Abby Normal

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.

We are auto-renewed by Intuit and just download the software every year. Haven't had a CD in quite awhile and don't want one either. I include the install files in my backup so I have no worries about losing it like I might with a CD. We just get one license in January and buy 2 or 3 more around mid year. Sometimes we can find a sale.

We can finally copy preferences to other computers so we only have to set them up once. Yay! We can choose a default font for our letters. Double yay! We can bulk set sections of Print Packets. Yay! We can set it to enter in all CAPS so I don't have to worry about data entry folks using mixed case. We can bookmark PDFs. Nice. Zip code lookup? Thanks!

We use Nuance Power PDF Standard. We found version 1.0 on ebay for about $30.

There's a lot more in the law, including eliminating Roth conversions. http://www.finance.senate.gov/ranking-members-news/wyden-proposal-would-crack-down-on-tax-avoidance-in-retirement-plans-create-new-opportunities-for-working-americans-to-save

We often don't do any withholdings for that very reason, but I'm just not sure it's technically correct. If the S corp shows a big profit, it's nice to have some extra tax paid in, especially if the client is one that doesn't make adequate estimated payments.

We like to add it to the last paycheck of the year so there's money to pay the withholdings. If you're going to issue a separate paycheck, it has to be a zero paycheck since this is a non-cash income item. We create a pay item called Company Paid Taxes to zero out the paycheck. You have to adjust it several times to get it to zero out and/or adjust fed or state withholding by a small amount.

Tesla has whole house batteries you charge with solar panels to keep you going.

Envelope handling is always the biggest bugaboo with the lower end printers. With my $99 brother printer I have to open the front and the back, flip two levers down and still half the time the envelope doesn't feed. No idea why it's intermittent. Envelope printing is very important in my office, as it likely is in many of your offices, too.