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jklcpa

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Everything posted by jklcpa

  1. Thanks, Eric! Both the quote and paste functions are working for me again.
  2. KC, the search does work with less than 4 letters in the member section. Here's how: Click on "Members" just below the forum title. That opens a box that has a button at the righthand side "More Search Options" that brings up a more detailed box where filters can be applied. I can choose to search for a member whose name contains , for example "NC" or "CPA". From the filter dropdown, choose "contains" and enter "CPA" and then scroll to the bottom of that page and click "Apply Filters". This filtering does work with less than 4 letters. Try it and see. Of course, searching for something like "OH" would also bring up anyone that had that in their name, like "Johnson" for example.
  3. John, that might be a good idea. The general search function doesn't include details included in user names or signature lines, but it is possible to apply a filter when searching specifically within the member list. For example, I could filter for members only having "NC" in the name and I would find you and some other NC preparers.
  4. I would also suggest calling. I'm wondering if it could be something as simple as another company having a typo in the EIN on their 941, where this unrelated company could have filed using your client's EIN. That may also explain the difference in the address. BTW, speaking of the address, how did your client receive the notice of intent to levy if the address used is OR and you say they were only ever in NY? Was this notice sent to one of the officers of the now-dissolved corp? Please update us when you do find out what caused this.
  5. Jack, who said anything about "purchasing CPE credits", and how do you know those credits aren't EARNED anyway? My state and the AICPA has the same minimum requirement as Joan posted. I've always completed more than the minimum requirements, and the credit tally is not my first priority. If I need to learn more on a subject, I take the course whether I need more credits or not. I purchased the ability to view, complete and EARN CPE credits by participating in online webinars, without a specific limitation as to the number. I could have purchased a smaller number of courses, but my state society offered a nice discount program that made sense to purchase the unlimited package so that I can EARN credits at a lower cost. I certainly do not sit and waste my valuable time taking courses that will not benefit my practice or enhance my knowledge. This program has allowed me to choose from many more subjects that are more appropriate to my practice and clientele, and to choose courses that are convenient to my schedule. This is preferable to being limited to attending local live classes that are so similar that they are almost repeats year after year. That would truly be a real waste of money and that would do nothing to enhance one’s skills! Besides lowering my per credit cost, my other reason for purchasing the webinars this year is because I'm spending a lot more time caring for my elderly mother and I've had to rework my schedule around her needs and her doctor’s appointments, so this purchase in 2013 was also done in part to accommodate that as well. The Surgent online webinars are the same courses that are being taught to a live group, with the added requirement that the participants answer questions throughout the day, and answer a certain percentage of them correctly. That is something that is not required here of participants in any live group study courses. I've sat in those conference rooms and lecture halls over the last 32 years, paying a higher price for it too, and I’ve watched as other participants are distracted by their cell phone messages, answer text messages, talk, read the newspaper, snore, take extended breaks, and even complete other self-study courses while attending, so don't tell me that everyone that sits in a live seminar is EARNING their CPE.
  6. jklcpa

    ATX Board

    I can still log in and I requested a refund last Feb from ATX.
  7. I'm not scrambling now, but I purchased unlimited webinars from Surgent for this calendar year to finish up remaining CPE from my last biennial reporting that ended 6/30/13, so now I do need to make the most of that purchase before it expires at the end of this month.
  8. I rolled one over for you to test. Here's what the ES screen had on it for 2012: Top left a "T" for taxpayer, and at the right for 2013, an OP code of "R" to apply the overpayment from 2012 to the first quarter's 2013 voucher. In the boxes below that, the 2013 estimates that I entered were $3125 for each quarter's for federal, $375 for state each quarter. 2013 ES screen after rollover shows this: "T" for taxpayer at top and in the left-hand side, $207 in the overpayment applied from 2012 $2918 in the first quarter's estimated payment, $3125 in the 2nd, 3rd and 4th. All boxes with numbers are shown in green, meaning that those fields are flagged by the system for review because those came over automatically and needed to be checked by the preparer to make sure those are accurate. You can right click on that field to remove the flag and leave it as is, or if the client paid something different or missed the payment, simply type the paid amount in the box. State amounts of $375 per quarter also rolled forward. So to answer your question, YES, the estimates that were set up in 2012 came over automatically to the proper fields in 2013, and it is showing the proper reduced payment for the 1st quarter federal voucher because of the overpayment that was left in.
