Gail

Well I did respond to the email.....but I am sure my sarcasm went right over her head!

Did anyone else receive this??? I think the timing stinks. "From your new ATX/TaxWis​e Account Manager Dear Valued Customer, Thank you for your business this tax year. I hope this has been your best season ever! As you may have learned from your ATX/TaxWise renewal notice or the renewal e-mail, we have made some changes on our Account Management team to improve your renewal experience. Each customer has been assigned a personal Account Manager to handle their account, including software renewal. This is something many of our customers have requested. My name is Sylvia Mercado and I am your Account Manager. In addition to your software renewal, I will help you with any other software and training needs for your business. I look forward to working with you! To reach me, call the Account Management phone number, 1 800-495-4626, and enter my extension number, 1212, or your Client ID at the prompt. Your call will go directly to me. You can also send me e-mail at [email protected] I’ll be happy to answer your questions about all the products and services we offer ATX/TaxWise customers and ways we can help you grow your business. I’ll also be glad to talk to you about our special offers for customers who renew early. Just call me! I look forward to hearing from and serving you! Sincerely, Silvia Mercado Bilingual Account Management Consultant CCH Small Firm Services, a Wolters Kluwer business 225 Chastain Meadows CourtSuite 200 Kennesaw, GA. 30144 Office (800)495-4626 ext 1212 [email protected] Ask me how to expand your business next year? Have you thought about going paperless?

The client letters are included with the forms.

It is on page 29 of the 1040 instructions on IRS website.

You need to put the amount on line 10c of "Line 1(Sch A(1040))-Medical and Dental Expenses"

I registered online on 9/28 and had no problem and was assigned my original number. I have since received a postcard in the mail verifying registration.

And may I add #3.........if you want to sound legitimate and professional......check your grammar and spelling....geez, dude, did you graduate high school???

Thanks Deb!!

Hi...Did anyone receive anything last week from CCH? I moved and the folks that bought my house received a FedEx package for me. Wondering if it is worth them forwarding it to me. Thanks

TO ALL......no matter how or why you choose to celebrate. This is a great country........JMHO Gail

Thanks Catherine.......some of these posts are getting a little carried away.

Thanks for the birthday wishes everyone. Took a short trip to FL to spend time with friends. Gail

Just an FYI.....Braeden works the 12-9 shift and they are on Central Time

I would guess that you have read through the thread under "Other Vendors"

I would like to echo everyone else's sentiments and look forward to being more active on this board next year since I will be using ATX software again. It is an unequaled wealth of information for someone like myself that works alone. Best to all, Gail

I just included exactly what was on the notice I received. I was told on the phone that the difference between TRX and ATX from CCH is that TRX e-filing is unlimited whereas CCH limits the 1040 Office to 100 e-files before charging additional. I can't imagine that doesn't include state filing but I don't know about 1099's as that may be an "add-on". When I was speaking to the rep I was telling her about the hoops I have had to jump through with Taxwise to file a return with 9 non-resident states and that I didn't have that problem last year with ATX and she didn't disagree. Gail

According to the renewal letter I received today from TRX they are offering the following: TRX-Pro ATX.............................................................. TRX-Pro TW ATX $299.00 + S&H .......................................................... $699.00 + S&H All States .................................................................. Complete Office Business Module......................................................... All States Unlimited Fed e-file .................................................... Business Module ................................................................................ Business E-File ................................................................................ Unlimited Fed e-file ................................................................................ Trial Balance ................................................................................ Document Manager I was also told today on the phone that they are trying to work out a deal with Drake as well but that isn't definite. They are also offering the same Taxwise packages as TY2008. Gail

I have one client that is ALWAYS last with some sob story about not having time to get her info together. Already had my annual conversation with her (over an hour on the phone) and I still have no info. It also takes her months to pay me. I have decided that I will not be taking her call when it comes in around April 13. Just not worth the aggravation. Gail

Totally agree...just hope CCH doesn't decide to play games......that is the only thing that makes me hesitate.

Interestingly, I had to call TRX support yesterday. As I was chatting with the tech (and complaining about Taxwise) he told me that they would be offering ATX for TY2009.......1040 Office for $299. He of course wanted me to sign up then and there. "Do you guys work on commission?......uh, maybe". Gail

Help!! Client has one resident and 9 non-resident returns. Only 2 of the non-resident states do not allow e-file. Taxwise apparently only allows 5 non-resident e-files. So far, I prepared the Fed, resident state and 5 non-resident states. Went to e-file and program attached one of the non-resident states to the fed and then blocked resident state from e-file. There has to be some work around. I am thinking.........remove all non-res and e-file fed and resident.........then add 5 non-resident as "state-only".........once those are done........remove and add other 2 non-res e-files and 2 paper????? Any ideas??? Thanks, Gail

I just think it should pick up the more obvious errors that I stupidly missed but were automatically picked up by IRS resulting in rejected e-file. Or maybe it is just a "miss" in the software during the original input....i.e. disallowed student interest due to AGI......I know I should have caught it, but I am still adjusting to the software.

Is anyone else disappointed with the "Diagnostics"?

I'm having the same issue and I am NOT liking it....among a few other issues.

On "Main Info" page, under section "Self Select and Practitioner PIN" are your taxpayer and spouse original 2007 AGI the same if it is MFJ?