Tax Prep by Deb

For those of you who are wondering, so far e-filing is smooth going. I sent three less than an hour ago and they've already come back accepted! Deb!

I have also had this problem but just out of pure fun I tried clicking on the little banner that said return name and guess what it magically appeared! Deb

I've been sending them ever since ATX said we could and this morning everyone except two had been accepted. The two that had not been accepted were rejected due to a problem with the EIC due dilligence residence checklist. The two that rejected I had put a mark in the box that said other and listed the documents I saw but apperantly the IRS program doesn't like that. Deb!

I opened my e-mail I received from ATX and I had to laugh! Quick Tips Video Library: Install & Initial Set-up Our systems show that you have not installed your ATX software. If you have not recently installed ATX, we recommend that you watch our install & initial set-up videos as soon as possible. These short, instructional videos are found on the ATX Quick Tips Video Library website. Each video is under five minutes and guides you step-by-step through important program enhancements. I wonder what system they are talking about. I've had my software installed since they released it, have done daily update, (although yesterdays was a bit difficult) and have already prepared 35 returns. ATX is really on the ball this year! Deb!

I'm having the same problem. I'm curious what state are you trying to file? I'm in California and if I link my two letters together the state info is incorrect. If I unlink them and change my preferences on the state letter I can get it to state it will be e-filed. Deb!

Tried that too. The only thing that worked was deleting the return and starting over.

Already tried that.

Hi Everyone! Well here is my first problem and I wonder if anyone else has run into it. I had created a federal e-file return with the paper check selected for the refund. This morning a whole bunch of forms updated and finally they added the e-file forms for the state of CA. I went back and added that form, recreated the e-file and now I keep getting an error that I need to enter the banking info for direct deposit (the error points to the federal return). I do not have a check mark next to direct deposit anywhere. Any ideas? Deb!

I agree, and once opened after roll over it does seem to come quicker. My problem (I know it may seem minor, but it is a big urk with me) is the slowness in moving between lines on the schedule C. I enter the info and click on to the next line and it seems like it takes for ever to get there. My program is usable at this point, but I have serious questions and concerns as I have more clients in my return manager. Deb!

Actually they have one. They provide the check reader for free but want to charge me $50.00 a month to use it. The only time I have a bunch of checks is during tax season so it's not that cost effective for me. Deb!

My bank offers taking a picture of a check and it works wonderful! I haven't stepped foot in my back since October. The only thing is that during tax season I have to many checks to process this way, as it takes time to take a picture of the check and wait for all the steps for processing. It would be much faster for me to run to the bank. But off season, for my bookkeeping clients, I absolutely love it! Deb!

I just checked the other board and unfortunately everyone else is having the same problem. I think I will sit out the update for the time being. Like I said earlier I believe this is going to be a bad bad bad tax season. Many are suggesting patience, however we are getting closer and closer to the start and it seems like we are further away from being ready! Deb!

Here is an ubdate to our update: Program Update 12.2 -- Delayed (updated 1:30 PM EST) 1:30 PM Update We are still in the processing of testing the changes we made to the installation packaging. In order to allow for ample testing time on network environments, we will be posting the update on Friday morning. The update will contain performance optimizations for Opening rolled over returns, running e-file check, and running diagnostics.

10:30 AM Update We have identified the issue and it is isolated to the installation packaging. This means that we will not have to rebuild the update itself, just the installation piece of it. We are in the process of doing this and testing the installation change that was made. Our goal is to post the 12.2 update before 3 PM EST. I will keep you updated. Looks like we may still get it today! Deb!

I have had situations where they would not release the refund until all due years were filed. Deb!

Try this, On the ATX 2012 Icon right click and select run as administrator ( another box should pop up telling you that ATx wants to change your computer, allow this)log in and see if you can get anywhere. I can open my program, create a return, rollover, ect.... But if I try to change anything it kicks me off, however I notice if I sign in as mentioned about I can move around a bit better. Hope this helps some! Deb!

Are you sure it was the Express Tax Guide and not the Master? The Express Tax Guide is spiral bound and I just received it today, however I did get the paper back Master Guide about the same time as you. Deb!

KC, I rarely if ever would disagree with you, but we have been getting e-mails galore telling us to install and begin using the program to check out all the enhancements, but the problem is a good majority of are not able to do that. I've been with ATX for many years and have seen some great products and some bad ones. I hate to say it, but I think we are on a long and bumpy ride. This new program causes alot of crashes and for the most part they are telling us to change our controls in Windows, but the controls they are talking about is what makes Windows less prone to attack, they are safety settings. We should not have to disable these settings so that we can use a program that should require the greatest security settings. I do believe they will get things fixed, but it doesn't make me less anxious. Just my two cents worth! Deb!

Had one call me last week and wanted to know if I could do the taxes with the last paystub. My question is where have these people been? The laws didn't even get passed until a day or two ago! It's going to be a fun, fun, year. And Oh Yea, wait until we tell them "your guess is as good as mine as to when to expect the refund"! IRS is not even giving us an idea, even they don't know because the computers have taken over! Deb!

I don't know so much about that! My computer is new Windows 7, has a ton of storage, lots of ram and I still am having problems. If I log on by clicking the Icon and try to make any changes to my preference, try to change the info in my letter, it kicks me off and then when I try to log on again it says I'm still logged on. But I have found that if I right click on the Icon and choose open as adminstrator I can go ahead with changes. To me this program is very buggy and I'm just afraid that as the season really gets going we are going to have crash after crash.' Deb!

Same here! I am always up-front with clients, I tell them that they can get it done cheaper, but if ever there was a problem, concern, ect.... how easy would it be to get in touch with the cheaper preparer? They can call me at any time and know I will do what ever I can to help. I also get stiffed from time to time with a client or two that I've done a favor for. My fix for this is not again, and I will only work for them again when I'm paid and I expect payment up-front before I even begin. Deb!

It depends, If your e-file must be sent legacy then October is the deadline, if it can be sent thru the new file system it's year round except for when they take e-file off line (like now, to gear up for new year). Deb!

Jack I know it's possible but for some reason when I set a password it doesn't take. Even after i set one for admin I can close out of the program and open it back up without a password which makes it way to easy for someone else to gain access

It's not just you. The program is slower than in past. My return that I rolled over showed up immediately. As to my password problem, I'm a one person shop and will be using the admin user name but when I assign it a password it doesn't take. I can open the program and see everything without having to log in. I prefer a password just in case, as a security measure, but what good does it do to set up user's and passwords if anyone can log on under admin? With no password. Deb!