  9. Hi Dennis, I entered the 2013 estimates on screen "ES" as overrides in the boxes on the right-hand side of that screen. I didn't let Drake calc them at all or use the "ETA" screen (estimated tax adjustments). I used Drake to prepare my 2012 returns. I haven't rolled any of those returns over to the 2013 program yet.
  10. Jack, I didn't delete your post, I thought you deleted it yourself. Now this thread has several posts follow up posts that reference the gov't healthcare site that now seem to come out of the blue. Anyway, we have topics over in the politics section on the ACA where that site's bashing is going on. This topic was supposed to be about the password hacking done on the social media sites.
  11. If you haven't seen this article yet: http://www.nbcnews.com/technology/2-million-stolen-passwords-facebook-twitter-google-yahoo-others-leaked-2D11691630 2 million stolen passwords for Facebook, Twitter, Google, Yahoo and others leaked online More than 2 million passwords for some of the most popular spots on the Internet — including Facebook, Twitter and Google — are now a matter of public record, according to a fresh report from SpiderLabs, a research arm from security firm Trustwave. SpiderLabs says it uncovered the bounty of potentially valuable (and often ridiculously simple) log-ins during its latest Internet sweep for the Pony botnet controller, a malware-spreading set of programs which the researchers say they're increasingly encountering online. This means the passwords were not leaked by Facebook and the like, but from thousands of infected computers that collected the data when users logged onto their accounts. Whether or not the passwords are current or out-dated is unknown, but the attack appears to be "fairly global," SpiderLabs reports. "At least some of the victims are scattered all over the world." What's more, many of the passwords were fairly simple, with that old chestnut "123456" topping the list as the password for 15,820 accounts. ("12346789" came in at number two with 4,875 instances.) This could mean extra bad things the 30 to 40 percent of Internet users who use the same password on multiple accounts — say Facebook ... and their bank account. "Facebook takes people’s information security extremely seriously and we work hard to protect it," a Facebook spokesperson said in a statement. "While details of this case are not yet clear, it appears that people’s computers may have been attacked by hackers using malware to scrape information directly from their Web browsers." Facebook's recommendation is to engage the site's two-factor authentication, which requires a passcode from your phone as well as your standard password. Twitter, Yahoo, Google and others also have an option like this, so it helps to look into the settings of all of your major Internet services. But hey, it's always a good day to change your password, too. Helen A.S. Popkin is Deputy of Technology & Science editor for NBCNews.com. Join her, won't you on Twitter and /or Facebook.
  12. I checked in with e-services earlier today after reading some posts on here. My account was locked because I haven't been on in more than 6 months, more likely over a year. I had to enter AGI, old password, and new password twice. I didn't have to wait for any snail mail and was able to unlock and update my password all in one session.
  13. Yes, I do all of that too, ladies. I sew, knit, crochet, tat, make my own handknit socks and lots of other neat things, (of course I darn them!), and I've learned to spin my own yarn in the last 3 years (but that is not cheaper than buying commercial yarn). I'm in the middle of a knitted shawl, a Christmas gift for one of my sisters. That is all considered normal living in my family, not because we are being frugal or cheap, but because we enjoy doing it. I want my mom's sprinkler for the soda bottle. I don't have one! I hand wash but don't own a washboard, and I know for certain I'll never being ironing any underwear.
