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I've always used upper case for returns, and I have never edited the salutations or addresses in the letters. The clients all know that the program is inserting the name and address into a stock letter, and they look at that letter for a very short amount of time, so I leave it as is. I never liked the look of the invoices in any program and always prepared that outside of the program until last year when I decided to leave that as is also. Again, the client looks at that for such a short amount of time, I don't worry about that any more because what they are really interested in is the bottom line. For my business clients that are paying for other than tax work, they receive a bill that looks much nicer with my actual letterhead on it.

Two words why I don't trust many things I see on social media: PHOTOSHOP & SCAM Something seems amiss here. The restaurant should be able to easily provide a copy of the receipt for the charge as processed and put this matter to rest. Credit card charges are usually disputed within a month, or a couple of weeks more, and it is not uncommon for businesses to have to provide a copy of the original signed credit card receipt with the customer's signature to prove the validity of the sale and the total charged. I get this request periodically from one of my pizza shop clients when I am in possession of their bookkeeping records and if they have a customer that disputes a charge on their credit card statement.

Jack, I know that you've been frustrated by the retorts each time Taxed or other former ATX users post something against ATX, and I also do realize that you have been limiting your responses because of the NDA. You may choose to not take my word for it, but I *do* appreciate that you and the other beta testers have taken your personal time to go through that process for little reward other than to make ATX a better product. I've tried to stop commenting about ATX other than for what I have experience with (the conversions and the refund policy), and in those few instances I did so with my only intent being to try to help others here that may be affected in those areas, or so that they wouldn't be hurt by not being aware of CCH's refund policy because the salespeople don't know what it says either. I don't always agree with everything the user, Taxed, posts either. I think all of us should stop the sparring posts and get back to posting what we know about firsthand and in the vein of trying to be helpful to each other. No one benefits by this continued ugliness. As for always only sticking up for only one side, that isn't entirely true either. I do try to be fair, and since the time I was made moderator, I have also asked the poster named Taxed (both publicly and privately in PMs) to tone it down, to not post the jabs, and let things go. Some of you might recall that just last week I took Jack's side when someone else said his posts had a "holier than thou" tone. I'll stick up for and defend either side if someone is violating the rules. Sometimes KC gets to it first and other times it happens to be me. Just because I stick up for one side at that time does not mean that I don't recognize that posts from another POV are made out of frustration or that I wouldn't stand by the other side in another instance. To Taxed, I don't need KC to stand up for me with Bulldog Tom or anyone else. Each of us are able to block anyone we choose and for whatever reason, even if that is simply because of political affiliation. It is the way this forum is set up and doesn't bother me in the least. Sorry for the hijack and sorry for not answering earlier as I've been offline all afternoon. I'm only answering here because of the accusations of me being one-sided and some other issues were made in this topic.

Jack, some of us that have moved to other software as our primary vendor may still be considering ATX as a backup. No one posting here should have answers demanded of them, and no one here owes anyone else an explanation or answer on what software they will be using. More specifically, the posts by Taxed do not violate any rules we have set up here, so please stop following up with comments on whether her posts are appropriate or not. I've removed your comment about political affiliation that does not belong in the general chat area. To both of you, please cut out the sparring. It adds nothing except to continue the negative tone that this board has had this year.

All of the posts that were in this thread that relate to raising our fees, notifying clients about that, giving discounts, have been moved to a new topic of its own since I thought it was important enough to have its own title apart from this one about ATX pricing. Look for the topic "Raising fees, notifying clients, giving loyalty or other discounts, etc."

Found it, thanks. I saw that post but didn't have time to look at it right then, and never went back to it.

Thanks! I've been all over the Drake site and didn't see this. Where did you find it?

The ability to attach a file or document isn't available in these other vendor forums

Do you still have the other resumes that were sent in?

Taxtrio, I hope you will contact Drake and tell them the extent of the missing information. I had almost no missing information, but I converted 2011, so we aren't comparing exactly the same thing. I've already posted at least twice before about my conversion process, so I won't post that again since folks are converting 2012 returns now.

Since 10/15 the official forum has been pretty quiet as far as new postings and the number of participants go. I think this forum has had more activity than the official one has had lately. It almost seems deserted.

