Lion EA

HTKO is not a fake country name, no matter who tweets it. HTKO stands for High Tax Kick Out. I don't use ATX, so cannot help you with the flow.

Good catch, Catherine. Yes, Jack is growing his business. Oh, my gosh, TAG is my age! I'm feeling old.

There are brokers who do this for a living, such as Accounting Practice Sales Lori Newcomer, CPA, & Tim Price, CPA 888-553-1040 [email protected] But, some on this board can give you their personal experiences. Also, network through all your professional affiliations for contacts.

I use my semi-retired hubby for pick-ups and deliveries. He schmoozes my clients when I'm too busy. I have a large mail slot in my front door. And, FileShare on my website.

I subscribe to all the relevant (to my practice) IRS e-newsletters, David & Mary Mellem, everything relevant from NATP, NAEA, CCH, and others.

QB for clients in QB, including Forms W-2, 1099, plus quarterly and annual filings. If not in QB, I also use one of those online programs if just a few to type in.

Happy Thanksgiving!

License is free. For the signatures needing the knowledge-base verification, Form 8879 for example, I think it's $2 or $3. If not needing verification, maybe your engagement letter, then $1 or so. My memory is fried about now, so check the website or your sales rep for the latest per-use fees.

CCH Software News - IRS Individual e-File Production Shutdown/Cut Over Schedule and Disaster Relief Filing Extension Implications Dear CCH ProSystem fx Customer: The IRS announced in a QuickAlert on Tuesday, October 31, 2017, that their shutdown/cut over for federal and state Individual Tax returns will begin on Saturday, November 18, 2017, starting at 11:59 PM EST. This shutdown/cut over allows the IRS to perform maintenance on their e-Filing system to prepare for the upcoming 2017 tax year filing season. The shutdown/cut over will last until the opening day of the 2017 tax year filing season early in 2018 when you will be able to file 2017 returns and resume e-Filing returns for tax years 2015 and 2016. Timeframes for Your Planning In this announcement, the IRS requires CCH, as a transmitter, to stop sending submissions at 10:00 PM EST, therefore, you must release your returns so they are in Transmitted status no later than 9:59 PM EST on Saturday, November 18, 2017. However, to ensure all federal, state, and city returns are in transmitted status by the deadline, you should release returns as early in the day as possible. We recommend you release your returns no later than 1:00 PM EST. This is particularly important for the following scenarios: States and cities linked to the Federal return. We hold the state/city in status Ready to transmit - Validation Complete until the Federal return is accepted. The acceptance of the Federal return could occur several hours after you release the Federal return. States and cities acknowledgements of returns. States/cities are required to return acknowledgements by 11:30 PM EST, and a higher volume of returns at the 10:00 PM EST transmitter deadline could create a return processing back-log for the state/city jeopardizing the return of acknowledgements to the transmitter. Should a state not acknowledge a return by the deadline, you will not receive the acknowledgement until after the 2017 tax year filing season opens in early 2018, with the exception of 2014 return acknowledgements which will not be posted to eFile Status. What to Expect As previously announced in the CCH Software News issued on Monday, October 2, 2017, e-Filing allows federal returns and many state/city returns to be filed past the October 16, 2017, extended filing deadline. However, no Individual (federal or state) returns can be e-Filed during the shutdown period, except for California and Texas which we submit directly to the state. When the IRS opens for the 2017 tax year filing season, all federal returns and the state and city returns listed in our October 2, 2017, CCH Software News will be allowed to be electronically filed again. If you upload and release a return during the shutdown period, we will place the return in Paper Filing Required status. If you upload and hold a return calculated in 2017 during the shutdown period and release the return without recalculating in 2018 after the IRS opens for the new filing season, we will move your return into Stopped: Please Re-process on Latest Release. The following states/cities will stop accepting returns for 2016 when the shutdown occurs: Kentucky Michigan Cities filed on the Common Form Ohio Cities not filed on Form 37 City of Philadelphia Rhode Island Only 2017 returns will be allowed by the states/cities listed above when the season opens in 2018. Important This shutdown will also affect taxpayers who received a disaster relief extension to file. If the disaster extended due date falls within this shutdown time frame, you must do one of the following: Submit the returns electronically before the shutdown begins; or Hold the returns for export and release after the IRS reopens in January; or File them on paper after the shutdown. If filed on paper, applicable opt-out documentation may be necessary. Please consult the taxing authority guidelines on how to opt-out of electronic filing. Find answers to your questions in our Knowledge Base. Please feel free to Contact Us online if you have any questions. Sincerely, Wolters Kluwer If this email was forwarded to you, and you would like to subscribe to CCH Software News announcements, subscribe here. © CCH Incorporated and its affiliates. All rights reserved.

CCH e-Sign.

I vaguely remember an instructor saying the forms are stockpiled in a warehouse someplace (Ogden?) and have never been seen by human eyes.

