Lynn EA USTCP in Louisiana

Roberts, how did you do the freeze on your accounts? I tried to do that and it would not process without a credit card #.

I did a google search and lots of links came up. I did not read Any of them in detail but the property is sold to a trust which in turns issues the seller an installment sale contract. IMO seller beware.

Basically the $ was loaned from father-in-law to H & W. W puts the $ into her business. W is expected to repay the loan. IMO (totally unresearched) W is at risk for the loan and thus at risk for form 6198 purposes.

Make sure the box in the 2848 is checked to instruct the IRS to send copies of notices to the POA. ATX defaults to an unchecked box. I have made a 2848 template with that box checked so I do not overlook it.

It is automatically there on my square account.

Margaret, yes 2014 and 2015 may still be efiled via ATX. Lynn

Tom, I log into my Square account via my desktop. Granted you have to recreate the invoice in Square and have to know the recipient's email address, but as far as I am concerned it is easier for me to do it this way for my remote clients. I find it is easy to do and does not take very long.

I was a CAA and garnered zero business. No one wanted to pay a fee for that. The IRS rvoked my CAA status since I had not prepared,or submitted any forms in 5 years.

I use square . When a remote client wants to pay via credit card I have square send an invoice directly to the client. I think the fee for that is the same as a swiped charge.

Drake has a pay per return option. Not sure if ATX does.

Billy has a stomachache

Jack, in my experience, W2G's are reported to the IRS as income, provide the payors FEIN , and are included on the IRS wage and income transcript.

The IRS Wage and Income Transcript includes the payor's FEIN

I am here. Trying to tie up loose ends before my two week vacation which starts Saturday

The client will have to call the IRS Entity Unit to inquire as to the status of his old FEIN.

File a POA and download an account transcript if it were me I would also download the wage and income transcript .

IRS has a centralized lien unit, https://www.irs.gov/pub/irs-pdf/p1468.pdf. Their phone number and address are on page 2 . hope this helps, lynn

I follow pretty much the same system as Possi on raising prices. Several years ago one lady left over a $5 increase - oh well. But each year I increase my fees by roughly 5%, except for the simplest of returns or those who I feel have already maxed out their fee based on the return.

Is she paying into the Romanian equivalent of social security? If so she could request a certificate of such coverage and be exempted from having to pay US Social Security.

NCPE Corporation partnership seminar in the fall is an update, not the basics. You must have the basics down before taking their update seminar. . yes, they are in .zachary La, not far from Baton .rouge since 1987.

Check out NATP; I think they have webinars on those topics

I don't really know Abby Normal. I just quoted a notification from ATX. I never used a strictly 1040 package since my practice services individuals and entities, and also payroll, so I needed the full blown MAX package.

The package being discontinued is the 1040 Total Office, not Total Tax Office.

I have had clients receive similar notices when the income from the 1099 was reported but not in the spot on the tax return the IRS expected it to be. Get a wage and income transcript to see if the income is reported in a box other than Box 7.

1. Reminder: e-Services, Transcript Delivery System Unavailable Memorial Day Weekend The IRS will conduct systems maintenance beginning Friday, May 26, 2017 at 6:00 p.m. EDT and ending on Tuesday, May 30, 2017 at 5:00 a.m. EDT. During this time, e-Services Transcript Delivery System, TIN Matching, e-file and ACA applications will not be available. Mark your calendars for June: E-Services also will be unavailable from Thursday, June 15 at 6:00 p.m. through Monday, June 19 at 6:00 a.m.as it moves to a different platform as part of a technology upgrade. All applications – including the Transcript Delivery System and TIN Matching – will be offline during this timeframe