joelgilb

Added another link there myself, just a little while ago. Let's work to get the membership up here! joel

I have several PDF printing programs, including the Full Adobe, but I also bought PDF Factory (after using the one ATX had bundled), and use it for so much more than ATX. Nothing seems to be as convenient as this program. Worth every penny! And BTW, makes it easy to add security (passwords) to the file for safe emails and printing of just the pages you want. Also very easy to delete pages you don't or accidentally printed. You can also add pdf pages from multiple programs by continuing to print until you have everything you want in the file. I will even print to if from Adobe Pro to easily combine files. As for security, I add a password that includes 4 letter of my clients name (sometimes first name, sometimes last depending on their email address) with the last 4 digits of their SSN and tell them that right in the body of the email (not the pwd, but how I created it). So far everyone has had no problem with it. For instance if a client has a name of John Smith, email [email protected] and ss# 123-45-6789, the pwd would be john6789, if email was [email protected], pwd smit6789. So someone would have to know the name and soc # before they could open it. Joel

Ok Ok, I did go to the other boards and answered the poll here that I would not. But all I did was direct someone to this board for the same question I asked 5 minutes ago! <---- Hanging head in shame! Joel

I have a client that made an 83( b ) election last May. Now I need to attach it to his 2007 1040 return. I am wondering if this can be e-filed and if so, how to do it with ATX. Also, that brings me to an another question. When we create custom spreadsheets, statements, itemized lits and lists with ATX, which if any are e-filed with the return to IRS? Does anyone know? I tend to create spreadsheets in ATX for workpapers and also have created a custom "Point Sheet" to help me keep track of missing items and questions and to use a a place mark when I stop a return in the middle etc. Rather IRS not get these. Joel

I thought we left the bashing at CCH! That is not what this board is about. Joel Member info available for all to see.

It takes 1000 "ATTA Boys" to get rid of one "Oh Sh_T". Wonder how many "ATTA Boys" CCH needs? Joel

HUH??? How do you see MFJ, MFS or Qualifying Widower. Am I getting old?Oh yea, I am... but New Tax? Is this like New Math? And a W-7 is an Application for and IRS Individual TIN. So I presume she does not have a residency status that allows her to work here, as we all know you can't work legally using a TIN. (SEC - YELLING AT MY SECRETARY - SHUT UP BENITA, I am not speaking to immigration here and yes I will pay you this week. lol) Head of Household Generally, you may claim head of household filing status on your tax return only if you are unmarried and pay more than 50% of the costs of keeping up a home for yourself and your dependent(s) or other qualifying individuals. So, his baby she can't work as doesn't even have an SS# let alone TIN, she has no income, and he contributed more than half the support. So, HOH seems like the logical choice. and maybe he can claim her as a dependent as well! Looks like she qualifies. I claim all my illegal immigrants living with me. (Sorry Sec Again - SHOUTING AT SECRETARY AGAIN - SHUT UP BENITA, I am going to claim you again this year!) Joel

Cut the 1040V? I know you are supposed to but why waste the time. I suggest to my clients that they pay by direct debit from their bank and so far almost everyone seems to like this option. For those that don't, I let IRS (or in the State) cut the d**m form! Joel :wacko:

I would have expected depreciation rules were similar to using ones house for day care, but for a B & B it looks like you can only depreciate areas that are used exclusively for business and not common areas . Here is a link to the 2007 Master Depreciation guide as I could not find one to the 2008 guide. Note that this answer could have changed and the 2008 guide might be worth looking for as this would be one that I think would be arguable in front of the tax court. http://books.google.com/books?id=TWptAV2EN...hl=en#PPA130,M1 Joel

As Taxperson indicated the 1310 is only used when you have a refund, and my client does not. So in this case there should not and will not be a 1310. Joel

Thanks Much. Looked everywhere for this and I didn't think to look on the 1040EF schedule. Even tried adding a 1310 when I don't need it, but thought that would cause different problems. Joel

Oh, I think I did not answer your question " Are 24 inch monitors big enough?" Can any monitor be big enough? I think I want at least a 73 inch 1080P monitor Joel

