NYTaxLady

We have had clients bring in statements from both Schwab and TD Ameritrade. We have not seen just two Schwab statements

I just set up the iFirm Portal from ATX, and this cleared things up....there are two 'sync' dialog boxes, on on the way into a return, and one on the way out. This should help: Q: When I rollover a client and then open the return, I am prompted by ifirm to sync client information to the information in the client portal. If I say yes to sync, it is DELETING the dob of the spouse as well as phone numbers and email. If I do not agree to the sync it opens fine. Then will sync correctly upon closing. This may be normal behavior as I am new to the portal, but doesn't seem like it should be deleting things from my return. A: I will try my best to explain what is happening when opening and closing returns in ATX that is linked to client information in iFirm. I hope I don't confuse you more. When opening a return in ATX, ATX checks to see if the client information already exists in iFirm and if it does is the client information is different. If the information is different, then ATX asks if you want to take the info from iFirm and update the tax return in ATX. That means if iFirm does not contain the DOB of the spouse, phone numbers or email then it will remove them from the return once you say sync. When closing a return in ATX, ATX checks to see if the client information in iFirm is different than what is in the tax return in ATX, if the information is different then ATX ask if you want to take the info from the tax return in ATX and update iFirm. If you say yes to sync, then the information in the tax return in ATX will be pushed into iFirm and now iFirm will contain the DOB of the spouse, phone numbers and emails will be added to iFirm. I really hope this helps.

Besides the early preview, and the joy of being a beta tester - Does ATX compensate you in any way or provide the software for free if you become a participating & contributory beta tester?

Journal of Accountancy http://vovici.com/wsb.dll/s/4e5ag53498?wsb83=01532455

Thank you for pointing that out. I see it now. I may not have signed in when I was looking at ther profile, because there were no messaging buttons at the time. Once I sign in, they appear. Silly me.

It would be helpful to find out where this potential client is - we need to find out if he is Just working in NY, or, is this pool guy working on the border area of NY/Mass/CT or NY/NJ/PA! Side note: Catherine, didnt have your email (how do you email or private message on here?) so I left you a message yesterday at your office.

The comparison reviews should be out in Sept. I have emailed with two different article authors from past reviews (something I suggest you also do, and give them your business size and needs), both said they were going to do their reviews to be out in Sept, but I specifically asked them to concentrate on smaller firms this year, given the need for change of many software users.

I am not finding anything about 12.12 faster. And I have having more memory problems with it. 12.10 was better for me, but had to move up to get the fixed assets import feature of 12.11 or greater. It is amazing how there is such a diversity of experiences with every release.

I was able to fix this on my end (standalone) You need version 12.11 or higher, they added a new menu item Returns >Import Data > Fixed assets You can try this , but the prevailing instructions are to delete 4562 (doesnt delete the data), save, add new form 4562, then import the fixed assets data. This re-establishes the link between the form and the data There are similar insructions on doing it on a network, which include runing a small utility to re-establish the data link between the workstations and the server. This utility is available through the knowledge base.

Just because you have an IT guy does not mean everything has been tried! Update .net to 4.5 Turn off the Refund monitor bar Set your antivirus program to ignore ATX folders (there are a few of them) defrag

There is a limit, however, that you can wait. I waited 20 minutes yesterday..The program was still in memory. I force killed it through task manager, and re-opened it. I understand 30 seconds, but 20 minutes?

If you have not been banned, sign into the regular ATX community board and go to Software Forum > Workarounds and Solutions. There are many tips there to speed up your computers. -Memory issues / Rebooting -Cleaning up your computer -Defragmenting -disabling antivirus software from scanning ATX folders -Network speed enhancements -net upgrade to 4.5

First, I spoke to soon and jinxed myself.. I am now on 12.12, because last night we lost fixed assets on a return using v12.10, and the fix that was implemented by ATX is in 12.11 and above - they added a menu item Returns> Import Data > Fixed Assets. Deleted and re-added the depreciation form, and reimported the fixed assets. It fixed my problem. Second, I want to note that the president of the Small Business Group was either fired, or he quite. ATX was under his wing. He may not have been responsible but he certainly was thrown in the frying pan. Someone posted that they were told that this re-write has been going on for 6 years, but somehow, I dont think that can be correct - too long of a development cycle. Can it? If the RavenDB is the problem, and they decide to abandon it, they will have to re-write again from scratch on some other platform for 2013. BUT...the problems will continue for us, because we will still need to access 2012 for clients who got extensions, new clients that didnt file 2012, and of course, rollovers.

I might think that if you are doing such a large volume of returns, for most installations of high volume I would imagine it could be very possible they also have multiple users on a network. Some of the instability could be from the network, but that isnt to say that the database doesnt have issues when it hits 250 or greater. Bottom line, which we all agree, is that the engine running it has issues.. Maybe when I finish my stack here I may have issues like others. But as a standalone, I have been ok. Maybe some issues have to do with memory - high memory addressing or something similar. My crippled system of 1gb might be protecting me!

I beleive they wiill also be at a similar show in NJ a few days later..