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I really don't want online for this man's business. The bookkeeping is complicated. He only asked about Quickbooks because it is well known and he knows that's what I use for his bookkeeping after the fact. He does not want to do all the bookkeeping. He is still using those carbonless one-write checks from Safeguard. He writes 100-150 checks a month, sometimes more. They are to the same repetitive suppliers, and he currently is writing all by hand and writing the address on each check to show through the window envelopes. Even though this is younger man, he will not go for online anything. He won't like online bill paying. I already know that. His only goal was to find a solution to set up the vendor names and addresses once and be done with that repetitive task. He wants only to streamline the check writing process. He does have suppliers that allow him to pay the delivery man, so he prefers to do that and take care of the bill when inventory is delivered so that it is less to deal with on the Sat or Sun that he pays the rest of the bills. Don't misunderstand, these people are not on COD. They are very wealthy, father and son both multi-millionaires. They don't want to be bothered with a stack of bills at the end of the week or this bill paying function that is a nuisance to them, and that is why they pay the delivery men when they can, and that is the reason the son want to automate this. They are also very conscious about ongoing charges. They will want to purchase some sort of program to use, will not want online based anything, or anything that will have monthly fees for use or access.

I don't think he's going to be comfortable with online anyway, and most likely won't want to pay the fee either. I had another thought about this. Since he only wants this for generating checks, could he export a disbursement journal to an excel worksheet that I could format similar to banking download where the report is comma delimited and has required notation in fields so that I could import the transactions into my file without redoing his work?

Jack, I agree with you about the conversions. I read enough about it online to not want to go that route. There were reports to be run, modifications made to the memo notations within transactions, modification or deletion of memorized transactions or reports (can't remember which), but it all sounded like a mess in the making. I'm hesitant about the online, but I will pass that info on to my client. I'll be seeing him tomorrow and we do have some time to plan this out because his year end is a March fiscal year. I'd like to finish out the year in one place before starting something online. John, thanks for that info. I may check back with you in the near future for an update on your opinion.

One of my corporate clients asked about using Quickbooks to pay his vendors. He is interested only to the point of speeding up and automating his check writing chores. The problems: Client want it to only write checks Client definitely does not have bookkeeping knowledge, skill, or desire Client's operations and bookkeeping are well beyond "basic" Client has a Mac, I have Windows 7 My current version of QB is Pro 2011 I am not familar with Mac, Apple, or i-whatever devices I see that Mac users can purchase QB for Mac, for PC to run with something like VMware, or the online version that we could both access. It seems like online might work for us, but I currently provide the company with full bookkeeping and accounting services, and if this doesn't work out, I don't want to be stuck with an online version. I don't want to lose the features of Pro 2011 or have to redo work in that version if the online does not work out. I can almost guarantee that the client would not be comfortable with the company data online. With online, would we both have to pay the fee? I've read that converting from Mac to Win version and back again can be troublesome. I receive the records on a monthly basis, usually between the 14-18th of the following month. I don't see how the accountant's copy would help either of us accomplish what he wants, and since he only want it to write checks, I don't really want him messing with the rest of the file. What do other of you do, or what would you recommend?

Catherine, I agree with you 100%. This person's work gets put into the queue with everyone else's. Believe me, he isn't getting preferential treatment. The reason for less sleep is that this is a lot of work for him, and because it came in during my busiest time of the year, I'm having to work more hours now to keep up with the other work load. He knows I have loads more free time in the fall where his work would not be an added burden like it seems to be now. That's all I meant.

Jack, I wish I could extend. This is a June y/e corp, already on extension until 3/15, this year it's 3/17. Every year he starts calling in late Oct and promising me that he'll have the records completed and summarized that week. I always receive them in mid-February.

What sleep?! Corp client brought records last Friday, one h*ll of a mess, and only brought the bank statements for one of the three checking accounts the company has. He needs to borrow from the bank (like yesterday) and called yesterday to know if I'd have everything completely by tomorrow. This morning he tells me that he's been planning on working up the rest of the missing data this coming weekend. Oh ok, but he wanted his return and work completed before he gave me everything. Yeah, that makes a lot of sense. If that isn't bad enough, his records reek of cigarette smoke to the point of making my office smell from them, and my hands smell after touching his papers. The only client more smelly than this was years ago, a seafood market, and their papers smelled like bad fish. Made me want to vomit.

Haha, I just thought of something funny about my title for this topic. Maybe it should have said "graphic contains fowl language."

Excellent point, KC.

Remember this when dealing with stupid, argumentative people and clients -

NOLs, like capital losses, are considered personal to the taxpayer who incurred them and generally cannot be transferred to or used by another taxpayer, including his surviving spouse even if they have consistently filed joint income tax returns.

jshtax, I think Jack is correct that something you've done is creating your backup problem: From the "Back Up folder size issue WARNING" topic ( ), your post from 1/25/14 that is #28 in that thread: Post #5 in this topic where you accessed the admin console to perform backup functions: And back in December, we both questioned why ATX had published written instructions on their website and in their printed materials that changing the backup location was possible: Remember?

It's a combo of keys that automates the data entry for repetitive things you do all the time. Drake has some that are predefined, and you can make more that are custom to your needs. For example, I have one that enters the dates and PINs on the PIN screen no matter what screen I am on by pressing the ALT & P keys together. I have it set up to do the entries and to remain on the PIN screen, but I could have set it to handle all the entries and return to the demographics screen instead.

If this is a revocable trust with either the taxpayer or spouse as the trustee, then he has retained control over the assets and will continue to report the income from the trust assets on his personal return and no gift tax return for the transfer of assets into the trust is required. It's different if the trust is irrevocable or if someone other than the taxpayer or spouse is the trustee.

KC did provide the cite, and you even quoted it in your last post. Here's another article directly from the SSA's site that says the new assignment method began on 6/25/11. http://www.socialsecurity.gov/employer/stateweb.htm The link within my article about the Randomization takes you to the article KC posted.

Add it to basis.

If they do sell in the future, and assuming that they otherwise qualify for the principal residence exclusion, the amount subject to recapture because of depreciation is not eligible for the exclusion. Also, a special rule enacted in 2009 limits the exclusion if the home was used for other than a principal residence, such as rentals or vacation homes. The gain would be prorated so that the exclusion is for only the time used as a residence, and the portion of the gain that relates to its use as a rental, vacation home, or other “nonqualifying use” after 2008 would not be eligible for the exclusion.

DANRVAN and Ranger must be the same person. Both user names have the exact same IP address. DANRVAN/Ranger, why do you use 2 names?

John, do a search for "Mac" over on the Drake forum and you'll see it does run well. Look for one topic called "Running Drake on MacBook using VMware". It was a post from 2012, read to the end, says Drake runs fine.

Yes, I agree.

Our latest forecast is for more snow starting tonight into tomorrow afternoon -

Are all the functions at the top of the reply box grayed out? If they are, you might have clicked on the top left button for "BBCode Mode". Click that again and those functions should no longer be grayed out and be active again.

Where might I order one of those?

You can't unmark it, but all of the topics will still remain in the same order with the most current activity at the top. If you were on yesterday, you can look down the list and see which topics have new postings since then. It is probably only about a dozen or so. I was only on for a few minutes earlier this morning and I wasn't having any trouble then or now.

Yeah, I think we all were too. I went back and put a smiley in my post. Now, do not expect me to part with my Pentel mechanical pencils though. I do still use those to write in a real appointment book. lol