I have a client whose parent passed on last year. Will, but no probate as all assets were in a trust. 1040 has income and schedule A deductions, but no tax to pay, so I do not need a 1310 for the representative to claim a refund. I E-filed the return and received 2 rejection codes and I don't know where to enter the information to clear the rejection. Codes are as follows: 1. 1040US1019 Form 1040/1040A/104EZ Personal Representative Missing, Form: RET 1040 Occurance 1 Seq 1328 - If the status is not married filing jointly and the date of death is filled out then the personal representative information must be entered. 2, 1040US1019 Form 1040/1040A/104E Foreign Address not allowed - If the filer or spouse date of death has been entered then the name of the surviving Spouse or personal representative must be entered in C/O Address field. I have the information of course, but the problem is, that I do not know where IRS wants me to put this information on the 1040. Does anybody know where to input this? Joel

I have a client whose parent passed on last year. Will, but no probate as all assets were in a trust. 1040 has income and schedule A deductions, but no tax to pay, so I do not need a 1310 for the representative to claim a refund. I E-filed the return and received 2 rejection codes and I don't know where to enter the information to clear the rejection. Codes are as follows: 1. 1040US1019 Form 1040/1040A/104EZ Personal Representative Missing, Form: RET 1040 Occurance 1 Seq 1328 - If the status is not married filing jointly and the date of death is filled out then the personal representative information must be entered. 2, 1040US1019 Form 1040/1040A/104E Foreign Address not allowed - If the filer or spouse date of death has been entered then the name of the surviving Spouse or personal representative must be entered in C/O Address field. I have the information of course, but the problem is, that I do not know where IRS wants me to put this information on the 1040. Does anybody know where to input this? Joel

I recently purchased a Scepter 24 inch monitor and atx runs on it beautifully,less but you still have some scrolling. Took my old 19 monitor, turned it sideways and put it to the right of the 24 inch and now can drag programs across the 2 monitors. So due to the width of the Sceptre, I am able to put atx 2007 on it, Adobe next to it on the same monitor so I can see my clients faxed or emailed data (my fax auto converts files to PDF) and last years taxes on the old 19 inch monitor. Great productivity, should have done this a long time ago. Joel

I have noticed a problem with the ATX client letters. Whenever I change or add a custom paragraph to the letter, the first letter of one or more of the other paragraphs disappears. To correct that at this point I have to duplicate the first letter of the sentence. ie: It changes to IIT. Joel

Is it possible that it was called Mercantile Bank Corp. (MBWM) not Mercantile BankShares and if so, you can get the history from many sites, but I tend to like yahoo. Here is the link for MBWM on Yahoo. http://finance.yahoo.com/q?s=MBWM If this is not it just search Mercantile and you will get more choices. And I am not kidding. <----- Not Booger. Joel

Sometimes you can be a real booger, Booger. lol Joel

Have a client whose father died last year. Father had a living trust and all assets from his estate were or went directly into the trust on death. The kids/beneficiaries took a substantial amount of the personal assets and then contributed them to various charities. If I treat the contribution as made from the trust I do not see anyway to pass this through to the kids and there is no income at the trust level to offset. Since it is the kids that actually made the contribution, does anyone see any issues with treating the personal assets as a trust distribution and then as a contribution from the kids directly? Joel

Thanks, but I checked this out and its not the same company. This co makes a high end accounting program of the same name. The Pacioli I am talking about was created by M-USA. They made a Windows version before they went out of business and that is apparently they are looking for. Joel

Anyone have some suggestions as to what would be a fair charge for online payroll services? Joel

Bless you Booger! Gesundheit (properly pronounced Gaze und hite)

I copied this quote from another post, as I thought it provides another option. One I had never heard of before. Looks like this company charges a $299.00 membership fee and then provides the software with unlimited efile. Don't know anything about the capabilities of the program, but at $299 I wonder if it is a bit on the lite side. Joel

You are correct that some of the developers of DacEasy created Paccioli, might have been the founder after he sold DacEasy. As for the machine that this runs on, I believe it is an older DOS only machine. The friend/client that uses it is a small local RE Title company. I have been trying for years to get him to port his accounting over to one of the more modern software programs, but he insists that that Paccioli does some things that the others can't. He uses it to keep track of not just the companies income and expenses, but commissions earned by his attorney title agents, myself included. He believes that Paccioli made a Windows version prior to closing its doors and was hoping to get a copy of that before his DOS machine dies aa natural death. Joel

I think we are all with you Mel, myself included. If you need another beta tester, I would be happy to help. Joel