Randall

I keep Fed and State return separate for quick access (separate pdf for 8867 too). Also other business local returns separate. Combine all others, letters, worksheets, etc. When 8879 is signed, I scan signed version back in for a pdf copy.

Thanks for explaining the difference. I do try to click save now and then while working in a return. Can't help it if there's a crash but I wouldn't want to unplug my computer just to test it.

Did someone say the auto save doesn't work in ATX? I opened a new client just to put some numbers in to see a hypothetical outcome. Put in the names John and Jane Doe. Did not click save. Closed the return, was prompted to save or don't save. Clicked don't save. But in the return manager, I had an 'Auto Saved Return' with John and Jane Doe. I'm not sure if this is the same thing, but this return was auto saved.

I just received a Fed 1040 efiling as accepted with messages. This is a first. The message was 'if you need health insurance, then listed a website. The return was a dependent's return not claiming herself.

Client asked if his SEP-IRA could be designated a Roth. I didn't find that it could. I know Roths can be part of 401, 403, 457 accounts. But I didn't see anything regarding SEPs. Anyone know differently?

ATX website shows Ky 765 (Partnership) efiling estimated release date as 2/13 but also shows it released 2/8. Any one in Ky been able to efile a 765 yet? My return showing still unable to create efile as forms not yet approved for efiling. I was just wondering since the website shows it has been released.

I see Practical Tax Expert under Federal Tax Editorial Content. A list of topics available. It doesn't say Pro though. I also have under the CCH Tax Prep Partner Series, not just 1040 but 1041, 1065, 1120 and 1120S.

Abby, what's the TPP 1040 Lite. I see in the comparison chart, that's listed under the Max package but not the Total Tax package. I think I have that under my package. I didn't see the TPP 1040 Lite listed as you mentioned but I have the CCH A LINE D in my list of items in Intelliconnect. I still don't get anything when I click on the 'Open Tax Research' link in the popup. When I right click in a form line, I get the menu. Clicking on Master Tax Guide takes me there but when I click on the 'Tax Line Research' item in the menu, I don't go anywhere. I have to click on the green button at top 'Tax Research'. Thanks for your earlier tip on doing that, then Federal Tax, Fed Tax Editorial Content, CCH Tax Prep, etc. I need to utilize this more.

Thanks Abby. Yes, I have the Total Tax Office package. Not sure how much more cost for each level up.

I'll try it again. I was clicking the link after it grayed out. But wasn't going anywhere. Thanks.

For those who have the Intelliconnect. The latest update is supposed to allow us to click on a line and take us to the research for that line item. Also, hovering the cursor on the line will give us a popup. I am getting the popup and there is a link to go to the tax research but when I put my cursor on that link, the link grays out and doesn't take me to the research. Also when I right click on a form item, I get the popup menu but when I click on the tax research line item, it doesn't take me to the research. I can click on the Tax Research button at top and it takes me to the research but only to the opening screen of Intelliconnect. I was under the impression the new update would take me not only to the tax research but to the specific topic of the form line item. Anyone else trying this in ATX?

I've not noticed the autosave much. I tend to save the return when I'm working on it, when I close the return and several times if I have the return open for a while.

I've not had that problem so far.

This is what I do too. I also like to check 'Incomplete', sort by create date and print a list so I have a to do list in order they came in with info (and how far I'm behind).

My scanner is the older ScanSnap S500. It's 10 years old.

I tried scanning my own. My 10yr old scanner wouldn't take it thru. I'll have to use the copier. Need to set on lightest exposure and expand size in order to read it. Will probably get a new scanner this summer when I get a new computer. Anyone else having trouble scanning drivers license?

Yes, if you have the info. I'm going to try to remember to get the info from everyone so I'll have it when required.

Working on a 1065. I see Ky is finally able to efile the business returns this year (partnerships and SCorps). Won't be available until Feb 13 but I can wait. No more printing the Ky form and an extra Fed 1065 to send with it. Anyone else have that problem with their state business returns? Don't know if it was ATX or the state of Ky but finally got relief this year.

I'm getting the warning too but it's in yellow, not red. So for KY, no problem. I'll have to get the info for my OH clients and I have one for AL.

I don't have too many. But the truncated SSNs are only on the client (Payer) copy. So I've been leaving them truncated.

I've already experienced this!!

Thanks, I hadn't checked it yet for this year.

Last year, Alabama required it. Ohio requires either drivers license number or an email address. And the email address can be the paid preparer email.

Do you complete a 1099 with only the name and amount paid if you don't have ssn and address? I think I've done this in the past. The client would later receive a notice regarding missing info. I was wondering what can you do.

I agree John, a moving target. I think I had 2-3 last year. I don't think we can do anything other than prepare the returns with the penalty and go forward as Jack said.