  14. A member of support staff on another forum answered this, and said that it is the IRS that is requiring the software companies to verify that the holder's EFIN is really theirs. ATX/CCH required the EFIN letter to be sent to them the first year an ERO signed up with them to transmit through their software, so just as Jack says, it is only required once. If you used ATX last year to e-file returns, you would not have to submit the IRS ERO letter to ATX again this year. Only new users of ATX and those new to e-file would have to submit it to them. I don't know what people newly signing up for an EFIN get either. Surely they must get some sort of official confirmation showing the number to print out at least.
  15. I've read that dryer sheets can also cause that same coating to build up on the lint trap too, so limiting them to a smaller size will help minimize that too. Catherine, I do know what you mean about ironing. It is one of my least favorite things. I haven't found that it is necessary with most clothing though, but would be with men's dress shirts. I would not iron underwear, no matter what. lol I only wish I had a clothesline. I love the fresh smell, and I could be even more frugal by not running the dryer at all. If it is a small load, I do use a drying rack, but that isn't possible some of the time.
  16. I don't use softener either. I might use a little white vinegar in the rinse, but usually not. I don't think softeners are necessary, and I don't want or need more chemicals or perfumes. Microfibers will say to not use softener because it is a petroleum based product that actually coats and clogs the little microfibers and makes it less absorbent. I also wouldn't use it on kitchen or bath towels either for the same reason. I don't think any of these products are needed.
  17. I stopped using dryer sheets completely, not only because of the cost, but because I don't like the chemicals or the fake smell either. I have 2 dryer balls that I use instead. I will use the extra paper that the printer spews out for jotting down notes, grocery lists. I have a small stack of it on the right side of the computer hutch.
  18. I posted this a month or so when someone said they couldn't figure out the data files that were for each client since the ATX data file contains only a number sequence. Here is my response from another thread that some here may find helpful: It is not necessary to open each return and perform keystrokes to find out the file names ATX used to store the clients' data. The complete list of all the backup files that includes the client's name can be found in this directory: C:ProgramDataCCH Small Firm ServicesATX2012BackupFormset. Note that the above is a different path than the following one that only contains the lettered/numbered file name: C:ProgramDataCCH Small Firm ServicesATX2012FormsetsFormset. Other than including the clients' names, the remaining letters and numbers of the file name are the same in both sets of files.
  19. I believe the default path for your 2012 ATX data files was C:ProgramDataCCH Small Firm ServicesATX2012FormsetsFormset). Did you download the conversion instructions too? This forum doesn't allow attachments in this section, but that can be found on Drake's support site. If you can't find it, let me know and I'll attach it to a PM for you from this site.
  20. I'll try one more time by showing you that the OP's question was this: "...has anyone been successful at installing on the terminal server? Which install did you select?" You can't possibly answer that question since you aren't installing ATX 2013. Even those that have renewed with ATX for this year and are installing on a standalone system actually wouldn't be able to answer the exact question that was asked by the OP. The OP has indicated that he received an answer.
  21. Taxed, as I tried to say earlier in the thread, those of us that have moved away from ATX should stop commenting on it. A new year's program is coming out that only those people renewing will have a working knowledge of its intricacies, and its strong and weak points. While you and I and others still have access to the KBs and some other promotional materials from the ATX site, we do not have first hand experience with installation and use of ATX 2013, so please stop commenting and let those who do have the hands-on experience give the advice. It is up to each user of any program to read the manual and accompanying materials to decide if his or her computer's configuration is appropriate. I think we are all getting anxious to see our chosen program and the new forms that we will be working with this season. Our job is hard enough without having this constant bickering and picking on each other in these posts.
  22. The owner of a company my husband once worked for, and who was also a client of the firm I came out of, bought one greeting card for his wife in all the years they have been married, and she did the same for him. Each year they would dig out their cards and give them over again. People that didn't know them thought this was very sweet and done for sentimental reasons but it wasn't that at all. They both admitted that it was because they were so cheap.
  23. Taxed, I agree with Jack on this one. Those that have knowledge of the new ATX program should be the ones giving the advice. I agree with Jack about following the instructions, no matter what program we are installing. As we've seen and had been commented on in previous years, quite a few questions that were asked were because people didn't read the instruction manuals!
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