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#1 mdmcfarland

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Posted 31 August 2009 - 03:05 PM

We have sold our tax business. The new owners use Creative Solutions in their office. We have used ATX Max that last 5 years. They called and wanted to know if we can export to Excel through our tax program. I can't seem to find it out on my own. Can anybody help me with the answer?

#2 rfassett

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Posted 31 August 2009 - 03:43 PM

I think the real question that they are - or should be - asking is, "is there a conversion program that will take ATX to Ultra Tax?". I would put the onus back on them and tell them they will have to talk to Creative Solutions support for that. I looked into converting from ATX to Ultra Tax at one point, and, but for some botched communication between CS and myself, I would have made the switch. But as is usually the case, things have a way of working themselves out. I am glad now that it did not work out. But CS will have a conversion program available after the new ATX is released in November or December. At least that was the way it was the year that I looked into it.

#3 mdmcfarland

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Posted 31 August 2009 - 03:55 PM

Thank you. I know most programs have conversion programs. I'm not really sure what they wanted to export into excel for.

#4 mdmcfarland

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Posted 31 August 2009 - 04:11 PM

They mainly want to know if the depreciation part can be exported.

#5 kcjenkins

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Posted 31 August 2009 - 07:26 PM

We have sold our tax business. The new owners use Creative Solutions in their office. We have used ATX Max that last 5 years. They called and wanted to know if we can export to Excel through our tax program. I can't seem to find it out on my own. Can anybody help me with the answer?

I don't see any way to export the depreciation info. Although there is a way to import from the ATX Fixed Asset Manager program, so perhaps you might call CCH and ask them if it is possible to pull info into that program from the tax software. If so, they could get that, [it costs only $400], then use the FA Manager to create the spreadsheet?

#6 Lion EA

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Posted 01 September 2009 - 09:20 AM

I thought ATX was a spreadsheet based program. Can't you export to Excel? I use ProSystem fx and can import Excel spreadsheets into most places and export to Excel from most places. However, I agree that CS probably provides a conversion program or will convert ATX returns to Ultra Tax. And then, the new owners can do whatever they usually do to export the depreciation schedule or detail from CS to Excel.

#7 Lion EA

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Posted 01 September 2009 - 09:21 AM

THAT WAS 1,000 !!! :D

#8 Tax Prep by Deb

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Posted 01 September 2009 - 09:54 AM

THAT WAS 1,000 !!! :D


Congrats!
Deb

#9 Lion EA

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Posted 01 September 2009 - 10:57 AM

Thank you! :spaz:

#10 TAXBILLY

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Posted 01 September 2009 - 11:23 AM

Welcome to the club, ATX Master!
What time should we show up at your house for the party? :~)
taxbilly

#11 Margaret CPA in OH

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Posted 01 September 2009 - 11:59 AM

Congratulations! Another goal achieved, milestone reached, dream fulfilled...I'll stop now. Good job!

#12 Tax Prep by Deb

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Posted 01 September 2009 - 01:08 PM

I wasn't going to do this, but I only needed one more post to reach the 500 mark. So here it goes, POST POST POST!

Deb!

#13 TAXBILLY

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Posted 01 September 2009 - 02:12 PM

Congratulations Deb! You are only 1849 behind KC!
taxbilly

#14 Margaret CPA in OH

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Posted 01 September 2009 - 02:33 PM

Yes, Deb, congratulations to you, too! Another great accomplishment and it isn't even tax season!

#15 JRS

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Posted 01 September 2009 - 03:39 PM

Congratulations! And you are only 781 behind TAXBILLY!

#16 kcjenkins

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Posted 01 September 2009 - 03:50 PM

Talk about hi-jacking a thread! You guys crack me up!

#17 Tax Prep by Deb

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Posted 01 September 2009 - 05:11 PM

Talk about hi-jacking a thread! You guys crack me up!


I'm honored!

Deb!

#18 mdmcfarland

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Posted 02 September 2009 - 08:34 AM

I'm glad you are enjoying it. My mail box is getting full with all these notices.

#19 Lion EA

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Posted 02 September 2009 - 10:03 AM

Congratulations, Deb! And, I poured the drinks; but none of you showed up. I'll have to drink them all myself... :spaz:

#20 Margaret CPA in OH

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Posted 02 September 2009 - 10:07 AM

Well, if you had told us where and what time, we could have saved you from such an unfortunate consequence. As the next hurdle nears, we'll be looking for the specifics!




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