ATX - Preferred Preference Options and Customize Form

[Yardley CPA]

I know this has been discussed in previous years but I am having some trouble locating the content.   Can you share some of your preference options and how you customize some of your forms?  For instance, I choose to have my forms open at 190% to make it a bit larger on the screen.  What do other users do for convenience sake?

Thanks very much!

[Abby Normal]

Preferences:
Print return without zeros
Don't autosave
Client letter verbiage-will be efiled
Uncheck sections of federal and state letters you don't want printed. Only print estimate dates & amounts, for example
Disable Automatic calculations on Detail sheets (Saving recalculates)
Don't update programs or forms when opening. Do it manually.

My current form customization notes are attached.

 

Customize Master Forms.rtf

[Yardley CPA]

1 hour ago, Abby Normal said:

Preferences:
Print return without zeros
Don't autosave
Client letter verbiage-will be efiled
Uncheck sections of federal and state letters you don't want printed. Only print estimate dates & amounts, for example
Disable Automatic calculations on Detail sheets (Saving recalculates)
Don't update programs or forms when opening. Do it manually.

My current form customization notes are attached.

 

Customize Master Forms.rtf 15.14 kB · 0 downloads

Thank you!