this.

[Jack from Ohio]

57 minutes ago, Ryanvv126 said:

I've been using this to the link the dates between 1040, 8879, state return, and the state e-file authorization. That way I only need to change the date in one place, and it auto-populates my entire tax return for me or changes the date if needed.

ATX already does that for the forms.

[Ryanvv126]

7 hours ago, Jack from Ohio said:

ATX already does that for the forms.

It does not link the dates for the taxpayer signature. 

[Abby Normal]

18 hours ago, Jack from Ohio said:

ATX already does that for the forms.

I have to write my signature date on every 8879. I also have to enter it in the EF info form. Now I don't.

[Ryanvv126]

8 hours ago, Abby Normal said:

I have to write my signature date on every 8879. I also have to enter it in the EF info form. Now I don't.

Yeah, it's pretty impressive. I also link my most common state forms and connect them to the federal as well. It saves some time. Also, there are a lot of times that a client does not come in to sign their returns on the day they say they are going to sign it. Now you only need to change the date in one spot and it auto populates the rest.

[jklcpa]

50 minutes ago, Ryanvv126 said:

I also link my most common state forms and connect them to the federal as well.

When I used ATX I did something similar for every DE client that had credit for taxes paid to other states. ATX never got to the correct credit without overriding, so I'd link the lines for those overrides to the appropriate lines on the other states' returns in case there was a subsequent change to the returns, I wouldn't have to manually recalculate those credits again, it was automatic.