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Why do you use "this" software?


Pacun

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I use Medlin for only one client who has Payroll. Don't have any more left, but, yes, I like that little program. I nearly didn't renew until he told me he would have payroll workers again this year. He is a laborer with no benefits so generally it is one or two payroll employees at a time; but several throughout the year. Medlin is worth that kind of hassle. ATX for taxes and payroll reports and a very simple version of Quicken (not QuickBooks) for Accounting. Keeping it simple meets my needs as well as my income.

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ProSystem fx for taxes. QB for my own payroll and for those clients who use QB for their bookkeeping and for 1099s. I have sent larger, multi-state clients to Paychex for payroll. But, just last year used People's United Bank's online payroll for a small company and love it; I can do everything online, but have a real live support rep.

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ATX for taxes, 1099's, W-2's unless it doesn't live up to it's guarentees, QB for those who insist on it , Quicken for all new small businesses and any I can convert from QB to Quicken - who needs QB?, Medlin for payroll accounts. Drake I believe will be the back-up if needed - sure hope not!

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ATX for taxes, 1099's, W-2's unless it doesn't live up to it's guarentees, QB for those who insist on it , Quicken for all new small businesses and any I can convert from QB to Quicken - who needs QB?, Medlin for payroll accounts. Drake I believe will be the back-up if needed - sure hope not!

This is the first time I have ever heard - who needs QB? from anyone other than myself. I use Quicken for all small businesses; and some not so small. If they want to use QB on their own, they bring me in the printouts. The final numbers are what counts. I like to keep it simple as possible.

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This is the first time I have ever heard - who needs QB? from anyone other than myself. I use Quicken for all small businesses; and some not so small. If they want to use QB on their own, they bring me in the printouts. The final numbers are what counts. I like to keep it simple as possible.

I have never been able to figure out how to produce a balance sheet, AR and AP reports or reconciling retained earnings in Quicken, mind sharing how to print out those reports? I am asking this question, because I have dealt with corporate clients that walk in with their quickens reports and I have to manually prepare financial statements to prepare the tax return.

Thanks

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I am currently using Quicken 10 Deluxe. There are lots and lots of reports in the Report drop-down list. The main report I use is the Bank Cash Flow Report, but I have done the bookkeeping so I know what is supposed to be in there. There are times when you have to go elsewhere for some information. I have never done a corp, but do several partnerships. You won't get anything out on a report that has not been entered into the program. I use Quicken 10 for Dummies as a guide. Balance sheets are not always required for partnerships, especially family owned. However, I prepare them anyway. Some things, such as depreciation, flow right from ATX.

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I use QB for my accounting clients and gave up the payroll a few years back. If I were to process payroll for a single client, I would use Medlin as I too like the software. I have used ATX in the past to prepare taxes and for about 9 years prior to CCH garbling them up. I have used taxworks (RedGear from TRX) for four years and after the blowout there last year switched to TaxSlayer Pro. I do like TaxSlayer Pro but they still are not offering the forms I need to complete CRUT returns. So, I had to switch again this year. Now I am using OneDesk and I have to tell everyone it appears to be really good software. Yes, I am going thru a learing curve with inputting but have not had installation problems or update problems at all. As far as fixed asset, FAM through QB was good but I found out that the client could really screw this up on their end so I have reverted back to spreadsheets especially for my rental clients. I know this is alot of extra work but it works for me at this time. I don't want to trust a new software with depreciation until I really test drive it.

BTW- I just learned of some really neat features that OneDesk has with inserting notes in the tax return. You can set a note with a reminder that will pop up at you when you select the return completion. That is a plus for me. Also, the ability to scan documents and keep them with the return is another plus. Keeps the paper file smaller.

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