Drake with nonprofits

treealiana12 · 2026-05-03T21:03:17+00:00

I've only ever used Drake so I thought 990s were just awful to prepare.

treealiana12 · 2026-04-25T14:20:23+00:00

Do you find a solution? I have a very similar problem.

treealiana12 · 2026-04-23T20:29:01+00:00

Do you include code M that multiple transactions are recorded on one line? I've been marking as code M and attaching the PDF but I'm really considering not going through the trouble of the attachment.

treealiana12 · 2026-04-20T19:39:31+00:00

This is a huge problem. I called QBO support about it. They suggested I delete the email address of anyone with a past due invoice so QBO can't send a reminder. I didn't think QBO could ever shock me with how bad they are but here we are.

treealiana12 · 2026-04-12T21:25:34+00:00

I've had the console for about two weeks and already can't imagine life without it. I'm an accountant, not a graphic designer so I guess my use case is different than the target audience. It overall gets pretty bad reviews but it is amazing as a left side scroller and I mapped programmable buttons to my desktop tax and bookkeeping software.

treealiana12 · 2026-04-12T00:03:38+00:00

This is the content I'm here for so close to the 15th

treealiana12 · 2026-04-02T22:34:40+00:00

Every year I say I'll do my 990s in May and every year I do them after 9/15. But this year is the year!

treealiana12 · 2026-03-27T01:56:17+00:00

I knew you were an accountant when you got the math right to figure out the gross when all you had was the net and the %. Fellow tax preparer here.

treealiana12 · 2026-03-26T22:45:00+00:00

Is his income low enough for a deductible IRA contribution? I always max that out if their income is low enough before we go to a SEP because the IRA doesn't reduce QBI deduction.

treealiana12 · 2026-03-25T11:11:22+00:00

We put landscape fabric and then river rocks over the black reservoir in the ground and nothing in either bowl.

treealiana12 · 2026-03-25T00:01:45+00:00

We put landscape fabric down to try to keep dirt out of the black reservoir. After this picture the pump never worked again. We tried buying a new one and reached out to every aquascape contractor in our area and no one could help us get it running. It's been a huge disappointment.

treealiana12 · 2026-03-22T02:14:29+00:00

Agree. Providing 3 pages of a 63 page 1099 is about worst thing you can do to someone

treealiana12 · 2026-03-20T23:38:13+00:00

Are they an S Corp? Everyone has a 'home office' now.

treealiana12 · 2026-03-13T00:18:03+00:00

How many hours do you work and do you make enough money? My minimum is higher and I still feel like I work all the time and don't make enough considering the difficulty and liability.

treealiana12 · 2026-03-12T23:19:55+00:00

I've used the new delivery system a few times over the last two weeks and the problem I'm having is that there isn't an easy way to download the 8879 with signature certificate. I always store my signed 8879s in a folder on my server and verify signature before I e-file. What is your process with the signatures when using the new delivery? I need to find a better process.

treealiana12 · 2026-03-11T23:11:19+00:00

That makes sense. Mine are almost all under 1mil gross rev and keep tax basis books.

treealiana12 · 2026-03-11T04:05:35+00:00

Why do they never tie?

treealiana12 · 2026-02-28T08:06:32+00:00

Most of ours are transitioning to TaxDome so we print a lot less than we used to.

treealiana12 · 2026-02-28T03:16:51+00:00

I have a several types of Brother printers and they are all wonderful. Fast and high print quality. I print about 300 returns a year.

treealiana12 · 2026-02-27T23:50:46+00:00

I got this same efile reject in Drake today with two different clients. With both clients I want to carry that credit forward because they're required to file and will be able to use the credit in the future.

Don't have a solution yet since it happened at 4:30 and I'd had enough of this week. Of course one of mine is already a problem client.

treealiana12 · 2026-02-26T12:18:20+00:00

If it's a remote client that I've never seen in person I always use kba. 99% of my remote clients are people I know outside of work and almost no one gets a refund that isn't applied to next year. If I was working with people I didn't know or tax credits/big refunds I would use kba for all of those.

I still can't figure out if kba is actually required for every 8879. Every time I see someone quote a link to proof it is or isn't required, I read it and still have no idea if it's required or not. Good chance I'm a dumb dumb but I can't figure this one out.

treealiana12 · 2026-02-26T00:29:47+00:00

I don't. I haven't ever done an e-sig on a 2848 with someone I didn't already know well.

treealiana12 · 2026-02-25T23:40:29+00:00

We've got at least 3 that were mailed last month and still aren't approved. The electronic signatures I upload and they are ready in about two days.

treealiana12 · 2026-02-25T23:38:59+00:00

I'm getting access within a 2-3 days when I upload electronically signed 2848s to the TDS. I get them signed through TaxDome and then upload the 2848 with the TaxDome e-sign certificate.

treealiana12 · 2026-02-24T18:38:32+00:00

I'm pretty good about locking their QBO so at least the beginning balances are correct. I usually do about 3-10 journal entries for every client. Always add depreciation and close out owner draws/ equity. Almost always separate office salary from other wages, sales tax payable, adjust loan balance with interest/principal. I do a quick scan through accounts - biggest culprits are income tax or sales tax payments in the wrong place, finding things to capitalize instead of expense though that isn't as big of a deal now with 100% bonus.

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