HV Ken Posted March 30, 2014 Report Share Posted March 30, 2014 I thought I read on a thread to a discussion that someone converts PDF files to csv files so they can then be imported into ATX? If this is true, can you give me a hint as to how to accomplish this? Thanks! Quote Link to comment Share on other sites More sharing options...
Carolbeck Posted March 30, 2014 Report Share Posted March 30, 2014 I use a PDF Converter called Wondershare PDF Converter PRO. Not perfect, but it converts pdf's to excel then you save excel as a csv file. You do have to tweak, but it does save a lot of data entry. It just depends on what the pdf file shows. You can use a trial of it, but you are limited with the number of pages. the cost was $69 2 years ago. Now it is $80, I use it at work and at my home office. url http://store.wondershare.com/shop/ Hope this helps! Quote Link to comment Share on other sites More sharing options...
Jack from Ohio Posted March 30, 2014 Report Share Posted March 30, 2014 I don't think ATX has the import capability this year. I just checked. You must have the Fixed Assets Manager so it appears. 1 Quote Link to comment Share on other sites More sharing options...
HV Ken Posted March 30, 2014 Author Report Share Posted March 30, 2014 @Carolbeck - Thanks! Will take a looksee. @Jack - not true. I have used the import function plenty of times this season for stock transactions. It is standard issue! Quote Link to comment Share on other sites More sharing options...
Jack from Ohio Posted March 30, 2014 Report Share Posted March 30, 2014 @Carolbeck - Thanks! Will take a looksee. @Jack - not true. I have used the import function plenty of times this season for stock transactions. It is standard issue! The import option for fixed assets is grayed out. Did you install the FAM trial? Quote Link to comment Share on other sites More sharing options...
HV Ken Posted March 30, 2014 Author Report Share Posted March 30, 2014 @Jack - we are talking about different imports. I am referring to importing stock transactions. Quote Link to comment Share on other sites More sharing options...
Lion EA Posted March 30, 2014 Report Share Posted March 30, 2014 My hubby likes something called CutePDF for converting. It was free when he got it. I haven't used it. Quote Link to comment Share on other sites More sharing options...
Philip1117 Posted March 30, 2014 Report Share Posted March 30, 2014 why not just enter the totals? Saves lots of time. Phil Quote Link to comment Share on other sites More sharing options...
michaelmars Posted March 30, 2014 Report Share Posted March 30, 2014 technically you can only enter totals for codes a & d, the rest you have to enter each one., you can't say see attached unless the broker statement has the basis too. Quote Link to comment Share on other sites More sharing options...
HV Ken Posted March 31, 2014 Author Report Share Posted March 31, 2014 @Phil - the instructions are pretty clear when you can and cannot simply use totals. Quote Link to comment Share on other sites More sharing options...
Philip1117 Posted April 1, 2014 Report Share Posted April 1, 2014 In 15 years i have never entered each line item. Boy some people will be in for a shock if I have to enter all of there of those charges. What do you charge to enter all those transactions? Phil Quote Link to comment Share on other sites More sharing options...
Richcpaman Posted April 1, 2014 Report Share Posted April 1, 2014 In 15 years i have never entered each line item. Boy some people will be in for a shock if I have to enter all of there of those charges. What do you charge to enter all those transactions? Phil Yep. I had one with 36 pages of transactions. They were insisting that I include them with the return. Said sure. $3 a line item. They decided against it. I told them the subtotals ST and LT to each account was sufficient. This was before the 8949 world, but really? The IRS has the info. Send me a CP-2000 and I will deal with it. And in 22 years, I haven't seen one yet. Rich 2 Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted April 1, 2014 Report Share Posted April 1, 2014 And unlike 'audit lottery' which I do not approve of, "CP2000 lottery' in this sort of case just makes sense in this 8949 world. Quote Link to comment Share on other sites More sharing options...
HV Ken Posted April 1, 2014 Author Report Share Posted April 1, 2014 In 15 years i have never entered each line item. Boy some people will be in for a shock if I have to enter all of there of those charges. What do you charge to enter all those transactions? Phil To date, when the instructions say the transactions need to be itemized, I have been successful in getting a CSV file of the transactions, and the entire process takes less than 5 minutes, so the charge is minimal. But if I did have to charge per transaction, my rationale is this: if they are willing to pay between $7-$12 per trade, they should be willing to pay $3 per transaction to include those trades on their tax return!! 2 Quote Link to comment Share on other sites More sharing options...
michaelmars Posted April 2, 2014 Report Share Posted April 2, 2014 ubs will not send out csv files. Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted April 2, 2014 Report Share Posted April 2, 2014 If you have the printed copy, you can scan it, then save it as a cvs file. Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.