----- Original Message -----From: Donna L Loeffler CPASent: 10/02/2008 6:19 PMSubject: Re: [taxchat] Hasn't filed a tax return since 1999I've decided to go to Drake for 2010 because I opted for the ATX early deal this year. I didn't want to have to learn new software. Their training session was too late so I will be crossing over to Drake next year. Most of you all use Drake so it will be easier for me to "communicate" in 2010. I'll be counting on you to be an "old hand" on Drake by then, Arnie!!
Donna Donna L. Loeffler, CPA 936 Church Avenue St. Charles, MN 55972 (507) 251-8119 dllcpa@hbci.com The information in this message, and any files transmitted with it, is confidential, may be legally privileged, and intended only for the use of the individual(s) named above. Be aware that the use of any confidential or personal information may be restricted by state and federal privacy laws. If you are not the intended recipient, do not further disseminate this message. If this message was received in error, please notify the sender and delete it. IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.
Arnold M. Socol wrote:Donna,You're out of luck with ATX. They only go back to 2005! That's a change since CCH took over. I went to Drake on there early deal in May. Bye, bye ATX. I'll save over $400. Drake comes with limited RIA research library, so I just ordered the TaxBook for $65 + sales tax to help me out plus, the IRS.gov, and you and the taxchat gang.Arnie----- Original Message -----From: Donna L Loeffler CPASent: 10/02/2008 5:53 PMSubject: Re: [taxchat] Hasn't filed a tax return since 1999Thanks, Arnie, I'll do that!
Donna Donna L. Loeffler, CPA 936 Church Avenue St. Charles, MN 55972 (507) 251-8119 dllcpa@hbci.com The information in this message, and any files transmitted with it, is confidential, may be legally privileged, and intended only for the use of the individual(s) named above. Be aware that the use of any confidential or personal information may be restricted by state and federal privacy laws. If you are not the intended recipient, do not further disseminate this message. If this message was received in error, please notify the sender and delete it. IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.
Arnold M. Socol wrote:Donna,Go to the ATX Community website and look for downloads of old programs. You may need a Code to get in.Arnie----- Original Message -----From: John Stevens, Equi-TaxSent: 10/02/2008 11:38 AMSubject: RE: [taxchat] Hasn't filed a tax return since 1999Donna,
Have you asked ATX or another practitioner that uses ATX for the old programs? I would think they would give them to you. I got a lot of old programs from Drake and other practitioners when I bought Drake in 2000 going all the way back to 1987. It saves a lot of handwriting and time. I would think your license covers all of ATX's old stuff.
John Stevens, EA
Stevens Tax & Accounting, Inc., dba Equi-Tax1870 - 50th St. E., Suite 8 Inver Grove Heights ,MN 55077
651-773-5000
FAX 651-457-4529
equitax@unique-software. com
www.equitax.net
From:
taxchat@yahoogroups [mailto:.com taxchat@yahoogroups ] On Behalf Of Donna L Loeffler CPA.com
Sent: 10/02/2008 10:31 AM
To:taxchat@yahoogroups .com
Subject: Re: [taxchat] Hasn't filed a tax return since 1999
That would be nice. Since I just started my own practice, I only have ATX from 2005 and forward. I will have to go out to the IRS website and do the old ones by hand. It will be a good exercise for me, I think.
DonnaDonna L. Loeffler, CPA936 Church Avenue St. Charles ,MN 55972 (507) 251-8119dllcpa@hbci.com The information in this message, and any files transmitted with it, is confidential, may be legally privileged, and intended only for the use of the individual(s) named above. Be aware that the use of any confidential or personal information may be restricted by state and federal privacy laws. If you are not the intended recipient, do not further disseminate this message. If this message was received in error, please notify the sender and delete it.IRS Circular 230 Disclosure: Unless expressly stated otherwise in this transmission, any tax advice contained herein, forwarded with or attached to this message was not and is not intended to be used, nor may it be relied upon or used, by any taxpayer for the purpose of (1) the avoidance of any tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions, or (2) promoting, marketing or recommending to another party any tax transaction or tax-related matters that may be addressed herein.
Lynne Ayton wrote:dont remember if you use drake or not, but they have all past forms you can print out if you have to do them by hand. if you have the past programs, it can still be done by computer. im currently working on a client where i had to go back to 1995.
lynne
Donna L Loeffler CPA wrote:I have a client who hasn't filed federal or state income tax returns
since 1999. I am going to order the 1999 tax return from the IRS.
However, I would like any tips from anybody as to what to do and what
not to do before I ask the IRS for copies of anything.
He has a notice from that state that they filed a return for him for
2004. They want the taxes they calculated.
I'm in the middle of a sales tax audit for this guy for 2004-2008. So,
it is really hard to get 2004 done without having the previous years
done first.
I know I sound really disorganized. I feel like I am--I have been
inputting into QuickBooks like crazy, just trying to get a grasp on all
of this financial information that he has been giving me. He gives me
it in pieces as he finds it.
--
Donna
Donna L. Loeffler, CPA936 Church Avenue St. Charles ,MN 55972
(507) 251-8119
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