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​ Margaret, I believe that Jack's own words were included in the quote box. The same thing happened last night when someone quoted me. I've edited Jack's post so that only your words are inside the quote box. Apparently a new "feature" is that the cursor remains inside the box when we use the quote function.

​Accuwage is recommended but not absolutely required. For example, it gives me a warning every year when I file my own W-2 from my firm because the employer EIN and ERO's EIN are the same, and it asks if I'm sure that I want to continue. Using ATX for the W-2 and 1099 filings is well worth the $1.50 per client, if that is all the charge is, because of the rollover feature that saves time and reduces the chance of typos when entering names, addresses and EINs each year into the BSO area of the SSA site.

It IS a lot easier to read now than it was immediately after the transition. We also now have a line of blue dashes across the page just above the first new unread post. Nice!

I saw a word from a typo on here yesterday that I'm reserving for when my computer gives me . Replace the 'm' in computer with a 'k'. I hope that doesn't offend anyone..............too much.

​KC and Eric, it took me a while to figure out how to change titles of posts to fix typos now. FYI, that ability is still there but now it's part of editing the first post in the topic to edit the title.

One document that you could have used would be the Certificate of Occupancy. Shame about the client missing the credit for so few days, but that happens sometimes.

​ It seems there is no "managing" them because there's no delete function that allows that. I tested deleting an attachment in a post where I'd used a pdf, and I converted it to quoting from the source or linking to another site, so that appears to work. I did that with some old posts by getting rid of the pdfs. No content changed and it saved space. I'll remember to do it that in future or use some other method of sharing, so there's no need to increase the size, especially if that is costing you more money. I was not aware that would cost you more. Thank you for making that clear.

I haven't noticed any lag in using it to read, post, or poke around to familiarize myself with the new layout, but I did think it was odd that I received a notification this morning that you had quoted me last night. That was rather strange to have that appear 12 hrs later. Also, I saw a new user registering that isn't appearing as the newest member, but her user name appears if I search for that member. Member list is missing too. Should I stop being a pest by mentioning these types of things while you are still working on the site and ironing out the kinks?

Eric, there seems to be no way to manage attachments at this point. I have a few that total 7.8mb out of a total of 8mb allowed so my attachments allowed are at 98%.

Eric, thanks for adjusting the contrast. That's helped these tired eyes too. Two other things I noticed since the change are that there's no ability to delete items from the notifications list., and second, the names of people that "like" a post is no longer displayed, only the # of people liking it. It seemed that many here used that to indicate they'd read the response to their question without having to say thanks. For those asking about the refresh, another way for those using IE is to right click the mouse and choose refresh from the drop down in IE11, or in Firefox right click the mouse and click the circle with arrow at the top of the box that pops up, or use F5 like Eric suggested. I don't have Google, but it probably has something similar.

Thank you, Eric.

Thanks; there are still several that are disabled that I can't make a selection. One is "I am added to a conversation" - the selection in the notification column is disabled The other is "Someone 'likes' something I've posted - selections in both columns are disabled and can't be changed.

Eric, I'd found that page but many are greyed out with either a selection made that can't be changed, or aren't set at all, indicate that Admin has disabled that option, and some have a lock to the left of them. There is no way for me to make selections for some or change them.

http://www.irs.gov/uac/First-Time-Homebuyer-Credit-Questions-and-Answers:-Basic-Information JB, this is from the page linked above: Q. When do I have to buy a new home to get the credit? A. The credit is available for eligible home purchases after April 8, 2008. You must enter into a binding contract to buy the home before May 1, 2010, and close before July 1, 2010, in order to obtain the credit. For a home you construct, the purchase date is considered to be the date you first occupy the home. (11/19/09) Reference is IRC sec 36(c)(3)(B) that says "A residence which is constructed by the taxpayer shall be treated as purchased by the taxpayer on the date the taxpayer first occupies such residence."

