Margaret CPA in OH

:bday: and many more!

:bday: and many more!

Hello online 'friends' Good to see you in touch again! I began the path to paperless, not quite paperfree but closer, a couple of years ago. I emptied about 12 file storage boxes and 2 additional file cabinets. The space reclaimed in my home office was a room and a half. The major scanning was done by a part time person and I took all the documents to a certified shredding facility as it was too much to handle inhouse. Currently, we are able to keep up with the small amount generated. It is so freeing! I do have multiple backups in a fireproof safe and offsite in my safe deposit box. I also have two monitor, side by side, on my desktop to have current and prior year returns open simultaneously. I can also look at the pdf copies of documents any time. I did purchase Adobe Pro and a Scansnap scanner. Good luck to all who pursue this path. I am so glad I did and wish I had done so sooner!

Yes. In Pub. 1345, page 30, it states that "EROs may electronically image and store all paper records they are required to retain for IRS e-file."

:bday: and many more!

Now that sounds like something I can do. And I can network my main computer so as to share a folder to send and receive. I will definitely look at that option after I finish these extended returns. There is likely to be the full fax function and a modem on my older machine. You do use a modem, don't you? I have extra monitors, too, even an extra flat screen that would work. Thanks, taxit!

:bday: and many more!

Thanks, Lion. I will check it out!

Okay, thanks, Lion. I think maybe this won't work for me then as I want to do both ways with my existing fax line but through the computer. Maybe it just isn't possible to have it all the way I want it. Ahh, the sacrifices... It's just that I have a phone and internet plan that is priced for life and if I change anything, all the costs increase immediately. So it's worth keeping the $10 per month fax line, buy the paper and ink and scan and keep the things I want to keep. I just can't turn the ringer off completely - a minimum of 2 rings is required. This isn't always fun.. Thanks again!

Thanks for this information. Of course my windows setup doesn't show that, possibly because my computer guy who built it didn't think it was needed. The search shows the file there in April 08 and uninstalled in May. He will burn a disk copy for me if I want to reinstall. Then I wondered if I have to have a modem for this. I don't now have one in this computer but could get it installed. But then do things have to be transmitted and received via modem and not my dsl? And do I then have to leave my computer on 24/7 to receive faxes? I do assume that I would still be able to scan, save the document and fax through the computer but am missing some important pieces of this funtionality for sure! In trying to make some things easier, I kinda feel that it's getting ever more challenging - for me, at least!

:bday: and many more!

:bday: and many more!

Just catching up with this topic after vacation but very interested. I would, in fact, like to keep my phone line - it's only $10 per month, on my letterhead, business cards, website, etc - but would really like it to go to my computer/email. I can't figure out how to do that, though, and didn't see or understand that here. I can connect that line to my computer and/or to a mfc that is connected but the directions are beyound my brain capacity now. Any guidance here?

:bday: and many more!

:bday: and many more!

:bday: and many more!

:bday: and many more!

:bday: and many more!

:bday: and many more!

A belated, after vacation, :bday:

A belated, after vacation, :bday:

A belated, after vacation, :bday:

A belated, after vacation, :bday:

A belated, after vacation :bday:

A belated, after vacation :bday: