Philip1117

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.

Abby, thanks that was the ticket. phil

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.

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.

Tried everything. Then manually uninstalled then downloaded program again. That did the trick,

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.

Get an error 1336 about creating a temporary file. Update stops any fix the que for support is over an hour long,

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

Yardley, Max is 1200 something. Unlimited efile with three users. Phil

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.

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.

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

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.

I was told no more unlimited pricing. You have to buy user packs. Where is my discount for early renewal? Phil

Thank you.

Anyone notice you are getting more of these this year. Does this mean thier Social was compromised? Phil

I am in Pa and use ATX and need some help getting some non 1040 returns completed. S, C, Partnership with PA RTC101's thrown in. If we can work out the details you can complete the return then export the return and I'll efile. In most cases I can provide the 2013 return via an ATX import. My person fell ill and will not be returning. If you think this is for you send me an email [email protected] Phil

Try reinstalling

Surprise all of my workstations lost connection to the ATX server. Called Tech support and got the great advice of hring an IT guy and creating a shared folder then moving the files to the shared folder. BS answer. The real answer was to reinstall the software on the server. All the workstations found the software without a hitch. Hope this doesn't happen too often. Happy New Year. Phil

I use flat fee pricing of $99.00 plus $3.00 per month per employee. Frequency doesn't matter, direct deposit free, no fees for monthly, quarterly or year end reports or w2's. No impounding of taxes. In PA we have to process local withholding but that's included in the cost. Hourly rates for pickup, delivery, calculation of time cards and workers comp audits.

Other than organizers do you send out newsletters? If so are you using mail or electronic versions? Since I have never used organizers, except my first year, I don't think I would get a good ratio of completed organizers to justify the time and expense of sending out the ATX organizer. Phil

Jack we did 1600 returns last year. Phil

Just wondering how many people send out organizers. I never had anyone ask for them and it seems like alot of time and effort to get them prepared. Do you find they are worthwhile? How about newsletters. Does anyone send monthly or quaterly newsletters to clients? Phil

The game you play is getting your ecpected family contribution as low as possible. Apply to private colleges and it might cost less than the state school if your assets are positioned properly. Phil

Thanks Jack that was helpful.