Janitor Bob Posted February 14, 2014 Report Share Posted February 14, 2014 With the new computer this year, I can have ATX 2011,2012, and 2013 running with multiple returns open in each....with no noticeable reduction in speed. Nice. HOWEVER....I need to pay attention to what program I am in. Just spent 30 minutes doing the data entry on a return for a new client....before I realized it was in the 2012 program. Oh well...I just saved and then rolled it over in the 2013. Perhaps I should call it a night. 2 Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted February 14, 2014 Report Share Posted February 14, 2014 LOL ! Night, JB. Quote Link to comment Share on other sites More sharing options...
RitaB Posted February 14, 2014 Report Share Posted February 14, 2014 Just spent 30 minutes doing the data entry on a return for a new client....before I realized it was in the 2012 program. If I had a nickel for every time I've done that, you'd say, "Why do you have so many nickels? That's way too many nickels." And you'd be right. 1 Quote Link to comment Share on other sites More sharing options...
gfizer Posted February 14, 2014 Report Share Posted February 14, 2014 I've done this before, too. So frustrating. Now in order to differentiate between them I set the zoom on my current year software to 125% and leave the zoom on the older versions at 100%. That way I know if I'm having trouble reading the print I'm in the wrong year! 4 Quote Link to comment Share on other sites More sharing options...
RitaB Posted February 14, 2014 Report Share Posted February 14, 2014 I've done this before, too. So frustrating. Now in order to differentiate between them I set the zoom on my current year software to 125% and leave the zoom on the older versions at 100%. That way I know if I'm having trouble reading the print I'm in the wrong year! You are a genius. Thank you. Quote Link to comment Share on other sites More sharing options...
gfizer Posted February 14, 2014 Report Share Posted February 14, 2014 You are a genius. Thank you.Awww,shucks! I don't know about the genius part. You know what they say...even a blind squirrel finds a nut once in a while. 3 Quote Link to comment Share on other sites More sharing options...
Jack from Ohio Posted February 14, 2014 Report Share Posted February 14, 2014 You can also change the color of the input boxes. Preferences. 3 Quote Link to comment Share on other sites More sharing options...
RitaB Posted February 14, 2014 Report Share Posted February 14, 2014 Now if I can just figure out how to get people to hand me their papers and not explain, "This is my W-2 from Fred. This is my W-2 from Bob. This is my wife's Social Security W-2. This is my wife's W-2 where she worked, and I don't reckon they held out tax (otherwise known as a 1099-Misc), and this is my W-2 from Amazon where they are wanting me to pay sales tax. Don't know if we can deduct that or not." 6 Quote Link to comment Share on other sites More sharing options...
Jack from Ohio Posted February 14, 2014 Report Share Posted February 14, 2014 Now if I can just figure out how to get people to hand me their papers and not explain, "This is my W-2 from Fred. This is my W-2 from Bob. This is my wife's Social Security W-2. This is my wife's W-2 where she worked, and I don't reckon they held out tax (otherwise known as a 1099-Misc), and this is my W-2 from Amazon where they are wanting me to pay sales tax. Don't know if we can deduct that or not." When they start, I reach out and say: "Just give me the whole stack. I have seen hundreds of whatever document you have." It works. 1 Quote Link to comment Share on other sites More sharing options...
RitaB Posted February 14, 2014 Report Share Posted February 14, 2014 Oh, that would not work in Crossville, TN. The friendliest place on earth. Oh, no, not atall. No siree. 4 Quote Link to comment Share on other sites More sharing options...
Lion EA Posted February 14, 2014 Report Share Posted February 14, 2014 I used ATX for several years and changed the colors for each year. We need all the help we can get when we're busy to keep us in the right place. Each year I seem to have more prior year returns, clients who bring in two or more years at once, and even a fiscal year entity or two beginning in the prior year. 1 Quote Link to comment Share on other sites More sharing options...
ILLMAS Posted February 14, 2014 Report Share Posted February 14, 2014 I admit that has happened to me more then once already. 1 Quote Link to comment Share on other sites More sharing options...
Lion EA Posted February 14, 2014 Report Share Posted February 14, 2014 When they want to go through all their documents with me, I put them to work going through all their documents -- but by themselves, sorting them into stacks. I have them separate all the income documents first, and then I grab that stack and tell them to separate all their deductions next, then we can see what's left. If they have a business, they usually have those separate from their personal, even if in a shopping bag or large plastic bin. 1 Quote Link to comment Share on other sites More sharing options...
Jack from Ohio Posted February 14, 2014 Report Share Posted February 14, 2014 Oh, that would not work in Crossville, TN. The friendliest place on earth. Oh, no, not atall. No siree. "Now Y'all jest han me them there papers n will git dun much faster!!" (I was born in Loudon County Tennessee) 2 Quote Link to comment Share on other sites More sharing options...
Janitor Bob Posted February 14, 2014 Author Report Share Posted February 14, 2014 I love it....and brilliant ideas on changing the appearance of prior year programs...As soon as I get home, I'm gonna change the input box colors and increase the zoom on 2012. 2 Quote Link to comment Share on other sites More sharing options...
RitaB Posted February 14, 2014 Report Share Posted February 14, 2014 "Now Y'all jest han me them there papers n will git dun much faster!!" (I was born in Loudon County Tennessee) Well, now, that right there jest might be doable. You foreigner from the metropolitan area of Knoxville big towner. 1 Quote Link to comment Share on other sites More sharing options...
RitaB Posted February 14, 2014 Report Share Posted February 14, 2014 I love it....and brilliant ideas on changing the appearance of prior year programs...As soon as I get home, I'm gonna change the input box colors and increase the zoom on 2012. Overkill is underrated. It's like science! Quote Link to comment Share on other sites More sharing options...
joanmcq Posted February 15, 2014 Report Share Posted February 15, 2014 Changing the input boxes...I like that! Quote Link to comment Share on other sites More sharing options...
SFA Posted February 15, 2014 Report Share Posted February 15, 2014 I just changed mine. Thanks for the ideas. Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted February 15, 2014 Report Share Posted February 15, 2014 I always change the input boxes, but like the zoom idea as a double warning. As for those people who want to hand me each piece, I just say, in a firm tone, "give them all to me, please, unless you want your fee to double." Works every time!!! Quote Link to comment Share on other sites More sharing options...
JohnH Posted February 15, 2014 Report Share Posted February 15, 2014 I usually ask them to hand me the rest of their stack so I can go through it quickly. If there's some boilerplate stuff in there (brokerage statements, etc), I quickly shove it into the paper shredder. Love to see the expression on their faces as that thing grinds away. 1 Quote Link to comment Share on other sites More sharing options...
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