GeneInAlabama

I would simply do as you mentioned and show him this year and not next year. I don't think anything will be matched.

I've always done it that way too and I have never had a problem with it.

IF he has employees, how would that affect his FUTA and SUTA?

Was there not any withholding taken out?

>>Nothing sacred about E Filing. Paper file non payments, hold until deposit received.<< ???

>>What I have done is created a new folder called Completed, and any returns that are complete I have moved to this folder.<< George, this is a great idea. Thanks.

Thanks everyone. I'll have both parties check with their bank on this.

I have a client that is in the process of getting a divorce and are filing joint because of the EIC. They would like to have half of the refund deposited into each of their separate checking accounts. The husband will be out of the state at the time the check would be received if mailed. Will this work?

Thanks Donna, I couldn't figure that out either. Maybe one day I'll get around to reading the instructions. Probably after tax season.

Ryan, I checked back with TRS sales and they said that the first company is free, but each additional company costs $6.50 per month per client to use. She did say that this is a TRS charge and not a Red Gear charge. Kinda like buying a car and then having to pay to use it. I didn't buy the software because it included the accounting package and would have bought it anyway, but since they included it in the price, they should have honored it. Ryan, I appreciate the way you are supporting all of us. You are a real asset to the company.

I wonder how we would do it in case of a divorce?

Thanks Ryan, I didn't realize the accounting module was a part of Red Gear. I thought it was something TRX threw in with the tax program. I was a bit harsh in my original post and I apoligize. I may have misunderstood the sales person or she may have misunderstood me. Or, maybe she just didn't know. I will contact sales again and determine exactly what the score is. I really appreciate the support you have been giving and I am sure the other members of this forum do too.

Way to often, people misunderstand what they are told. Also, taxpayer assistance at local IRS offices are staffed by part time employees who may not be too knowledgeable about tax laws.

I would wait and see what the deal is. It might be barter and something more valuable than what he owes. If you are able to retrieve the return and mark it as a non-paid preparer, then you won't be able to charge anything. A little is better than nothing.

I purchased the Premium package of TRX 1040 which is advertised to include the accounting program. Surprise! I found out that the accounting program truly is included; BUT, in addition to buying the program, you have to pay $6.50 per client per month to use it. I would have purchased the program anyway without the extra module, but I don't like false advertising. The way it was advertised, it appeared that there would be no other cost. It gives a bad impression of apparently an otherwise good company. To be fair, I need to state that I purchased the premium program for the $299 price, but I have a flyer that states that I would get the PREMIUM package for $299 if I acted within a certain time frame. Kimberly at sales assured me that I would get the premium package at that price. I realize that I got more than my money's worth, but I hate deceit. If it was promised, it should have been delivered. Thanks for letting me rant.

After re-reading the original post, I believe you are right. It sure is easy to jump to conclusions. :)

But...for several YEARS? Something doesn't seem quite right. Is he really trying to rent it, or could he be using it for a tax write-off?

>>Your report is probably easier for the client to read!<< That is what I like. It saves time not having to answer "what is this for?" from the client.

Thanks Ryan, I appreciate your help.

When you click the help tab and then government instructions, you get a notice that they are not available yet. Will they EVER be available? Seems like most of them should be available by now.

Not doing the states piggyback must be an ATX thing. TRX is still doing them piggback.

You might get better response from the ATX forum. The ATX forum is at the top of the ATX Community page. I doubt if many of the ATX group check this (TRX) forum. Most of us used the ATX program last year, but we are using TRX now.

>>Based on my statistics, 99.99% of my clients keep the old number. I only have 100 clients<< I sure would like to see that one hundredth of a client. Could you maybe post a picture of what he/she looks like?

Are you talking about ATX or TRX?

I LIKE getting old. I hope I get a whole lot older.