Way to go, Rita! It does look like fun, but I know that I could never do it myself.

Yes, the refund policy basically says that the first return is free and then $20 per return filed after that is deducted from your purchase price, not including the handling fees and sales taxes paid, like being on pay-per-return. For those of you that might have requested a refund and are considering renewing with ATX, please also be aware that their current refund policy also says this (last sentence of paragraph A): To prevent abuse of CCH SFS' refund policy, a refund of tax compliance software may only be requested once in customer's CCH SFS account history (as of April 1, 2010). I requested and received a refund on 3/30 after ~ 4 weeks of calling them, and then on 4/2 I received a call from a sales person that I hadn't ever spoken with. My salesperson left and I dealt with someone else for the refund process. This person was reaching out to those that had left and was trying to get users to reinstate ATX, saying it was fixed. I won't belabor that point, but I questioned this person on that point in the refund policy and he said that it wasn't true, that if I renewed again that I could get my money back if ATX 2013 wasn't going to work for me. He didn't even know what the refund policy said and asked where in the policy it said that.

Ok, got it. That number would be similar to many of my returns, so that would include the letters, comparison, estimate calcs. Quite a few of mine are also multi-state. I didn't ever use the ATX invoice. The returns of mine that have depreciation on an individual return have a handful of assets related to the Sch Cs and Es. Where I have the larger number of assets are on the business returns with the number of assets in the 100-200 range. I converted 2011 returns from ATX. You are converting 2012, right? I'm not sure that our conversions would be similar simply because of that. I think you are dealing with the issue of having customized forms, more depreciation, and possibly issues related to whatever troubles the ATX 2012 files are causing? I'm curious to hear what Drake's response is to the extra time this is taking you compared to experiences others of us had last year.

Ok, I'm drooling over the ham and turkey. Not so much over the possum. lol I'll be thinking of you all next Thursday when you are feasting. Our turkey day is still TBD because two of the gathering work retail, one on Thanksgiving, one extra hours on other days following. At this rate, it may be combined into Christmas!

jsh, when you say "forms", do you mean 40-50 forms to input or that the finished return contains that # of forms (1040, Sch A, B, C, 4562, etc...)?

That doesn't mean everyone saw it though or followed through. For us solos, this forum and a couple of others might be our most consistent contact with peers, at least it is for me, and it is important to keep it up and running.

Thanks for taking care of us so well, Eric. With that in mind and with the upcoming busy season close at hand, let's show Eric our appreciation for his efforts and hit the "Donations" link above.

Yes, I still have one filling that is the amalgam too. It's been in there so long I don't remember when I got it, but it's not coming out until I have a problem with it or the tooth.

Me too, Catherine, as a second grader! I still remember it rolling around on my desk splitting apart and going back together. Each of the students in my class had mercury on our desks that we played with. How crazy is that?! I did not know about the CFL bulbs being hazardous or how disposal is a problem. I haven't had one go bad yet. I did recently break a brand new 4' fluorescent tube that scared me when it exploded and went into a zillion tiny pieces. I dropped it in trying to get it out of my Mom's car.

I just had someone message me to set up and appointment for mid-March. That's a first for me, to have someone schedule before year-end.

Yes, the calendar year is a permitted year. I believe the procedure is found in the instructions to Form 1128.

I will also agree that the tone is mostly getting better. This isn't just a discussion board or chat room on the internet. It is a professional forum that should be able to maintain a level of civility and decorum without personal attacks and insults. Recently several members have said that they found this forum to be very unprofessional at times. I hope that they will change their minds as things continue to improve, and that we can get back to this being a friendly place where people are willing to help each other with problems or issues.

Good analogy SFA. MsTabbyCats, I wouldn't consider this new mutual bond fund to be substantially identical as the one that was sold, for many reason. There are many NY bonds that each of those funds could potentially invest in, they are with different companies, under different managers, different yields. They probably have a different rules from each other that the investors must follow as to minimum amount of purchase and length of time one must hold the fund, etc.

Oh, I haven't seen that one, but Nick also has one where he does 9 blocks of Les Miserables. Here's that one: http://www.youtube.com/watch?v=R9IWAxSpgKA