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Medlin Software

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  1. I put one of my minions (kids) on that job. I too, used a call out service, once. I have seen where a local service has community locations from time to time and have heard of a bank or two offering a shredding day. UPS stores and mail drops may offer shredding.
  2. The slow processing is yet another reason all TP's should spend the effort to not get into a refund situation, or a penalty situation. I suppose that puts extra work (if wanted) and extra income opportunity for preparers, as preparing a mock return before the deposit deadlines are getting to be a necessity, unless depositing 100% of prior year is not going to cause a refund situation. It will be interesting to see how fast returns are processed for 2021, such as for those who had a new child during 2021. Since the IRS failed to provided the planned method of reporting new births, those parents were not able to receive the monthly child payments, and will possibly/likely be wanting to get the credit (likely a refund) ASAP. Al eligible parents will be wanting their remaining amount of the credit as well...
  3. There are other "self" issues. Consumer printers are completely unreliable as to where they print on a page. The "printable" area on a page may not be properly reported by the printer's software, resulting in not being able to precisely print at a certain location. In my case, I have to provide a way for users to manually adjust the print position. Just the slop of the paper feed system induces a certain amount of inaccuracy. (Jet printers generally flip the paper only once so pre printed numbered checks have to be reverse collated in the tray, and jet printers cannot print as close to the bottom of the page as other printers.) Then there is the issue with PDF's no longer being reliably accurate as to what the preparer wanted. The user can substitute fonts, adjust margins, etc., making the entire reason for a PDF (so it looks the same on any printer) moot. I get that issue nearly daily - why can I not save a "check" as a PDF and have someone else print it? Print quality is another issue. No bold, must use certain font's and sizes, etc. Of course, the user can cause issues there, by settings such as econo mode, inferior paper, old ink/toner, etc. Another issue is duplex. It is allowed on many forms, but consumer printers and paper choices may cause bleeding, which puts the submitter AND us at risk for penalty, so no duplex for us.
  4. I have no idea what their process is. As some have said, include a check and send to the with payment address seems to get some response. Self scanning is not likely ever coming. I suspect the IRS is grabbing data only, not the entire form, so self scanning would not work (plus the skew and stretch issues). As someone who prepares data files for others to efile, the IRS is the least cooperative/friendly. While I would rather it be different, it does have the appearance (all tax agencies, not just IRS) of protecting turf. IOW, if it was reasonably easy to efile, many would be out of a job, and/or many would have a less complicated world to go to when they punch their ticket and go to private practice. Heck, some years there are form "changes" of an 1/8 inch or so, for no apparent reason (no new data, no change in overall placement, etc.). There are simply pressures outside of getting data into tax agency "silicon". Even my fav, SSA, has paper form issues. (Their efile is very stable!) Paper W2 forms need to be "approved" every year. The 2022 paper W2 was posted a few days ago. But, the black and white printed approval process will not even start until late Q3 or even Q4. I suspect the same folks who approve the forms (there are only one or two) have other priorities/responsibilities, but still... On top of that, the mailing address they give is not recognized as valid by USPS, so one cannot use priority mail to get tracking info!
  5. Terrific news. Have a good friend who recently retired from UA (flight attendant) after more than 40 years. She was not even in the top 50 of seniority... Several other friends are A/P at SFO. One of our sons wanted to be a garbage man (we would not be allowed to ride with him!). Back then, there were no ready made garbage truck toys. Pilot was next, but at the time, his only route was through the regionals, and he prefers a different lifestyle. He then went into medical research for 5 years, and is now working towards trauma surgery. For us, we are most proud of his volunteer time at local free clinics, community based clinics, and at a VA facility. I fully expect him to take up flying again, once he chooses where to practice. (He is a strong believer in not being few times in the air per year private ticket guy. He wants to be up a couple times a month, at least, to keep current.)
  6. Looks like at least one "expert" says 39.
  7. Interesting. (what used to be) common sense might lead to not be part of the building, since the item still has value, and may still be required to maintain, sans the existence any other improvements (such as a building). For instance, a bare lot in a subdivision or commercial lot might have the utilities prepped well before any structures. An RV park may have no significant buildings at all, just utilities for the sites. Also have to at least consider who is legally responsible. For instance, maybe up to the meter is the utility, and from the meter in is the property owner. Could be some other local custom is in place.
  8. Check your printer software settings. Unless ATX is forcing a setting, your printer settings will be used. Even when software asks for something, the printer may or may not respond...
  9. I would not expect any earlier, now that the IRS is likely matching to received W2 data. With employer W2 deadline being end of Jan, starting accepting returns about a week before (likely queuing) seems to make sense (not than sense has anything to do with it). I still say no one should get in a refund position, ever more so with the delays which may be the new norm. (Exception for those who have more refundable credits than liability.)
