Abby Normal

No for the losses inside the corporation, but the loans and unreimbursed expenses are all capital losses on the 1040.

Indeed. First time I ever posted about this annoyance, some users defended the warning. I couldn't believe it.

Other Notable Enhancements The save warning on extensions has been disabled by default and you will no longer be prompted to confirm changes if those e-files are only Extensions.

Sounds like it's time to bring back EAR (Electronic Account Resolution)! It was part of eServices but most of my colleagues (ahem) didn't use it so they dropped it. It was so sweet to email the IRS and get a reply sometimes within hours.

You can also change the brightness and contrast on your monitor to make the whites whiter.

Firefox has a Reader View function built in. The icon looks like an open book. If you're on a page that it will work on, the icon will show in your URL bar (where the website address is). Also in Firefox, under Options, Content, Advanced, you can uncheck the box to allow pages to use their own fonts. Then pick whatever font and size you find easiest on the eyes.

Well, at least adding page numbers was quick and easy. Selected all organizer pdfs in Nuance Power PDF, and used the scheme I had set up earlier this year, clicked ok and off it went! Boom. Making them fillable and adding a password has to be done one organizer at a time, but that's what office help are for. It took my employee about 8 hours to add organizer letters and print organizers to pdf for about 300 clients. Thanks for the bug, ATX! And it will likely take another 8 hours to make them fillable and password protected. Thankfully I have employees who don't mind a repetitive task.

http://www.accountingtoday.com/news/accounting-technology/wolters-kluwer-tax-76876-1.html

ATX's client letter templates are horrifically verbose and use a horrible font, so I've pared it down, used a couple of attractive fonts, used a larger point size and added some boldface to highlight the most important parts. I have to fight a little bit with the estimates section when one or more of the estimate amounts are zero, but it's no big deal. See attached. CLIENTTEST.pdf

I was referring to tax return instruction letters, not organizer letters. And I only print, fold, stamp and mail as a last resort. Even then, I try to avoid folding.

A checkbox on letter options to paper file the return. Be warned, if you set the preference to assume efile, this new feature doesn't work. It also didn't work with the first state that I tried it with, MD.

The letters in ATX are so effing weird. When I rolled over my test client (dummy file I always have), the custom letters were included with the return. So I just had to edit it a bit and save for all future returns. Everything about the letters is hidden and flaky. I hate it and I spend WAY more time screwing with letters than I ever did in any other tax software.

Not using their letters would make the task even more tedious.

Printing them separately turns a two minute task into a 16 hour task. I'd say that's a big deal! And what is this paper and toner you speak of?

Batch adding organizer letters failed, so we have to add the letters manually. Batch printing of organizers fails to print the two letters we added in step 1, so we have to manually print each organizer. ATX has royally screwed this up, this year.

My letters are highly customized. I went to rollover in 2015 and it says I have 0 global letter templates. Do I copy/paste or export/import?

Since the 1st of the year, I've noticed that the 2014 server is not running until you start ATX. On slower computers, this will likely give you a 'cannot connect' error the first time you start after booting.

No way would I go with 10. I don't need the headaches. I know all my software and peripherals work with 8.

I only went with 8 because I was getting new computers and I was on XP. I don't think I've ever updated an OS on an existing computer. Strongly in the 'ain't broke, don't fix it' club.

The organizer questions are sorely lacking and need a major revision. I just put a long post over in the Enhancements forum about this. Attached is what I spent more time on than I really wanted to. I know some of you have your own questionnaire in excel, but that would make an already tedious task, more tedious. ATX needs to work on this. 2015 Organizer Questions.pdf

My opinion is that anyone who says the HATE 8, has not spent a month working with it. It's far superior to 7, but not so different that you can't switch back and forth. If you're a heavy menu user (I'm not), then install an add-on menu. I just have my main programs pinned to my taskbar and usually start them with WinKey+#, where # is the number of the icon (1,2,...). Secondary programs are in the Quick Launch toolbar (Yes, it's still there. Let me know if you can't find how to add it to your taskbar.) Any my desktop is still covered with well organized icons.

The sooner the better. I just wish ATX would fix the bug so the organizer letter and organizer engagement letter is added automatically. It's going to be a pain to add them all manually.

I have manually scanned/printed and filed all documents as PDFs for about 13 years. Every 'file cabinet' software I've looked at does not let you access your PDFs without using their software. I don't like that, and I've yet to find any problem that file cabinet software can solve, or any efficiency I could gain.

There will only be one paycheck in December so all forms will be filed on time.

Well the secret is to do some work you love, to give your life meaning and structure, even it's a nonpaying position. I already volunteer at a local nonprofit theater, in several capacities. And I want to get back into Habitat for Humanity. It's fun to build houses! And when you're this old, you need an exercise schedule. And then there's the grandkids! So I'll be plenty busy. Fortunately for me, there's very little I want to watch on tv, so I'm not going to be one of those 'sit and rot' people watching The Price is Right until I die.