TAXMAN Posted February 14, 2012 Report Share Posted February 14, 2012 Just noticed my billing does not pick up all the transactions on the new form required. Anyone figured out a pricing plan for all this work? Some of these 1099B's I am seeing leave a lot to be desired. Can you see CP2000 notices this fall? :scratch_head: Quote Link to comment Share on other sites More sharing options...
TAXMAN Posted February 16, 2012 Author Report Share Posted February 16, 2012 Just moving back up. Would really like someones take on this issue as I am seeing more of these showing up. Quote Link to comment Share on other sites More sharing options...
Elrod Posted February 16, 2012 Report Share Posted February 16, 2012 I just figure one extra form for each ten sch. D entries............Assuming that you charge by the form.. Then imput and bill customer. " I's don't need's any stinking CP2000's " Quote Link to comment Share on other sites More sharing options...
joanmcq Posted February 20, 2012 Report Share Posted February 20, 2012 You can set up to charge by the entry on Sch D, 8949. It's one of the options on the invoice. Quote Link to comment Share on other sites More sharing options...
Joel Posted February 20, 2012 Report Share Posted February 20, 2012 I added the entry charge onto the invoice but it doesn't seem to be working. Have not had enought Sch D/8949 returns to be sure. Quote Link to comment Share on other sites More sharing options...
JRS Posted February 20, 2012 Report Share Posted February 20, 2012 I added the entry charge onto the invoice but it doesn't seem to be working. Have not had enought Sch D/8949 returns to be sure. Same here. Few entries, but no change in billing. Quote Link to comment Share on other sites More sharing options...
TAXMAN Posted February 21, 2012 Author Report Share Posted February 21, 2012 I submitted this again to ATX with no results. I also submitted to them a new reurn in which I was filing out the comparison page for previous year and found it can't add correctly. Try it. Make a dummy. Put 10k as income and put 10k as interest and see if yours reduces the A total by 1%. Would like to hear on these issues. Thanks Quote Link to comment Share on other sites More sharing options...
Randall Posted February 21, 2012 Report Share Posted February 21, 2012 I don't use the ATX billing for my actual billing. I include it for my personal use. I track my time and calculate an hourly rate. That's not my actual billing either because I use a high rate. Some of my time is clerical and bookkeeping. I adjust (usually down) for my actual bill. I have some minimums. I know my billing is too low. I'm a softy. I'm quoting new clients higher (especially if they have rentals, etc.) and gradually raising the existing clients. I do charge a separate line item for 'accounting service' if I have to do too much before actually preparing the return. Quote Link to comment Share on other sites More sharing options...
TAXMAN Posted February 23, 2012 Author Report Share Posted February 23, 2012 Just checking the added fee per item on Sch D and still no change in bill amt. Correct Version per ATX. Anyone seen or heard of a fix? Quote Link to comment Share on other sites More sharing options...
Catherine Posted March 2, 2012 Report Share Posted March 2, 2012 I noticed that if you put in per-item billing it no longer charges for the Schedule D as a form. Either/or -- charge for D or charge per item on D. grrr. I calculated what I wanted to charge overall and divided by the number of line items on the D detail - put that in as my per-item chage. Annoying, but it worked. Quote Link to comment Share on other sites More sharing options...
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