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Margaret CPA in OH

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Everything posted by Margaret CPA in OH

  1. :bday: and many more!
  2. In ATX you can efile a Pin Registration for Form(s) 940/941/944. The client will have to sign for you to efile but then they will receive from IRS a 10 digit PIN number in a few weeks. There is likely a paper option but I have only done this online - easier. If you are a reporting agent, file a Form 8655 (http://www.irs.gov/pub/irs-pdf/f8655.pdf)for each client. You will be sent a 5 digit PIN as a reporting agent for all clients for whom you are a reporting agent.
  3. :bday: and many more!
  4. :bday: and many more!
  5. What I said 5 posts above...
  6. :bday: and many more!
  7. :bday: and many more!
  8. I don't use a particular program to accomplish what I think you are describing. When I have different applications open, I just reduce the size to drag to the monitor of choice. The next time it is opened, it will be on that monitor. I adjust the desktop by adjusting the settings for each. Since I normally use the 800x600 size due to bad eyes, sometimes an internet site won't work well. So I change the properties for that monitor only as needed and change back when I wish. No special program.
  9. :bday: and many more!
  10. I don't have the same thing on my two monitors. I have my "complete" desktop on my "main" monitor and only what I choose on the second one. When I work myself on tax returns, I have the prior year on the right and current on the left. When I have a client in to see their return (rare because I do nearly everything online), they only see the monitor I choose them to see. All day I have the internet browser on the right with 2 constant tabs - my homepage and ATXCommunity. On the left I have my email client (Eudora) and most of whatever I am working on at the moment. That could be a document, spreadsheet, QB or other program (although I nearly always have the QB programs on the right). At any time I can minimize any program and drag to the other monitor if the arrangement is better for a given task. I wouldn't go back to a single monitor for anything.
  11. Ah, yes, I like to think we think alike. I, too, have a folder with PY ATX and my multiple QB versions. Because I now use dual monitors and am working towards less paper, I have the icons for the current and immediate past year both. I have current year open on main monitor and prior year on second monitor for reference instead of a paper copy. And I have the original client documents on my desk or in a scanned file if they have only sent attached or faxed copies.
  12. Hear, Hear!!!
  13. I hope and trust that others will be able to assist you. I had "my computer guy" set it up. He has built all my computers for the last 5 or so years so I trust him implicitly. I also call with questions from time to time and he doesn't charge me. And now he even has remote access - so cool!
  14. :bday: and many more!
  15. :bday: and many more!
  16. :bday: and many more!
  17. Some of you may already have seen one of these versions but this is my first time. I received this link right after KC's offering. I laughed so hard.... Some versions are better than others but the above made me laugh the most.
  18. :bday: and many more!
  19. Congratulations! I got the Fujitsu ScanSnap S1500 several months ago but not soon enough. I love this little thing! I wish I had bought it last year, though, before I paid someone for a couple of months to scan all my old files. Well, she really needed the money so I guess it was for the better. But now - WOW! I think you will wonder how you ever managed without it. I know I do. I'm sure the Kodak works the same; they are amazing.
  20. The problem I have with it is that, when I type in www.cchtaa.com or cchtaa.com, the website isn't found.
  21. :bday: and many more!
  22. Yes, I just found it there about an hour ago. I haven't looked into it yet - too busy. Definitely wondering, "What's this?"
  23. Taxbilly, we all knew you were smart; now we know you are also wise. Thanks for this.
  24. Yes, I received the same email and chuckled having had it installed for two weeks already!
  25. Well, you might be old but are not the only one. I believe from other threads (see Fender Skirts, for example) that there are quite a few of us over 60. So maybe we don't know everything or even much about some things but collectively we seem to know a lot. Now, that may not be tax stuff!
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