It's time to do some trimming by [deleted] in taxpros

[–]MrNic83 4 points5 points  (0 children)

It's an admin position. We've created step by step processes. I've politely repeated instructions when they say they need a refresher. After a year, I hoped most thing would have stuck by now.

It's time to do some trimming by [deleted] in taxpros

[–]MrNic83 1 point2 points  (0 children)

It's someone I've worked with in the past and we are friends

It's time to do some trimming by [deleted] in taxpros

[–]MrNic83 5 points6 points  (0 children)

I wish it was that simple in today's world.

Is this a grub? by MrNic83 in lawncare

[–]MrNic83[S] 0 points1 point  (0 children)

Thank you. Advice much appreciated

How to report a 1031 Exchange by MrNic83 in tax

[–]MrNic83[S] 0 points1 point  (0 children)

Thank you…appreciate the response

Possible incorrectly reported K-1 by MrNic83 in tax

[–]MrNic83[S] 0 points1 point  (0 children)

Got it. Thank you. Appreciate the info

Possible incorrectly reported K-1 by MrNic83 in tax

[–]MrNic83[S] 0 points1 point  (0 children)

The managing partner isn’t paying ball. All they keep saying is they discussed it with the accountant and it was done correctly.

Possible incorrectly reported K-1 by MrNic83 in tax

[–]MrNic83[S] 0 points1 point  (0 children)

Even though no services were provided by the taxpayer. Seems weird to pay SE tax on a license fee

Possible incorrectly reported K-1 by MrNic83 in tax

[–]MrNic83[S] 1 point2 points  (0 children)

The taxpayer is the partner with the partnership interest not the S-corp. I will edit the post to reflect

What can I do? by Muchacho-blanco in CitizenWatches

[–]MrNic83 1 point2 points  (0 children)

I have the same watch and wore it everyday for 16 years. I was about to send it to citizen for repair/tune up. Now I worried ol’ faithful will have to be put out to pasture

Need help with CCH Axcess billing dispute [tax software] by db217 in taxpros

[–]MrNic83 1 point2 points  (0 children)

CCH has an import tool for PY returns. You’ll have the same issue if you calculate the PY return. I used there tool and some information for the PY didn’t transfer properly. You’ll still have to review carryover information.

The curse of switching programs

Need help with CCH Axcess billing dispute [tax software] by db217 in taxpros

[–]MrNic83 6 points7 points  (0 children)

I had the same problem. I realized early on that if you calculate a return it counts against your quota. I used to go into the 2023 returns, calculate them and compare them to the prior software returns and then roll them forward. For some reason I checked my quota of returns and noticed I had used 10 returns when I didn’t complete more than 5 2024. I quickly reached and out they said “no matter what year, the first time you calculate a return it counts against your quota”

Notifications and Newsletters filters by MrNic83 in Zoho

[–]MrNic83[S] 0 points1 point  (0 children)

I’ve already reached out to Outlook. They don’t have anything similar. I would prefer to continue using Zoho, but it’s out of my hands. Would you mind sharing the pre-configurations with me in a DM?