OLTPRO / OneDesk

468 topics in this forum

1. Disappearing Clients

   By Terry D EA, February 5, 2011
   • 23 replies
   • 6.4k views
   • 
   • Terry D EA
   • May 4, 2011

2. Time to renew

   By GeorgeM, April 20, 2011
   • 9 replies
   • 4.4k views
   • 
   • jetaxes
   • April 29, 2011

3. I was able to stop an e-file

   By Kea, April 17, 2011
   • 3 replies
   • 1.9k views
   • 
   • Kea
   • April 21, 2011

4. Attachments

   By Terry D EA, April 15, 2011
   • 5 replies
   • 2.4k views
   • 
   • cred65
   • April 16, 2011

5. Indicating NR State for K1

   By Kea, April 14, 2011
   • 3 replies
   • 1.8k views
   • 
   • Crank
   • April 15, 2011

6. Tax Prepaprer Vs Turbo Tax

   By Crank, March 13, 2011
   • 1 reply
   • 2.5k views
   • 
   • Crank
   • April 15, 2011

7. Expanding Services

   By Crank, April 14, 2011
   • 2 replies
   • 1.8k views
   • 
   • Lynn EA USTCP in Louisiana
   • April 14, 2011

8. TaxWorks to "Fix" program for 2011

   By Don in Upstate NY, April 14, 2011
   • 1 reply
   • 1.9k views
   • 
   • Crank
   • April 14, 2011

9. Tax Exact Pro

   By artp, April 13, 2011
   • 1 reply
   • 2.4k views
   • 
   • Crank
   • April 14, 2011

10. No W-2 received File 4852 no form available

    By artp, April 2, 2011
    • 5 replies
    • 2.6k views
    • 
    • Julie
    • April 11, 2011

11. Split MFJ to MFS

    By JJStephens, April 2, 2011
    • 2 replies
    • 2.9k views
    • 
    • John A
    • April 11, 2011

12. Sch F breeding stock

    By cathyan, April 9, 2011
    • 2 replies
    • 1.6k views
    • 
    • cathyan
    • April 9, 2011

13. Extensions

    By GeorgeM, March 26, 2011
    • 8 replies
    • 3.6k views
    • 
    • Mike D
    • April 8, 2011

14. DCN for Form 8453

    By artp, April 6, 2011
    • 2 replies
    • 2.5k views
    • 
    • artp
    • April 6, 2011

15. K-1 Input / Questions

    By Crank, March 23, 2011
    • 16 replies
    • 7k views
    • 
    • Kea
    • April 3, 2011

16. 1099 R Question

    By Crank, April 1, 2011
    • 2 replies
    • 2k views
    • 
    • Crank
    • April 2, 2011

17. TRX & Win 7 Pro

    By Terry D EA, March 28, 2011
    • 5 replies
    • 2.6k views
    • 
    • Crank
    • March 29, 2011

18. TRX Renewals

    By Lynn EA USTCP in Louisiana, March 23, 2011
    • 6 replies
    • 2.7k views
    • 
    • Terry D EA
    • March 25, 2011

19. Form 8829

    By GeorgeM, March 22, 2011
    • 2 replies
    • 2.4k views
    • 
    • ed_accountant
    • March 23, 2011

20. ATX Conversion Software to TRX 2009 1 2 3

    By Mike D, October 19, 2010
    • 51 replies
    • 14.4k views
    • 
    • SCL
    • March 23, 2011

21. Surviving Spouse E-File

    By JJStephens, March 22, 2011
    • 0 replies
    • 2.3k views
    • 
    • JJStephens
    • March 22, 2011

22. Rental house no longer rented

    By Kea, March 17, 2011
    • 3 replies
    • 2.3k views
    • 
    • Crank
    • March 20, 2011

23. Faster than a speeding bullet ...

    By Don in Upstate NY, March 19, 2011
    • 1 reply
    • 1.8k views
    • 
    • Kea
    • March 19, 2011

24. Cleary worksheet 3 for 2106 expenses

    By artp, March 18, 2011
    • 2 replies
    • 1.7k views
    • 
    • artp
    • March 19, 2011

25. Update Causes Problem

    By Crank, March 9, 2011
    • 10 replies
    • 3.2k views
    • 
    • Crank
    • March 17, 2011

