Lee B

I am a new Drake user after about 20 years with ATX. I regard it as a warning. I certainly have never had to to delete the extension form ? I think on entity returns, I do check a different box. Actually ATX has a similar but far more low key warning.

The answer is yes , your client has a Texas payroll, workers comp and liability insurance responsibilities. Lion, this is a different issue.

Several years ago when this happened it was due to a lack of processing capacity by the ATX systems.

in September, I received an email offering me the May discount as an "Anniversary Month" special. Who knew I had an Anniversary Month ? I think that in 3 out of the previous 5 years, I received the May discount in November. Based on previous discussions with my long time sales rep, he had the ability to offer the discount in certain circumstances, although once or twice he said he had to get it approved by his supervisor.

I was curious so I skimmed a review about ZixMail which said support was email only and 50 % of the email support inquiries were not returned.

I do have Malwarebytes as a passive backup to MSE but it only updates when I tell it to. My practice is to never allow any autoupdates. I did use Windows to find the drivers etc, when I installed an HP Laserjet Printer, but that was several weeks ago ? Would that have turned off MSE and turned on autoupdate ?

I turn my 64 bit Win 7 Pro off at the end of each workday. Yesterday morning, when I came to work Microsoft Security Essentials was turned off, which I am positive I didn't do ! This morning, when I booted up, my system automatically ran a MS OS update, which I always have set to notify me, then I choose when to run the update. When I checked my update settings, it had changed to auto update ? The only new software on my system in the last year is Drake. Does Drake instigate OS setting changes ? I guess it is Friday, maybe I should just go back to bed.

In my state we have an EA who has been an instructor for Trust and Estate CPE Classes for many years. So I brought up this situation during class, where it appears that the fiduciary duties have not been met. I didn't receive any answers that were helpful. So what happens when the trustee has clearly not fulfilled their duties ? I didn't get a useful answer 5 years ago and like you I still don't know ?

Incredibly poor planning. I have a somewhat similar situation where the family member living in the house pays zero rent. Fortunately in my client's case, the trust has other significant income producing assets Still a bad situation. I I tried vigorously to get my client to go back the the attorney who created this mess, but ? I inherited this return from a CPA Firm who ignored the situation. To compound the issues, this trust is related to my second largest write up/payroll client whose annual fees run well into 5 digits. You can tell, I just love attorneys who do all this magical estate planning, who took a one semester tax class in law school. Just enough knowledge to create a big ugly mess.

First, property managers only issue 1099 s for Rental Income and of course to Independent Contractors providing services. My clients using property managers for their rentals always receive a spreadsheet or a statement detailing all of the expenses and fees charged to them. These expenses are deductible on Schedule E for rentals. Depending on the circumstances, the expenses might be deductible as sales expenses if the home is sold. If the home is just setting there empty for some time, without being sold or rented, none of the expenses may be deductible, unless the expenses rise above the level of repairs and maintenance.

The netting of offsetting debits and credits like these is not helpful when you try compare yearly or monthly expenses. Since my primary function is monthly write up, I stopped netting things years ago. I would show this in Other Income as "Insurance Reimbursement" or ?

I didn't find anything good about it since I never received a reply. Later ATX closed the case without any contact with me

The ATX workaround for this situation is to change the business use to 00.01 % or.0001.

I seem to remember that there was an extensive discussion about this topic last year ?

If a potential client asked me face to face, I wouldn't have a problem showing my policy to them. However I wouldn't send them a copy Unless they are a third party certificate holder who receives notices of coverage and cancellation, showing or sending a copy means nothing.

Actually, there have been very aggressive for years. Back in the late 70's, I was an Accounting Supervisor for a Oregon Wood Products Company with 3 mills in California. They would send 2 tax auditors to our headquarters in Oregon, every year, who would spend a full week going thru everything, making sure that we had documentation for everything.

I understand the argument for starting with 2014, but only if significant refunds are due. and they are able to pay a fee surcharge in advance. Otherwise my regular clients work that is already scheduled takes precedence. If I am am putting it off until after tax season, then I am starting with the oldest year and working my way forward. How else would you deal with any carry overs and carry forwards efficiently.

My brother married a Canadian and they ended up living in Ontario. My sister in law received monthly payments from the government to encourage her to stay home with their two children while they were growing up.

I don' know about your county, but my county assessor would have a readily available record of the purchase, even 25 years ago.

If your client is not in construction, but you want robust well developed software with job costing and many other add on modules depending on your needs take a good look a CYMA. I have reviewed the program several times in the past and was impressed, but it was way more than I need. It's targeted at mid sized companies with over 50 employees.

That is so true. Some of my best ideas have arisen after thinking about a difficult situation for several days, after I have calmed down .

This is mindboggling ! Where do you find these clients ? LOL

Well, you achieved one thing, your post made me laugh

What did you do to get such superlative service. My experience is definitely is not the same as yours !

Over the years, I have been redirected at least 6 or 7 times to a third party website, which leads me to believe that ATX has been using a third party to host their board. Apparently this third party is overseas, perhaps in Bangalore.