Pacun

Why Taxpayers don't want to take time to meet me during regular business hours as they do with doctors and attorneys? I came up with two answers: 1.- My title doesn't include a doctorate next to it. 2.- I have not convinced all my competition to follow a 9-5 appointment schedule as doctors and lawyers have done. Can someone help me to change both? If I am able to change both, all my clients will be willing to come to see only from 9 to 5. They will be willing to take the morning off and come to hung with me. Thank you.

So the CPA, the father, doesn't know that his son is doing that. That's exactly why I ask the taxpayer to take the papers back to the preparer and amend. Sometimes they have assistants and when the preparer is not there, assistants use their names. Even if the right preparer prepared and signed the return, it is a good idea to let them know that there are some taxpayers that like what they do and maybe they will stop. How can that be accomplished, by sending the taxpayer back to them for amendments.

I was going to say the same thing. My friend runs errands for her attorney friend. The attorney would tell my friend "please take these envelope to my CPA". A couple years later, the attorney asked me to prepare an affidavit of support for immigration and we had to include 3 years of taxes. The so called CPA was just a tax preparer. You are right, many people think we are CPAs.

Each time you print, scroll down and uncheck. I know you are looking for a better solution, but that's what I am doing.

This is what I do. I prepare the return extra careful for they year I have been hired to do. I make sure that every deduction is documented and I keep good records. Then I inform them that they should amend and I let them know the consequences if they don't. I let them know about all the issues with the old return and then I suggest to them to go back to the preparer and ask him/her to amend. If they insist on my services, I charge extra and then I tell them that I will amend and to leave the documentation and I will call them in a couple of weeks. Remember that I was not there with the other tax preparer during the interview so I don't know what this "innocent" client told the preparer last year.

Correct. Circular 230 states that you should let them know of the consequences of such actions. That's all. You can suggest to amend but you cannot refuse filing 2013 if they don't amend. Technically you can refuse anyone but you are not required to refuse doing 2013 if they don't amend.

From the moment she left you and went to another preparer who is famous for getting a big refund for "roommate", she is not that innocent. Don't report any one. By the way, did she hire you to prepare her 2012? I guess not, as matter of fact, she didn't even call you or make an appointment for her 2012 taxes. She went to the other preparer. She has hired you to prepare 2013, so my suggestion is that you do the job she has hired you to do. Remember, every year is different and one year has NOTHING to do with the other. Don't you hate when people tell you, here is my previous year tax return, everything is the same. I always ask, I am surprise you made exactly the same donations and the same milieage was involved.

Don't give him the figures. You don't want them as clients anyway. I normally give them back their papers and I don't charge anything. I am happy when they leave.

Excluding extensions.

Uncheck "rearrange returns" or something like that.

I have had no problems so far. There are a couple of glitches in my situation but it is an excellent program this year. I will be happier when people get their refunds that way I will make sure that it works.

No blank pages from my printer.

Enter it as ERO entered. Use any 5 digit pin.

You are right, but since Margaret said that he is not in school, I am pretty sure she already asked AND also, she knows that as long as he was a student from Jan to May, the father would be able to claim him as long as he didn't provide more than 50% of his own support. If you notice, the question is ONLY about EIC, which means that Margaret knows that father cannot claim the child. Margaret, I think this will help you better remember where you are confused. My brother has two children who live with their mother. Last year, the mother (by court order) gave the exemptions to my brother. So the children will be claimed by my brother but the mother will get EIC because the children lived with her. So, she earned 15K and 60K from my brothers child support, she will file as single with no dependents and she will get about 8K of EIC from the IRS and State. NOT BAD for her, correct?

Dad will not qualify for EIC because he made $43K and he only has one child that qualifies for EIC. His son needs to file himself and father and the other child need to file as HH and claim EIC if he does make too much money. $43K is too much money for a parent with only one child.

There a question in MD that you have to answer yes or no for any dependent under 19 years old. The question is "does this dependent have health insurance"? You click yes or no. I think the cell is programmed by mistake to something like: IfAgeBetween(0-19) then yes o no. The problem is that when the child was born in 2013, you get an error stating that only dependent under 19 should answer. The other minor problem I saw was in DC. When I wanted to pay using a credit card, I enter the date as 02-28-2014 and the program stated "payment date cannot be today". So I changed the date to 03-01-2014 and still got the same error. The work around was to mail the payment. Any other little issues that we have found?

Yes. I was able to print by selecting 30 at a time. How far do you go to get ATX2012 to crash? In your case, I would make sure that the default printer for Windows and/or ATX is a printer capable of printing labels. Then I would select only a couple of clients.

Ask for the new social security card and check for misspelled lastname(s).

In ATX2012, make a copy of the return and save it. Open both returns in 2012 and make a minor change on each one and then re-save them. Close 2012 and open ATX2013 and roll over both returns and you might get one working.

This is what I would do in this situation. I would prepare a 1065 for testing on the fly and from scratch. You know what you are looking for so, just enter the few numbers that will give you a loss and you should see if the conversion is at fault. Also, I would make a copy of this return in 2012 and work on it then save it and roll over both returns. Welcome back. Based on the performance I have seen from ATX2013 so far, I lot of people will return to ATX next year.

No head of house hold for your client. If they lived with him all year and he provided more than 50% of the support, he can even claim the mother, but HH status. By the way, when entering the dependents info, what relationship has you chosen? You know they are not son or daughter, so what have you chosen?

Not only you have to check the states but you also should check "look for updates when I start ATX".

Who is logging on to the Windows server? is that a regular user or an administrator? You should power down all workstation and boot up the Windows server by itself and try again. As Jack said it seems to be a HD corruption that a gracefully power down and boot up could solve.

Also check if your browser is set to forget where you have been and what you have said. Lower your security level to default or add ATX to the trusted sites and change the security level of trusted sites to low.

If you enter social security number as 5791323356, you don't get the red warning like last year. I didn't test for routing numbers, which could make a big difference too. Any one else has notice anything else?