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It's a way to increase the price, without actually increasing the price, by making it voluntary. Personally, I think it's worth it. Even if you only do 250 returns, it only costs you 2 bucks per return.

I agree...they absolutely should include it as part of the MAX calculations. But then they wouldn't be able to make an additional $500 for each preparer who purchases it. I ended making the purchase since I have several clients who work in NYC but live in NJ or PA. I also have several who have kids in college. We'll see how useful it is this year and that will determine if I renew with the feature or not. Time will tell.

7 & 8 are not synonymous. There is a huge difference between "authority" and "handle". Companies that pay their payroll taxes do not have problems. It is the ones that become delinquent that do. I have been through a few of these "interrogations" and what the IRS is looking for is that individual(s) that decide who is going to be be paid and when. The one that says we are going to pay our salaries and suppliers first and not pay the IRS.

Try restoring it as a portable file, and no you need the same version of QB or higher to open the file. Since 2008 I buy the newest QB version each year because it never fails when a client upgrades to the latest version.

Yes, but considering it's family, the nice thing is to check and make sure it won't cause mom more problems than it solves adult child. Does mom live in subsidized housing where a small amount of extra income will triple her rent, for example? Sometimes it can do the overall family more good for one person to just eat the extra taxes, rather than shift it to another.