  10. CYA. The old provider only has figures until they were fired. Whether or not they should even have issued a W2 is something I cannot answer. Likely though, they were contracted to "handle" the payroll, including funds, so they are also in the liability chain for then they were engaged. Thus, to C their A, they filed forms using the information they had. The new provider was likely (and properly) given existing YTD figures, so the checks and reports they create would be accurate. This is the "rub", as they prepared complete year forms, and not just forms from when they were engaged. The employer needs to find out if both were submitted to the SSA, and go from there. Hopefully the former company did not file. If the former company, or both, filed, then the employer will need some "c" forms submitted.
  11. Sometimes, yes. Personally, after decades, I can get dry and factual. I also lean toward being candid. It is not a normal CR thing, to be candid. Most teach and do the sugary type of replies. I just can't. Yes, it is faster for me to be candid, but it is also faster for the customer to get a clear concise, no BS reply, even if they are the issue. I try hard to not make judgements, even when being lied to. I rarely even look at the sender information, not even to confirm if the person is an actual customer. (One exception is when I suspect it is a third party, such as a computer "expert" trying to get me to help them do their job, or fix their error. Usually it is a transfer to a new computer failure type of problem.) As one of my customers, you likely have received such a message from me at some point I am "over" the rude customers, and those who try to blackmail (it is a thing, "give me something for free or I will post negative things all over the internet" is one example). I cannot control them, so I do not try. I stopped monitoring reviews, as there is nothing I can do about them. Engage, and they get what they want. Thankfully, I have a well defined (to me) type of customer, and enough of them to stay in business. Even more fortunately, some will write to express thanks. And of course, I have been allowed to post here which can be good therapy. Even though this is a public forum, where anyone can search, my venting will sometimes attract customers who feel like minded. To end this post with a good, I was able to locate a certain bit of information last night, needed by certain customers (but not yet in the public domain), and one of them emailed to ask for a copy of the reference. I appreciate those who trust, but verify... and they expressed thanks for being on top of things. Candidly, I pay for a service which ferrets our certain things, as I just don't have the resources to do all of the research myself. I still usually find the data before the paid resource, but having a second "set of eyes" on things means I miss less (if anything at all).
  12. Interestingly, to me. Dealing with a customer who is blatantly dishonest. Another who, I think they realize it, is attempting to get me to explain why a competitor may be doing something differently (it is likely a user error). In both cases, I am the bad guy, I need to consider my line of work, and other attempts to deflect self responsibility. This is nothing new, it happens more often than not when I have to come up with a way to tell someone the issue is self caused. Few like to hear they are imperfect. In one of these situations, I pointed out the black letter law, but left open the chance I am out of date, offering to look over any contracting information the used could supply. Nut, the reply was yet another nastygram...
  13. As always, I appreciate the discussion. Ethics seem to be like (now un) common sense, but it is a huge topic of every day life since early 2020. Nothing wrong with looking out for #1, but ideally, we should also think about (and accept) the #2 that follows. While I do not do tax prep for $, I have considered having my own done, but I would be paying for more knowledge and use of the grey, since I can already handle the black, and much of the grey.
  14. Does that item mean you can only operate in the black area of the law? Meaning if there are no clear guidelines, you cannot do something? How about when there is no case law and no regulations (such as happened when the COVID relief items first came out)? How is that handled? I am not talking about personal ethics and morality, just what one can defend as being appropriate in accounting or tax prep. The OP is a perfect example. Clearly, there are legal ways to double dip COVID bene's. Morally? Some would have issues. Maybe even ethically. But, the methods are legal, so it is not a disservice to not only process such items, but there is a client duty to get them the best result? I think it was here the consensus was, despite the IRS asking, there was no requirement to return stimulus payments sent to certain deceased. How does that "fly" with 230 ethics? If the argument is the request is not law, then it seems 230 requires only black and white, hampering what many/some? would likely call valid grey area planning/actions. I know for certain I have some customers who are subject to 230, yet they violate what likely is their required ethics, and IRS regs, by using insecure email, and more importantly insecure operating systems. Asking because I am curious. I have no experience with Circular 230, other than receiving emails from those subject, who include the waste of bandwidth and completely useless signature about Circular 230. (I cannot get past the statement that the email is only for intended recipients and must not be read by others. How can someone not intended ever see the signature? Why is someone subject to such a signature sending email in an insecure manner at all?) I get it, sometimes we have to do things because we are told to, even if they are pointless, but if the information in the email is intended to be private, then it should be sent securely, not "protected" by a disclaimer...
  15. To me, there is allowed, disallowed, and grey. If allowed, it is allowed, no matter how much it smells/tastes bad. Ethics are a personal choice, meaning how much grey can you tolerate. So, if allowed, it is likely something you should outline, as not doing so has a financial penalty to your client. No different than medicare planning, SS optimization, and so on. If it is grey (no clear guideline or prohibition), then you have to use your own smell test.
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