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Posted (edited)
26 minutes ago, SaraEA said:

Call ATX.  I had a 1041 extension that was "transmitted" forever.  (It was a fiscal year 2014-15, so was being efiled as a 2014.)I called UltraTax, They saw it in queue, and released it.  Good thing I called. (No reason given for it just sitting there.)

We use ATX for payroll matters and 1099 and W2 reporting.  We are looking into switching to ATX for tax this coming year. I'm a bit wary. UltraTax is a powerful program and does nearly everything I ask of it.  What doesn't ATX do well?  Our clients are fairly complex--lots of Sch Cs and entities, multiple rentals, multiple investment accounts, income from multiple states, multiple related partnerships.  I do a fair number of 1041s, often involving different states.  Can ATX handle all this?

Quoted to preserve answer and because second paragraph would derail and is being moved to its own topic.

Edited by jklcpa
split 2nd paragraph out into its own topic

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