26. Form 7004 Ext E-file

    By 10SorTAX, March 16, 2011
    • 1 reply
    • 1.7k views
    • 
    • John A
    • March 16, 2011

27. TRX Pro

    By Terry D EA, March 16, 2011
    • 1 reply
    • 1.5k views
    • 
    • Don in Upstate NY
    • March 16, 2011

28. Stupid Question

    By Julie, March 11, 2011
    • 4 replies
    • 2.2k views
    • 
    • Julie
    • March 15, 2011

29. Invoice choices

    By JJStephens, March 7, 2011
    • 6 replies
    • 2.4k views
    • 
    • JJStephens
    • March 9, 2011

30. Sale of Rental

    By Julie, March 8, 2011
    • 4 replies
    • 2k views
    • 
    • Julie
    • March 9, 2011

31. Modernized E-File

    By Don in Upstate NY, March 8, 2011
    • 3 replies
    • 1.8k views
    • 
    • JJStephens
    • March 9, 2011

32. Depreciation Methods in TRX

    By Crank, March 6, 2011
    • 2 replies
    • 1.8k views
    • 
    • Crank
    • March 7, 2011

33. Ok, Lets hear it. DO YOU MISS ATX?

    By the boss, March 2, 2011
    • 21 replies
    • 6.1k views
    • 
    • JJStephens
    • March 7, 2011

34. Daytime Phone Number Not Printing

    By beckster, March 5, 2011
    • 2 replies
    • 1.4k views
    • 
    • beckster
    • March 6, 2011

35. Home Purchase Credit

    By Crank, March 4, 2011
    • 2 replies
    • 1.8k views
    • 
    • Crank
    • March 5, 2011

36. efile Partnerships & Corps.

    By schuldt, March 4, 2011
    • 4 replies
    • 1.5k views
    • 
    • schuldt
    • March 4, 2011

37. Revision History??

    By Nellie, March 3, 2011
    • 0 replies
    • 1.3k views
    • 
    • Nellie
    • March 3, 2011

38. Form Requests - 2010 TRX Pro 1040

    By John A, February 6, 2011
    • 20 replies
    • 6.1k views
    • 
    • beckster
    • March 3, 2011

39. Two States?

    By Crank, February 26, 2011
    • 6 replies
    • 2.6k views
    • 
    • Crank
    • March 2, 2011

40. Duplicate DCN Error

    By Crank, February 11, 2011
    • 8 replies
    • 4.1k views
    • 
    • Kea
    • March 2, 2011

41. Roth to Roth on 1099R worksheet

    By Kea, February 26, 2011
    • 0 replies
    • 1.1k views
    • 
    • Kea
    • February 26, 2011

42. 2Yr Analysis Worksheet

    By Crank, February 25, 2011
    • 1 reply
    • 1.5k views
    • 
    • Kea
    • February 25, 2011

43. PA Local Taxing Authoritiy Forms & Caculations

    By Crank, February 25, 2011
    • 0 replies
    • 1.1k views
    • 
    • Crank
    • February 25, 2011

44. EF hang up

    By JJStephens, February 24, 2011
    • 3 replies
    • 1.9k views
    • 
    • Crank
    • February 25, 2011

45. Fixing Rejected Return - Duplicate DCN

    By beckster, February 24, 2011
    • 3 replies
    • 2.6k views
    • 
    • Crank
    • February 25, 2011

46. FILING OPTIONS

    By txyank, February 24, 2011
    • 2 replies
    • 1.9k views
    • 
    • GeorgeM
    • February 24, 2011

47. Unable to create E-File (8879) with inherited asset

    By Kea, February 14, 2011
    • 12 replies
    • 4.4k views
    • 
    • DonnaA
    • February 24, 2011

48. Next year Depreciation

    By artp, February 24, 2011
    • 0 replies
    • 1.6k views
    • 
    • artp
    • February 24, 2011

49. Notes (Ctrl-N)

    By Crank, February 23, 2011
    • 2 replies
    • 1.7k views
    • 
    • Crank
    • February 24, 2011

50. selling business auto

    By Kea, February 23, 2011
    • 1 reply
    • 1.5k views
    • 
    • Kea
    • February 24, 2011

