Robbie Posted April 8, 2023 Report Share Posted April 8, 2023 On the last two tax returns that I have efiled, the client letter changes the direct debit amounts for each of the quarterly payments to a wrong number after transmitting the efile to ATX. I just spoke with a representative at ATX who, after half an hour, told me that it is a problem with ATX and they are working on it. I was told the efile transmittal to the IRS used the correct numbers, not the incorrect numbers appearing in the client letter after I have filed. 1 Quote Link to comment Share on other sites More sharing options...
mcb39 Posted April 9, 2023 Report Share Posted April 9, 2023 Good Grief!!!!! Quote Link to comment Share on other sites More sharing options...
Lee B Posted April 9, 2023 Report Share Posted April 9, 2023 As a workaround, can you print the client letter before efiling? Quote Link to comment Share on other sites More sharing options...
Robbie Posted April 9, 2023 Author Report Share Posted April 9, 2023 I print a pdf of the letter and the tax return for my files after I have created an efile and use that to print or email to the client. So that isn't a problem. The problem is after doing that and closing the file, the next time the file is opened on ATX the federal and state estimates are different from what I transmitted. I've never had the file change before after creating an efile without the original efile being flagged red. Weird. The first time it happened I was afraid that the incorrect numbers were transmitted to the IRS but I am told that didn't happen. Nevertheless, I will monitor those clients and confirm that the direct debits for the due dates are accurate. It was a lot of fun to lose an hour or two of uncompensated time. Quote Link to comment Share on other sites More sharing options...
Lee B Posted April 9, 2023 Report Share Posted April 9, 2023 I have been having a kinda similar problem with Drake this year. On some 1040 clients when I update the client from 2021 to 2022, the 2021 federal & state tax liability $ amounts change and don't match the $ amounts on the 2021 filed returns? Then I have to correct the $ amounts. It's a minor issue which only affects penalty and interest calculations and the potential taxability of state refunds if the client itemized. 1 Quote Link to comment Share on other sites More sharing options...
Catherine Posted April 10, 2023 Report Share Posted April 10, 2023 23 hours ago, cbslee said: On some 1040 clients when I update the client from 2021 to 2022, the 2021 federal & state tax liability $ amounts change and don't match the $ amounts on the 2021 filed returns? Then I have to correct the $ amounts. I've noticed the same, and have been checking those figures on all my returns. 1 Quote Link to comment Share on other sites More sharing options...
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