Gail in Virginia

I am doing returns that have depreciation, just not telling the client they are done. When I get the go-ahead from ATX/IRS I will call them to come and sign there 8879's. I tell them when I take the return in that returns with depreciation cannot be filed yet.

Sorry if I wasn't clear. I don't have to click anything but just start entering information in the box or click within the box, and I get a two line toolbar. Then if I click the smiley in the middle of the top row of the toolbar, I get a range of emoticons along the bottom of the box. Is that more clear?

When I click inside the box right above the More Reply Options and Post buttons, a "toolbar" comes up in the editor, and in the center of that is the emoticon smiley face. If I click that, I get a menu of emoticons to chose from.

I only have one single taxpayer that I have rolled over this early. I don't see the field that you are talking about. The name, date of birth, signature and e-file pin fields are all blank on my taxpayer's spouse lines. I think this may be a quirky issue that not everyone has.

They are still in the task bar at the top of the posting box for me. Just lucky I guess!

I just checked, because this thread had me worried. I always save a copy to ArkWorks using the Arkworks PDF printer. Except for the filing copy, it is still accessible through the program's print manager.

System on our server is similar, but for backup we went with removable hard drives. I love the ease of back up and portability with them! I rotate between 5 of them, so we never have more than 1 days data lost.

Thanks Eric! I appreciate all that you do to keep this forum going for us!

I think he is annoying. I don't mind one or two posts trying to sell something, but I think he has posted the same thing several times in any thread that he can find an excuse to use.

If the company contribution amount was included in the client's w-2 as a taxable fringe all along, then it would definitely be part of the basis. The stock purchase plan that I was in years ago worked like that - the 15% the company paid was included in my earnings each time I contributed to the plan, so my basis included the company contributions.

And even to do a paper file return with a difference like this, I would want some explanation/evidence to explain why the W-2 is incorrect. Remember, you sign the return as well as the taxpayer. But if the W-2 is actually incorrect, and the taxpayer has all their pay stubs to substantiate the difference, and the employer refuses to correct the W-2, then and only then would I paper file with a substitute W-2 and very good explanation.

Be sure before you write such a letter for yourself as taxpayer, that you obtain consent from yourself as client to disclose information about yourself. Otherwise yourself as preparer could be in a world of trouble, even if yourself as client should choose to be understanding about it.

"If you have a new EFIN, we need to know. On the Solution Center, log in as admin and click EFIN Request in the navigation bar on the left side of the home page." This is from an email I received in November from ATX. And I seem to remember a long time ago having to send them a copy of my letter from IRS approving me as an ERO. So I would say yes, you do need to provide this information to ATX. I would have thought that it was required regardless of who your software provider was.

We use Trend Worry-Free Business Security, and so far, we are not having any problems.with the software that are related to anti-virus protection.

I would go to the ATX support site, to the download center and try to update the forms from there.

Now that I can e-file VA, I finally have my first sets of accepted returns. And like you, I cannot print the history. If anyone has discovered the fix for this, please share.

The Virginia e-file forms should be available as of today, 2/2/13. They were in the testing phase with VA until sometime Friday.

ATX now has the forms available to e-file VA individual returns. I guess they passed the test!

Glad you are sticking with us even though leaving ATX. I am sure you are not the first to leave this year, and you probably won't be the last! Let us know how ProSeries works out for you.

And wasn't there a court case where casino winnings and losses at the same session could be netted?

ATX has still not received approval from Virginia for their e-filing forms. The date has been pushed back from 2/3 to 2/4 the last time I checked the download center. I don't know why they haven't gotten approval, but it is making me crazy not to be able to file both federal and state.

I installed on the server and one workstation in December, played with very little because so few forms available. Installed on other workstations early January, installed each update as it came out. We have not had the major problems I see on here. Couple of returns would not open after rollover, fixed with 12.5 update. Slow to open the first time I open a newly rolled over return. Getting used to the new print manager. We are networked, and I replaced the server over the summer, and all workstations are fairly new (within 2 years) and running Win 7 Pro or Ultimate. Server runs SBS 2011.

I like the Zebra M-402 myself. But if I am going old-school, i prefer a #3 Ticonderoga.

i got off to a rocky start, but ever since the 12.5 update I am fortunate that our software is working. It is really, really slow when I rollover and open a return, but once the forms are all updated and I re-open the same return, it is much faster. I suspect a large part of the slowness is having to convert each return from the old platform to the new, and there probably is no way to avoid that. But, like so many have said, I am not a systems person and could be wrong. Maybe the speed is something they could have fixed. Last week, I was ready to scream, pull my hair out, and ask to be converted to TaxWise, but this week is going much better.

If you are using ATX, the IRS provided identity protection pin goes on the filer info tab page of the 1040, about halfway down. Right before the direct deposit information for paper filers.