COMPLETED RETURNS

[GeorgeM]

In TRX PRO I have created a new folder for clients, this feature is great.

What I have done is created a new folder called Completed, and any returns that are complete I have moved to this folder.

This is great because the completed ones do not show up in the Default clien list and it is easier to know what clients are not yet done.

I also have exported as in ATX any completed clients. This serves as a backup of all returns.

The more I see of this program the more I like it.

Everything is so much faster than ATX especially printing of returns.

I have not yet done a return with 3 states, I am wondering if all will flow through as in 2 states.

I have found a way to enter the dates the client will receive their checks either DD or check. Simply print preview the return, if you have adobe you can use the typewriter feature and type in on the face sheet the dates. I beleive this will work with other PDF programs.

[GeneInAlabama]

>>What I have done is created a new folder called Completed, and any returns that are complete I have moved to this folder.<<

George, this is a great idea. Thanks.

[Terry D EA]

I just recently completed a return that had Mo, KS & NC and all went well. The only thing that didn't was the wages amount to each state and the amount of taxes paid to another state for Missouri (as a resident state), to calculate properly.

[RGFan]

This is good feedback. I like that you provide both the good and the bad, as I have been using both to make changes and reinforce what is good with all our teams.

Thanks so much.

Ryan