51. Elections

    By txyank, February 24, 2011
    • 0 replies
    • 1.3k views
    • 
    • txyank
    • February 24, 2011

52. Notes on Notes

    By Don in Upstate NY, February 13, 2011
    • 1 reply
    • 1.5k views
    • 
    • RGFan
    • February 23, 2011

53. Amended returns

    By GeorgeM, February 22, 2011
    • 2 replies
    • 2.1k views
    • 
    • RGFan
    • February 23, 2011

54. COMPLETED RETURNS

    By GeorgeM, February 14, 2011
    • 3 replies
    • 2.1k views
    • 
    • RGFan
    • February 23, 2011

55. K1 trust income and EIC

    By cathyan, February 23, 2011
    • 0 replies
    • 1.7k views
    • 
    • cathyan
    • February 23, 2011

56. Importing Supporting Documents

    By Crank, February 21, 2011
    • 3 replies
    • 1.8k views
    • 
    • Crank
    • February 22, 2011

57. Printing Refund Check

    By beckster, February 21, 2011
    • 1 reply
    • 1.7k views
    • 
    • Crank
    • February 21, 2011

58. death of dependent

    By Kea, February 18, 2011
    • 4 replies
    • 1.8k views
    • 
    • Kea
    • February 20, 2011

59. Your Personal Return

    By Crank, February 18, 2011
    • 5 replies
    • 2.4k views
    • 
    • GeneInAlabama
    • February 20, 2011

60. Another e-file error that's a non-error

    By Kea, February 18, 2011
    • 2 replies
    • 2.1k views
    • 
    • Kea
    • February 20, 2011

61. Non-Paying Clients

    By Crank, February 10, 2011
    • 9 replies
    • 3.9k views
    • 
    • Kea
    • February 18, 2011

62. Sch A & ACKS

    By Terry D EA, February 17, 2011
    • 3 replies
    • 2k views
    • 
    • Crank
    • February 18, 2011

63. Efiling Multiple States

    By Crank, February 18, 2011
    • 2 replies
    • 1.6k views
    • 
    • Crank
    • February 18, 2011

64. E-filed Forms

    By txyank, February 16, 2011
    • 1 reply
    • 1.8k views
    • 
    • beckster
    • February 17, 2011

65. Export Client - Ctrl-X

    By Crank, February 14, 2011
    • 1 reply
    • 1.9k views
    • 
    • GeorgeM
    • February 14, 2011

66. Preparer signature

    By JJStephens, February 14, 2011
    • 1 reply
    • 1.9k views
    • 
    • GeorgeM
    • February 14, 2011

67. Efile Status In TRX Pro 1040

    By Crank, February 12, 2011
    • 6 replies
    • 2.6k views
    • 
    • GeneInAlabama
    • February 13, 2011

68. Invoice settings

    By txyank, February 11, 2011
    • 2 replies
    • 1.6k views
    • 
    • txyank
    • February 11, 2011

69. Accounting Module on TRX Premium

    By GeneInAlabama, February 9, 2011
    • 4 replies
    • 2k views
    • 
    • GeneInAlabama
    • February 11, 2011

70. Moving a Spouse to Primary Taxpayer

    By Kea, February 11, 2011
    • 2 replies
    • 2.9k views
    • 
    • GeneInAlabama
    • February 11, 2011

71. Farm return

    By artp, February 10, 2011
    • 2 replies
    • 1.6k views
    • 
    • artp
    • February 11, 2011

72. PA School District Name & Number Not Populating

    By Crank, February 7, 2011
    • 3 replies
    • 1.5k views
    • 
    • Crank
    • February 9, 2011

73. Puerto Rico General Info Input Form On All 1040 Returns

    By Crank, January 26, 2011
    • 11 replies
    • 3.1k views
    • 
    • 10SorTAX
    • February 9, 2011

74. Efiling Returns That The IRS Cant Process Yet

    By Crank, February 8, 2011
    • 4 replies
    • 1.8k views
    • 
    • Kea
    • February 8, 2011

75. Custom letters - difficult to change format, font, etc

    By John A, February 8, 2011
    • 1 reply
    • 2.3k views
    • 
    • RGFan
    • February 8, 2011

76. View multiple pages in Peek

    By John A, February 4, 2011
    • 9 replies
    • 3.2k views
    • 
    • Terry D EA
    • February 8, 2011

77. 9325?

