Crank

I think Ive identified the problem. I dont do returns while the people wait. They drop off, I work on the pile, speak by phone or email if there are issues and prepare the return. When we are satisfied I print out everythng ahead of time and then review it with them when they come in to finalize the return. The problem is the only way to generate a practioner pin 8879 is by filling in all the information incuding the Date, which I just use the date im printing and then change it accordingly to the actual date of the efile. When the 8879 generates it also generates a DCN, which you think would be fine. However, the program does not reserve this DCN for this this exact return. So if you efile another return before the printed one is efiled it will used the next available DCN (which really isnt available since its printed on a waiting to be efiled return) So when you attempt to file the first return it finds out that than DCN has alread been used. TRX tech support was usless on this issue insisting that I am "over analyzing this" (I have heard this twice now from 2 different TRX techs - must be a standard stament for "They have no idea"). Also telling me that the program generates DCNs when you clear all the "Audits" so dont clear the audits unti the taxpayer is there any ready to sign. How can you prepare a return ahead of time without clearing "audits". Im am so mad about this issue and TRX's canned answer. Of course I analyze things.... Im a CPA

Another Dup DCN error, even with the 8.10 upgrade. Is it the program or am I causing it somehow? Going to try to close everthing and reboot and see if that clears it again. Edit Nope, still not clearing it. I just realized that I may have signed 8879s with incorrect DCNs.... Not good! (And TRX Tech support tells me "there are no DCN's on form 8879... REALLY!). I just confirmed that the DCNs on these 2 returns Im trying to file have been used for previous clients that are already filed and are either accepted or held at the filing center. Why is the program generating a DCN that is the same as was previously generated and filed?

Has anyone found a way to determine the efile status of a client in the TRXPro 1040 program without going to EF Ctr website and without opening any returns in the program? The only way I have found is to create new status such as "Completed Accepted" etc and looking n the Status Drawer. It would be nice if the program showed this info on the client selection screen or if we could only view incomplete returns on the client selection screen.

Update. I closed out all my programs, cleared my cache, temp files etc. using a program called CCleaner by Piriform (They have great programs that I have been using for years and they are free at www.piriform.com). Then I rebooted my computer and changed my EF settings back to the original settings. (starting batch 1, ending batch 999) It created the efile with no problems and then prompted me that a similar file existed in my Send Clients and asked if I would like to overwrite it so I said yes. Went into the EF Center and sent it. The program has not been updated from the version 8.9 so Im not sure why it worked this time and not previously. I do think that cleaning out the "crap" and rebooting, which obviously included restarting the TRX program did the trick. Im am going to do this in the future if I encounter any simuilar problems before contacting TRX. The constant requests to screen share and giving up control bother me since one time previously they wiped out my invoice settings and I didnt have them backed up (my fault). Hopefully this will help others if they run into these types of situations.

In the Efile settings I have my starting batch at 1 and ending batch at 999. The program is only installed on one computer. I have efiled several returns so far. I was attempting to create an efile and recieved a "Duplicate DCN Error". I called TRX who said they had a few calls about this and of course they did a screen share. The solution was to check the "force DCN" box on the EF tab and change my starting DCN batch number (in Efile Settings) from 1 to 10. They then created the efile. It remains in my In Send Clients as Im debating wheter to send or recreate it. Now this makes me a bit nervous since my DCNs will now be out of order. They said this error should be corrected with the 8.10 update later today. So, Im considering waiting for the update and to then change things back to my original settings and try it again. 1.) Has anyone else recieved the "Duplicate DCN Error"? 2.) Does anyone think I am correct to be a bit nervous about thier proposed solution? This really does make me uncomfortable using their soultion. Thanks

That's great Mike! Thanks.

Yep, I agree Gene. I was just thinking out loud about cancelling the return. Who knows maybe we can get a butler after all. lol Thanks

I have never been stiffed on a paying customer. Long time customer hit a bit of a rough patch but still has the abiltiy to pay. I efiled the retun as a paid preparer, on good faith and it appears that he wants to "cut a deal".... and im not sure what that means. But Im a little annoyed that I signed as a "paid" preparer which might not turn out to be true. They should make an option to change to "non-paid preparer" if you dont get paid after the return is filed. The return is "held at filing center" because it has a Sch A. I wonder if I can cancel it and refile as "non-paid"?

Well, Pa has hundreds of local taxing authorities, just like Ohio which are in the program. They are moving to a few over the next few years. Two main forms I am interested in are: Keystone EITR - www.keystonecollects.com and Berkheimer F1 EITR - www.hab-inc.com These would be very helpful Thanks

Post deleted & moved to Forms Request thread

If I understand correctly, we can send efiles containing Sch A's and the other items that the IRS isnt ready to process to the Filing Center now and the IRS will process them when they are up to speed. Is that correct? What is everyone doing with these completed returns?

F9 deletes all the entries on a form. the form remains. Thanks for the reply though

On the GI form when the TP zip code is eneterd the program is supposed to automatically populate the School District Name & School District Number for Pennsylvania state returns. I does not always do this, although the city and state do populate accoring to the zip code. Is there a reason that some returns populate the SD name & number while others do not? I spoke to TRX support on this issue and their answer was that not all PA info is included in the program. Is that correct or am I mising a step somewhere? Thanks

Ryan, I did a test return and the Two-Year comparison did appear after processing the return in the 09 software. Thank you John (Crank is what my wife appropriately calls me during this time of year) :)

2 year comparison still isnt working for me.

Ive mentioned it in other threads but it would be very helpful if Pennsylvania Local returns were included in the Cities. Other than just a generic Pa local form. Having to edit every return (letters & forms) to incude local info is a real pain. Not to mention not all have the same tax rate, allowable deuctions, etc. Its like doing them by hand. ATX /Saber supported all of them for years and Taxworks claims it supports Pa locals .... but its only a generic form

Thanks George. View > Review Without Audits works fine. A few clicks to get to it though, a short-cut would have been nicer.

They are working for me for both Federal 1040 and PA-40. Though not all items on the list have instructions available.

Ryan, I still have a return that has 2 local returns after the review but only 1 in input mode. TRX support couldnt figure out the problem and Jeremy was supposed to email Red Gear but I havent heard anything. Also, I was told the program would support all of Pennsylvania's local taxing authorities but the program only provides 3 Pa locals (Generic, Philly & Pittsburgh), They arent even in Form Filler.

I attempted to register on the TaxWorks forum but the "image verification" is supposed to display 6 letters/numbers but I dont see anything but a colored backgroung. Using IE 8, dont think its a browser issue. Anybody else able to see the numbers/letters?

Hi Ryan, The Red audit item is related to selecting "Self Prepared" & "Non-Paid Preparer" on the bottom of the EF form under the "Declaration Of The Electronic Return Paid Preparer" heading (not the PO form as I originally thought). It requires an entry of "IRS-PREPARED" or "IRS-REVIEWED". neither of which is applicable. Thanks

I must be getting old. Now that you mention it, I believe that it is handled similarly in Pa. Thanks

Kea, Thanks for the reply. That was my thought process also. If fed is rejected and it affects the state then you would need to amend the state if it was accepted. Thankfully I havent had that problem. All the returns I have efiled this year with TRX have had the state as piggyback.

I have always sent the Pa state at the same time as the Federal (piggyback). Im curious what others do. Do you efile the Federal and State at the same time or do you hold the state until the federal clears and then send it? Holding a state until the federal clears always made me a bit uncomfortable because it didnt seem like a true piggyback if the state gets efiled days later. What is the purpose of holding the state until the federal clears? Thanks