Margaret CPA in OH

I had an error yesterday that somehow resolved itself - RA. Then I couldn't get the file to upload to BSO. The message was that the file name was invalid or something. I spend over an hour on the phone with SSA - Wilma kept saying it was a tax software issue. ATX said, no, if it passed AccuWage the issue was SSA. Finally this morning I got an experienced person who led me through allowing SSA to be an approved site for security. Now it works. While I was on hold I browsed through much of the BSO website to find the error codes. I can't find the specific list again at the moment but here is a start for you - http://www.ssa.gov/employer/bsohbnew.htm Also, the tech support number 1.888.772.2970, answers pretty quickly. I just hope you don't get Wilma!

Lynn, the status column is to the far right on the Return Manager. Ken, do you just change the status "note" with each update or have a string of characters? I like your style! Did you drag the status column to the left to see on the screen more easily? I think I will try this along with my system. To have everything on the screen is helpful although my clerical person utilizes my "status" list, too - not so easy on the software screen.

This is in MAX. For efiling I don't create the efile until I have the 8879 signed and in hand. When I create and send, I check daily for acceptance after transmitting. When accepted I check the Complete box in Efile Manager. Then I print out the 9325 in the return, email or mail with any desired printed copies (most now are happy with just digital copies) and any local or state returns that must be mailed in. Only then do I check Complete on the Return Manager. I also keep a log of when I received the engagement letter and the organizer/client data (sort of FIFO), the returns (Fed,State(s), Local, received 8879 if efiled, the date mailed out or emailed out, whether there are estimates to track, Billed/Paid and if other notes. It helps keep me on track and organized. To date, knock wood!!!!, I haven't experienced any "forgotten" returns. Hopefully my good luck will continue through my "golden" years!

:bday: and many more!

Yo, Elrod! Good to hear from you again! And I do hope we hear from JB soon. Tax season will be much more bearable with his pithy comments. Good luck unloading the banananananananas...

I just tried it on a 941 data sheet and it worked fine. It did not work on a W-2 file. You can also, for one page or the current page, just click on the icon across the top that says "Page." Does that one work for you?

This is very curious and I guess I should consider myself lucky. I ordered Max through TRX, well, I guess it is TTO. I received my Master Tax Guide a couple of weeks ago and last week brought both 1040 Express Answers and Business Quick Answers. I was very aggressive, however, early on when the issue of ATX from TRX was kind of iffy and somewhat in doubt. I emailed and called to clarify just what I was receiving and from whom with the money back guarantee. I still have that email, too. Keep trying through both vendors, I should think, but make sure what your receipt from TRX actually says. And good luck!

:bday: and many more!

Chiming in here with the other good folks - Happy New Year! May it be healthy, happy, and prosperous by whatever your definition of prosperous!

Don't despair! Just today I received both Business Quick Answers and 1040 Express Answers and received the Master Tax Guide about 2 weeks ago. I guess the mailing schedules are random. I, too, ordered TTO through TRX.

:bday: and many more!

Hmmmm, makes you wonder if there is a lurker or three out there. Methinks your vent in this place may have resulted in this positive response. I hope "they" are out there, "listening" and thoughtfully responding when appropriate. At least you got good news this time and, by golly, hold Gill accountable! And let us know the next chapter.

:bday: and many more!

:bday: and many more!

We are all thankful for the success of your surgery. I, for one, admire you and all who have had this done and then shared the good news as a result. I am nearly blind in one eye from untreated amblyopia and am nervously anticipating the surgery on the good eye. It is so scary because, should anything happen to that one, I would be blind. Your positive experience is a good sign! Continued good healing to you and your husband!

:bday: and many more!

:bday: and many more!

I echo the above sentiments and envy those who have mastered the skills to insert color and size changes. Maybe 2010 will bring my skills up to that level. I looked at the options, tried some and failed miserably. So imagine large, colorful letters wishing you all Merry Christmas and a Happy and Prosperous New Year!

Who needs reality shows on television? The bonus is that we actually learn some things along the way. It is interesting to follow the thought trains of some very bright minds, too!

:bday: and many more!

:bday: and many more! Let us hear from you soon!

Woo Hoo! Another great milestone reached! Congratulations and indeed many thanks for sharing your wisdom, support and erudite comments over 1500 times!

:bday: and many more!

Yes, Gail and Taxbilly, that is the way to do it. I've noticed that in some other places, too. So if a link doesn't work, I always check to see what is missing in the string and copy and paste in the url bar.

Check this link: http://www.irs.gov/efile/article/0,,id=98368,00.html I think you will find all the answers there. Directly but with a provider, it seems.