Brian Levy

Heck, I'm still waiting for the 2008 that they say was sent Nov 3rd. I am waiting for the 1st disc for 2009 and downloaded the online install. Did find the depreciation system has changed and will be contacting them as I want a credit for the full price of the asset manager. They early renewal offer should state in advance that they are reducing functions as they tell what is going to be added. Also, after the renewal date they changed the research system and deleted the All States and Fed Expert discs that I pay a premium for shipping. I also noticed something in initial testing that to get line by line instructions will require anohter subscription to CCH. Also, the references in the Intelleconnect in the US Tax Master are now to the Standard Reporter and not Kleinrock Fed Expert. I am seeing some changes here that are leaving me less than happy.

What is required will depend on how he was paid. He should receive around March 15th a slip showing the payee, remuneration, travel reimbursements and taxes withheld if not an employee. If an employee, the slip will be a T-4. The filing position and requirements will depend on arrangement and what application the US-Canada Tax Convention may have. If he received the amounts personally, he will file as a nonresident and will pay tax at the Federal and Provincial level. Canada does not have a separate tax form for a nonresident, just the T-1 income tax return. If I can help, e-mail me as I do a number of Canadian returns and have the software.

I've been using ProSystem F/X and ATX long before they went under the same umbrella and found almost every year I ended up happy I had a backup package. I've not been following the "where is CCH going with ATX, blah, blah" while knowing CCH has at least now 3 competing packages. That said, CCH Canada has 2 competing Canadian tax package and they've supported both for something like a decade. Not sure why or if the market really is large enough to really economically support both within one company. Last year drove me nuts with ATX both from a service point and software point, more so than the year before. I've stayed with them for this year based on promises but, it may need a review and I'll monitor closely as if things do not look better very early on, I'll simply convert the ATX files over to ProSystems and do away with the frustration. The PRS pricing for Prosystems and initial costs is very reasonable, more so than just a couple of year ago when you had to be a good sized form to think about the software. I charge through a fee for using either software to the client to recoup my costs so in the end the cost is usually about the amount of the ProSystem license fee and almost nothing for the MAX. Not a big difference. I did a quick look at Drake as I've received a lot of e-mails from them and noticed you can upload a spreadsheet of shares transactions into Sched D. I have to do a lot of spreadsheet work related to this as my clients have Canadian dollar investment accounts as well as US dollar accounts and I have to convert both the purchase and proceeds using spot rates them retype everything into the US return and again into the Canadian return. I'll exlore what Drake has just because it can possibly reduce a lot of time just for this one schedule it can work.

There seems to be a split of opinion as to whether to upgarde to SP 3. It containes mostly the updates after SP2 so if keeping your computer up to date you'll not really benefit. A number of perions have has some issues with the computer freezing and doing other nasties. I had this happen on my office desktop and rolled back to SP2. On my laptop running XP2 the upgrade to SP3 went fine with no problems experienced after.

I've loaded the CD on 2 XP machines and got a blue screen on the computer that has been updated to XP SP3. Uninstalled and rolled back to SP2 and it installed and ran.

Hi all. I must have been out to lunch the day this forum was announced. I recognize many of the handles from the old ATX forum. Great to find again the group. Maybe it is good that I did not know about it last year as it was tough with ATX, quite a few problems and lots of grief with the company and the shiftings or responsibility plus the failure to advise that TKO research would not mount on Vista making all the CDs worthless. Hopefully this year it will go much smoother. Anyways, hi all from sunny Toronto Canada.