MDCPA

Sorry group - I used the wrong term - notes are what I'm looking for - are the preparer created notes included in an efiled return - thanks

Schedule C

13 hours ago, MDCPA said:

I should know this answer, but I don't - here goes - are the lists that you create included in the EFiled returns?

Itemized lists

I should know this answer, but I don't - here goes - are the lists that you create included in the EFiled returns?

Lee B. I understand that but I transmitted at 9:21am this morning and no acks since. 

Anyone having trouble getting efile acknowledgements today?

Probably very boring in the "large" firms where you are "pigeonholed" when you first come out of school vs. the variety of working for a smaller firm.  At least that's my experience.

Thanks Lynn - good to know about the process - thanks.

Original return showed a refund of $246.  After amendment (on Form IT-540) the tax is increased by $180, so the refund after amendment is showing as $66.  How do I get it to show $180 due (there doesn't seem to be a line for previous refunds)?  AND I also understand that this amendment must be done by paper - no efiling allowed - your understanding as well?  Thanks for your help.

In 2021 software, there was a tab "Main Info" inside the 1040 form where you could customize the main information worksheet

Amendment is being rejected due to IND-941-01 error code (locked SSN for a deceased person) Is the only course of action to paper file the amendment (amending due to a late received Partnership K-1)?

Thanks 

1 hour ago, jasdlm said:

I am using docusign.  It has worked pretty well.  A few of my older client couples share an email address, and that's a problem (2 signatures = to email addresses for docusign verification), but other than that, I have liked it, and so do clients.  It also gives them an electronic copy of their return.  It's not super expensive.

Are you saying that for DocuSign there must be two unique emails if there are two signatures requested?

14 minutes ago, Abby Normal said:

All I know is that it's very expensive compared to the options available. We haven't started it yet. We just securely email the forms, the client prints, signs and scans, then securely emails it back to us, or faxes if they prefer.

This is what I’m doing as well. Thought I would explore other options. It seems most individuals are familiar with docusign or authentisign (at least in our area) and thought this may be a simpler solution for those who don’t have a way to scan back to their computer.  

Is anyone using the ATX eSign feature?  Need some insight into how it works, etc.  

Pacun,

I have a return that was transmitted 4:25 eastern time yesterday and still showing "Transmitted to EFC".  Wondering if ATX is having a problem?

See Abby Normals separate post from yesterday about an alternative solution.  

9 hours ago, MDCPA said:

It appears that re-installing the software has fixed the barcode issue.

 

Thanks to all for your help

It appears I was a little hasty in declaring victory- client mail slip in landscape is smudging bar code.   Not printing clearly. Oh well, that support case is still open.  

It appears that re-installing the software has fixed the barcode issue.

Thanks to all for your help

15 hours ago, Medlin Software said:

Sounds like maybe the software uses a barcode font, which the software and/or the OS cannot find. The clue is the leading and trailing characters and the plain numbers in the middle. If this is the actual problem, reinstalling the software - which should also reinstall the font - should resolve the issue. 

Not sure I want to reinstall the software here in March although I do have multiple client file backups.  I may download software to my laptop to see. Thx for the advice. 

16 hours ago, Abby Normal said:

Did you open a case so ATX knows about this?

Yes I have

4 hours ago, Abby Normal said:

The bar codes is just so the post office doesn't have to scan the address and add their own barcode. It's not required to mail something.

I know that but it’s a pita that now I am getting the following: (123456) instead of an actual barcode.  So I override that field on the client mail slip by deleting the six digit code.  Just a pain.  I did open a support case - expecting that call later this decade!

23 minutes ago, cbslee said:

If you search online for "bar codes not displaying" or "bar codes not printing" you will find explanations and potential solutions.

search online in ATX or just in general

it's happening when I click on the client mail tab on the left.  The mail slip opens in the middle of the computer screen and that's where I see the (xxxxxx) 6-digit mail code instead of the bar code.  I'm not previewing to print anything, just viewing the tabs on the left.

the crazy thing is that the bar code issue is happening in the program (meaning as I am viewing the client mailing slip on the screen)