Eric, will you be working on the notification settings? There are a couple of things I've noticed there: The ability to change the setting for receiving a notification here or receiving email notifications when PMs are received is disabled. I like to receive a copy directly to my email.The ability to change the setting for receiving a notification via email when a member reports something is also disabled. Many times I've seen the email before I've been planning to be back on, but having the ability to receive those via email, the reports might get handled more quickly. I see that everyone's email is visible. Are you able to give members the option to hide that, or must it remain like this?

Thanks, Eric. It looks and feels great so far!

What were the dates of e-filing for each of these, and what were the dates entered for withdrawal? Is it possible that the date you entered made it impossible for the agency to initiate the payment as entered? For example, my state requires the payment to be dated the next day, or 2 days later, if the person is paying after business hours.

You can request the "red" machine-readable forms directly from IRS for free. Online ordering from this page. The on-the-fly page allows you to mark it corrected, process and reprint any of the copies. It also allows adjustment of the page for printing. I haven't had to do this with Drake, but with ATX when I had to do this, I'd print the data-only version and play with the margins until it lined up with the IRS form. It only took a try or two to get it aligned. Order some extra forms to play with and to have on hand of you need some in future. I didn't order any 2014 forms or I'd send you some, but I just checked Drake's alignment with a 2013 red form I got from the IRS and it was within 1/8" for adjustment purposes when I printed a "data only" form on plain paper and held it up to the light.

Welcome to the forum!

Yes, it is the same program as before. Drake has been working on a new accounting program for about a year now I think. I haven't seen anything recently about it except that they won't put out a product that the testers aren't happy with and have it be DOA when it"s rolled out. As I said, I don't use it for my write-up work, so I can't talk about its limitations, but it seems to me that there is no ability to have comparative statements created since each year is in a separate program. That would stop me from using it right there.

Thank you very much, Rita.

Randall asked a question about Medlin payroll and mentioned Drake also that was in a topic about ATX pricing. Rather than hijack that thread, I've started this topic and moved my response here with some information. Drake's CWU program will allow you to prep 941s, 940s, W-3s, W-2s, and the 1099s "on the fly" meaning that you don't have to use the write-up function but may enter information directly on the forms. The software does not e-file for you, but it does create the file to transmit to SSA and directly to the IRS for the 1099s using the IRS FIRE system. That does require you to apply and receive a TCC number and set up a user name on the FIRE site. It's very easy. Do be aware though that if you purchase Drake to use next year, it will include their CWU program, but what you will be getting will be the 2015 tax software and the 2016 CWU program. That won't allow you to prep the 2015 forms. You would need the 2015 CWU program for that. That is what happened to me the year that I switched to them away from ATX. I called the sales office and explained my confusion in thinking I'd have everything I needed, and explained that the ATX program allowed preparing those returns, and the Drake team gave me the install codes for that prior year CWU so that I could activate the prior year's program. They are really a wonderful company when it comes to customer service. Also, I have to file the state copy of the W-2s on paper because DE doesn't accept Drake's format, so that is something for you to look into as well. Maybe your state will accept it, but mine doesn't. Lastly, Drake negotiates great rates on research products. Last year the choice was between The Tax Book or RIA Checkpoint. I can't remember the exact price of TTB for last year but it was somewhere slightly over $100. I upgraded the service and also bought a hard copy desk reference from them too and spent about $250. In 2013 I spent $89 for the RIA product.

Rather than hijacking this topic with info about the workings of Drake for payroll and 1099 filing, I've started a >new topic here. It also has a brief mention of how they negotiate for great prices for research products for their customers too.

I'm sorry you're going through this. I don't think any of us are safe from this any more, no matter how limited our online activity or plastic card usage, not with the huge data breaches where hackers are targeting places like Anthem insurance, banks, hospitals, financial professionals, and states' revenue depts.

This was posted elsewhere with this caption: "Sometimes you just want to take your teddy bear into the pool and drift away from all your troubles." Yes, yes I would. Warm weather and that chocolate would be nice too.