Kruskal

I have upgraded to MAX and I'm where I need to be. What's money for anyway ;-) I want to thank all those here who have helped me get through this difficult time. Vincent

I understand. But if you say something is a license violation, I AM allowed to respond, No? (Or at least if I were a tax professional).

So VPN is in the same catagory as WiFi. Far short of a licence violation. More a cover-your-ass support restriction. Can this actually be a restriction which accounting firms honor? No WiFi. No working from home? 2014???? (or as we say 2013 ;-) Right?

There is no Customer Support for PPR customers. And where is it stated that this site is for professionals? I looked for it and couldn't find it. Also, I have never been able to log onto My ATX. And yes, I have tried the suggestions on your pinned topic.

This is really sounding crazy. Where is there a requirement that ATX customers be tax professionals? We are licensed customers. We have a real unlock key. We paid real money for this system. Never were we told this is for professional use only. Where do you get this information? Years ago, we probably would have bought TurboTax or something except for the 1041 problem. We have been ATX customers since 1998. Give me a break -- Vincent

No PTIN. There is no "preparer" on our tax returns. We are filling out our own returns. Why is that not "WISE"?

Their is no "preparer" or client here -- just husband and wife. And there is no EFIN -- just paper. But, anyway, where is it said that the software license is location specific? And what does "location" mean? If the software is on my notebook and I go on vacation with that computer, do I violate the location restriction if I work on my taxes while on vacation. The only reason I was even tempted by a VPN connected server is that neither computer (at home) where returns are actually prepared are guaranteed to be ON. And I don't even wish to bother with a server, but Export/Import was taken away from me in 2013. But just as a point of curiosity, are accounting firms using ATX really not permitted to let their accountants work from home if they are preparing tax returns? THAT might violate ADA reasonable accommodation laws .

I just skimmed "CCH Small Firm Services Standard Software License Agreement (for Tax Year 2013 Applications)". I also searched it for "network", "server" and "VPN". I didn't find any restrictions of the sort we are talking about. They seem only concerned about the security of THEIR servers.

Nine. We're forced to use a commercial tax program because we need 1041's for family trusts. We also like the fill in the IRS tax forms UI. Vincent

I'm not talking about multiple office locations. It's just my wife and I trying to fill out our personal tax returns. Since we both have notebooks, her office computer, always on, would make a good server -- if going with a server and network is really the solution to this problem we are just facing. We were quite happy with PPR and sending files to each others notebooks using Export/Import as needed. Does that really violate the licence agreement? Thanks -- Vincent

Would all these problems go away if I bought MAX? Could I then have any number of returns shared among any number of computers with standalone installations VIA Export/Import? If so, will I be able to Import my PPR returns into a new MAX installation? Thanks -- Vincent

Is it possible to go change my setup at this point without repurchasing PPR fees? How can I convert a Standalone installation to a Network one? Also, is it possible for a Network in include workstations outside the servers LAN? Out on the Internet, like at home? Thanks -- Vincent

I know how to Backup to an external folder without using the Admin Console. But I don't know how to Restore without using it. How can I point to a Backup on an external folder in order to Restore? Thanks -- Vincent

Didn't work. On PC2, I used the Admin Console to change the Backup folder to an empty external (Dropbox) folder. Then on PC1, I did a Copy backups to local storage into that external folder. When the two PCs were synced, I opened ATX 2013 on PC2 and Restored one return. It responded with a message saying that one return failed to restore. Thanks -- Vincent

So in this new world, how am I to protect myself from my computer breaking? Thanks for the prompt response -- Vincent