Abby Normal

I don't use payroll but I think I read on the official forum that you have to check individual forms to print, which is a new feature.

I add a question to the organizer every year asking if they kept a mileage log for all business or rental miles.

I do like the larger print.

All of your data should be in c:\ProgramData\Wolters Kluwer (for 2018 & 2019). Older years are in c\ProgramData\CCH Small Firm Services. And yes, these are hidden folders.

We don't allow it. When they do it and refuse to get it fixed, we remove the asset from the books and tax return, treat all loan payments and vehicle expenses as distributions and do a journal entry at year end for business mileage at the standard rate with a credit to additional paid in capital. The client loses the deduction for interest on the truck, since it's a personal vehicle, but doesn't have to add anything to their W2.

I turned off win 10 updates for 100 days so we won't have to deal with this mess. https://www.forbes.com/sites/gordonkelly/2020/01/25/microsoft-windows-10-warning-security-update-crash-boot-fail-upgrade-windows-10/#79e9b29c341b

Have gotten it several times. Close your browser, or at least that tab, then try again.

Sounds like you have PDFs opening in your browser. The only time I would use that setting is if there was no pdf reader on the computer. Unfortunately, it seems to be a default setting because so my of my clients end up in that PDF purgatory with no clue how to get out.

Download these fix files for every year (everyone reading this should do so as well). https://support.cch.com/kb/solution.aspx/000041746 End all ATX services in task manager (Ctrl+Shift+Esc or right-click taskbar). RUN THE FIX FILES YOU DOWNLOADED AS ADMINISTRATOR by right clicking and choosing 'run as administrator.' This needs to be done on the computer where you ATX data is.

Did someone on here say they used https://w21099.com/index.html? I wanted to ask how simple or complicated the QB import was. I just bookmarked the site today but I can't find the post that mentioned it.

I'm glad it was online and not live because I was spitting bullets! I would've gotten a black mark on my permanent record from support.

Grrr. Maybe I wasn't specific enough, but support says the worksheet is just fine. Issue Summary Social Security benefits worksheet has a bug Description 1040 Line 5 Social Security Benefits worksheet line 3 does not match the one in the IRS 1040 instructions. It is missing line 6 capital gains. This is a copy/paste from the IRS instructions: lines 1, 2b, 3b, 4b, 4d, 6, and Schedule 1, line 9 However, your worksheet skips the 6: lines 1, 2b, 3b, 4b, 4d, and Schedule 1, line 9 Is this on your list of things to fix? Thanks! Joe Resolution Good Morning Mr. Davis, The layout is correct. According to the IRS, the worksheet is correct. The link to which you can see the worksheet for 2019 is https://www.irs.gov/pub/irs-pdf/p915.pdf. Please contact the ATX customer support center at your earliest convenience if this does not resolve your issue. We can be reached at 1(800) 495-4626. Thank you for choosing Wolters Kluwer.

This will be the case no matter what you try. It baffles me how people can't create a password for a new account, and download a file. How do you live in the internet age without those skills?!

Yes, I opened a case, plus I chatted with support and they opened another case.

Line 3 of the worksheet is missing 1040 line 6 capital gains. I checked the 1040 instructions and the description for line 3 of this worksheet reads: Combine the amounts from Form 1040 or 1040-SR, lines 1, 2b, 3b, 4b, 4d, 6, and Schedule 1, line 9 ATX's description omits line 6.

Just wait until they use the 2020 W4.

Most IRS and state forms are fillable these days, and when I encounter one that's not, I run it through the forms feature of my PDF editor and make it fillable.

I just tried the QuickBooks plugin for tax1099.com and worked really well. I had email addresses for all the recipients so I just had the site email the 1099s (SSN was masked). I downloaded the PDF of the recipients copy and I was done. I've resisted this in the past because of the cost, but it saves me labor and buying forms. And if I can email some of them, it saves envelopes, postage and more labor.

Doesn't look like it integrates with QuickBooks. This one does: https://www.tax1099.com/Intuit

We use Foxit for everyday viewing & notating PDFs. We also use Kofax (formerly Nuance) to make PDFs searchable, convert to a fillable form, rearrange, delete, crop pages, add page numbers to ATX organizers, etc.

Did you submit this in the official enhancements forum?

I also use Comodo fee firewall because it blocks certain behaviors and lets me allow or deny that behavior.

Yes you can start and yes the info will flow.

Been using Eset NOD32 AV for over 25 years. Would not use anything else.

The category is determined by the main form in the return. If you add a 1040, it will be under individual.