Lily

Thanks for the heads up.  I read that speed is an issue in another post...  Definitely something to consider.

If I switch to another payroll software, I hope it's something capable of e-filing at least the Federal payroll tax returns.  I mostly likely will immediately switch if Medlin has that feature.

I used AMS (1099-Etc), and now I'm using CFS for payroll.  Is there any options/settings to make Drake payroll work more like AMS or CFS?

Does anyone rely entirely on Drake for payroll?  I mean from inputting wage info to filing quarterly reports and W-2s?

I would let the client figure out which ones are wrong.  But you can register for SSNVS (https://www.ssa.gov/employer/ssnv.htm) to check for them.

2 hours ago, ILLMAS said:

How do you handle clients that do their own books, but you are using an old accounting software version?  

Some clients have the capabilities to let me remote into their computer.  If they don't, I would ask for them to send me P&L and balance sheet in monthly format, and the detail reports.

15 minutes ago, FDNY said:

Are you using the 1040ES E file option in the current year's return?

Yup, I always do estimates in the current year returns.

18 minutes ago, Yardley CPA said:

What do you mean by "using ATX to efile estimated tax payments?  Electronically through the 1040ES payment option?  Is that what you're referring to?  I have several clients who pay estimates using this method and I've never had an issue or know of ever receiving this type of notice.  We include the clients banking information on the 1040ES payment form and the payments are automatically pulled on their due dates. That option has worked well...except for when a payment needs to be cancelled.  That could be an issue.  

Yes, 1040ES, 1120W, and NYS-400/NYC-400.  The problem only started sometime in 2018, and is getting worse in 2019.

I use ATX to efile estimated tax payments (Federal, State, and Local).  Recently, I'm getting lots of notices, this is an example from IRS: "You made a payment of $xxx on March 15, 2019, and we can't determine the correct form or tax year to apply it to."  State and Local tax departments sometimes send similar notices, sometimes they just issue a refund check.

Has anyone came across similar situations?  It's hard to make clients to pay for estimated taxes themselves (whether electronically or with payment vouchers).  So I'm relying heavily on ATX...

22 hours ago, Abby Normal said:

Instructions for LAA are attached.

I didn't know about LAA before seeing your post.  Thank you!

Am I supposed to keep LAA open at all times?

If the payment date is 3/15 or 4/15, you might be able to cancel it.  Then schedule a new payment by phone or EFTPS.

Last year, I efiled a return with Federal estimated tax payments scheduled.  I had to cancel the last payment, so I called EFTPS and the agent was able to help.