-
Posts
4,399 -
Joined
-
Last visited
-
Days Won
125
Everything posted by mcb39
-
I am not talking about the code on the phone. I am referring to the long code that they give you and tell you to copy and save. It is to be used in case you ever do not have access to your phone.
-
I tried "Paste" and it was not an option.
-
This morning I installed the program onto my laptop as I said that I would. It went as smooth as apple pie and cheese. I now have three codes on my Google Authentication App. The third one clearly says "Laptop" without being told. Now for the dumb question. When you click copy on the setup authentication app, where does that copy go? Or, are you supposed to physically copy that code to paper? I didn't and I don't know where or what they are. Thanks guys. Where is Dennis when you need him?
-
Not wanting to change the thread, but back in 1992 my first laser printer was a Lexmark and we had to fool it into thinking that it was an HP. Back on topic, Medlin was the first and only payroll program that I ever used. I still have the floppies to prove it. I no longer do payroll, but if I did, it would be Medlin all the way.
-
I file the 1099s through ATX, but I mail the paper copies to whomever the client is creating them for. There are different options for printing them. I still use the ATX perforated forms and the window envelopes that match. Of course, the client pays for this service.
- 1 reply
-
- 2
-
-
ATX requires an authenticator App on my phone and I don't have one
mcb39 replied to BulldogTom's topic in General Chat
I will try to install it on my laptop, maybe tomorrow. I intended to anyway. I will use the same phone because I have to. Will let you know what happens. This is strange., because my assistant was able to pair her phone to her computer and then to mine so has two different authenticators on her phone. Both computers are stand alone. It shouldn't matter if you have a desktop or a laptop, should it. Once again, I say that the phone is paired to the computer and not the program. -
Thank you. I will need that information shortly. This board is the absolute BEST.
-
The only time I have ever had an exception was in a case where the taxpayer moved more than 50 miles because of his job. We did considerable research that year so if you have a situation, be sure to read up on those exceptions. I agree that Taxman's client is not entitled to the exception.
-
Please see "authenticator app" which is the first subject at the top of this page. This subject has been reviewed a number of times.
-
Did you keep your installation codes. I did. I would suggest reinstalling 2022 and see if that works for you.
-
I cannot believe that you feel that way. Your assistance has been invaluable to me. Like others, I don't always agree, but I do bow to your knowledge and pass much of it on to my IT person. Please reconsider, if you have the time to spend with us.
-
We are so fortunate to have each other. I could easily count on one hand the number of times I have had to call support and the first time I ever called, I was assisted by William Tasker. Remember him? Which, once again, reminds us of how much we all owe Eric.
-
Why not just play fair? Why build up a name and then drag it through the mud. Taxpayers need a place to go for honest help?
-
No. Your employee logs into your computer as usual, but uses their own phone to authenticate. Always remember that the phone is tied to the computer. Therefore, if the employee has an authenticater for a different computer, he/she will have a different one for your computer. Your phone doesn't enter into anyone else logging into your program on YOUR computer.
-
Margaret, the login is the same as yours, but the second authenticator is different. Always remember that the phone is tied to the computer.
-
Why me? Now? Multi-state psychologist issue
mcb39 replied to Margaret CPA in OH's topic in General Chat
Margaret, I do maintain an exclusive OIH in my "Home away from Home". I do take the expenses for OIH because I work on tax returns when I am there. However, those are the only expenses that I take, and those are subject to quite a small square footage. I might get slapped for that some day, but I do feel justified. I have an exclusive laptop for that location as well. It stays there when I leave unless I bring it home for IT to update. (No expense for him). -
Oh, Sara, we are going to miss you. I am torn as well and have piles of books I want to read, but there is something addictive about this work and I feel so strongly about helping others. Because my husband and son are a Partnership, I will have to continue with, at least, PPR if I do decide to sell my practise.
-
Right on!!! I get at least one every year. They get a free dinner to go to a seminar and get talked into converting and never hear or understand the repercussions. It makes me so angry. On the other hand, I have the clients who call and ask how much they can withdraw without owing any tax. Those are the ones that heard what I said to them at some point. I never really have liked Roth IRAs and probably never will. Like you, my clientele is primarily middle America or lower. I only have a handful of fairly wealthy clients and they are trained to ask for advice before they make a move.
-
My assistant has her own phone login for her computer. We work exactly the same as you. She has a second authenticator on HER phone for my computer in case something would happen to me and nobody is able to access the finished returns. Have her set up her own authenticator on her computer with HER phone..We spent half a day figuring this out, but it worked and we are both much relieved. In my case, she has 2 separate authenticators on her phone because the phone is tied to the computer.
-
I also charge flat fees for prep and base them on the circumstances. No complaints so far. I do not charge for calls and questions throughout the year. I tell them that I am available for them all year and not just during tax season. I would rather get a heads up than a surprise later. If paperwork is involved, there is a small fee to cover costs.
-
I had my post hospital checkup today and Doc thinks it is a very good idea if I wear a good mask for in person, sit down clients. I think so too. As Sara said, I would find it boring to only do personal returns. On the other hand, we haven't done Estates, Trusts or Corps for several years. I relish Partnerships (small) because I have been doing one for 50 years. My husband's business is a Partnership. We aren't taking any new business returns either, though I did bow to accept a new girl with a daycare because of her references. This possibly could be my last year, depending on how my health continues to improve. I have a buyer on hold and an assistant anxious to take over. I hate and resent the way that they are trying to regulate us while all the knock off preparers are out there doing whatever they want. We have several clients with E and other C businesses and one Joint Venture. Therein lies the revenue and my spending money for one more year, at least.
-
I'm getting the feeling that clients are afraid that we won't have room for them if they don't lock in their appointment early. Apparently the word is out that hardly anyone is taking new clients. BUT, these are mostly longtime clients who are calling. There must be some scare word going around or else they are just afraid that the laws will be totally different this year. Anybody have any ideas on this?
-
Why me? Now? Multi-state psychologist issue
mcb39 replied to Margaret CPA in OH's topic in General Chat
Margaret, my client gets a W2 from a Texas Company. He is actually an engineer. However, they withhold state taxes for Colorado, Louisiana or wherever they send him. Mostly now he works in Texas. When I first met him, he was so far in the hole that you couldn't see the bottom. I just told him how proud I am of what he has done with his life. However, filing two or three NR forms as well as Wisconsin has just become too much of a burden. Sometimes we have to step back and think of what is best for the client. I do think that you are on the right track with your client. Being self-employed is an entirely different ballgame. -
Why me? Now? Multi-state psychologist issue
mcb39 replied to Margaret CPA in OH's topic in General Chat
I had a client change his Domecile to Texas instead of Wisconsin because he is there much more than he is here. Also, Texas does not have Income Tax and he travels to different states for construction. Yet, his base right now is Texas, but he has rentals in Wisconsin and just recently aquired some in Texas. I also advised him to find a tax preparer in Texas as it is getting too difficult to track his activities. Nice guy and I hate to lose him but I believe that someone closer could do a better job for him. Will see what he decides.