carolynm

gailtaxes-that's it! Thanks so much!

Everytime I open ATX I have to click in the return manager to show me only incomplete returns only. Seems to me I didn't use to have to do this-is there a setting for the program to remember current return manager settings (it's not the sort by default button in return manager preferences...) Carolyn

Which of the Tenenz 1099 envelopes fits the ones laser printed via ATX?

What do the document management programs offer that the simple add to customer folder system doesn't do? Just curious if this is something I should be investigating..

Me too...I hung up and sent an email because I had a couple of questions on renewing. I was wondering if we could cancel before the software shipped should we want to? Does anyone know? What advantage does deferred payment give a subscriber other than locking in a price (there is no discount for that)? I do have a form I can fax in. Not sure if I will... Incidentally TRX answered the phone straight away when I called for a demo of their new software....hmmm

Then I guess I need to report this to ATX...it's a glitch in the 1065 program.

Can I chime in here on the asset bought sold same year depreciation topic? Yesterday I was doing a 1065 -they bought & sold a racehorse in 2010. ATX is calculating depreciation on this asset - I didn't think it should and have overridden it. Is there something I'm missing?

I'm cleaning off my shelves as my little office is way too crowded. I have a bunch of Tax Reference books I'm going to throw out but figured I'd offer them here in case anyone wants to complete their library... Free for postage: 2002 Quickfinder Handbook -Form 1040 2003 Quickfinder Handbook - Form 1040 2003 Quickfinder Small Business 2004 Kleinrock Federal Tax Update 2004 Kleinrocks Total Tax Guide 2004 Quickfinder Tax Planning for Individuals 2005 Kleinrock 1040 Library Quick Reference Guide 2005 Kleinrock Quick Answers 2005 Kleinrock 1040 Library 2005 Quickfinder Tax Planning for Individuals 2006 Kleinrock 1040 Quick Answers 2006 The Taxbook Deluxe Addition 2006 1040 Express Answers 2007 1040 Express Answers Please email if you'd like any of these. I will keep them for about a week and then they go to the burn pile. Happy new year Carolyn

Try syncing - I noticed I hadn't received any acks for my files transmitted early last week. I just ran the sync function and it updated my end. To sync go to support-customer service utilities -and choose synchronize with EFC. Carolyn

I just renewed..$849 shipped -727 and change, before taxes and shipping. I hope I'm not making a mistake...even after discounts not nearly the deal TRX offers -but gosh I just don't want to go through the change.

How much is the ATX asset manager after the 40% discount?

I found that too...and explored further. It seems those sheets are available to certain fields only -and not ones I'd need them for. I only found a few of them. Bummer. What worries me about going with TRX is how long they'll offer THIS program...I don't want to switch and have to switch again. I'm leaning towards renewing with ATX -I'm comfortable with it (long-time user), have tried others and keep coming back. And at least with ATX I know it's limitations and what to watch for.

Can anyone tell me if the TRX Taxworks can import Excel spreadsheets -I have set up quite a few in ATX and just love to be able to each years figures in these spreadsheets and have the program do the allocations and take the figures to the linked fields....

I might be able to help...I just called TRX for support with the 2007 program (my disk doesn't have the updates and won't open my clients files as they were created with a newer version0. They gave me this website: Intellitax prior years. The 2006 is on there too. Carolyn

Can't recall - can someone save me looking it up? Rejected acks for extensions -what is the deadline for resubmitting them? And if we print rejection and mail is there a deadline?

Curious if your answer would be the same if an individual owns a commercial property that also includes a mobile home -a dump but a home, and then this year moves to a separate principal residence. Title to the "dump" has been in LLC for 2 years now (LLC owned by the individual).

LOL...thanks for the chuckle.

2009...

My client made a ROTH IRA contribution in 2008 but it turns out her income was over the threshold. She withdrew the excess before the deadline for filing a 2008 tax return (including extensions). She has received a 1099-R with Codes JP -I inputted it and it's getting included in taxable income. Should I not be inputting this slip because it was a ROTH? On the 1099-R summary it's showing up on the excess contribution line P and J-early distribution no known exception. Am I missing a checkbox somewhere?

Hmmm...I'm still waiting on a bunch I filed on 03/14 - should I be panicking? If the get rejected I hope if I mail them with a copy of the rejection notice that they will be accepted. I haven't got any acks back on any 7004's yet.

I recall PDF Factory used to come on the ATX disks. Anyone know what version of the disk it was on? I'd rather not buy it when I already have it somewhere...

If you do the extensions in bulk does it add it to the taxpayer file ie when you open up the taxpayer at a later date will it show the 4868 information?

I'm not worried about the client who I filed 1120-s forms for last year -that's easy. I've got them done. I just recall filing a few S corp elections last year ...I think they show up as "other"...I think I've got them now but is it possible to save type "other" files with a specific name? For example..if I prepare a 2553 I'd like it show as a 2553 in the type field of the return manager.

Is there a search somewhere within ATX where one can search for all returns containing a specific form? I know I filed a number of S-corporation elections last year and want to be sure I don't skip them when filing the extensions today. Thanks Carolyn