ETax847

I did some research online but read conflicting things. Ugh

while it may be more work, i think that means fees will be much higher to hopefully make it worth the extra headaches. Is anyone charging a fee for schedules 1-6?

Client is a US citizen but his wife is a Canadian citizen. Can he still file MFJ, if his wife does not have a social security number yet? If so, how is this done in the software? Thanks!

I agree with a comment above regarding needing to lean on each other for help and guidance. I'm a solo practitioner, so being able to bounce ideas off you folks and get my questions answered in a timely manner has provided tremendous value to me over the years.

With the addition of new schedules and forms, there will be more paper consumed this tax season. As a result, will anyone be printing out their tax returns double sided?

I'm sending out my Tax Organizers today! Happy New Year everyone

For some reason when I try to batch print the tax organizers from the 2017 software it will not work. The "print" button is greyed out when trying to print batch style. Anyone else experiencing this or know of a solution. I tried calling ATX customer service and we all know how that goes. Thanks and Happy Holidays.

This year, I'm also not filing a return until payment is received. Tired of chasing people down to collect their prep fees.

Granted we all have different fees, but in terms of a fee hike, I was thinking of raising my fees by 25% in light of the new tax law changes. Anyone doing the same or more?

I'm thinking of bringing DocuSign into my practice to allow clients to e-sign their E-File authorization forms. Any one have any experience doing this and anything I should know prior to rolling it out this coming tax season? Hope everyone had a wonderful holiday.

he means 2 factor authentication. No worries

it is still form based. The 1040 changed and ATX reflects that change.

New setup was a breeze! Hopefully the rest of tax season will be just as smooth!

I thought they were supposed to simplify the tax code! This QBI seems to have complicated things!

I heard someone refer to the TCJA as the "Full Time Employment Accountant's Act". There will def be a need for people to seek out professional help this tax season which could potentially lead to more fees.

Thanks gang! This was most helpful

Having the same issue. Hopefully this is not a sign of things to come.

Does anybody have any good websites that clearly explain the QBI deduction? It seems rather complex and wonder if any particular websites do a good job simplifying it (if thats even possible)? Best wishes!

Thanks guys! Now if we could just get the new software in our hands :)

2 Questions Regarding 2018 Tax Organizers: 1) Are you plan on adding any customized questions (i.e. for crypto transactions or QCD's) 2) When are you planning on sending your clients their 2018 Tax Organizer? Thanks!

ATX customer service is not very helpful.

I've tried rebooting and restarting the servers, but neither did the trick

When trying to open the 2017 software, I am getting a Server Progress pop up box with the following database server error message: Could not listen to port. Prior status was "Claiming Port'. Does anybody know how to fix this issue? I had a customer service agent help me with it earlier in the week and now the issue has returned. Please help!

Does anyone use a docu sign provider to allow their clients to e-sign the e-file authorization forms? I'm considering implementing this for the upcoming filing season.

I have a client that still has yet to pay his 2017 tax prep invoice. Does anyone have any tips or tricks to collect on clients who drag their feet when it comes to paying their fees? Thanks!