Margaret CPA in OH

:bday: and many more!

Yes, OldJack, a belated with many more to come! When was the happy day?

My heart goes out to you, Catherine. My oldest clients are 97 and 96, married 73 years. They are still amazingly active considering their ages. We attended the Cincinnati Symphony Saturday evening; the Chopin was great. But I worry every time there is a hospitalization and see decline after each one. I hope they make it to at least 100!

:bday: and many, many more! And, at the tender age of only 30, I think you will enjoy quite a number of years so that we can continue to appreciate all you have done for the 1000's of us, members and lurkers!

:bday: and many more!

:bday: and many more!

:bday: and many more!

http://www.snopes.com/politics/guns/taxreturns.asp

:bday: and many more!

:bday: and many more!

I am registered and report for 3 clients. I really like it. I do save everything as pdf but knowing it is all done and acknowledged as received is a good feeling. It does take a little time to get the 10 digit number and one client threw it away the first time, now knowing what it was. Good luck! I think it is another of those submissions that will soon require electronic processing.

Thanks, you are way ahead! I don't yet have enough client data or my own to begin really printing. Good to have the trailblazers!

Wow...I received my package and installed but really haven't looked much at it. It's bad enough that the history is gone but now the feature for next year, too? That has been helpful for several clients. Mike, I have never had TTO before, only MAX. How do I get to the other features? The only icon on my desk is for the tax software. I don't even know what to look for. There is a good chance I won't even use anything else as I surely would not spend the money next year having managed fine for the past several.

Great! Love it!

Thanks so much for that clarification, KC. I had to read and reread the entire paragraph a couple of times to make sure I understood and could believe it. It makes me feel so much better now! But what would be an example of an Online Provider? The only thing I could come up with was IRS free file! Umm, maybe Turbo Tax online, too? Thanks again for soothing my angst.

I hope you are correct but don't believe it, at least not yet. Did you actually go to the website url I gave above? I don't actually see either pub you mentioned. What I do see is the word "mandated." If you would, please show me where those publications mention anything about IRS e-file safeguarding. I quickly checked them on IRS website and did not see where either one addresses efiling. I will look again but think this is a different animal.

Well, Deb, that is my interpretation as an ERO. Because client data is on your system that goes to the tax software provider for submission, it would be included. I do have a website and do a lot of email exchanges with clients and their data. I do use password protection with Adobe and have an SSL on my site but it may not be enough. I will be calling the host, fortunately in the US! I also have to begin calling the "authorized" companies to see the cost for weekly! challenges. I will be 64 soon. Maybe it is time...even though I thought I could work until at least mid-70's.

I received the basic information via a QuickAlerts from IRS yesterday. I followed the links to http://www.irs.gov/efile/article/0,,id=205377,00.html In the fall, IRS announced it was taking comments regarding this proposal. I guess it is now required.

What are you folks doing about these requirements? I am seriously looking at retirement! The biggest hurdle I see is the financial burden of contracting to have weekly scans of my system. I also don't find the "minimum encryption standards." I will be on the phone with my website host about my SSL certificate. How can I "implement effective technologies to protect (my) Web site against bulk filing of fraudulent income tax returns?" What technologies? Faxes and paper returns again?

:bday: and many more!

:bday: and many more!

:bday: and many more!

And that, Eric, is why you get the big bucks! I did try the search stuff but could only find things back to May 9. Guess I did it incorrectly but am so glad you came through. So what did you use for search words? TRX didn't work. When I tried clicking on my name to search for all my posts, that didn't work. Hmmm, between my aged eyes, creaky knees, and ineptitude with searching, perhaps it's time to call it at least a day. Thanks for your help, again, and have a wonderful Thanksgiving!

Last spring, just after tax season, several folks were considering using the TRX product anticipating the demise of ATX software and/or service. TRX was selling TaxWise rebranded as TRX-TW and began selling ATX, too. Quite a few of us, after many assurances that the product would be the REAL ATX, availed ourselves of the offers at a substantial discount. Subsequently, CCH stepped in and cut off the supply to TRX but honored those already sold. We fortunate folks who risked our cash on the barrelhead then appear to be really lucky. We have the product we really wanted (ATX) at the price we wanted to pay. But I think many of us were prepared to order ATX without the discount if dissatisfied with what TRX provided. Now CCH is providing the service and it appears as though we are being treated as CCH/ATX customers. We'll see. I doubt this will happen again but think that TRX is developing inhouse a product for next year. Much of the discussion occurred in April and May. When I searched for my posts then, it looks as if they have been deleted; maybe too old or too boring! Anyway, this is the gist of it.

I just now received mine, too. I am so pleased that it appears to be all ATX. This is my first time with Total Tax Office as well. I don't even know if I will use it but it will be fun to explore.