Adding forms to all tax returns

[Joel]

I do a lot of retiree tax returns here in Florida. Most do not itemize and take the standard deduction. Is there any way to automatically add the new schedule L to each tax return when it is opened like the W-2?

[windmill]

I do a lot of retiree tax returns here in Florida. Most do not itemize and take the standard deduction. Is there any way to automatically add the new schedule L to each tax return when it is opened like the W-2?

I would like the Sch M to be added automatically or at least the option of doing so.

[kcjenkins]

Send the suggestion to the Suggestion Box link on MyATX, and odds are good that it might be added. Those posts go directly to the programmers. Like the old 'Forms Pipeline'. I've had great results from them.

The M has been opening automatically for me, when it applies.

[Joel]

KC,

Before sending in the suggestion I wanted to be sure I was not missing a feature in the program.

Thanks

[Pacun]

KC,

Before sending in the suggestion I wanted to be sure I was not missing a feature in the program.

Thanks

I am not sure but a template, which is already, included in the ATX program will solved your problem. I am not sure how the template will work with rollover clients, but it will work with new clients. So you create the template with all the common forms you need, and when a new client comes in, you open the template and all the forms will pop up.

[kcjenkins]

Yes, the template can work just great for new clients. Will not work for rollovers. But, it's very simple to go to the line and bunny hop to open the schedule.