Catherine

Oh, thank goodness. I can cease my piteous weeping now! ^_^

:bday:

:bday:

Congratulations, KC, and THANK YOU for all your help! You are an amazing resource and a terrific person! All the best, Catherine ^_^

Here it is. I've deleted all the personal information and most of the lines. I've left some so people can see the different ways I fill in and note stuff. One of the nice things with Excel is that you can sort in all kinds of ways -- I set up each year alphabetically, and then later on sort by Column G (Doc's received date) so that I do things in the order I got them. Once There are more than a few "completed" returns I cut them and paste them in at the bottom, so they're out of my way for "what do I tackle next?" Hope that folks find it helpful! Catherine WIP_Template.xls

Our friends at VMSUS have backup services as well, so don't forget them. I've been using MozyPro and that's been working well for me. And I know folks who are very happy with Carbonite. Catherine

Booger, you do what is right for your business! I'm sure I will muddle through somehow. Besides, going to Pro-Series doesn't mean you'll leave our forum, does it? Catherine

Have a great day!

Ditto!

One of the other issues with online backup is that the files are compressed -- so you don't need nearly as much backup as you might otherwise think. I have 21GB of backup and that is all my accounting and tax data, my own business data, letters, spreadsheets, etc, and also pdf's, jpg's, pictures, and some other random stuff as well. Catherine

How do you do that? Thanks!

Well, that didn't happen _this_ year; at least for me. All the customization I did on the master last year was lost. So I re-did the master this year, and then had to re-edit _every single doggone_ client letter for rollovers. I was, shall we say, slightly steamed about that.

How wonderful!!!

We saw some ladies at Cirque du Soleil last fall doing similar stuff; now I know where they got their inspiration. I can't imagine ever being that flexible no matter how long I worked at it.

Massachusetts forms have a horrible problem with stuff NOT flowing through properly to forms or worksheets, and this has gone on for years. It's worse in business and partnership returns even than it is on personal ones. It is a _royal_ pain. Client letter editing is worse than anything I've seen since the days of text editors. Customizing the master only works with _new_ returns, not rolled over returns. That's obnoxious. Printing -- I'd love to be able to set a default printing order. I NEVER use their privacy statement (have my own flyers instead), and ALWAYS print the return cover sheet. Et cetera. It would be great to be able to choose what I want and save a set, rather than have to click and un-click seven gazillion little boxes every time. And fix the jumping around!!! Click one box and the whole client info section flips itself around -- SOMETIMES. Grrr!!! The return cover sheets I can edit a master but not an individual -- and I want to get the individual tweaked. Put in "Amended" for amended returns. And It isn't a "Massachusetts 1 Tax Return", it's a "Massachusetts Form 1 Tax Return" -- I'd like that extra word. Again, if I do a new return from a master it works, but not from a rolled-over return. Unless I delete the letter and reinstall -- what a pain. I'd also like extension by-mail-vouchers and estimated payment addresses to be available without having to dig so deep. Some folks want to mail a voucher with a check, and the program assumes e-filing, so you have to dig for addresses. I have a "cheat sheet" for IRS and my state -- but what about the client who also needs to extend a return for, say, Pennsylvania? I don't know those addresses and ATX doesn't make them easy to find! That's all off-hand. I'm sure there's more, though. Catherine

My cousin sent me this link earlier today. The video quality is poor because it was filmed in 1944. This trio was very popular back then. The intro song is more than slightly corny, just keep watching. May I present: The Ross Sisters: http://thefunnypage.com/potato-sisters/

And mine!

:bday:

I also have an Excel WIP chart, color coded. I can open it and see what is waiting for client info, what hasn't been touched, what's ready for final review, printing, wiating for e-file forms, waiting for ack's, waiting to be PAID for.... Be happy to scrub client names and post it if there's any interest. Put it on my network box and Gwen could update it when she got documents scanned, too. Catherine

Have an absolutely terrific day!!

Have a GREAT day!!

We're still here, Elrod!! We'll still keep you company!! They used you as they used us all, but your true friends here on this board will stick with you. Catherine

Not that I know of. But maybe she's been talking to my family! We need a break, we need a break, la-di-da-di-da-di-da!!!

I have a bunch of wishes on my list, but one thing I do is print out the ack's after an e-file is accepted, and put that in the client file. And start getting suspicious if I don't have one. Usually, it's because I got busy and forgot to either print or place in client file.

No offense intended, Jack -- but perhaps you should have started that vacation _today_? :P