Jack from Ohio

I agree with Possi. Unfortunately, your client's paper work will be put in/on/under a big stack. Good luck as to the time it will be processed.

I make a .pdf file of every return, for my archiving. I print from the .pdf file, and duplexing becomes very simple.

Find the other scan window. Since it will scan 2 sides, there are two glass covers to clean. It may not be easy to get to, but that will take care of the streaks. Be diligent about the stick-em_pucky that so many places use. When you see it, immediately remove it from the papers. I HATE STICK-EM-PUCKY!

I agree with SaraEA, Don't want to confuse the IRS.

"Run Forest Run" He will always be the PIA clients he currently is.

QBI is not determined by the person that creates the K-1. There are several other factors, that determine I a K-1 qualifies for QBI.

I have it in a secure file on my computer, with a link on the desktop. ATX has been using the code for verification for at least two prior years. No need to memorize, when I have it in a file.

Client (mentioned in another thread I started) is a Green Card holder. What is the proper citizenship status for him? He has a SS#, and a U.S. passport. However, he has not physically resided in the U.S. more than a few days in the past 6 calendar years. He has an address (his brother's address), in Illinois. All his income is foreign based. He has filed 1040 tax forms since 2012. Is this the correct form for him? Is he considered an resident alien, with temporary absences, or a non-resident alien? He has refused to file IL tax returns since 2013, and received a notice form IL concerning his lack of filing an IL return for 2017. Any help is appreciated.

Clients lose any paper you give them. I charge $20 for replacement copies of tax returns. That seems to be the tipping point to motivate people to look...

HSA money cannot be used for insurance premiums. Simple answer.

Client has a domicile address in Illinois for several years. (His brother's address) Client is a resident alien, with SS#. Client has lived overseas for the last 6 years, with only a few days in the U.S. He qualified for the foreign income exemption on his Fed 1040. Client filed 2017 1040 and paid the taxes due. All his income was from foreign sources. While he has lived overseas, since 2013, he has never file Illinois State tax return, under the guise that, his income did not come from any IL sources. Now the question. For the first time since 2013, IL sent a notice requesting an IL form to be filed, and tax paid. Does IL tax income from foreign sources? If there is an exclusion, where do you enter it? This is the first time I have dealt with an issue like this. Any IL preparers have any insight for me?

The installation code IS your registration code.

The payroll program is a SEPARATE program. Will is mis-informed. Installation is exactly the same as last year. We installed the programs this past Monday.

I just said no. I did it for all the reasons you mentioned.

If the person signed the tax return (MFJ), they are entitled to any copy. No permission is needed. If they are MFS, or already divorced, they are only entitled to the return they signed.

Institute the increase, then show a discount to those clients you wish to give last year's price. Everyone is worth their professional fees. I am not a charitable operation.

This has been my policy, for the past 6 years. No payment, no file. I make no exceptions. Ask them if the grocery store will let them take the products home, and pay when you can?

Sent you a PM.

Is your WIN 7 computer still working? Do you have any specs on it?

I did that, 4 years ago. Lost 5 clients, 7-8 complained, and I made a whole lot more money. That was the same year I started taking credit cards. My increase was large enough to absorb the 3%. I am also contemplating raising my base fee by around 15% for the same reasons you mention.

We will see....

Sometime in late January, 2019.

Yes

AGREE!!! Your clients will appreciate the special treatment.

If you have ATX networked on your laptop, you cannot use it as a stand alone. The program will only install one way, or the other. (Standalone or networked) If you setup your laptop as a standalone, you will not be able to roll over, or have any access to the 2016 information. Then you will have to export from the laptop, and import it into your main computer in your office for printing etc. Not nearly as simple as the install video makes it seem.