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Lee B

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Everything posted by Lee B

  1. I received this email today. I don't know anyone who uses efax and I don't recognize the fax number, so I didn't click on it. Are there any efax users that thinks this is legitimate ? You have received 1 (one) new document, 3 page(s) via efax .com . Sender : 485-387-1718 Date : 1 March 2017 Page(s) : 3 Your document can be viewed online, by visiting our website: https: // www .efax . com/files/viewfax. aspx?doc_id=1140466 (mod edit <--- this now nonfunctional link originally went to gangvape. nz ..something or another) For additional help, please visit our assistance center at https: // www . efax . com/ efax-help-center Thank you for choosing eFax
  2. Some years when the DPAD first came out, I omited the DPAD information from the K - 1s. It was a simple fix to amend the 1120 S along with the corrected K - 1 s.
  3. Just received this email earlier today. As far as I know, none of my clients use "Dropbox." I wonder what percent of recipients will click on this link, especially if they have clients who do use Dropbox ? You've received a document from your address book contact. Sender's comment: "Please review" View Protected Document (Valid Credentials Required) Thank you! The 'Dropbox" Team
  4. Yes, I want to know too, since at this point, the odds are 80/20 that I will switch to Drake after 20 years with ATX !
  5. If you talking about a 401k or a 403b, the max over 50 deferral is $24,000.
  6. Earlier this year ATX rolled out "Support Cases" with lots of fanfare. So last Thursday, when I was having repeat Oregon Business efiling rejections, I entered all the information requested. ATX touted this as a better way to go, said they would assign each request to a support employee with the knowledge needed to resolve each request. So 8 days later the status of my request is "Pending Assignment". So now alternative support is Fake Support !
  7. Posted at 9:45pm Thursday Feb 23 Please be advised that we currently are performing unscheduled maintenance for the Electronic Filing Center, resulting in some errors sending efiles or retrieving acks We appreciate your patience, and please check back here soon for updates on our progress. Posted 8 minutes ago
  8. Since the 1st of the year, I have similar emails from Fedex, UPS, and DHL requesting a response. for shipments I wasn't expecting.
  9. Actually when you closed the return you triggered a different function called "autobackup", which does work. Autosave is intended to to prevent loss of data, when ATX crashes or your computer crashes while you have the return open. I agree with Jack, unplug your computer with a return open and see what happens.
  10. From time to time, I will take a shoebox client, giving them detailed instructions of how to organize and what to add up. Then have them bring the organized box back. I don't do shoeboxes myself anymore. In my experience , the returns are usually pretty straightforward.
  11. Lee B

    1099 - K

    Also, if you only report the amount on the 1099 K, it is a red flag to the IRS and may trigger an audit.
  12. ATX announced the change late Wednesday or early Thursday on their Blog and on the ATX Board.
  13. From today's IRS enews: 3. ACA Silent Returns and the Current Tax Filing Season A recent executive order directed federal agencies to exercise authority and discretion available to them to reduce potential burden regarding the Affordable Care Act.‎ Consistent with that, the IRS has decided to make changes that will continue to allow electronic and paper 1040 returns to be accepted for processing in instances where a taxpayer doesn’t indicate their health insurance coverage status. However, legislative provisions of the ACA law are still in force until changed by Congress, and taxpayers remain required to follow the law and pay what they may owe‎. Keep up-to-date on the latest ACA news by visiting our ACA Information Center for Tax Professionals pag
  14. What blue triangles, I haven't seen a single one ! Thanks for the heads up, I changed my preferences before I updated to 16.5
  15. One Mile - 4 minutes
  16. Lee B

    Efiles

    Did you update to 16.5 or are you still on 16.4 ? I am still on 16.4 and had no problems this morning.
  17. Oregon requires a Driver's License or State I D Card. However you can still efile without either, in which case Oregon uses alternate verification. I efiled a Federal and State Tax Return without any I D this morning, received acks this afternoon Probably because my client has filed a tax return every year for the last 70 years.
  18. I can appreciate the identity theft issues involved, but as a practical matter how would employees know whether their SSN was correct, i.e. 2 transposed digits etc ?
  19. I think it was coincidence and you got lucky. My only response from multiple inquires is a link to the ATX Efile Status Chart, which tells me what I already knew. Wait until February 27th. After 20 years I will be changing tax software !
  20. I checked with Drake and they started transmitting Oregon business efiles in late January. They usually have several seminars in Oregon in early to mid May. I will definitely be attending one of them.
  21. Lee B

    Today update

    Several other posts on the ATX Board indicating trouble since the 16.5 update.
  22. Oregon start accepting business efiles on January 23rd. Currently ATX has posted a projected release date February 27th, 5 weeks into the tax season. I would really appreciate it, if any Drake users could check if Drake is now accepting Oregon business efiles and starting when ? I took a good look at Drake after the ATX 2012 disaster but stayed with ATX. This is just not acceptable !
  23. Oregon upped the minimum from $ 10 to $150 4 or 5 years ago.
  24. My preference is to not start the return until I have everything. Sometimes, I am in the middle of the return, before I realize I am missing something, which is a timewaster. I prepare only a few returns while my client is in the office, too easy to make a mistake. At my age, multitasking doesn't seem to work any more.
  25. "" Please fix the backup so it only keeps the last 5 backups for returns, payers and companies In the backup preferences it says "Up to 5 return revisions will be saved", but it keeps unlimited revisions. I have a test return and a template return that I go into a lot and I already have 20 backups. Companies was up to 50 and Payers over 60. I have to manually go in and delete them" Also, please let us decide how many backups we want to have" Thanks all, I've recorded this suggestion. We've actually been looking into the best way to handle it. Thanks, ATXDave Dave Peek Technical Product Manager Wolters Kluwer, CCH Small Firm Services" In the meantime, turning off your autosave might be a good idea !" Copy of a thread on today's ATX Board.
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