Catherine

I have a sole proprietor who uses an EIN (no employees). So the 1099's she gets all have the EIN instead of her SSN. The Schedule C also shows her EIN. However, the default for 1099's is to use the SSN. In order to show the EIN, I have to override. Is this going to cause this client to not be able to e-file? Thx, Catherine

I was at the Mass EA Society meeting last Thursday and we had as our speaker the brand-new MassDOR commissioner. She said that they (=MassDOR) have been slow getting vendors authorized this year as a result of the changes _they_ had to make after the Federal changes. But they have approved vendors covering 95% of last year's e-filers, and hope to have several other vendors approved in the next week or so, covering 99% of last year's e-filers. Does that help? Catherine

Did you know the CCH service has a special price for ATX users? $495 for a year for the site, all the "fixin's", email, domain name, everything. You can take a look at mine, www.grant-financial.com Catherine

How wonderful! Congratulations! My "toddler" is 17 and my "newborn" is 14 - and helping me with taxes again this year! You think you're never going to get through those first six weeks or so... and then you blink three times and they're off to school. Tell her to _enjoy_ this new little one. And to sleep whenever the baby sleeps - and keep that up for the next 4 years, LOL! Catherine

Hi to all -- I do use the ATX client letters. I know how to edit up a template and format the letters the way I like (my firm information centered, one field deleted, another in boldface; no rocket science). And then start a new return from that template; hey-presto! -the letters are the way I want. However, it is _royally_ annoying to have to manually re-do the letters for _rolled over_ returns. Am I missing something obvious and stupid, like (for example) a way to open a rolled over return with a template and _not_ lose the rollover information? Would really appreciate any clues. Thanks! Catherine

I've been using the Copy(1), Copy(2) when working with current-year returns, mainly because I try a couple things in quick succession and can then pick one and be done - and don't need to keep the others. With projections, I've been using names like "Sell Rental Smith" or "Buy Rental Smith" or "Mary BTW (back to work) Smith" so I know what they mean. Those stay for reference (but won't get imported next year). Thanks for all the advice and info. Will keep it all in mind as I get amendments and other changes. Catherine

Well, that works so long as the one you eventually want to keep was the _first_ one. On one client, tried three different ways to treat one income source. Turned out Copy(2) of Smith, John & Mary was the best for taxpayer. Used that one, deleted the ones that didn't work out -- and then couldn't figure out how to rename the one I wanted! Had visions of them living forever as Copy(2) of.... Catherine

Thanks, all! Thought I'd tried clicking on the return name with no luck, but had looked in vain for the "Rename Return" file menu choice. didn't realize the return had to be _open_ to get at that! One of those silly, little things.... Catherine

I've had a few clients this year where I've made multiple copies of returns, to try different scenarios either for 2006 tax year or to see the effects of proposed future changes. These included buying or selling rental properties, changing dependency exemptions, all manner of things. Most of these trial returns can be deleted once I'm done. However, in a couple of cases, the one I finally used for 2006 and want to keep is now named "Copy (1) of Smith, John and Mary". How can I rename this file (after deleting the "Smith, John and Mary" that _didn't_ get used, of course), to read "Smith, John and Mary"?? Couldn't find anything in the knowledge base or the book or in-program help. Figured someone out here would know. TIA! Catherine

When I don't feel like loading QB up and printing statements, I just re-print the original billing invoice and have a rubber stamp that says "PAST DUE" that I stamp on it. And mail it off. Catherine