GeorgeM

I have a client that claims her mother as a dependent. Mother has only SS, can the mother file a return to get refund or will client get the $300 as a dependent ?

Does anyone know how long it takes to get your fee from fee collect? I prepared a return and according to the IRS the direct deposit should have been made on the 15th, but with fee collect it did not show on the 15th (yesterday). when can I expect it so I can tell my client.

Is there any way of finding out what was transmitted to the IRS in an e-file?

I do not use document manager. What I have done is in My Documents I have a folder named Clients, then a sub folder for each client by name, then sub folders for each year. I use Paper Port to scan in the documents, then Adobe Acrobat to read them. This seems to work out fine for me.

Someone just calle me and said they worked for an outfit and never received a W2. Tjhey indicated that they called the business and was told it would cost $25.00 to get another one. They asked where it was mailed to and the company refused to tell them. Can a company do this?

TRY REINSTALLING THE PRINTER

I have a client who had a state tax refund of $1,787 for 2006. ATX brought it in correctly on a 1099G. Problem being that when it entered it on the 1040 it only entered $1,097. Can any one explain this?

You cannot export a file into a different year, you must roll the client over in 2006.

Have you tried rebooting your computer? If so try installing the program again.

I have tried to search for HOH and all I get is a message not enough characters. I have a client that took in a homeless person (a niece of hers) in Sept of 2007, and wants to know if there is any way of claiming HOH.

It sounds like who ever sent the fax their machine never hung up.

I called support yesterday around 9:00 AM and got through in about 10 min. Spoke to a girl named Dianne, and was very shocked when she solved 2 problems for me very fast. It will get better as time goes on, and I hope they do not abandon ATX, it is a lot better than TaxWise. I have tried both.

Is there any penalty for early withdrawal from an IRA for a down payment on a home and for a reduction of the mortgage of the new home? If yes where do I look for the explanation of it

How can this be used as alimony payments?

I remember back in the late 70's early 80's I was quite good with Quatro Pro (the other spreadsheet), which at the time was ages ahead of Excel. I would create the forms and submit them to the IRS and get them approved, and used a master sheet to enter all the information in, and program it to flow through to the forms. I had about 60 clients at the time and it worked out quite well . Only did 1040, Sch A, Sch B and Sch C. Also got approval from the state of Mass. My forms were primitive but were acceptable. I did this for a couple of years but then along came a new computer, a IBM PS2 and it came with a tax program called Tax Act and I also tried Turbo Tax until I had to black out the 'self prepared' on the signature line. When I saw Saber in 1995 I realized it was the same principal that I had and loved it. Used it ever since.

I have just printed my first return, and noticed that in the billing invoice the options page prints, in the client letter both federal and state the options page and other pages that I don't want print. How do I stop them from printing. I went into preferences but not there.

How about reinstalling the program

Sad to say if you want to do it in ATX you have to get the PRS and it is for 10 returns I thing it is $165.00. If you are going to use paper return go to the state website and sometimes they have a fill in form. Or download the form and handwrite it.

I read somewhere that it is not ATX it is the jState of Mass who is holding up the process, it is not only us it is quite a few programs that are still waiting

I am not positiave but I think if you have the forms on your computer all you have to do it open a a state form that you need and it should automatically use that state for you. Do this for each state you want. If by chance you go to a 4th state it will tell you you cannot without PRS

The program keeps up to 3 backup files of each client. I was told this is necessary in case of a failure on one of your files.

It will all depend on what you have your options set at. It may be that there were no updates for your needs.

Dose anyone know when the Mass forms will be approved?

After reading all these posts regarding the possible ATX demise, it is all the more important thing to do to go with Mel and have a completely new program that we will own and not be afraid of a big company buying it out. I think Mel will listen to us as to what we want and what is easier for us to navigate. I agree that ATX navigation is the best I have ever seen. I tried TaxWise last year and had to beg for my money back when they could not correct an error I kept coming up with. By reading the posts any small tax preparation software which had any value was gobbled up by the big guys and left the users out to dry. I suspect that Tax refund Express and TaxAct will be the next to by the wayside.

If you look at previous messages there are a few regarding scan and fill. First all w2 forms will not work. Also someone complained about the document manager saying you can't do it the way you want you have to use certain sub folers, I tried the demo and I don't see it saving you time unless you have a lot of new clients. Someone else was told they have to purchase an new scanner. all in all I cannot see the value of the program for an outrageous price. If you are looking for a document manager go to zdnet download section and download a document manager for gree. I use PaperPort which came with my scanner and it works fine, it scans everything in to a PDF file.