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carolynm

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Everything posted by carolynm

  1. Thanks KC...found it. I wish the MYATX site were more searchable...so far I've not found once anything I've been looking for using their search button!
  2. Jerry; I'm in the same boat -is the conversion program on their website somewhere? If so can you post a link? Thanks Carolyn
  3. How do corp officers file for the exemption? Does filing this exemption mean they don't have to pay FUTA taxes on their wages?
  4. Directly from the website:
  5. I calculated the loss carryover using this IRS woksheet Is this not the correct worksheet? Diane - I'm with you, I just don't think the program calculates this correctly.
  6. Is it me or is my 2007 ATX not computing the correct NOL Carryover when I roll forward this return: Facts: Clients nol carryover from 2006 to 2007: $120,000 Clients AGI (disregarding the prior year nol) $10,000 Clients Itemized deductions: $20,000 Is the NOL carryover to 2008 not still the whole $120,000? ATX is reducing it by the $10,000 in income on page 1. Don't the itemized deductions offset this when calculating modified income? Thanks Carolyn
  7. I'm a TX CPA and TX Franchise tax returns are due on Monday. I'd like to make sure I have completed all of my franchise tax filings. Since these forms are in a client atx file for a 1040, a partnership or corporation, I can't at a glance make sure I've completed them all. Is it possible to search returns for all returns containing a certain form, say 05-102 ? I thought perhaps the box called find at the top of the return manager would work but searching using 05-102 doesn't pull up any -so obviously that doesn't work. Is there a function in the program? If not I'm going to suggest it! And if it is not there how do you all make sure you get all returns of a certain kind completed if they are not listed separately in the return manager? Thanks Carolyn
  8. I think I figured out what I was doing wrong-it would appear that the first state on the apportionment should be the home state. When I changed the ordering of the states the figures flowed for the most part- a couple still didn't get there but at least most of them flowed!
  9. I'm hoping someone can help me with this. I am doing the state returns for an S corp with business in 4 states. I have completed the apportionment schedule (had to overide fields for the state figures in the Asset section). Now I'm doing the state returns and the apportionment information is not flowing. Right at the top of the CO 106 is says "multi-state apportionment should be entered on the apportionment form" -which I have done but the information is not flowing? Is there a box somewhere to tick to say use the apportionment form or something? I don't believe the apportionment is flowing to any of the state returns. Thanks for any help you can provide! Caorlyn
  10. That's right I totally forgot the program had a relationship with a bank...I'll call and see.
  11. Can we use fee collect through the October 15th filing deadline? I don't want to tell my customers that this is an option for payment if it is not!
  12. I don't think this is the case here, as I was surprised how well the computer runs when ATX is not running. I have search and destroy (for malware) and avira (for viruses) running.
  13. Does anyone have any tips to make this software run with some kind of speed? I thought it was my computer beginning to stutter but after a couple of days without a complaint and not running ATX...I realize it's ATX. I shut down every evening but it seems after I've been in the program for a while it turns into molasses. I eventually have to shut down the whole computer. I have 1 gig of ram on a 3.2ghz pentium puter...do I need more ram, more computer? I'd love to see if I can't speed this up before next year..I get tired of waiting for my computer to calculate! Carolyn
  14. I was just wondering if there is a value to filing an extension without payment? Each year I file a lot of zero extensions ie zero tax liability, zero payments made. Is there any point to this? Then there are those who owe but don't pay. I think there is value to the latter but not the former. I was up late last night filing a bunch of these and was wondering if I really was wasting my time.
  15. I do that but I don't think it actually removes the list. If you go to the pages and worksheet tab they still are listed there.
  16. How do you delete an itemized statement? I can delete everything on it, but cannot remove it without removing the whole schedule. I'd like to clean up some files...
  17. I like to display only incomplete returns. Everytime I load ATX it shows me them all, and then I have to click the incomplete box again. I've tried to change the setting in options "return to default" - I've tried with it checked and unchecked but everytime I open the software -all the returns are displayed. I'm sure I'm missing something simple, and this isn't a big deal but it is driving me crazy! carolyn
  18. Yup! It is the same software just packaged with TRX branding. I am a TRX customer, Taxwise didn't work out for me...so I'm back on ATX through TRX.
  19. I use 4inkjets They have a good assortment of inkjet and laser cartridges and decent prices - and even take back "dud" cartridges.
  20. Isn't his SS# on the letters?
  21. Try this link:http://www.cra-arc.gc.ca/E/pub/tg/5013-g/5...html#P268_16439 I'm thinking you would probably want to file to get a refund, but that you don't have to file. I"m a former Canuck, but it's been a long time since I prepared Cdn taxes regularly. I prepared a few returns a couple years ago for former residents who puller out money from their RRSP's and such...they ended up with refunds.
  22. I"m doing my first fee collect -for the ID what ID is suitable? Do we have to see the ID? (I've got a customer who faxes me the authorization). Also what are the forms that need to be signed? Are there 2 authorizations to be signed plus the 8879? Thanks Carolyn
  23. Has anyone done an S corporation and then imported the information to the 1040? I"m having problems with the Sec 179 section. It's wanting me to create a form 4562 for each spouse and then I think it wants an asset worksheet..there must be an easier way. Can I just override it?
  24. Now that is an interesting tidbit. I tried out Drake using PPR last year. I was very impressed with the speed, support, and accuracy. However the navigation killed me. There are a lot of forms I may only use once in a tax season and the learning curve trying to find out where to get something checked or entered would have killed me if I used it as my main program. I can see why once people master the program they stick with it -navigation seems to be the weakness, and once by that you'd be set. I will definitely revisit Drake if the navigation has changed. Carolyn
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