mcb39

None of the above except for the nice improvements. I love that when you import a return from another computer, it will now overwrite the existing one if you want it to.

I really don't believe that I could survive an entire tax season without this board. Just knowing that you are all out there and willing to help is such a comfort. Thanks to everyone who contributes and to the faithful who visit here looking for answers. We are all here for each other.

I like to check my numbers as I go. From the old paper and pencil days; I know where a number is supposed to go when I enter it on a form. I generally check to see if it went there as I go; such as, did putting in the retirement savings cause the savers credit to populate. I have always been happy with ATX and form entry and depend on the jump to arrows because I know where I am supposed to jump too. I agree that the most important part of creating a return is checking the numbers and location of the numbers on the printed return before filing. BTW: I had my first identity theft return for the year last night. Hope and pray that it will be the last.

Absolutely!!!!

That's kind of how I look right now!!!! Am going to take a nap and then hit it again.

I like the idea too, but I don't like the reality!!!! I have finished one and it is already 10 AM.

This has been a terrible tax season. With some health issues here at home and several brain-dead clients, I am nearly in tears at times. STOP! STOP! STOP! Calling me. I will call you. What part of that don't they understand? And, why are so many clients coming in so late? And, why are they not bringing all their info in at once? And, why do I still have 43 returns left to start in the box? Of course, most of them are businesses that will take an entire day to finish. AH! Now I feel better!

We have been able to install ATX on three machines for some time now with no extra cost. I have no issues with that. We don't need to be scared out of our wits at this point in the tax season.

Yes, when we set those goals, we forget about all the interruptions. I have never been so behind in my life. Cannot believe the people still calling for appts. Not that I could have gotten them done any sooner.

It really is a non-issue. All you have to do is maximize the screen once. It isn't just ATX. It happens when you update windows and sometimes when you run a scan. Click maximize, all done!!!!!

No words will comfort you at this time, but the caring and heartfelt sympathy of your friends will strengthen you. We just attended a memorial service yesterday. We also had to take three days out of our busy schedules to travel. Take care as you go. There are some things that are just more important than tax returns and they always seem to pop up near the deadline. Somehow, we always make it through.

Same experience last week. And, I had to tell them that if their son (who is not very motivated) drops out of school; they will be in a world of hurt. Change your deductions NOW!!!!!!

It never gets easier; only more complicated. When we first started, we thought that we would be young forever. In some ways, I still feel that way, but know that it is unrealistic. Finding someone younger with our dedication is not as easy as it should be. Coming up the hard way is not part of the current makeup. Those with a small amount of experience want to start out at the top with the pay that goes with it. That will never happen here. A few years ago, I had one gal work for me two evenings. That was her attitude. Needless to say, two evenings is all she got. After I added on to my office, she wanted to come back and I HAD to turn her down.

Isn't this interesting? The girl I had for two years could have stepped into my shoes some day. However, in two years, she learned absolutely nothing. ZERO! This year, I have my cousin who is my age working WITH me and doing a fantastic job. She doesn't savvy computers much, but she is awesome with the calculator and green paper spreadsheets. She got a $20 tip the other day from a client who brought his stuff in a grocery bag. She says she never got a "tip" before in her life. The downside here is huge. We will go down together unless we find a data entry person next year or the year after.; or she picks up the pace. This is no time to be teaching anyone how to prepare a tax return on software. She totally "gets" the paper and pencil aspect. Nevertheless, I am counting my blessings. By the time some of these returns get to me, they are so organized that I can just input data. If a contractor or any business person has a pack of gum mixed in with his business supplies; out it goes. Taking it one day at a time in Wisconsin!

Lucky you!!!!!!!!!!!!

This is a constant and ongoing battle with clients. "Please, please, have more withheld!" It is often the fault of the software. I don't know how many times this week I have tried to explain the difference between the days when payroll was done by hand and we figured percentages; as opposed to these days of technology when the software doesn't recognize you as a human person with a "situation"!

This afternoon he was in Wyoming and his contact Beth was looking for a preparer in my area. I reported it to the spamdesk.

Not a problem. Sharing is caring.

PM me with your e-mail and I will send you the template.

My parents had a Dart before they had another Dodge (don't remember the model, but can see the car in my mind) and finally a Dynasty. Our family pretty much runs to Mopar also.

Had a voice mail this AM from a guy who cancelled his first appointment and didn't come back for several weeks because "he was busy". Voice mail said "I am desperate for my tax return!" Wish I had been home. Would have told him to come and pick up his stuff as I am desperate to get the other 54 on hold done; and more coming in every day.

My son has a 73 Plymouth Road Runner restored and a 70 Barracuda original; and lots of trophies. C'mon Jack.; don't count us ladies out. My 04 Jeep Overland has the V8 HO Engine and I LUV it.!!!!!

My trustee client was able to cash in the stocks almost immediately; and last week they sold the house. As KC so aptly said; he has little taxation knowledge and even though they are inheriting a considerable amount of money from the dear aunt; they don't want to hire an attorney to handle it. He did come here to get an EIN for the trust, so what now? This will definitely be an extension.

This is a good and interesting question as I will be handling one of these soon. Client died on Jan 8 and all of the stocks and her house were in the trust. I would also like an answer to that same question. My client, the trustee, really doesn't have a handle on this thing. With all that money involved, they should be hiring someone with a lot more expertise than me.

New client this year; retired pastor and 94 years old. You would not believe how organized the paperwork was. His wife is in her 80s. His biggest worry was that I would not remember about the housing deduction for the retired pastor from his ministerial retirement plan. Lots of investments; lots of interest and dividends. What a joy to work with. In the end they don't owe a penny. Wow! Hope he sticks around for a few more.