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ed_accountant

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Everything posted by ed_accountant

  1. I have the 2012 Taxworks by Redgear and I have TRX software. It is a night and day difference. Taxworks has rolled out a new platform look that many users do not like. Taxworks has been Late on delivery of many basic functions such as printing organizers and printing returns. However, most of kinks have been worked out and fixed with updates. We are waiting for custom printing of letters, invoices, slipsheets, efiling, etc.. I have been able to prepare individual and business returns this week, so I am happy with Taxworks. Also, the states forms are working and available. I feel happy using proven software that I do not have to doublecheck and worry about calculation errors or rollover errors, etc. I have many business clients with depreciation and do not have time doublecheck or re-enter. Good luck with TRX. I am still waiting for my TRX Refund!
  2. Let us know how this one ends. It is probably too late for this suggestion: Turn down the audit representation and advise the client to hire another tax firm for audit representation away from her home town but near another IRS office. Then the new tax firm would request that the audit be transfered to the closer IRS office. This would delay the audit and get new auditors involved. I have been done this myself and not only was the audit delayed but it was also cancelled since the IRS was too busy.. Ps 40% is very high. I would not prepare that return! Thanks
  3. The taxworks redgear software is stable now. Some people have had installation issues . They are improving it every week. I have more faith in redgear than TRX. I beleive redgear will have it ready by 1/30. I have not tried to do a complex return yet since none have come in this early. Simple 1040 returns can be done. I have worked on a couple of business returns already and a couple of simple 1040s. The business returns are ready with the exception of depreciation. The depreciation asset manager has a bug and assets did not roll over. I am told it will be corrected next week. Slipsheets, custom letters, printing by sets, and depreciation is not ready or complete yet. Depreciation not ready is the main issue I am having now... Also, the state returns appear to be available and working in the 1040 and business modules. I have only tested my state, Ca. Here is link to customer support issues /topics: http://blog.redgeartech.com/top-support-topics/ You can also find redgear tech on facebook for customer opinions and support issues.. Good luck
  4. Years of experience should tell you sticking with TRX will be a disaster. Software errors will turn into IRS letters which will be embarrassing and additional work (1040X work) for free. Good luck.
  5. TRX is a fail and ripp-off. TRX just wants free troubleshooting and beta testing which many of you have provided. I dont see how the 1040 software will be ready by 1/31/13. Even if it can do a simple return, can it be trusted. Not to mention the business returns that wont be ready. It takes other software vendors, years and years to develop good proven software and TRX expects to do it a few months. It is time to take care of your sanity and customers give them reliable software. Purchase a pay-per-return system to fit your budget. Have good tax season.
  6. I am using Taxworks by Redgear this year.
  7. Has anyone completed any 1040 tax returns to the point of waiting for the opening of IRS efiling? If so how many? It is starting out slow... I have completed my first two today.
  8. I have purchased 2012 Taxworks from redgear. I have used it for 3 years and did not want to downgrade to TaxExact. I have many corporate clients with depreciation that I did not want to convert. Redgear has done some enhancements that has delayed their rollout of the software. The delays have created many complaints. The main complaints were the delays in the release of the organizers that large firms use. As of today, the program and all modules function and I am able to work on corporate tax work for future February filing. Their organizers are partially ready. Their custom letter, slipsheet and questionaire has not been able to be customized..which they say will fixed in this weeks update. The programs printing to printers is not functional yet, but it prints to a pdf which in turn could be printed.. I am confident the future updates in the next two will resolve Redgear's issues. The 2012 taxworks forms are working and calculate for the indidividual, corp, scorp and partnerships. Some Taxworks customers have had installation issues but it was not an issue for me. You can go to facebook page redgear technologies to see customer issues.
  9. I just ordered the free Square Trade Credit card reader that works with your smart phone. No monthly fee with 2.75% transaction cost. In the past, I have only accepted checks with the occasional paypal payment. Is anyone else using this?
  10. The interest was paid after date of death at the time of sale closing of the real estate. The admistrator should report the interest expense and the sale of real estate on the 1041.
