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Philip1117

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  1. Sounds like a distribution not an indirect rollover. She got 3 years at once if pension money. Pension money not available for rollover it’s income.
  2. Abby, thanks that was the ticket. phil
  3. I have a maryland resident worked in pa. It’s asking to attach state return for pa. no return will be filed for pa since they got credit for tax paid to pa. I created and attached pa but it still won’t efile. What am I missing.
  4. Getting the vaccine does not make you immune. It might lessen severity and you can still transmit to others. We will not be doing any face to face all drop off or mail in.
  5. Tried everything. Then manually uninstalled then downloaded program again. That did the trick,
  6. It’s my understand you would have to remote into a computer at the office that is not currently using atx. That computer would be networked.
  7. Get an error 1336 about creating a temporary file. Update stops any fix the que for support is over an hour long,
  8. Got the email with the install codes but software not available on web site. Says I didn’t purchase it. Maybe tomorrow it will be available. phil
  9. Yardley, Max is 1200 something. Unlimited efile with three users. Phil
  10. Yes they added the optional upgrade to my renewal so I asked for it to be removed. Don't use it don't need it.
  11. I was surprised no one has communicated the pricing chage before you try to renew. They added in the fixed asset upgrade and some kind of practice management software that would have cost 2500 next year on top of the tax program. Don't need software to track my work flow. I can just look in one of the 8 boxes we set up every year. I removed all addons to the tax program and the price for two offices and 8 users at each office was about 3100. I would have purhcased the paperless plus but it doesn't work with scansnap scanners.
  12. Jack, What part is unfounded. On 04/02/15 3:47 PM, James Taubin wrote: Yes, there have been a few changes this year. They have discontinued the unlimited license, MAX comes with 3 users so I added the block of 5 additional users since you have 7; since individual license are $99 each. The enhanced assets used to be separate program, but they have included it back into MAX. I highly recommend you get the iFirm practice management, it values at $2499 (7-10 users) but with renewal this month you only pay the set-up fee of $199. Here is a link for more info: https://www.cchsfs.com/cchifirm/accounting-practice-management.aspx It's the latest technology for tax and accounting firms. You will have access to it for 12 months with no obligation to keep it after that time; if you choose to renew in 2016 you may do so with the 7-10 users or modify users. Updated pricing will be available April 2016. Have a great day! James Taubin | Account Manager, Sales | CCH Small Firm Services 800-495-4626 Ext 1220 | [email protected] 225 Chastain Meadows Court NW, #200 Kennesaw, GA 30144
  13. Efiling is unlimited. You get three users for free but you pay for each user above three. You have a per office fee and your user packs are not transferable.
  14. I was told no more unlimited pricing. You have to buy user packs. Where is my discount for early renewal? Phil
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