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taxperson

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Posts posted by taxperson

  1. Maybe it's time to move back to Maine... *grin*

    Why not Florida? :P You'll need form design and approval specialists, form programmers, efile. Maybe Steve W. would want to pick up a new hobby? or investment? The weather is a factor. It's easier to recruit new hires to work in sunny FL than ME.

    Or forget brick and mortar altogether and build the business electronically. Who wouldn't want to telecommute?

  2. Did Indiana do away with 8453 or is it not updated yet. I have not seen it in the download center although it states Indiana is a approved state to start filing.

    Thanks Dee

    It's gone this year.

    http://www.in.gov/dor/taxforms/pdfs/1345.pdf

    From Publication IND 1345 "Handbook for Electronic Return Originators and Transmitters of Individual Income Tax Returns"

    New Signature Forms:

    Indiana IT-8879 - Due to a change made by the IRS, the Indiana Department of

    Revenue has eliminated the Indiana Form IT-8453, Signature Form, and developed the

    new Indiana Form IT-8879. This form mirrors the federal Form 8879 and will be used

    for the Self-Select PIN and Practitioner PIN Programs. See Page 11 for further details.

  3. ATX and Taxwise are the same company, Universal Tax Systems. ATX and Taxwise are product names, not companies. Both were purchased by CCH - Wolters Kluwer last year. Some duplicated services have been merged (customer support, sales, shipping, HR) but the core product areas are still separate with the Taxwise product line primarily in Georgia, ATX in Maine & Florida.

    It's taking a little while for Tech Support to figure out their secret identities and stop answering the phones as Clark Kent. :)

  4. When UCG took over, things didn't change much. Could be because we still had Steve W's influence or it could be because they were in the game only to resell and didn't want to mess up a good thing. Too early to tell how this is going to pan out. We're still in the 1st quarter of the game.

  5. Has anyone else had this problem? I am trying to e-file an 1120S. I keeping getting the following message:

    EF Info Error: If either the Preparer's Firm Name or EIN is entered, both must be entered or both must be blank.

    I am the preparer and the ERO, therefore I only filled in the top portion indicating that I was both ERO and Preparer. There is NOTHING in the portion that is for the preparers. I have already tried to go to each line and push delete to make sure there is nothing hiding that I don't see. I have also tried to fill in the complete Preparers section, but I am still getting the message.

    Does anyone have any suggestions? I haven't found anything about this problem in the knowledgebase and I have already made sure that I have the latest version of ATX.

    Thanks

    Michele

    Did you enter your info in the Preparer Manager? There's a box there for "Also ERO" that should be checked.

  6. You can convert that pdf to an excel spreadsheet, then make that a 'custom' form. Or you can 'copy' the data in the pdf, go to the Forms menu, select 'Create Spreadsheet', click on the blank first cell, then 'paste' the info onto the form. You may have to widen some fields for the data to show correctly, but it works very easily. Then just make sure it is included in the forms to be transmitted.

    If it's a 1040, 1041 or 1065 return, the IRS hasn't provided a mechanism for attaching files to a transmitted efile.

    For the 10404 "See attached" in a one line summary will work. Just be sure to mail in a paper copy of all the trades with Form 8453. You'll probably need to come up with a date sold. It's early so forgive me if I'm still fuzzy, but I don't think Various can be used. Oh! And on the 1040 EFINFO, Misc tab, there's a box for Sch D Continuation that needs to be checked.

    If it's a business return, there's a KB doc for attaching pdf's to efiled 1120 returns: http://techkb.atxforms.com/TSTKB.nsf/0/e7f...c7?OpenDocument.

    :)

  7. Support might be right.

    Did you open the form in a partnership return? If it's the form I think it is, it wouldn't be created in a partnership return. An out-of-state filer would mail it to the partnership, not the other way around, right?

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