Abby Normal

If you have bad or duplicate payers in a return, and the 'Add to Payer Manager' box is checked on that input form (W2, 1099's), when you rollover that return or open/close that return, those bad payers get added back. This is why I add multiple W2's and all categories of 1099's in Customize Master Forms and click the 'add to payer mgr' box TWICE so it's unchecked by default. The missing feature of ATX Payer Manager is the preference to have the 'add to payer mgr' checkbox off by default. Then you can check the box if you find a payer is not in your list, and you think you'll use it again. Would also be great if you could choose which forms you want to use Payer Manager with. For example, I'd only choose W2 and 1099R. People often enter account numbers or account names (escrow, rental, etc.) after the bank name on 1099 INT and DIV which you do not want in your payer database. But honestly, duplicates, crazy long names, incorrect EIN's, typos, etc., are not really that big of a deal, especially if you sort payers by EIN instead of name, which is the better of the two ways to use payer manager.

Yes, turn off all ATX services on both computers before moving data. And you may need to run the database repair bat files if you get errors when you open ATX on the new computer. We moved about 8 years of ATX data to a new computer and had to run the repair bat file for 3 years.

I didn't check 1099R's, just Social Security withholding. Is it a red error? If not I'd ignore it. I was working in my test client return yesterday and was getting a ton of blue errors for overrides on banking products that I don't even use. I just unchecked the Overrides filter so I didn't have to look at them.

You can always run the ATX Admin Console to see where your data and backups are being stored. Admin console is located here: C:\Program Files (x86)\Common Files\Wolters Kluwer\ATX 2019 Admin Console\Sfs.ServerHost.AdminConsole.exe C:\Program Files (x86)\Common Files\Wolters Kluwer\ATX 2020 Admin Console\Sfs.ServerHost.AdminConsole.exe Also, the default location for ATX data and backups is a hidden system folder called ProgramData. You might have to change windows view settings to see the folder. Alternately, you can type %programdata% into file explorer location bar to get to that folder.

I heard it on the ATX users facebook page, so when 1040 updated yesterday, I tested it and there was no red error.

ATX realized their programming blunder and you are no longer required to enter an EIN for each group of forms that have withholding. It was a tremendously stupid idea to begin with because most people have multiple W2's, 1099s, etc., and the efile already contains the EIN for each W2, 1099, etc. I'd love to know what the concept was behind this idea to begin with, as I can't see any problem that it was solving.

You moved the data the wrong way and created a new database. It's not too late to start over and do it the right way. You learned the hard way that export/import is not a good way to move your data. You don't get any of your settings, preferences, preparers, form customizations, etc., etc.

You can customize the 1040 Ln 25-Tax WH tab to have the SSA EIN always there for you, in case you have withholding on a 1099-SSA, and it will NOT give you a red error if there is no SS withholding!

Adding this to my list of form customizations, unless it causes an error to have the EIN with no withholding amount. brb

Sometimes I'll look at last year's 1098 and call the automated line for tax info. We usually have all the info needed to pass the ID check.

What happens if you enter a made up EIN (31-1111111)?

I've heard the 3 dots menu referred to as the sushi menu and the 3 dashes, stacked vertically, is the hamburger menu.

https://www.irs.gov/newsroom/2021-tax-filing-season-begins-feb-12-irs-outlines-steps-to-speed-refunds-during-pandemic

If the IRS isn't going to automatically send a new one, that's nuts. When you're already a victim of ID theft, they mail you a new PIN every year, automatically.

I sat through the IRS webinar on this and quickly decided I would continue to fax them, unless I was in a terrible hurry for it to be entered in the CAF system.

Once QuickBooks updates for the new year's forms, you can't go back and print prior years. More than once I've printed prior W2's to pdf and edited the year on every form. You might find an online service or software that will do the 2019 1099's.

I wish. I've submitted an enhancement request for a feature to collapse the icon ribbon and encourage everyone who doesn't use it much to do the same. That's precious screen space I'd like to have, but I doubt ATX has any interest in programming a 'hide' button for the ribbon, like most other software has. And this year it's even worse because they've added more crap I don't need or use and pushed the few icons I do use off the screen, when I'm not running ATX maximized.

You increase basis by enter an other addition on the K1 basis section (for entities) and the basis worksheet for 1040's. BUT you'll still need an M-1 adjustment for the nontaxable income.

This was a problem last year. I don't use ATX's payroll products but I think it had to do with not checking any boxes to say what you wanted printed.

I usually just efile and let ATX reject it (which happens quickly), then recreate the efile and it's fixed.

That's why we almost always use safe harbor amount for estimates. Then you can wait till 4/15 to pay any amount owed. And now you'll have to use the longer annualized income method to determine any underpayment penalty.

I'm encouraging direct deposit and direct debit for everyone. That's quite a hole the IRS has dig themselves out of!

You don't need special server software to run a server. We just have a modestly priced windows 10 computer in a closet that everyone accesses. You just share the drives/folders that contain the data.

But what is the coverage like? Are these plans nonprofit to keep the overhead down?