HV Ken

I have heard that this is also supposed to be included in the 12.9 emergency fix today (Sat).

Upon rollover, last year's tax refund is nicely placed into a 1099-G box 2. When attempting to create the e-file, the program says: Name and IDNumber are both required. and will not allow me to create the e-file. Since the states no longer send out forms with this info, can someone please post the CT fed indentification number for me? Thanks!

I have decided to take the aproach of reading the reviews after program updates before installing them. After seeing the reviews for 12.8, I decided to ask one of my internal contacts and was told "If you have not installed 12.8 don't." There is an unplanned 12.9 update today to address something that 12.8 broke. Ugh.

Of course there are plenty of choices for workarounds. That's not the point! It is already 2/16 and we still don't have what I would call a functioning and stable program. I am reluctant to switch now, but CCH SFS has some serious work to do to retain their client base, IMHO.

But when you go to record the payment, it won't match. This is worse when using fee collect because it is difficult to know if the correct fee is being passed along to fee collect. The response I got is that hardly anybody uses this function so the fix is low priority. Well it's high priority to me!

If you use the charge per form functionality, beware! If you use the Billing Manager to change the charge on a particular form within a return, once you leave the return and re-enter, the changes are not saved and the form charges are "restored" to their original value. I am told this is a known bug and that there is no scheduled date for a fix. Ugh.

UPDATE: I am informed that this was fixed on Friday night with version 44 of the 1099-G. Data this is entered on the 1099-G worksheet for Unemployment Compensation is not being saved. In other words, if you leave the return and then come back, the data is gone. When creating e-files, it is critical to compare the value on the signed 8879 (and state) pages to the value in the return - you may need to re-enter some data to get the program to be correct again. Argh.

Thanks for the info - guess it should be an e-file reject on the federal as well ??

On the 1040, we have put "Preparer" in the Third Party Designee box. We finally submitted our first e-files of the season, and our NY returns are being rejected: "PREPARER" is not a valid entry for paid preparer name or third party designee name. Paid Preparer Name or Preparer SSN / PTIN blank or incorrectly formatted. Guess we will have to override this field on each NY return from now on....

After uninstall on the workstation, look for and delete C:ProgramDataCCH Small Firm Services, reboot the workstation, then run netsetup again. ProgramData is a hidden directory and will need to be exposed. With the new program, ATX is now installed into two locations.

Thanks!

Where is this event logger? This could be very useful information!

Are you reporting that there is no conversion path from ATX to ProSeries?

My autosave is set to 5 mins!

I figure at my billing rate I have lost more already then the cost of the program. This has been such a disappointment for me, as I have been a huge fan of ATX since the mid 1990s. I have been wondering about compensation for this disaster as well. Guess we'll see where this all goes....

Prego! (It's in there) On Form 8949 go to the Details tab and then click “Import” in the upper left hand corner. Very well hidden. Now let's hope it works!

I'm afraid to ask, but did we lose the ability to import directly into Schedule D with this new and improved program? I don't see an option for it in the program nor in the manual. What is the solution going to be for day traders? I am not entering in 100+ transactions!

Thanks - the return became locked during the open a rollover return on the workstation and the program crashed. So the problem is I cannot open the return on the workstation due to crashes, and I cannot open it on the server due to the workstation locking it trying to open the rollover return. Ugh! Will reboot workstation and server and see if I can proceed that way....

Did this work for you?

Has anyone found where the keys to the kingdom is for unlocking a return? I have found that when trying to open a return and the program crashes, the return becomes locked. Try to open the return on the server after a crash, for example, and are told no because the return is locked. Try Options -> Administration -> Remove Lock and it says the return is not locked. There must be a record somewhere within the data structure that identifies the return as locked. But I couldn't find it. Thanks!

Not sure what the issue is - I have always e-filed MFS without issue and no need for any special worksheet. Can you elaborate?

The original post was about the forms that were updated. Version 12.6 is slated for Tuesday as is supposed to resolve many memory leaks (which should hopefully slow down the painful number of program crashes).

Indeed, if this moves beyond the conversation phase, I will be consulting an attorney. Thanks for the tips!

We were approached over the weekend about purchasing someone else's practice (book of business) - adding it to out existing practice. This is not an introduction into the industry - my wife is an EA and I am (what was previously known as) a RTRP. Any suggestions on what to consider? Immediate thoughts I had: What is the typical purchase offer (e.g., two years income)? What is the typical payment plan (e.g. 50% each year)? What should the "previous" owner's involvement be (active to aid in the transation, out of the picture, etc.)? I understand typical will vary - just looking for some guidance on considerations. Would appreciate any insights and thoughts on this. Thanks!

This is supposed to be fixed in the 12.6 update on Tuesday.