Why can't I Customize "Main Info" Master

[M7047]

           

 

In the past I could customize items on the main info worksheet. This year I can't even select it, it's grayed out. Anyone have any ideas as to how to change that? It shows up as a generic form in my rolled over returns or if I try to create a new return. I just can't customize it. 

[RichRhodesEA]

Yes, without this ability, we will have to enter an email address onto each OH return that we prepare.  I am certainly not going to add a clients email address.  I would like to customize the main form so that I can just enter my email address...one time...

Rich

[MDCPA]

In 2021 software, there was a tab "Main Info" inside the 1040 form where you could customize the main information worksheet

[TAXMAN]

I too would like to customize the main form. Anybody figure it out yet?

[M7047]

32 minutes ago, TAXMAN said:

I too would like to customize the main form. Anybody figure it out yet?

Ugh...not yet. I know I did in the past and it was a real time saver. I thought I was missing something.

 

[M7047]

I found this and I get the Main Info worksheet when I open a return (new or rolled over), but not when I choose customize masters! I still can't figure out how to customize this, it's either greyed out or not just a form you cant customize.

 

[M7047]

Spoke with ATX technical support today. She says this isn't an option this year, the removed it. I asked her to pass on to the powers that be that this was a really dumb move on their part and is wasting our time. 

[Slippery Pencil]

3 hours ago, M7047 said:

a really dumb move on their part and is wasting our time. 

ATX doesn't care.  They do something like this every year.  They never bring back the functionality they remove.