Robbie

Problem resolved today successfully. Response was excellent. In the Client Communication Manager you select the federal client letter and the federal estimated letter and restore each, then delete all the letter options originally selected, including state letter options. Save. Then restore your original letter choices. The problem should be corrected. I was attempting this yesterday unsuccessfully. The difference seems to be that you need to delete all letter options after you have restored the one(s) where the problem was evident. I was deleting only the federal letter and the estimate letter. Today, with the assistance of support, I deleted all letter options, and then attached all letter options. That resolved the problem. Apparently the client module letter is "sensitive" to changes so restoring the letters that were showing a problem, then deleting all letters and then adding them back resolves the issue. Not sure why this problem surfaced with this particular return. I do remember there was a last minute change to the estimates just before filing. Also, the voucher amounts were correct. It was only the letter that had the incorrect amounts. I had difficulty determining what had actually been processed by the IRS as I couldn't find a verification in the ATX program to reassure me that the amounts on the vouchers were what was transmitted to the IRS. A satisfactory conclusion thanks to the support staff.

I don't edit letters, but i checked the variable and it links to the voucher payment, which would be 1900 in my example, All the calculations show $1900, the scheduled withdrawals are for $1900, but the estimate letter is stuck on the erroneous $2,000. I think something got corrupted somewhere.

I have a client who wants to cancel his june 16 scheduled estimated tax payments. He couldn't do it when he called the IRS as my letter to him specifying the scheduled payments differ from the actual calculation in the 1040es worksheet. For example, my letter says you have 4 payments of $2,000 and the calculations shows that the payments calculated on the 1040-es planner, are for a $1900. The $1900 was deducted from his bank account on April 15. This is strange. Has anyone else encountered this? I am now worried about any other clients that may have this issue. I have tried deleting the Federal Estimate Template, and then adding it back but, it persists in showing an amount different from the 1040-es calculation

Client whose spouse died in 2024 and for which we filed a final joint return showing the husband's date of death. She received a letter this week saying they have no record of receiving the tax return for the tax period ending Dec. 31, 2025. It also refers to payments or credits for 2025 of $XXX. ???

Last year, as I am approaching complete retirement, I "retired" my extension clients. Same story, they waited until October to get their papers to me despite me contacting them and advising them that I needed to be finished by Sept 20 as my daughter was visiting for the first time since Covid changed everybody's lives. My daughter arrived and I was still processing returns on the last filing date. This year I noticed some of my "timely" filers were much later than usual. There was illness to blame for some of that, but I do believe that the community is still suffering effects from the last three years of living with covid. They just seem to be functioning differently. That said, reducing my work load so that I am finished by April 18th is great. I have a couple of returns that need a K1, but no voluntary procrastinators.

I print a pdf of the letter and the tax return for my files after I have created an efile and use that to print or email to the client. So that isn't a problem. The problem is after doing that and closing the file, the next time the file is opened on ATX the federal and state estimates are different from what I transmitted. I've never had the file change before after creating an efile without the original efile being flagged red. Weird. The first time it happened I was afraid that the incorrect numbers were transmitted to the IRS but I am told that didn't happen. Nevertheless, I will monitor those clients and confirm that the direct debits for the due dates are accurate. It was a lot of fun to lose an hour or two of uncompensated time.

On the last two tax returns that I have efiled, the client letter changes the direct debit amounts for each of the quarterly payments to a wrong number after transmitting the efile to ATX. I just spoke with a representative at ATX who, after half an hour, told me that it is a problem with ATX and they are working on it. I was told the efile transmittal to the IRS used the correct numbers, not the incorrect numbers appearing in the client letter after I have filed.

I am in California and semi retired this tax season. This year I eliminated my out of state tax returns and eliminated the procrastinators who wait until October as well as the clients that I just didn't want to interact with any more (high maintenance). Last year was difficult for me, so reducing the work load to a very manageable schedule is working out well. I am four years in remission from my cancer, but that nasty beast will come back in the future. Now my client base has been cut in half it will be easier in the future to close up plus I don't have the stress of getting the "I don't know...let me explain!" answer to a simple yes or no question. Simplifying one's life has a lot going for it!

Check the Ca 540 NR instructions for "Do I Have to File". It could be that your CA source income is below the threshold for filing. Ca source income would be income only from your Ca residents. https://www.ftb.ca.gov/forms/2021/2021-540nr-booklet.html

First time abatement penalty can be used again after four years. Alternative is reasonable cause for a penalty abatement. However I requested the FTA and includes a reasonable cause abatement request due to illness for a penalty on a 2019 return. Both were denied for no clearly stated reason and I have filed an appeal. Covid shut down has prevented any action other than denials of the request for abatement. So every 90 days or so we get a letter saying they need more time to process the appeal. It's ridiculous. The FTA is statutory and shouldn't be discretionary on the part of the agent, but they can't seem to get that fact through their thick heads.

Thanks, Abby. Pretty much lean and mean, and frequent reboots, but it hasn't crashed for several days (cross my fingers) since I changed the allocation of resources. Thanks for the information.

Ok: I haven't had to use LAA. I figured out yesterday that my computer wasn't configured correctly, so a few changes to optimize my memory usage seems to have done the trick. Ah, slow learner.....

Thanks, if the problem persists, I'll give it a go

Well I have this problem. Go to print and ATX 2022 disappears. Used chat Wednesday for the response to open taskmaster and close ATX 2022 down, which works, so now I know to do that to get ATX 2022 to load back up. (spent about 3 hours yesterday trying to fix this) - wasted time. So now to really fix this, I should go to large address aware website and load a program that I know nothing about, and do some configuration, so it will fix my ATX 2022. Sorry, I am old and confused. I retired half my clients this year so I could breeze through my tax season. That's not happening. Robbie

same problem. I've got one out there for almost 24 hours and all processed this morning are still showing as transmitted, so you are not alone. The returns filed two days ago took a day to get processed, so it started this week on Wednesday Robbie