Lynn EA USTCP in Louisiana

I did that and still the letters don't show up on FORMS list when I click "add forms". They do show up when I click on FORMS to customize them. BUT, I fiddled around within the program and within another tax return and figured it out. Within a tax return, click on "Forms" and a box will drop down. One of the offerings on that drop-down list is client letter. That's the way to add the client letters from within a tax return if they don't open up automatically. Lynn Jacobs, EA Kenner, LA :lol:

Now when I open a new return the client letter does not show up. I had customized my client letter. Where did it go? How do I get it to show up? Even when I go to "add new forms" it does not show up on my forms list. Thanks, Lynn Jacobs, EA Kenner, LA

My Assistant just checked for his refund, which hit his account this morning (direct deposit). Yesterday the LA REV DEPT website said his refund had not been processed. That return was e-filed on 1/28/08 and accepted by the state on 1/29/08.

I've been checking the "where's my refund" section of the LA REV DEPT website every day. Just tried to do that and they are currently updating information. Will try again in 30 minutes. Have you been checking there? Lynn Jacobs, EA Kenner, LA

No, Louisiana does not require that a copy of the 1099-MISC be attached to the tax return. Lynn Jacobs, EA Kenner, LA

Yes, they may. Enter the names as they are shown on the social security card, i.e. "John Smith and Mary Jones" Lynn Jacobs, EA Kenner, LA

I like the idea of creating another section for OT. Lynn Jacobs, EA Kenner, La

When is the last time you did an update? I just updated my system (8:30 pm) and there were several LA forms on the update list. Lynn Jacobs, EA Kenner, LA

Hmmm . . . now I know why I am unable to access the MyAtx website. I need to change my password, etc. and wanted to peruse the knowledgebase. Kept getting an error message no matter which link I clicked on. Hope they are able to follow through with his stated committment to 1) better customer service, 2) continuing the ATX product line. Thanks for the post, Lynn Jacobs, EA Kenner, LA

This must have been one of their cost effectiveness measures - no little instruction guide this year. No one received it. Lynn Jacobs, EA Kenner, LA

Same thing here - the activation code they gave me over the telephone is different from that one that came in the delivered package. Who knows?!! I still have trouble getting into MyATX. Worked fine when they gave me the activation code to use for the P/W, but after a while it wanted me to log in again (after a period of so-called inactivity they lock you out and you have to login again) and the system didn't match up with my newly revised P/W. I figured I'd wait a while to see if their system needed time to update (?!). I called Tech Support this AM about a perceived error in a LA state worksheet. The techie sent it up channel and later I received an email stating that the state tax return works as "designed". Well, duh! It will work as designed but if the design is flawed the return as filed will be wrong. I faxed them the worksheet in question and am waiting to hear back. Lynn Jacobs, EA

When I spoke with Gil Watts this morning (see my other notes regarding ATX TTO) he went on and on about ATX Scan & FIll program - now discounted from $695 to $400 (based on my TTO subscription) and with a free scanner. Who on this board is using this? Is it now the best thing since sliced bread? Will it really save me time? Or is the time saved from keying in the w2/1099 information now replaced with time spent using the scanner and making new folders, etc? Thanks, Lynn Jacobs, EA :huh:

I had a little time and thought I'd install the 2007 ATX TTO program. The activation codes are for MAX, which explains why online I'm unable to access the research program (it's not part of the MAX subscription). When the program came up to be MAX and not TTO I cancelled the installation. I left phone message for the person I spoke with this morning, sigh, he's busy. KC - question - if I do go ahead and install MAX once they do send me the proper activation codes for TTO will I have to uninstall MAX, or will the proper activation codes allow the TTO to overwrite MAX? I know, it's really a question for ATX technical support but the only emails I can get to go through are to the sales dept.; those to technical support either come up with an error message immediately or are returned as undeliverable. All help and guidance appreciated. I'm glad I tried doing this now (when it's a LITTLE slower) instead of waiting until 1/31/2008. Lynn Jacobs, EA

After a telephone call to Gil at ATX (the e-mail came back undeliverable) the explanation is that they are updating the web-based system. Lynn

In all prior years my ATX subscriptions have included the Federal Tax Expert research product. Today when I attempted to access it online I received a notice that I was not a subscriber!!! Though I have sent ATX an email no reply has yet been received. Anyone else on this board have information or other/similar experiences on this issue ? Thanks, Lynn Jacobs, EA Kenner, LA

Have you considered printing the "next year's" depreciation report? I do that and then plug the known information into the "tax planner". Lynn Jacobs, EA Kenner, LA

I've been using Howell Client Write-Up for 15+ years. They are very reasonably priced with very good customer support. See their website, http://www.howellsoftware.com/ for more information. Feel free to use my name as a reference. Lynn Jacobs, EA Kenner, LA

Wonders will never cease!!! Lo and behold, the 2006 1120S transmitted today was accepted. Go figure. Lynn Jacobs, EA Kenner, LA

I didn't goof (or maybe I did by not giving the client a firm deadline to return the signed 8879). Just got back a signed 8879 for a 2006 1120S. I know the cover letter told the client the deadline they had to file the return but she didn't even sign the 8879 until 10/1 (and she had it for at least 2 months ! ). So I went ahead and cleared it for e-file and off it went this morning. ATX transmitted it to the service and I'll let you all know if it went through or was rejected. My clients teach me something new all the time. Lynn Jacobs, EA Kenner, LA

Thanks, KC - I figured out how to do it for the Individual clients. One more question - does the system also generate organizers for entities such as corporations, partnerships, etc.? Thanks again - Lynn

When I updated the ATX program one day this week I noticed the 2007 organizer is available. I was (still am, actually) a new user for the 2006 tax year and have a question. In order to do an organizer for every individual tax client, is it necessary to open each return and add the 2007 organizer for each one and then to do the print function? Is there an option to click which says to print an organizer for each client "clicked" on the list? Is there a way to "batch print" the organizers? Thanks for your help. Lynn Jacobs, EA Kenner, LA

I too received a second notice from "Caroline Stone" inviting me to continue with the survey. I attempted to comply but was able to answer only one or 2 more questions before receiving a message notifying me of an error with the link configuration. I've never been able to get back in to finish the survey. GIGO. Lynn Jacobs, EA Kenner, LA

Have you considered inserting a balance sheet, asset category item, "Due from XXXX" ? So the payments are posted to that account, incrementally reducing it over time. Lynn Jacobs, EA Kenner, LA

Under what circumstances (other than corporate dissolution) may the treasury stock item be removed from the corporate balance sheet? Thank you, Lynn Jacobs, EA Kenner, LA

Is the student performing services for a private school? If yes, then his wages are exempt from social security and medicare withholding. If no, then any employer in the private sector (unless it is a schedule C owned by his parents) must withholding social security and medicare tax. See January 2007 Circular E, page 34. Lynn Jacobs, EA Kenner, LA