aforrest

Awesome! Thanks!

Greetings group - Forgive the naive question here, but.... Bought a new PC this offseason and about to install ATX2018. I'm a solo office and install the program as "standalone" not on a server. I read this article and watched the video... https://support.cch.com/kb/solution.aspx/000048812 Is the process the same for standalone installs? The article/video mentions stopping the ATX service/server on both the old and new PC. But I don't have ATX installed yet on the new PC. I'm really just wanting to be able to rollover returning client data. A bit confused and appreciate any insight. Thanks! AF

I just got off the phone for the second time with ATX. Both times they took remote access of my PC...(the first time the rep wasn't able to fix and suggested i contact OH dept of tax - not sure why but I called them). OH reported no problems. The gracious rep there conference in a colleague who is familiar with ATX to try to help. Determined it was a software issue and we ended the call. While with the OH reps, they agreed NOT to have the form or filing indicate an extension was filed. They were stunned that there wasnt an express "no" to whether the extension was filed. The second call with ATX, the rep consulted her "manual" and "supervisor" and said that I actually MUST have the box checked indicating that an extension was indeed filed. I was told to check the box and refile the returns (but not actually file any sort of extension form). So that's where I'm at. Refiled and waiting for acceptance. If this works then its a bizarre way of releasing a notice giving a solution presenting an option when their support guide requires a solution where there actually isn't an option. Fingers crossed.

Nice. I have three returns left. Not sure what that means. Are you suggesting I don't resubmit them at all? The rejection code I get is OHIND-046 which leads to the required "yes or no" question on the federal extension. There is no "yes or no" question. ATX customer support has no clue how to fix it and after speaking with reps at the OH Dept of Tax, the fact that is no "yes or no" question in the software is a violation of their rules (whatever those may be).

Well of course no rejects today because no state acks since yesterday. I'd be curious to see if yours make it through.

The issue, it seems to me, is that ATX notice says to "resubmit their Ohio returns and provide a yes or no answer to the question to indicate if they filed a federal extension." But there is no way to answer "yes or no" on the OH forms regarding the federal extension. Its just "Check here if you filed the federal extension 4868". Checking the box is a "yes" answer. But I didn't file an extension since the federal returns were all filed "on time" Leaving the box blank is a "no" response (and the method I confirmed with the OH notice "not need to do anything to receive this extra time" as well as my 35 minute phone call with the OH Dept. So I've left the the box blank and recreated the efile and submitted them. Three times. Every time they make it to the "transmitted to agency" phase and ultimately, "rejected by agency"

I know that, Jim. But as I stated, I efiled them this morning and they were rejected. Twice. In spite of OH's announcement (which says I don't need to file anything extra - just file).

Thanks! I did see that bulletin. But I followed the instructions (OH says I don't need to do anything and ATX suggest similar in leaving extension box blank) and they're still being "rejected by agency".

Forgot to add: The ATX blog says the error code I'm getting is in error. And that I should provide a "yes or no" answer. "A 'no' (or false) answer will be accepted without penalty. But OH doesn't have its own form and there is no way to check "no". Its a simple "check if you filed an federal extension" sort of box. I called ATX support and their agent took remote access of my computer and couldn't find the solution. Finally she said to leave it blank (since that would be a "no" answer") refile. I did and was still rejected.

Anyone know how are state filings impacted by the IRS extended deadline? I submitted a few federal returns on around 9 am on 4/17. But they didn't show as "accepted" until about 2 am on 4/18. My state requires the Federal returns be accepted prior to efiling the state. Therefore, I couldn't file the state returns until today around 7 am. But now the state returns keep being rejected by the agency with the explanation that they're late and I needed to either 1) file an extension (my state doesn't have its own form and just piggybacks with the Federal Extension request) or 2) indicate on the state form if i filed a federal extension (there is no option to select "no" to filing the extension; its simply a "yes" check box). Problem is that I submitted my returns well before the deadline and the IRS outage prevented me from filing the state returns. Any ideas how to get out of this loop? I feel like there should be an easy way to fix this that I'm just too tired to see.... Thanks!

I may post this in the efile topic but I'll ask here too... Anyone know how are state filings impacted by the IRS extended deadline? I submitted a few federal returns on around 9 am on 4/17. But they didn't show as "accepted" until about 2 am on 4/18. My state requires the Federal returns be accepted before I can efile the state. Therefore, I couldn't file the state returns until today around 7 am. But now the state returns keep being rejected by the agency with the explanation that they're late and I needed to either 1) file an extension (my state doesn't have its own form and just piggybacks with the Federal Extension request) or 2) indicate on the state form if i filed a federal extension (there is no option to select "no" to filing the extension; its simply a "yes" check box). Problem is that I submitted my returns well before the deadline and the IRS outage prevented me from filing the state returns. Any ideas how to get out of this loop? Thanks!

Thanks for the reply! That did the trick! Odd that rollover was flawless after initial install and run and then quit functioning after the program sat dormant for a few days. Anyway, thanks for the help!

I think I have this same issue. I'm a single user/single workstation. Whenever I try to rollover last year's data, it seems to look for a server rather than my hard drive. Just installed Update 15.5 and it didn't fix it. About to endure the weedy mess of contacting support....

About to contact and endure support...but thought I'd throw this out there.... Installed 2015. Ran it once. Only rolled over 2 returns to start off with. Finished one and e-filed it successfully last Wednesday. Yesterday, I start the program to rollover more returns. Click on "Rollover Manager" tab and get this: "Data from last year's program was not automatically detected. If you have prior year data, browse for last year's ATX Tax Server to locate your data manually." When I try that the program can't my server and makes me want to setup a new one. Problem is....I'm using the standalone single workstation...not a server. I'm a solo practicing attorney...no staff/no servers/just me. Cannot override this "search" either. Worked fine and now it doesn't. And many times, even clicking the Rollover Manager tab, i get a pop-up that says "the program encountered an unexpected error and needs to close." I've used ATX for several years now and never had this happen before. So annoying...pray for patience as I embark on the support line...

Many thanks, Jack! I don't do nearly that many returns!! Have used ATX for a few years now, but never saw it take so long for acks to come back. Even on last minute rushes! My nerves are calmed....and I can let serenity start to take over....