    By Kea, January 28, 2011
    • 4 replies
    • 2.3k views
    • 
    • GeneInAlabama
    • February 7, 2011

78. Government Instructions

    By GeneInAlabama, February 6, 2011
    • 4 replies
    • 1.8k views
    • 
    • GeneInAlabama
    • February 7, 2011

79. TRX Support - Red Gear?

    By John A, February 2, 2011
    • 8 replies
    • 4.7k views
    • 
    • RGFan
    • February 7, 2011

80. Mask SSN on client copy of returns

    By John A, February 4, 2011
    • 4 replies
    • 3.1k views
    • 
    • RGFan
    • February 7, 2011

81. Client Letter

    By Randall, January 31, 2011
    • 10 replies
    • 3.4k views
    • 
    • RGFan
    • February 7, 2011

82. Customer Support

    By Mike D, February 4, 2011
    • 7 replies
    • 25.6k views
    • 
    • RGFan
    • February 7, 2011

83. SCH C

    By cathyan, January 30, 2011
    • 10 replies
    • 2.9k views
    • 
    • cathyan
    • February 7, 2011

84. Non-Paid Preparer Error

    By Crank, January 31, 2011
    • 2 replies
    • 2.6k views
    • 
    • Crank
    • February 6, 2011

85. 1099s and W2s

    By 10SorTAX, January 23, 2011
    • 8 replies
    • 3.3k views
    • 
    • RGFan
    • February 6, 2011

86. W2 and 1099-R Summary Sheets Orientation

    By Don in Upstate NY, January 31, 2011
    • 4 replies
    • 1.9k views
    • 
    • RGFan
    • February 6, 2011

87. Annoying Blank Page

    By beckster, February 1, 2011
    • 4 replies
    • 2.2k views
    • 
    • RGFan
    • February 6, 2011

88. Engagement letter (TRX)?

    By Julie, February 3, 2011
    • 3 replies
    • 2.2k views
    • 
    • RGFan
    • February 6, 2011

89. Self prepared return (yours)

    By GeorgeM, February 1, 2011
    • 3 replies
    • 3.1k views
    • 
    • RGFan
    • February 6, 2011

90. PA State Efile

    By Crank, February 5, 2011
    • 6 replies
    • 2.4k views
    • 
    • RGFan
    • February 6, 2011

91. CA e-file form

    By beckster, January 28, 2011
    • 6 replies
    • 3.2k views
    • 
    • RGFan
    • February 6, 2011

92. TRX product vs TaxWorks

    By Crank, December 30, 2010
    • 3 replies
    • 2.9k views
    • 
    • Crank
    • January 30, 2011

93. NC State Tax

    By Terry D EA, January 25, 2011
    • 4 replies
    • 2.7k views
    • 
    • RGFan
    • January 25, 2011

94. RIA Research

    By Terry D EA, January 22, 2011
    • 1 reply
    • 1.6k views
    • 
    • ed_accountant
    • January 23, 2011

95. Has anyone filed any returns yet with TRXPRO

    By GeorgeM, January 18, 2011
    • 3 replies
    • 1.8k views
    • 
    • Terry D EA
    • January 22, 2011

96. Section 179 recapture

    By Kea, January 21, 2011
    • 0 replies
    • 1.4k views
    • 
    • Kea
    • January 21, 2011

97. Error messages while "fixing" depreciation in 09 conversions?

    By Kea, January 16, 2011
    • 3 replies
    • 1.8k views
    • 
    • Kea
    • January 18, 2011

98. Advanced, Lite & EZ Buttons

    By Crank, January 12, 2011
    • 5 replies
    • 2k views
    • 
    • Terry D EA
    • January 18, 2011

99. Taxworks Training Videos - Link

    By ed_accountant, January 13, 2011
    • 4 replies
    • 1.9k views
    • 
    • Terry D EA
    • January 16, 2011

100. RIA Research

     By Lynn EA USTCP in Louisiana, January 11, 2011
     • 3 replies
     • 2.1k views
     • 
     • ed_accountant
     • January 13, 2011