I can never pass those knowledge-based tests, because all the questions end up being about my ex-husband and his second wife. I don't know what bank has their mortgage or what street they lived on in Syracuse. I opened a UPS account using my current husband's name, because I knew what street his mother lived on ten years ago and other info about him and his family; have notices come to my email address. But, I can't open an e-Services account in my husband's name, for instance. I had to do one of the credit freezes via snail mail, sending in copies of DL, utility bills, etc., to prove who I am, because I couldn't answer the questions. And, in November, I'll go to a SS office (not all that near) with all my ID to prove who I am in person -- required to be in person, because I failed the questions -- so I can open up an online MySSA account. Very frustrating.

I had some crowns replace some teeth that had been bonded but were decaying underneath with nothing to put new bonding or fillings on. Now, days/week or so later, my jaw starts aching and is warm. Last time I had a crown, infection got trapped inside and they had to remove temporary and do a root canal. This time, I already have the permanent crowns on. I have five more returns including my own, granddaughter's 2nd birthday party in PA, point person for one-day tax seminar next week and then fly to SF for a week of tax classes. I'm not back until November. And, I need to do laundry, pack, work with speaker/airport transportation/proofread books/etc. for local seminar. A year ago I bought every ibuprofen in the hotel gift shop and spent all day in classes holding a cold water bottle against my face and all night sleeping on a bag of ice. I am not having fun.

What accounting software do you use to keep your firm's books? Perhaps it has what you need or has a module available. It might even have ways to collect payments. I invoice within ProSystem fx, because most of what I do is tax returns. But, I do have Intuit process credit card payments, dropping the info into QB and the payments into my bank. You have lots of options, such as PayPal, for receiving the payments. You're really looking for invoicing all in one place so you can have aging reports at your fingertips, etc., right?

QB allows online payments.

I didn't have that situation with any of my clients, but I do remember some talk.... If you have any doubts about the year, ask your client for his last pay stub or look on his 2015 return to see if the exact amount appeared.

Good point. And, if per her state law, that the trust does not have to be revised following her marriage. (In CT, a will would need to be revised or reconfirmed or whatever the appropriate legal term is following a marriage or divorce.)

Handyman may have sold your client on marriage as getting SS when she's gone and not an issue to her or her family. But, now he's her husband, and without a solid pre-nup or a will revised after the marriage date, he will get her house and bank/broker accounts and jewelry and.... Then, that son will have big legal bills to try to salvage things for her own children and grandchildren. Yes, keep us posted on the next episode. Same bat-time, same bat-station.

Husband can draw on wife's account and continue to draw after her death, but all things being equal (they are not equal if he's not FRA) he gets about half of what she gets. As you say, no big whoop. We can NOT tell family members that mommy got married or any other information we collect to prepare her tax returns. Circular 230. Hopefully, his lawyer will tell him that and charge him for an hour of his time, too.

CCH requires the EIN if using the 1099 also and efiling. That's why I use the data entry screen instead of the facsimile 1099 form. No. I do not enter it literally on line 10 of the government form itself, but on the line 10 worksheet so the software can calculate the taxable amount (AMT reduces that for many of my clients) and handles it correctly on all the state returns. Why do you pick on me for saving a few keystrokes? I'm trying to save other preparers time in these last hectic days. I also have the Americans in Singapore for a few years with frequent trips to the states and NY rental income so pouring over their calendar. The couple with two 1099-Cs from their FL rental that fell into a sink hole. The gal that moved to OH but back again while her mother was ill and then back to OH when the estate closed and now back to CT; always just over a year for each stay; 2016 had her moving to OH in May but no earned income in CT but some tiny investment income waiting on dates to see which state... And the gal who moved to CA but thinks her W-2 is wrong so spent four days to come up with $5,000 that she wants me to use on the CA return as taxes paid to CT when she returned from CA after becoming a resident to close out the fiscal quarter for her company. And, the couple both self-employed, one in both NY and CT; wife's new business is skin care -- with inventory. And the 90-year-old whose prior preparer is in jail for stealing from his clients; she keeps everything but daughter can't find her prior year return in the stacks. The continuing client who comes in every two years with two sets of returns to prepare. The woman leaving for Uganda to care for her grandchildren for a few months so I have to finish this weekend. And our own!

For CT and NY, client/you have to get it online. Maybe RI does this now, too. I just enter on Line 10 and am done.

I use this BB and others on half of a horizontal monitor (other half is my email, while tax return entry is on a vertical monitor and government forms on a third monitor, also vertical) so the pinned posts do cut down on what I can see on this square half of this monitor. I like the idea of getting to the posts via a link, but saving most of the prime space for new posts to show before having to scroll down too far. Thank you for taking good care of us.

Fujitsu, definitely. Gave my long-time ScanSnap to my kids who run a business; it was too good to upgrade unless I found a home for the ScanSnap. I bought a newer Fujitsu 6130Z with a very small footprint to use with CCH products. Fujitsus are the workhorses of the scanner world, like HP is to printers.

I just found out from SSA that I cannot open a MySocialSecurity online account without either unfreezing my credit (they use Equifax!!) or taking ID in person to a SSA office, none of which are very close. When I tried to set up online, I received a message that I cannot open a SS account with my SSN -- that scared me since I'm due to get my first SS direct deposit in October. So, I immediately called and was told they can't approve me because my credit is frozen. Another project for November. Guess I'll look into E-Services, also.

IRS Direct Pay has worked for a couple of my clients. Haven't used it myself.