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L Cotra

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Everything posted by L Cotra

  1. Brewone, "Customer service isn’t just a part of the business — it’s what keeps it running. Sooner or later, companies will realize that cutting corners on customer support comes with a much heavier cost."
  2. Has anyone experienced ATX 2023 issues after installing ATX 2024? The software freezes when printing to PDF or inserting PDFs into returns, and the only way to exit is through Task Manager. I’ve been in contact with tech support for five days, but I’ve yet to receive a callback from a specialist as promised. After 20+ years of using ATX, the decline in support is concerning, and I’m considering alternative programs for the future. Suggestions???
  3. I know that someway I,m beeing charge 4.00 in my original ATX 2024 invoice for ATX Esignature Fee. I don't know if this is a one time fee or per return. Found This: The $4.00 eSignature fee listed on your ATX 2024 invoice is a per-envelope charge, not a one-time fee. In ATX, an "envelope" refers to a package of documents sent for electronic signature, which can include multiple forms and require signatures from various parties, such as the taxpayer, spouse, preparer, and Electronic Return Originator (ERO). ATX Solution Center Key Points: Per-Envelope Fee: Each envelope sent for eSignature incurs a separate $4.00 charge. Multiple Signatures Included: An envelope can include multiple documents and capture signatures from multiple individuals. Billing Frequency: These charges are typically billed on a weekly basis, depending on your agreement with ATX. Example Scenario: If you send three separate envelopes for eSignature in a week, you would incur a total fee of $12.00 (3 envelopes x $4.00 per envelope). Recommendation: To manage costs effectively, consider consolidating documents requiring signatures into a single envelope when appropriate. This approach can help minimize the number of envelopes sent and reduce overall eSignature fees. For more detailed information, you can refer to the CCH Small Firm Services Standard Product License Agreement.
  4. Taxpayer is retired with a disble son (phsyciatric). Son disability was discontineud due to son wanting to work. Application for diasability was applied for in 2022 Dependent's son was covered by ACA for the last two moths of 2022. IRS e file is requesting to file form 8962, but ATX will not populate line 1, part 1 (Total family size) Any ideas?
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