ETax847

Does anyone know how to add Tax Organizers AND Engagement Letters to all marked returns? When I try it, currently only the Organizers are being included but not the Engagement Letters. Please help.

What % will you be raising your prep fees by for the upcoming tax season?

will bitcoin companies be issuing 1099B's at tax time or what will clients be receiving tax form wise who trade in this space?

My software received an update today. I'm not sure if it improved any of the current functionality though.

Will the IRS scrutinize returns more closely to prevent fraudulent tax filings as a result of the Equifax Hack?

Now that tax season may be over for some, does anyone have any good marketing moves to make to attract new clients for the upcoming season?

Clients are residents of the state of Georgia. They sold their rental property in 2016 at a gain. Is there any additional filing or an additional tax in the State of Georgia that they need to be aware of? Any assistance would be greatly appreciated!

When a return is efiled and the status is accepted with messages, how does one find out what the messages are? Thanks!

ILLMAS, you're a life saver! I had no idea that field somehow got prepopulated! Error fixed. Thanks so much!!!

Any idea why I would get the error message "you must ask your employer to refund the excess to you. You cannot claim it on your return." Seen in the summary totals worksheet below line 17.

Taxpayer had multiple employers in 2016. Is it true as of 2016, if one employer withheld too much Soc Sec tax, he cannot claim the excess credit on his tax return as in years past? I'm not sure if the is a new rule change. Please help

Client received a 1099B for the sale of company stock with no cost basis. How do I treat this and is the sale included in wages on the W2?

I am taking a week off work next week to recharge. Do any other tax preparers take time off to travel mid tax season to refresh and recharge?

Wow, I thought my rates were low and I would be way above every price quote so far.

that i do.

A client is planning on funding her IRA prior to the filing deadline. I entered this in the IRA worksheet, however, that paragraph indicating such does not appear in the client letter. Anyone know what I may have overlooked to get this section to appear in the client letter. Thanks for your time.

Thanks, given that income was earned, I am leaning toward considering it other income and offesetting expenses on sch A. thoughts?

Income was roughly $3k, expenses for coaching, training and ice time etc are substantial. He is competing internationally and trying to make the usa olympic team. Sch C?

There really wasn't much in terms of start up costs. Should I list all ordinary and necessary expenses on sch c?

Client quit his job to pursue a career as a male figure skater. Hired coaches, and trains 12-16 hours per day. Was not profitable in year 1, but did earn some prize money, however had substantial expense. Can client deduct all of his expenses associated with this income. Expenses were huge in year 1.

Has anyone ever received the following email from ptin.org Dear xxxx, As a 2017 PTIN registrant located inxxxx, you have been selected to participate in a special program we offer to select tax professionals. We hope you will consider participating in this program. This program will create your online reputation as the Best Rated Tax Professional in your area. If you are interested in taking on more tax clients - either business or individuals, please read on. We are currently looking for a Tax Professional in xxxxxx g to feature on Google as the "Best Rated 2017 Local Tax Preparer". We would like to submit you to Google as the Best Preparer in your area. In addition, we will also feature you on the home page of PTINdirectory.com and our mobile app, "Find the Best Tax Preparers". We can guarantee that if you sign up you will get more clients online. Here is why this program works: When people search online or on their mobile phone for a Tax Professional - they naturally gravitate toward the "Best Rated Tax Preparer". So if you're listed as the "Best" and have five star testimonials, you will naturally get the call before anyone else. Your reputation online is enhanced with five star reviews provided. Important: There are NO recurring monthly or annual charges to participate in this program! There is no need for you to waste money on expensive Internet marketing programs - this program works. We make it easy for new clients to find you online and on the mobile phone - guaranteed. Sign up now for a one-time only fee of $279. I'm wondering if anyone has ever tried this and what the results have been

Are these fields required for certain state filings? I have read conflicting things.

Does the client need to provide his driver's license info for Federal and State e-filings? I currently prepare returns for client's in the state of Illinois

Is it possible to set it so when I open a return, I can have certain forms be included in that return? I know there was talk of templates, but I am not sure if this was ever implemented.

When I start the software I get the following error message, "An attempt was made to start the server process, but the application is still unable to connect. Please start the server and try again." Any idea why this happens?