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About JimTaxes

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  1. I have been with Peachtree for years. Was still using Peacthree 2010 on my Win 7 machine and worked fine.. Sage told me that if I wait much longer and get a new Sage 50 (new name for Peachtree) I would have to send in data for conversion. Peachtree 2010 worked fine since I do not use it for payroll. With my new Win 10 machine I was told you can get Peachtree 2010 to still work on it but I didn't want to take a chance and wanted to avoid Sage conversion. Sage will only sell licences but you can still outright buy it with no annual fee form a reseller, which I did with Sage 2019.
  2. Been using ProSeries (PS) since 1997.. starting using it just for 1040s and in some years after that was using ATX for 1065s, 1120s, 1120Ss. I never had comfort level with ATX back then. It was explained to me that ATX then was basically built upon a giant Excel sheet.. I don't know if it still that way. At some point I switched all my returns to ProSeries. I like how PS to me mirrors the 1040, with drill down, quick zooms to the backup or underlying form or schedule. I started doing returns manually in the mid 1990s, went to Parsons Personal Tax Edge, Preparers edition and Intuit bough them out. That is how I started using PS. Parsons and PS were very much alike in the flow if input and the layout, forms based. PS has a another way to enter data but I use the forms method. I use the PS Professional version. PS has a basic edition but I think more users use the Professional version. Price has been going up and up but discounts can be garnered with some effort. In a effort to conquer ATX users Intuit gave three year discounted prices when ATX had that big problem a number of years ago. This 2018 tax year PS had some issues, the biggest one was some printing crashes. The program would crash sometimes. Printing to pdf first seemed to solve it for most people but I think it is fixed now and PS says it was a Windows issue. Even after a Windows update, some crashes still took place but a lot less I think. I like PS.. not perfect but it has allowed me to grow my practice nicely and I know the software quite well to navigate quickly. I find PS to be very intuitive (get it?) intuitive..
  3. JimTaxes


    @jasdim Hi.. I am by no means bragging but over the years I have a system that I have modified and tweaked a bit that works for me perfectly. First, the returns that I do run the spectrum, from returns with LLCs, rentals, self employment, S corps, and more. During this time I also have a pretty big business client base, where I do payroll, payroll taxes, books, financials, and year end taxes for those companies.. I am bit behind on monthly account type work bit even that I have honed my system.. Most of these I use TeamViewer to remote into their computer and clean up their Sage50/Peachtree.. I have a few on QuickBooks but not a fan.. grew up with Peachtree and love that program.. I use Medlin for payroll, Sage 50 for accounting and ProSeries for my individual and business tax prep. As far as 1040 work goes.. If they are a repeat client, I know how much time to budget. say typical family, maybe three W-2, a few 1099- INT or DIV, maybe a 1099-B, two children maybe, even maybe on in college.. I schedule that for 30-45 minutes. client comes in.. they have seat.. they have a monitor facing them. I sort through the documents, put them in order, and work right through the return.. I am gracious and kind to my clients but very rarely engage in small talk about weather, their family, other than tax related.. work through the the return, they sign 8879, I efile,.. they pay me. and I thank them and they leave thrilled.. This whole tax season has been that way every day.. when they are walking out, the next client is just getting there or maybe was there a few minutes... Say I know a return will be one W-2, and maybe that is it 10-15 minutes max.. Rental property returns, self employment income, 30-45 minute return.. My clients know that I only work off summary listings for self employment or rental property and they come with a one page summary already done. with the current law this year is even better.. say client gives me mortgage statement, real estate taxes.. some donations.. I glance at them. i know what the state and local taxes are about from the -w-2. and the 10K salt max.. if clearly under the 12/24/13.6/26.6 I just calmly and smoothly move them to the pile of extra things I do not need.. some new clients I may enter that data to show them how it id not matter but most often I do not enter items that do not impact outcome. even on the w-2.. Code C does nothing, Code DD does nothing.. Code D may if retirement income range but I am entering Code D for someone that is clearly outside of credit range.. Well I could say more but have more work to do.. I have other tweaks and not really tricks but just time saving things that I do that allows me to do this many returns, while still doing other work.. oh, and working long hours is part of it also.
  4. JimTaxes


    This is an area that I struggle with.. I have done almost 1,000 returns already and every time slot is booked through the 15th and will go into the evening. I am still getting calls.. I do not want to turn away the work and tell the client, or prospective client that I would love to prepare their returns but with the deadline here, I would be happy to file an extension and contact you in the next couple of weeks or so to complete your taxes.. most say that is fine but I get some hesitation and one person said they would "do their taxes themselves" . I cannot take on anymore physically between now and Monday other than those already slotted for appointments, well maybe with a few I still may squeeze in.
  5. Ohio starts with federal AGI and goes from there. there should be a partial year credit return though but I do not think you have to file an Ohio return.. why are you filing for such a small amount. will end up zero tax.. is this to get an ohio refund?>
  6. if you call the 1099 work he did for his wife as his business. yes, just that
  7. maybe this is ok but it just seems odd, or maybe even not right.. .. wife owns a SMLLC.. the LLC paid her husband and issued a 1099 to him.. is that an ok thing to do?
  8. used ProSeries for personal since 1997.. used ATX for business returns but lost all confidence in the program a number of years ago and started using ProSeries for all returns. Had some issues with crashing on printing for tax year 2018 but that that has been working fine last few days.. I like the quick zoom, (tunneling down) forms based of return prep. the program is very intuitive (pun intended) and seems to fit how I learned to do returns manually many years ago and then with Parsons Personal Tax Edge, with Intuit bought.
  9. how about the Ohio Business Gateway (OBG).. did you ever use that failed site.. the OSCPA was saying how the OBG was all fixed up with only minor problems left.. The OBG is a terrible site and I do not trust anyone that thinks the OBG is a good site.
  11. John.. are you saying you would or would not?
  12. my big concern was if the loan went bad and they came after me for not verifying the $ 14,000
  13. THANKS.!.. i meant to say he did not report them to the employer.. i was leery of doing this return.. I want to help and be kind but picking up $ 14,000 in other income that I knew would be part of a loan approval decision made me concerned.
  14. tells me trying to buy a house needs tax return for mortgage company says w-2 shows 21,000 for job as pizza delivery says he made 14,000 on top of that in tips told him about tip reporting.. he told me it was done wanted me to pick up 14,000 unreported tip income, i suppose to qualify for loan did not feel comfortable about this. suggested he talk to employer about tip reporting and i passed is how i handed it reasonable
  15. ahhh. that's it.. i knew something but had a fog.. the tax credit for 2018 it sounds like.. thank you.
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