Jack from Ohio

In return manager, click on returns, the choose backup. Browse to the flash drive. Then start the backup process.

Agree with jainen TOTALLY!

I never activated the security function. One man office at home, and at the firm, everyone is trusted with all client information. Newest employee is three years. I saw the security function at the ATX seminar and saw it was trouble from the start.

You should refer him to a tax pro that is experienced in that area. It is a minefield for you if you don't!

E-mail Bluetooth This is the reason I do not own an I-pad. I will stick with my laptop.

Not so easy when you have a large client base. Good luck with the conversion.... Be sure you check every converted return, especially assets and depreciation.

Start, then all programs, then CCH Small Firms Services, then ATX2012, then ATX2012 User Manual It is a .pdf file. You can read or print. You have my most sincere condolences as well.

I prefer the .5mm mechanical variety. Pentech makes a very nice one.

States do not allow prior year e-filing. Period!

Try working directly on the server. The software is entirely different this year. Forget everything you think you knew about the software. None of it applies now.

It has worked that way since at least 2006.

They found errors in their system processing the 8863. http://www.irs.gov/uac/Newsroom/IRS-To-Accept-Returns-Claiming-Education-Credits-by-Mid-February Everyone should sign up for all three of the IRS newsletters. You will know within 24 hours of the IRS making a decision.

They have been working on the change for 3 years. Tech support has verified this in the last 3 years. Non-compatibility with netframework 4 server software was it's death knoll.

I received information this morning that confirms the ability to amend prior returns that are still within the statute of limitation for receiving refunds. It was a 4 page document and there are many caveats to the right to amend prior. In my case, the client was issued an ITIN in 2006, so he was filing legally. It is not a simple yes and no answer, just the same as most IRS issues. There are caveats concerning prior actions, legally working in the US, etc., so do not take this as a direct yes.

I have not found a way to disable it either. Sent this request to tech support. We will see.....

MAS is completely correct. I have had success with this method.

X/ATX2012/ATX 2012 User Guide.pdf x=the drive and folder where the program is installed.

Start, then all programs, then CCH Small Firms Services, then ATX2012, then ATX2012 User Manual It is a .pdf file. You can read or print.

Roth withdrawal code is "J". Use 8606 and indicate that she withdrew basis. (if her basis is higher than the amount she withdrew) Put 0 in the taxable amount. I think ATX will recognize the J and not add it to taxable income.

Sounds like my life, only my daytime job is a tax preparer/I.T. manager at a tax firm. Am I crazy to do 12-16 hours of tax stuff 6 days a week?

Are you using a real server or doing it Ad-Hoc? A real server will have Server 2008 or Server 2011 software. Ad-Hoc is just several PCs connected in a network with the files residing on one of them. Two totaly different setups.

No difference per Circular 230 if it is one or ten. That is why I hesitate.

This is exactly the only guidance I have found. Talked to a preparer that deals with these situations and he proposed that the process for obtaining the SS# entails statements that the person has not been working under a different number. Therefore, it becomes a bit of a law issue. I have also read posts by preparers in other venues saying they have successfully filed the prior returns. Successfully filing does not mean they were in accordance with laws or tax code. The IRS has so many cracks that people fall through that it is almost comical. With the recent increase in preparer scrutiny about "knowing" or "should have known" I want to be sure of the legality, tax code wise, before I embark on this journey.

Outdated = incompatible with current technology.

Thank you sir! I will be driving the bus this year!!! I investigated all these things many months ago. The program still has issues, but what I am facing is not hardware related.