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.

16 minutes ago, Jack from Ohio said:

The more often you submit, the more difficult the problem becomes.

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).

1 minute ago, Jack from Ohio said:

I e-filed 20, this morning, with no rejects.  In fact, I have received no state acks since yesterday morning.  

 

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).

2 minutes ago, jklcpa said:

This is from the OH Dept of Taxation's News Release section of its website:

https://www.tax.ohio.gov/Portals/0/communications/news_releases/FilingExtension4-18rev.pdf

 

 

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....

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....

So should I be alarmed that I efiled my last two returns (one around noon and the other around 4) and yet both are still showing "transmitted to agency" at 10:15 p.m.?

I checked the atx support and I can see that they were both sent to the IRS. Will there be a penalty if the returns are not marked "accepted" before midnight?

Sorry if these are newbie questions.....

Thanks!

Cool.

Thanks guys.

AF

Ok - tried to search for this, couldn't find anything but please forgive me if I missed it.

I used to handle tax prep services for clients of my old law firm using ATX. I have since left that firm, started my own, and now some clients have decided to follow me. Obviously, I'm still using ATX but its entirely independent of my old firm. All the database/electronic files of these client are in the possession of my old firm (on their servers/backups/etc.).

I can get hardcopies of their returns BUT is there a way that my old firm can email me the clients old ATX file so I can roll it over on my ATX system?

Thanks!

AF

thanks grmy!

@grmy - please forgive my ignorance...but how do you do that?

...my first attempt got an error after about 5 minutes.

...currently on my second attempt...been about 10 minutes already and still no error message....yet [fingers-crossed].....

Glad to (inadvertently) help, Taxman!!

I did add client letters to an open return. Seemed to work fine so far. But a tedious process.

Thanks, Joan!

Well that fix seemed to work! Thanks Rich!!

I also noticed now that the update numbers match. Previously, it would say update completed yet only show something like 87% completed on the status bar. Also things like updated 51 of 44 forms.

If others have a similar issue, here is the fix that Rich suggested:

Thanks again!

AF

@North Idaho Rich -

Hold on....my bad.

I was looking at "program files" not "program data"....trying your suggestion now