Slippery Pencil

You're welcome. Good luck in life if you purposely choose to be so easily offended when someone answers your question.

No that's not her opinion. It's fact of law.

How do you sign the return as preparer?

You could send a copy to the taxpayer along with a note regarding your $X,XXX retainer requirement for being a POA and ask them to submit retainer if they want to continue the relationship.

One of the hundreds of spots ATX stupidly forces you to duplicate info already inputted elsewhere and the jump to feature doesn't take you to the place you need to enter it. On the 8889 Statement Page 1, which is where the jump to for Line 7 takes you and is the worksheet where you enter the HSA contributions, go down to line 7 and click through. That will take you to the Additional Contributions tab. Check off the two boxes near the top to apply to all months. Then it will allow the additional $1000.

Isn't the minimum for having FICA withheld basically zero?

Aren't counties exempt from FICA?

Creating a negative payroll check and entering a negative line on a data input worksheet for Sch A are worlds apart. Probably galaxies apart. There is no comparison. As you said, there is no such thing as a negative paycheck. Everyone who has passed Accounting 101 knows there are adjustments made on worksheets. That's what worksheets are for. This is typical ATX bullshit programming from people who have no idea how to operate a tax practice.

I put negative adjustments in all the time and not a single one of them was a refund of prior year amounts. This is another typical bullshit move on the programmers part.

Whose money was deposited into the account? If none of her money went into the account, should the income be reported on her return?

It's a new feature they implemented 4 or 5 years ago. I think they felt they needed to add something to compensate for the excessive price increase each year.

This post on the other forum suggests changing the 'late payment / filing penalty and interest' tab on the 1040. It seems to have worked, at least on the one test client so far. https://community.atxinc.com/forums/thread/285718.aspx

How do I get the client letter to show the due dates as 7/15 instead of 4/15? I've changed the master forms, but every client I rollover still says 4/15.

I've read on other boards a lot of other programs do this. I'm not surprised ATX doesn't.

http://www.currentfederaltaxdevelopments.com/podcasts/

Just received a package from Wolters Kluwer containing ATX install codes, 2018 US Master Tax Guide, 2017 State Tax Handbook, & 2016 TheTaxBook. The ATX website states TheTaxBook Deluxe & CCH All States Tax Handbook are included in the MAX program. I've never received these in the past. Did they neglect to send them to me in past years or are they including completely unnecessary and unwanted items this year to justify the $200 price increase? Is including the previous years version some sort of bait & switch or will they send the current version? Did WK buy out TheTaxBook? I've never used it, but I've heard good things about the company. I feel sorry for the users if WK bought it out.

Have had this problem since the first day of tax season, and as usual, ATX won't even reply to inquiries about it.

Stop offering and just prepare them.

Anyone know how to get the client letter to realize the return is not being efiled? If I check "let ATX decide" it is now printing a warning that there's no EFINFO form and states that the return has been successfully efiled. That was the only option that use to get it to print mailing instructions, but not anymore.

Learn how to haggle. Your second price should be higher than the first.

No one said anything of the sort. I suppose if you make ridiculous claims, then it does amount to nothing other than argument for argument sake.

I find that believable. They probably contacted all the cheerleaders who kept making comments like "I've never had to call support" or "I don't have that problem, it's obviously your system not the program". GIGO.

Maybe your new clients will be living in the 21st century.

How does it extend the life of the building? Saying it does it like saying replacing a broken window pane extends the life of the building. Having a functioning roof doesn't extend the original life of the building. The life of the building is the life if properly maintained. By not making the repair you are shortening the expected life of the building. A $6000 roof, that's an expense no questions asked.

The research was done years ago for appeals. I just updated the inflation adjusted numbers to current. Brick buildings should last centuries. If I put 30 year shingles on a building that should last centuries, that's an expense. 30 years later when I replace those shingles, that's an expense. It adds no value or useful life to the building.