Lee B

Never hurts to ask. The worst they can do is say no.

There is conflicting unclear information on the ATX site about this. I have been trying to find out and ?

Since the most likely reason for this increase is either an increase in sales or a decrease in expenses, wouldn't an amended tax return be in order ? It shouldn't that hard to track down the change.

​I have had the same scanner for a number of years. Very reliable and trouble free.

I would encourage your client to do anything else i.e. interest free or low interest credit card advance, borrow from whomever , etc .

​I don't have time to look it up, but if I remember correctly, it's changed to once per 12 months. For example, you cannot do it once in December and do it again in January. Also, the limit is once in the 12 month period no matter how many IRAs you have.

Does anyone know whether the ATX efiling fee of $1.50 is per 1099/W -2 or per client ?

Two years ago, I participated in an online webinar on Drake CWU & Payroll. Are these programs pretty much the same ? Any changes of note ?

I schedule payroll tax payments for close to half of my payroll clients via EFTPS and Oregon EFT. I have reimbursed several clients over the years for penalties due to my mistakes. Over time I developed a routine of doublechecking, so that it's been quite a while since I have made a mistake.

I've taken a good look at Medlin several times. It will do the following: 1. Payroll Processing and ATF payroll recordkeeping 2. Print 94x and 1099 forms 3. Create W -3 & W - 2 efiles for transmission just like ATX 4. It will do quarterly reports for a limited number of states and a generic report for other states

Lion, Thanks for the additional info. My take is that these appear to be two different types of PINs.

I have learned to be careful and a careful reading of the information on this IRS page doesn't lead me to the same understanding. That is why I would like to see more detailed information.

I clicked on this link and took a look at the page, which really didn't say much except as follows" "To e-file your 2014 tax return or other electronic forms, you must verify your identity with your Self-Select PIN or your Adjusted Gross Income from your 2013 tax return. If you don't have either, you can get an Electronic Filing PIN" It's unclear to me whether this pin provides any protection. I did a quick search which didn't really turn up any additional information. If anyone has or can find some in depth info on this pin, I would appreciate it. Thanks,

Since I do mostly business returns plus personal returns for the business owners, I don't do these returns. Last year I turned away my last one, a hair stylist with numbers written down on paper. I had done her return the previous two years and I noticed that her net income perfectly hit the max EIC sweet spot. I told her that the new documentation requirements created more risk than I was willing to assume. Later, I heard from an acquaintance, that she is now happily preparing her own return on Turbo Tax.

5 comments Portland judge sends 4 IRS cheats to prison for ID theft, tax return scam By Bryan Denson | The Oregonian/OregonLive 0 Reddit Four IRS cheats perpetrated what a Portland judge on Tuesday called "a vast fraudulent conspiracy" in which they stole identities and filed 208 phony tax returns in an attempt to make more than $1 million. They made off with $427,896 of that money from the U.S. Treasury Department, turning it into vintage and luxury autos, expensive shoes, diamond rings, and a whole lot of cocktails and meals. "I was very materialistic," 32-year-old Gresham resident Jheraun Dunlap admitted to Senior U.S. District Judge Robert E. Jones before his sentencing. "Materialism can bring the worst out of you." You can't make this stuff up Dunlap and his 27-year-old wife, Brandi McCall, of Gresham – and their co-defendants Ernest Bagsby, 37, and Jermaine Moore, 34 – were forced to turn over assets they accumulated in their crimes. Those assets included a late-model Mercedes-Benz 500 and a 1971 Pontiac Firebird – purchased with clumps of $20 bills. Jones sentenced all four to prison for their roles in the plot, which was undone by agents with the IRS Criminal Investigations Division. Dunlap, who had a bank robbery conviction on his record, got 5 years, 5 months. Bagsby, a convicted heroin dealer, got 4 years, 3 months. Moore got 3 years, 9 months. And McCall got 1 year, 1 day, which with good behavior would put her on the street in about 10 months. Jones allowed McCall to serve her sentence before her husband goes away so that their children will have a parent at home to take care of them. Prosecutors explained the scheme in court records and courtroom hearings: The foursome, aided by two other defendants awaiting sentencing, played roles in stealing the identification of other people. Then they filed fraudulent tax returns with the IRS. "The defendants directed the IRS to deposit the tax refunds onto store-value debit cards and then the proceeds were shared among the participants in the scheme," Acting U.S. Attorney Billy J. Williams announced in joint press release with Acting Assistant Attorney General Caroline D. Ciraolo. IRS agents captured video images of Dunlap, Bagsby, Moore and McCall as they withdrew cash from the debit cards. But the agents captured even more telling evidence from the conspirators' Facebook accounts. One of those images, downloaded from Bagsby's Facebook page, showed what appears to be a tray choked with clumps of folded-over $20 bills and a bottle of Patron tequila. The photo came with a caption: "So I was unable to rubber band up (due) to the fact that it just keeps pouring in ..."

Be very careful. If he was contacted by phone, it might be a scam !

According articles in the news, this is the state of Ohio's response to paying out over $ 250 million in bogus refunds last year.

If you are willing to drop down to the next level, you could take look at Tax Act or Tax Slayer, but they would only save you a few hundred dollars, plus you get what you pay for.

If you go to www.atxinc.com, and click on the button that says "Lock in my Deal", you will be prompted to log in, which will then take you to where you can see your renewal details.

Copied from Accounting Today: By Michael Cohn A new tax prep franchiser called Happy Tax is hoping to make a dent in an already crowded industry with a new business model involving CPAs. The Miami Beach-based company aims to provide convenient customer service, along with accurate, reliable and professional tax returns prepared by CPAs with a minimum of five years of training and experience. Using Happy Tax’s patent-pending technology and processes, franchisees offering the service will help customers avoid the hassles traditionally associated with preparing their taxes, meeting clients anytime, anywhere, including house calls. The franchisees then securely transmit the client's tax data to a team of highly qualified U.S.-based CPAs to professionally prepare the tax returns. Customers will be offered three payment options of $200, $300 and $500—depending on the complexity of the return—without any hidden charges. “With Happy Tax we wanted to rid the market of cowboy tax ‘professionals’ who are costing hard-working Americans millions of dollars each year in IRS penalties and interest,” said Happy Tax CEO Mario Costanz in a statement. “Our franchisees are left to focus on what they do best, providing amazing customer service, while our experienced CPAs prepare and sign off on the tax returns. I'm so excited and happy to introduce this service to the world. We've already been called the Uber of tax preparation, but I feel we are much more than that. With a franchise program that will enable average Americans to earn more money and a customer experience that truly revolutionizes the way taxes are done, it's time we can finally say: Smile, It's Time to File!" For more information, visit www.GetHappyTax.com for franchise inquiries and www.HappyTax.com for consumer inquiries. This sounds like a solution in search of a problem to solve !

I really have mixed feeling about doing this, because when I have been the new accountant, it sure creates confusion when your extension is rejected. Plus you have no proof of the extension being filed. Also," What numbers do you put on those extensions?" Actually I don't file any extensions unless the client and I have communicated.

Wow $ 300 is an incredible bargain !

In order to get the credit the business was required to go thru SHOP, except for those states who couldn't get SHOP up and running. In those cases each state could request a waiver for that requirement from HHS, in which case HHS issued a state by state waiver of that requirement. I know my state of Oregon asked for a waiver and received it.

Years ago I would apply it to the next year's taxes and it would go thru. But it's been a long time since that worked.

There have been some other posters with this problem in the last month or so. Support was able to reconnect the lost assets with the return but it wasn't a simple process. It appears to be a known problem, which may be fixed somewhere down the road.