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Tax Prep by Deb

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About Tax Prep by Deb

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    ATX Master

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  1. Tax Prep by Deb

    June 23 Get Together / Shameless Plug

    Ouch! Saw my mother fly off backwards off of the treadmill in my office and smacked herself good on the head right into my filing cabinet. Saw the whole thing in slow motion. Nothing broke just bruised all over. I told her if not carefull I will be accused of elder abuse which is way far from the truth, as I would do anything for her. Since then she has taken several more tumbles, which has us both a bit scared. We recently moved from our longtime home town to a big city and in the last 4 months she has tumbled twice. Again nothing broke just bruised and scraped and hurt ego but hopefully this is the last for this year. Take care and definitely go get checked out! You are far more i,important than your roof!
  2. Tax Prep by Deb

    Scam of the day

    Oops I never got your pm just saw this and replied.
  3. Tax Prep by Deb

    Scam of the day

    I am replying. Would like to know what.you do to secure clients data
  4. Tax Prep by Deb

    Scam of the day

    Jack I also tried to PM you and got the message that you can't receive messages.
  5. Tax Prep by Deb

    Windows Update

    My computer did it all by itself and I have had zero problems so far. This is the only update that I haven't had an issue with. The first Creator update last year messed my computer up really bad, when it finally did install my print command is all wacky on certain programs. I have to find the offending file in the task manager and shut it down then it will work great until I close ATX and open it up again. Only problem is with ATX and my browser windows. This problem hasn't gotten any worse with subsequent updates, but it hasn't got any better either.
  6. Tax Prep by Deb

    ATX Client Portal

    The portal is a way to safely exchange information. Yes it works in both directions. It also allows you to send for example a news letter to everyone you have set up on the portal at one time. When I got set up I was a given a very brief tutorial and help in getting it set up however there are many videos available that I'm sure we teach me more of what's available I just haven' had time to watch them. My move came on 1/27/18 so my only concern at that time was giving my clients an easy way to send me their stuff so I set it up on the fly. I hope after the dust settles to dig into it deeper and see what else I can do with it. There are options to customize it and I would like to check that out as well. You cannot sign thru it. The clint would have to printout the signature pages, sign it and then upload it back, but it's not that difficult. My clients who used it loved it. It's very similar to financing or refinancing a mortgage. When we bought our home in November everything was done thru a portal, I loved it!
  7. Tax Prep by Deb

    ATX Client Portal

    Started with this year and I love it. The only con would be no provsion for electronic signature. Client still has to print out, sign and upload back. Cost is a bit expensive, it's around $550 but I moved to another city right at the start of tax season and honestly feel those I got to use it I will keep inspite of the move. Compared to my mailing costs this year due to the move I can see where I could recoup the cost easily if I can get more to use it. In fact if I could get more to use it I wouldn' have to commute 2 1/2 Yes each way so I would recoup the cost rapidly. Going to really push it this next year locking my price for all who do and raising for all who still want me to come to them. Hopefully that would move more. Works well with all file formats but for some reason if someone sent me a word document I couldn' open it. Other than that it is a matter of either scanning or taking a picture then uploading it. Real simple to use.
  8. Tax Prep by Deb


    Gail is correct. Answer the question that you are allocating the policy and put his allocation at zero.
  9. Tax Prep by Deb

    Help Please - SMLLC Disregarded - ATX Entry For CA

    The SMLLC 568 can be efiled. I just did one and it was accepted. What you have to do though if you are sending it as a separate file, make sure you have a 1040 efile in the mix. My three times got rejected, called ATX support and this is what they had me do and it worked like a charm.
  10. Tax Prep by Deb

    Problem with CA 568

    Just tried to e-file my first ever California form 568 for a SMLLC for a client and it rejected for the following reason: Your State submission does not match the latest published FTB Schema or is not well formed. You must contact your software provider to resolve this error. /CA-Return/CA-ReturnData Value: File Name: (submission number, I deleted for security reasons). Line Number: 1. Position: 11532. Reason: The 'softwareId' attribute is invalid - The value '' is invalid according to its datatype 'http://www.irs.gov/efile:SoftwareIdType' - The Pattern constraint failed. Anybody no what to do about this? Is it something I've done wrong?
  11. Tax Prep by Deb

    Not entitle to subsidy right?

    Would agree with most accept he took his employers insurance and was included on his parents with the advance credit calculated on the full policy. So he would be ineligible for the credit.
  12. Tax Prep by Deb

    Not entitle to subsidy right?

    I have a family that I prepare all members of the families tax returns. Mom and dad went to market place to get insurance and had a family policy of 4 on it. The problem is one of the kids is not a dependent on their return and in addition works for a company that provides health insurance for him. Am I wrong in saying that because he already has coverage that he is not entitled to the subsidy for the portion of his policy under his parents of which he not a dependent?
  13. Tax Prep by Deb

    Fixed Asset Weirdness

    Had a similar problem yesterday. Was adding a vehicle and wanted to do anportion as a section 179 said I couldnt because only MACRS ciuld and it had switched it to S/L. It seems to be tied into the listed propery tab. Everything was fine till I filled in the mileage section and answered the questions.
  14. Tax Prep by Deb

    Scholarship question relating to support

    That was my take as well. He will remain on parents and will have to pay because of the taxable part of his scholarship. To bad it couldn' be used to offset the cost of living while going to school!
  15. Tax Prep by Deb

    Scholarship question relating to support

    I have the Bursar's financial transcript and unfortunately it all pertains to 2017. He received it for spring/summer/fall/winter all dated 2017 and applied to academic year 2017. Going back to the original question though, does he take his own exemption or does it still go with the parents? Everything I read said not to count scholarship as support. So if that's the case he can't take his own exemption correct?