rchinchilla

The IRS is not even as restrictive to log on to e-services. This is getting ridiculous. What your mother's maiden name? Whats your grandfathers occupation? What is your great great grandmother's middle name backwards in hebrew? Come on! BTW - Where did you get the statistical data that 70%+ of their business is from the IRS?

There you go.

I wouldn't scan the the tax files with the entire system. Remember that these files are encrypted with a crazy CCH algorithm. This will cause your anti-virus application to try to go through the entire file to see if it finds anything suspicious. That will definitely make your computer lag. Why don't you transfer all your files over to the computer in the basement and then run the anti-virus on the tax files there. Since you are rarely using the computer in the basement their shouldn't be a problem. I have never had a virus hide in tax files. Since viruses are made for the masses, they usually leach on to common applications such as internet explorer, msn messenger, microsoft word, etc. Not ATX. However scan them for your safety, Regards, Roger

jainen - Honestly, what do you like about ProSeries? Does the switching over to the state return to find out what the refund/balance is drive you crazy? What do you think of their worksheets? Do you ever use the "QuickZoom" feature?

What features do you love about your tax software? What software do you use and what are the little or big features you love about their product? Not including tech support. For example I used ProSeries and I loved the stability. TaxWise on the other hand requires many work arounds. Is ATX the same way? Drake is very fast but the user interface is a little weak. What do you hate about your tax software

Thank you taxxcpa. It seems as if the Poll was not available before you answered the questions. I have since edited my initial post. Thank you. Roger

Like GeorgeM said you must print to PDF. This is the easiest way to do it. Go to any ASSET WKT > Click 'Print Form' on the top > A screen with printer selection options appears, Click on a button on the right hand side that says "Print to PDF" > another screens shows up. > In the first box you can add the name of the file. The file name will be example123456789.pdf (example is the filename followed by the clients SSN. Once printed in PDF you can rotate it clockwise. TRX doesn't have enough pull with TaxWise to get this corrected and TaxWise doesn't care. I have PM you a screenshot. Hope this helped, Roger

Do you have any Wells Fargo branches in your area? They cash RB checks there for a small fee. I have used HSBC, Chase, SBBT and Republic. We do thousands of RAL's in multiple states and have found HSBC to be best, when they were around. Then I went with SBBT. They were good for 2 years and then we had a lot of problems. A lot of people were turned away because they had never filed for a RAL or because most of their refund was from EIC. This frustrated us so we decided to go with RB. The problem with RB is that clients with ITIN's do not qualify. Since their policy clearly states "Clients applying for a loan must have U.S. goverment issued ID's, SS cards or state issued driver's licenses". Other than that it has been a pleasure signing up with RB and their website is very sleek, easy to understand and use. Roger

I need your help to compile a list of 10 forms from the poll above that you use more than others. Not necessarily the importance, since they are all important, but which do you find yourself using a lot during tax season. Your responses are greatly appreciated, Roger

The IRS will accept forms that are accepted by their scanners. Currently we have developed techniques to replicate IRS issued forms 100%, these our output directly from the software. Regarding efiling they just want the calculations to be correct and to follow Pub 1346. They are moving over to Modernized E-File and at the software developer conference in Virginia this past spring I had an interesting conversation with the project lead. We don't see this to be an issue. Oh...and President Obama is on our side...just kidding....PLEASE DON'T THINK THIS IS A POLITICAL POST. @Bart - What a tool!

Newbie maybe to THIS forum but not with everything else. They called themselves "benevolent dictators", not me.

First let me thank all that agreed to letting this post stay! @JohnH - I don't agree with the fact that posts can be deleted for any reason. I believe that if this is a "Community" site then the "Community" should decide. Not Fidel Castro. If its bad then it should be deleted! I didn't say anything wrong and if anyone thought of it as spam I apologize. @OldJack, jainen, kcjenkins -Thank you. Many of us have felt the same way before, software companies making rash decisions without taking into consideration what the end-user (which is us, the tax professionals) will have to go through. That is why we started the taxEngine and our philosophy is transparency not dictatorship or censorship. What will this community do when ATX is discontinued? CCHSFS isn't expanding the product as they said they would. The time to collaborate is now. If anyone is interested please post. Check out the example of our Quick Estimator which is powered by the OS taxEngine: http://taxengine.sf.net/example.html

Hi my name is Roger and my team and I have created a project that has proven to be a huge undertaking. We intend to make free federal/state PROFESSIONAL tax software. Are you tired of spending tens of thousands of dollars for professional tax software that imposes limitations and doesn't meet all your needs? Do you sometimes have to purchase multiple software applications to meet all the demands of your practice? We are looking for all the help we can get to promote and test an open source taxEngine. All those who are interested in knowing more about the taxEngine project please visit http://taxengine.sourceforge.net/ and take a look around. We need people to test that our tax calculations are correct and we ask that all correction suggestions be forwarded immediately. but we need your help. If anyone has any questions feel free to write to me directly. Thanks for your time, Roger BTW - If this post gets deleted again I would love to know why. My total posts counter shows 2 but only 1 is visible? Please indicate where the censorship rules can be obtained!