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Showing content with the highest reputation on 12/15/2024 in Posts

  1. I have a long time client, one of my favorite and most profitable, who had an issue on the 2022 tax return. I prepared the return in Feb 2023 but the IRS sent the client a larger refund in Mar 2023 than I calculated. I went over the return and could not find anything that was improperly entered. I told the client that the IRS would send a letter of explanation for the change and please let me see a copy of it because I wanted to know what they changed and how I missed it. In June of 2023 I followed up, no letter. Last year when we did the 2023 return I followed up, no letter from the IRS. Today, I got a note from the client that he got an IRS notice for the 2022 return acknowledging they made a mistake and would he please pay them back for their error. 2 takeaways from this for me: 1 - I was right which makes me feel better & 2 - the IRS makes mistakes, even in the e-file environment. The clients still need us. Tom Longview, TX
    4 points
  2. The 2 out of 11 that note "(paid subscription may be required)" talk about advanced features, such as automatically entering the authentication code, keeping devices up-to-date, etc. Read about all the authenticators that WK says have been tested with their software to see if you need or want the advanced features.
    1 point
  3. The free ones will generate the codes and meet the needs of logging into the tax software. The paid apps may offer more advanced features like secure backup, syncing multiple devices, password management & integration, etc.
    1 point
  4. I searched on "CCH + authenticator" and found Home > Knowledge Base > Article > Article Number: 000280864 https://support.cch.com/oss/ml/kb/solution/Multi-Factor-Authenticators-for-Customers "Multi-Factor Authenticators for Customers Objectives Any Time-based One-Time Password -capable validator will work with Multi-Factor Authentication (MFA) and your Wolters Kluwer application. The list below is collected from popular, secure Wolters Kluwer and third-party authenticators to help you in selecting the one best suited for your needs. Environment All Wolters Kluwer Applications Windows OS iOS or Android Details [Then a nice table that I don't seem to be able to copy with 11 different authenticators, links to get them, and which work with Mobile, Windows, &/or Browser.] The list of authentication providers has been tested by Wolters Kluwer and have been determined to be compatible with our systems. However, please be advised, Wolters Kluwer does not endorse or recommend any individual provider, and each firm/user is advised to conduct their own due diligence to select a provider that is appropriate for their business needs."
    1 point
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