Randall

Keep us informed on how it goes, especially after tax season. I'm keeping my eye out for the future. So far, not really a need.

Does the billing statement go to the IRS in the efile? It doesn't show up on the list of efiled forms. But earlier, I got an a rejection that my billing statement wasn't the latest version and I needed to update that form's version. I did not get a notice when I created the efile, only a rejection after transmitting.

Not sure if your are asking about my ATX question or the Forum layout. I think I got my ATX question (client letter) answered from the ATX knowledge base. Once I click on View New Content, I am now looking at the forum column to see if the topic is general chat or TRX before I click on the topic. So I think I'm ok now on this. Thanks.

I never sign the letter. I compose the letter FROM the client TO the IRS. Client signs.

If ATX is not piggybacking the state efiles, it still seems they are sending the state returns to IRS. I get acknowledgment status reports the state returns are IRS Cleared. So it seems that they are really piggybacking thru the IRS system, they just are transmitting the Fed and state at the same time. Is my understanding of the process correct?

jainen, MN dhawk, samingeorgia and others. Good to hear comments from the other side for a change. The talk show hooligans seem to rule the media.

Was there a discussion earlier about the billing invoice going with the efile? I had a rejection because the billing invoice was not the latest version. When I checked my list of efiled forms, the billing invoice is not listed. Seems there was a discussion of this info going to the IRS and the possibility of IRS auditng us using that info as a basis of our income. I like to use this invoice as a guide and input form rates knowing this will be higher than I actually bill.

Poor analogy. Lots of problems with our system. I'm not one to 'soak the rich' but then when I think of how they are compensated, I'm left wondering if they are really earning it or just back dooring it from the govt.

Wow. I must have missed something. I see above ATX Community > Other vendors > TRX I guess there's a separate forum for TRX. I usually sign in, click on View New Content and go to topics of interest. I assumed this was all ATX. I must have posted my original post under the TRX forum. Oh well, I'll try to watch for that in the future. Thanks for the note.

It doesn't appear that ATX allows us to create the efile, much less transmit it to ATX.

Thanks. That's what I decided to do. I don't use my Client# column either. I just put 2/14 in so I'll know which ones are in that category.

With the delay to file returns with Sch A, how are you tagging returns completed so you don't miss transmitting any at Feb 14? ATX won't let me create the efile. I was going to use my Efile Manager list to keep track of these. Now it looks like I'm going to have to wait until 2/14, go into the return, create the efile, then transmit.

ATX

Thru ATX MySupport link. In program Help/MySupport.

Problem solved. Knowledge Base 10266

I like to combine my Fed & State letter. Last year, when setting up the return for efile, the Fed portion of the letter used the efile wording but the state (Ky) wording remained as if it was a paper return. Once I actually created the efile, the state portion of the wording in the letter changed to the efile wording. This year, even after creating the efile, the state wording remains as if it were a paper return. Anyone else see this going on? I do see (and saw on this forum) that ATX is no longer having the piggyback system. Any quick way around the letter problem other than editing the wording on every return?

I'm not sure if I had the same problem. I installed QB2011 on my new computer. I tried to copy the older QB versions to the new computer. Didn't work. I had to use the cd and reinstall. QB2010 seemed to go ok. But the earlier versions wouldn't install. Kept getting a message that a QB program was currently running. QB tech person told me to go to task manager/processes and end task for QB (such and such) with the 32 at the end of the file name. That worked. As for restoring old QB files, I always put my client company files in my own filing system and not the QB default file (I could never find them that way). I have labeled them as to which QB version they are from. I do this because many clients don't upgrade their QB for years. Not sure if this helps but just in case.

Yes, your fees are too low. I thought my fees were low and they are. I'm a CPA too. I've been quoting higher fees for new clients and raising my fees a little each year for existing clients. I've never had the guts to double the fees though.

I do online updates too. But I've always updated with the new CD when it arrives, then immediately do an online update too. In the past ATX has said the CD will not overwrite any online updates that came later than the CD update. I sent this into ATX to see what they say. The funny thing was that the Rollover Manager listed my returns under the 'Rolled Over' category. They just weren't listed in the Return Manager. Also, the backup files were there under the ATX Program Backup file which was done automatically. When I used the Restore function, the file that automatically displayed showed nothing but when I browsed, I could go to the ATX Backup file on my HD and select it and it filled in the Restore window and I was able to restore the returns I had completed. Whew! I will probably not update with the CD anymore because I will have a lot more work completed by that time and can't take a chance.

Instead of unchecking, I usually do the opposite, click on custom, then check the forms I want. Not sure which way is better.

I was able to do a restore from the backup file. The returns are back in ATX. A little scary though.

Just received the latest ATX CD, 12.30.2010. I installed and when I opened the program, no returns in the return manager. I haven't done too much so far, just a few W2/941 returns. Anyone else have this? I wonder if I did something different.

Is this something specific to ATX? Or are certain states just opting out of the IRS piggyback system?

Finally. A voice of reason.

I'm going to start efiling business returns, 1120S, 1065. Although I think I can only do Fed. I have been postponing this because KY isn't ready and the piggyback system isn't available. But I think I'll go ahead and efile the Fed and paper the KY. Also, I've got to get myself more efficient with time. Stop wasting a lot of time going thru emails, snail mail, and other attention distracting things. And I plan to sleep in a little later here and there. I think that will help me be more alert and more productive overall and get more done.