SCHEDULE D HOOPLA

[TAXMAN]

Just noticed my billing does not pick up all the transactions on the new form required. Anyone figured out a pricing plan for all this work? Some of these 1099B's I am seeing leave a lot to be desired. Can you see CP2000 notices this fall? :scratch_head:

[TAXMAN]

Just moving back up. Would really like someones take on this issue as I am seeing more of these showing up.

[Elrod]

I just figure one extra form for each ten sch. D entries............Assuming that you charge by the form..

Then imput and bill customer.

" I's don't need's any stinking CP2000's "

[joanmcq]

You can set up to charge by the entry on Sch D, 8949. It's one of the options on the invoice.

[Joel]

I added the entry charge onto the invoice but it doesn't seem to be working. Have not had enought Sch D/8949 returns to be sure.

[JRS]

I added the entry charge onto the invoice but it doesn't seem to be working. Have not had enought Sch D/8949 returns to be sure.

Same here. Few entries, but no change in billing.

[TAXMAN]

I submitted this again to ATX with no results. I also submitted to them a new reurn in which I was filing out the comparison page for previous year and found it can't add correctly. Try it. Make a dummy. Put 10k as income and put 10k as interest and see if yours reduces the A total by 1%. Would like to hear on these issues. Thanks

[Randall]

I don't use the ATX billing for my actual billing. I include it for my personal use. I track my time and calculate an hourly rate. That's not my actual billing either because I use a high rate. Some of my time is clerical and bookkeeping. I adjust (usually down) for my actual bill. I have some minimums. I know my billing is too low. I'm a softy. I'm quoting new clients higher (especially if they have rentals, etc.) and gradually raising the existing clients. I do charge a separate line item for 'accounting service' if I have to do too much before actually preparing the return.

[TAXMAN]

Just checking the added fee per item on Sch D and still no change in bill amt. Correct Version per ATX. Anyone seen or heard of a fix?

[Catherine]

I noticed that if you put in per-item billing it no longer charges for the Schedule D as a form. Either/or -- charge for D or charge per item on D. grrr. I calculated what I wanted to charge overall and divided by the number of line items on the D detail - put that in as my per-item chage. Annoying, but it worked.