  11. Hi, Is anyone using a web based remote control to access their office computer programs on the weekends? If so, which program are you using and how is working? Can you print at home? I am considering these websites: Gotomypc.com Logmein.com free Thanks
  12. Doug Hughes, TRX Software formerly TRX Alliance President, Why is my refund denied? Send me the digital voice file. Here are the facts: TRX Software sells us Redgar Taxworks for two years in a row and immediately after Tax Season 2011, your Company solicits us for 2012 renewals promising the same software. I renew in April 2012 after using the same software for two tax season. I renewed only to purchase the Redgear Taxworks product. Now Mid December you send us a different software! This is bait and switch. I am here on this forum because I have been calling your office for months inquiring about the Redgear Taxworks for the upcoming season. I have been asking Karen Bills for a refund for several weeks. Your company should have been contacting us and all the customers that renewed early to let us know that you would not have the software. You waited mid December until we had found out by making our own inquiries to Redgear and you were about to ship your new software. I believe if you change your refund policy, you gain more longterm goodwill with me and other former customers rather than this short term financial gain by not giving refunds.
  13. I renewed TaxWorks in April 2012 with TRX Software. As we now have discovered in December 2012, TRX Software cannot deliver Taxworks. I have requested a refund in writing on Thursday, 12/13/12. I have followed up with a telephone call today and spoke with Karen Bills to request my refund. Karen Bills is researching the telephone history of my April 2012 telephone call to determine if TRX Software promised Taxworks. After using Taxworks for 2 years, I certainly did not renew to purchase TAXEXACT! I renewed only to purchase TAXWORKS. I told the Salesperson Thom Pope that I was renewing for TaxWorks only. Thom Pope, TRXSoftware Sales person told me TRXSoftware was in contract with Taxworks for another year so the would have Taxworks for next year. I am awaiting a decision from TRX Software regarding the refund!
  14. Read the other TRX posts. TRX is offering TaxExact as their TRX Premium.
  15. I have sent an email requesting a refund to Karen Bills <[email protected]> and Doug Hughes <[email protected]> . Please pull the phone records and issue me a refund from my April 2012 renewal. Thanks
  16. Doug Hughes, President of TRX Why wont you and your company issue refunds to your customers when you have not shipped product and clearly you promised them a different product at the time of sale, April & May of 2012 ? Your sales team promised Taxworks and now you wish to deliver another product. This is a bait and switch. I suggest that you rectify your policy and issue refunds to your customers to save your company's reputation, credibility and goodwill! I and many others will take legal action and file online compaint's against your company. These online complaints will follow your company for years to come.
  17. I also prepaid in April after the Salesperson, Thom Pope, promised and confirmed that they were still in contract with Taxworks and that taxworks would be for this tax season. I too requested a refund from Karen Bills and was denied. They have outright lied to me. I feel they should issue refunds when they have not shipped any product!
  18. I have spoke to Karen Bills, TRX and heard the same line of BS for a few months. TRX has dragged this out and not been truthful from the beginning. The contract will not happen this year. I also have spoke to Taxworks Redgear and they have said it is too late anything to change and TRX will not get Taxworks. TRX has been dragging this on for months. I am sure they have known all along it wasn't going to happen.
  19. Hi, This year TRX will be re-packaging and pushing - TaxExact Software as their own software. http://www.taxexact.com/ The Taxexact software pricing purchased directly from Taxexact is the same price as TRX. I am not interested in using the TRX Taxexact software..
  20. I have used CPEdepot.com in the past but this year I switched to a bundled package with Checkpoint learning Thomson Reuters. I am finding that I really enjoy the live webinars.. INCLUDES : CPE Tracking & Monitoring Over 200 Standard Online Courses Over 40 Ethics Courses Enhanced Online Courses with Multimedia Unlimited Online Grading for PPC Self-Study Unlimited 1-4 Hour Webinars Up to 24 CPE Hours of Discounts on Public Seminars & Conferences https://checkpointlearning.thomsonreuters.com/Bundle/Index
  21. Since it is a "new" well it should be capitalized and depreciated.
  22. It sounds like the TP hired a part-time employee. Taxpayer should pay the employer payroll taxes and file the appropriate payroll forms including W-2.
  23. I called TRX and requested the status of Taxworks. They said they are still negotiating with Taxworks. I suggest that other members who are interested in seeing TRX offer Taxworks call this month and inquire..
  24. My condolences to you and your family.
  25. You could file form 1065 and form 8825, the rental real estate form that flows to the k-1 .. but since they are husband and wife and CA is a community property state.. it is not required. Form 568 is required either way you file this.. CA wants the minimum tax... It may be worthwhile if you earn an additional tax prep fee... Cheers!
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