Abby Normal

It sounds like a good idea. I look forward to testing it someday.

I may have found a workaround. Print the W2s to a PDF in QuickBooks. Use a conversion tool (I use Nuance PowerPDF Standard) to convert to a Form in Word. Print from Word to your Microsoft XPS Document Writer. Now, I don't have ATX Payroll installed so I can't test the final step of importing into ATX. There are probably other PDF converters out there but you can get a free 30 trial of PowerPDF Advanced version.

New Due Date for FBARs The new annual due date for filing Reports of Foreign Bank and Financial Accounts (FBAR) for foreign financial accounts is April 15. This date change was mandated by the Surface Transportation and Veterans Health Care Choice Improvement Act of 2015, Public Law 114-41(the Act). Specifically, section 2006(b)(11) of the Act changes the FBAR due date to April 15 to coincide with the Federal income tax filing season. The Act also mandates a maximum six-month extension of the filing deadline. To implement the statute with minimal burden to the public and FinCEN, FinCEN will grant filers failing to meet the FBAR annual due date of April 15 an automatic extension to October 15 each year. Accordingly, specific requests for this extension are not required. (Please note: The due date for FBAR filings for foreign financial accounts maintained during calendar year 2016 is April 18, 2017, consistent with the Federal income tax due date.)

We're very happy with CrashPlan Pro but idrive looks good too.

We do efile W2s right from QuickBooks, but apparently a lot of people use XPS format to export from QB and into ATX Payroll and other programs. We use Enhanced Payroll. Google QuickBooks W2 Printer Setup grayed out You can't select your printer in QuickBooks. You have to print to their PDF printer, and QuickBooks uses a weird PDF printer that doesn't allow exporting to XPS from their PDF. It's all a sham on Intuit's part to get everyone to buy enhanced payroll.

Nope. The whole country is ranting at Intuit over this. I keep updating QB hoping it gets fixed. I think Intuit is hoping people will switch to their products over this.

I was sitting in line at the bank drive-up one Friday (with dozen of others) and it hit me how ludicrous it was to drive across town with a piece of paper to have a person data enter that document into their computer so money could be moved from the company's account to my account. I gladly pay the DD fees every payroll.

It was originally supposed to be a refund of Social Security and Medicare taxes, but it's grown beyond that. It's really a subsidy to the businesses that do not pay a living wage for those who work full-time.

Just because the 90 days for tax court has expired, doesn't mean you can't file an amended return or ask the IRS to make changes.

I called mine Blank Template and search for either word to find it. I only search for returns. It's the fastest way.

Putting things into layman's terms is sometimes difficult, especially the complex vehicle rules.

Yes, you should open your template return occasionally, so the forms update. I just rolled mine over and half the forms aren't even available yet.

Yeah, this guy has commuting miles at the very least.

If you get paid the federal maximum mileage rate it is not taxable because it is considered to be a reimbursement. That's what I was trying to convey.

You didn't say if he gets the full standard mileage rate, but if he does, that might exceed his actual expenses. But the excess reimbursement does not generate income.

Yes. Create a template return that has all the forms you want. Then just copy that to create a new client.

This is how I view the forums: http://www.atxcommunity.com/discover/unread/?&stream_date_type=last_visit Sometimes I'm confused because I'm in the Drake forum.

You can check a client's deposit schedule every July after the 6/30 941 is filed by adding up the total liability of the prior 4 941s (9/30, 12/31, 4/30 & 6/30). We have it on our calendar to do this every year.

You submit once a month. You don't have any liability until a paycheck is issued.

Right back atcha, Catherine!

We only use Nuance for adding passwords, making form fields fillable, rotating pages, rearranging pages, redacting and cropping. We use Foxit Reader for pasting calculator tapes into workpapers and adding notes, all using their Typewriter feature.

Since gift tax returns can be filed at time of death, I advise people with estates not even close to 5 million to just keep track of their gifts in case they ever need to be filed. There's no penalty for filing them late.

I feel like almost every year, something I've wanted has been implemented. I'm quite pleased that ATX listens to us users. I keep a text file that I jot down ideas in during tax season so I don't forget to make suggestions later.

There's a link the in Preferences window at the bottom that you use to copy from another computer on your network. Similar to what they did with Print Packets last year.

If you go to the Tax Warehouse tab in Return Manager, there is a column called business that would give you Sch C. There are quite a few other useful columns too.