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And did I tell you? Found paperclipped to all the Merrill Lynch accounts, one that's a trust. I told them the trust would not be completed this week, only their personal returns, and told them what I need, such as the trust documents, tax ID (it's masked on the ML statement), anything else besides the one Merrill Lynch account, etc. Not only did she not mention a new trust, but she forgot to tell me about the sale of a building by an S-corp, so nearly $350,000 income on that K-1. I would've had them send more with their extensions, probably pay more 15 January 2019 if they'd had the final numbers by then. I had a chance to see that S-corp info sooner. CPA prepared short year returns and went on vacation to Bermuda. CT didn't like short year on 2017 forms, because they revised their forms for 2018. Client called me in March to revise CT return, but it's not in my system/I didn't prepare the S-crop returns and I was a little busy. CT actually talked her through putting the info on their new forms and faxing it to them. So, I received that K-1 and CT-K1 recently. The one with $350,000 of income. Plus other K-1s with losses and no basis statements. Three schedule Cs. They owe about $60,000. I really don't charge enough! As you say, I need to get back to work. Just dreading calling them with their balance due.

Lion with laughter.....

I have used Medlin a few times...

This is a little naughty, but I love it. An 85-year-old man had by his doctor request a sperm count as part of his physical exam. The doctor gave the man a jar and said, "Take this jar home and bring back a semen sample tomorrow." The next day the 85-year-old man reappeared at the doctor's office and gave him the jar, which was as clean and empty as on the previous day. The doctor asked, what happened and the man explained. "Well, doc, it's like this--first I tried with my right hand, but nothing. Then I tried with my left hand, but still nothing. Then I asked my wife for help. She tried with her right hand, then with her left, still nothing. She tried with her mouth, first with the teeth in, then with her teeth out, still nothing. We even called up Arleen, the lady next door and she tried too, first with both hands, then an armpit, and she even tried squeezin' it between her knees, but still nothing." The doctor was shocked! "You asked your neighbor?" The old man replied, "Yep, none of us could get the jar open."

Catherine diving into her work......Then..grumblin' about it!

That reminds me; I have a gnarly fiscal year trust to finish up. Just got what I hope are the rest of the docs last night. Blech. Well, it ain't gonna get finished by me grumblin' about it!

One company owner asks another: “Tell me, Bill, how come your employees are always on time in the mornings?” Bill replies: “Easy. 30 employees and 20 parking spaces.”

We're not bean counters. We're legume controllers.

Old accountants never die, they just get out of balance.

You guys made my day! (Working on a partnership, parents/entertainers joint return with a dozen K-1s and three Schedule Cs and multiple states, plus two college kids that worked in multiple states.)

Old man in the gym sees a pretty young thing and asks his trainer, "Which machine should I use to impress HER?" The trainer says, "Try the ATM downstairs."

The latest video from Wolters Kluwer uses the backup/restore feature, but it's cumbersome to select all of your clients. There's no 'select all' feature, so you have go to every page and click the checkbox in the header to select all returns on that page. Also, you have to browse to a new backup location to even get all of your clients to show.

You'll want to properly move your ATX data to the new computer. Do NOT just export/import to the new computer or you'll lose all your preferences and customizations. CAVEAT: THE 2018 PROGRAM DATA FOLDER CHANGED TO WOLTERS KLUWER.