User talk:Natalie

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Hawaii User Group


I'm not sure if you saw it or not, but on the Hawaii User Group page, click on the discussion tab at the top. I created an area where you can chat with others in the group. These don't have to be tax questions, but can just be chit-chat type topics.

- Tim Doyle, TaxAlmanac Moderator 15:33, 21 April 2006 (CDT)

Chit Chat Area


I meant that you could click on the discussion tab on the Hawaii User Group page and see a list of discussions. I have now added this list directly on the page as well so it'll be easier to find.


- Tim Doyle, TaxAlmanac Moderator 10:15, 24 April 2006 (CDT)

Name of Oahu CPA firm

Aloha Natalie, you mentione that you know of a firm on Oahu that was purchasing small practices. Do you know if they are still interested in doing that? Can you provide their name and contact person?


Actionbsns 18:37, 17 May 2006 (CDT)Paula Wilson

Kiosk Fix

Hi Natalie:

Thanks for letting me know about that - it's all fixed now.

Not that you need to know how to do this, but I'll offer it just as an FYI. What I had to do was to go back to the version prior to the last version that you had saved. I clicked on history, clicked on the date and time of the version that I wanted. Once I saw that it was the right version, I clicked edit. That displayed a warning saying that I was editing an older version (which is what I wanted to do). Then I just saved the page, which made that older version the most recent version. I fixed your spelling correction as well.

In any event, no harm done, and please do not let this little hiccup deter you from making more edits on the pages!

- Tim Doyle, TaxAlmanac Moderator 07:38, 19 May 2006 (CDT)

Logging In Issues


That certainly isn't what should be happening - thank you for alerting me! I need to ask a few questions to help me to understand and to diagnose the underlying cause.

  1. Do you see a "Log out" page displayed, or do you just find that you are no longer logged in?
  2. Are you by chance pressing Alt-O (which will log you out).
  3. Do you (or can you) use TaxAlmanac on another computer and even better, from another location? If you told me that this happens on all computer at your office, but not from your home system, that would help me.
  4. Has this always been the case, or has it just started? Has anything changed?
  5. Do you have any "cookie cleaning" utilities installed?
  6. What web browser do you use (Internet Explorer? Firefox? other?)
  7. Each time you get logged out, look at the very top line. There will be a little 'head & shoulders' picture with a number next to it like "". Write down that number each time and the date and time. When you get 3 to 5 of these, send me the results.

I'll run this by our system architect tomorrow to see what he can think of.


- Tim Doyle, TaxAlmanac Moderator - Talk to me 18:32, 5 September 2006 (CDT)

Logging In


Are you still having log in problems? If so, have you noticed the number on the top line changing at all each time it happens?


- Tim Doyle, TaxAlmanac Moderator - Talk to me 13:30, 7 September 2006 (CDT)

Loggin in Issues

Excellent to hear. Do you connect via a cable, via wireless?

- Tim Doyle, TaxAlmanac Moderator - Talk to me 14:54, 7 September 2006 (CDT)

Thank you

Thank you Natalie. Have a great weekend!

- Tim Doyle, TaxAlmanac Moderator - Talk to me 14:52, 29 September 2006 (CDT)

Hi Natalie

Hi Natalie:

I saw that you were looking for me -- I asked an accounting question -- you had asked Tim Doyle who "Jeff Chickering" was....well, it's me...."JCCPA."

I got the answer I needed but I wanted to introduce myself, especially since I'm looking forward to using Tax Almanac a lot more.

I was also thinking of starting an "Audit, Review and Comp." Users Group. What are your thoughts on that?

By for now....



Hi Natalie:

I believe I had described creating another User Group to you, not another Forum. Tim specifically created the Accounting Discussion Forum based on my request (and I suspect others as well) to have a separate Forum relating to Accounting, Audit, Review and Comp., etc. I was looking to see if other folks wanted to have a "User Group.." relating to Audits, Reviews and Compilations - a more specific and unique group that easily bounce ideas off of each other.

Kindest regards,


Thanks, Natalie for you response.....I'll look into it at some point --- talk to you soon....


Dennis' Talk Page


Dennis has repeatedly cleared his talk page after users have left tax-related questions there. I think he prefers to answer in the forums. I'll drop him a message to see if we can't come up with a better solution.

In the meantime, the easy link to add a message on those pages is just that - a shortcut. You can also click the edit link and just add to the page directly, or you can click on the little plus sign next to the edit tab to add a section (very similar to what you're used to).

- Tim Doyle, TaxAlmanac Moderator - Talk to me 07:53, 14 November 2006 (CST)


Here's how to add links on the site:

Links to other pages on TaxAlmanac: [[PageToLinkTo]] or [[Discussion:PageName]]. Basically just grab the title at the top of any page and put it between two square bracket characters.

To link to other web pages not on TaxAlmanac: []. Note the single square brackets here.

Hope this helps!

Mainland Audit Problems...

Yeah, Natalie....I'm up early worrying about all the audits I have going on..... !

Have a good day....

Answering Student Questions

Sorry for the delay in responding. Since I'm fairly new here, I need some time to learn how to navigate this board. Regarding answering the accounting student's question - if you recall I opened my response by advising her that this forum was not meant to be a homework substitute. Since she had very honestly and politely described her confusion - and it didn't take much to explain - I felt it didn't hurt to clarify a couple of basic theories. She attempted to think things out by reasoning and just needed a little direction. I doubt whether I would respond to her again. As you can see, she hasn't posted since then.

Need your help


I need your help. I am trying to get people to fill out their user pages. Could you reply to the "Who are you?" discussion and just say that you have added information to your page?


- Tim Doyle, TaxAlmanac Moderator - Talk to me 11:54, 5 December 2006 (CST)


Picture and Did I leave the thank you


I've added the picture you uploaded to your page - great photo!

No, I was not the person who left you the thank you on your discussion/talk page. To find out who left that for you, go to your talk page (you should be here now if you're reading this), click on the history tab at the top, and you can see each change made with the date and time it was made and the summary. You can see in the summary who left the thank you. Just click on their name and then you'll be on their user page, and you can then leave them a message if you'd like.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 08:22, 12 December 2006 (CST)

Need some Hawaii help if you're able.

Hi Natalie,

I need some help with a Hawaii corporation question. Is it possible for you to either email me or give me a call? I'm on Pacific Standard time. I would greatly appreciate it. or 1-800-477-6342 M-W-F from 10-4.

Thanks, Sandy tilt53 15:14, 13 December 2006 (CST)


Hi Natalie!

Here's the problem... you're trying to link to the exact subsection, but TaxAlmanac only lets you like to the section. If you change:

This: [[Sec. 61(a)(12)]]

to this: [[Sec. 61]](a)(12)

the links will work perfectly.

Just click on the edit tab at the top of the page and edit your entry. Let me know if you have any more questions!

- Tim Doyle, TaxAlmanac Moderator - Talk to me 15:06, 11 January 2007 (CST)

Membership Dues and how to report ??

Hi Natalie:

I know you are an expert in this area and I still have questions on whether the dues paid to this one non-profit (501(c)(3)) that I have are considered public support (line 1) or Membership Dues (line 3.) The non-profit is designed to have forums where marketing professionals can network, there are educational seminars offered, best practices, etc. In the past, the prior CPA recorded all of the dues on Line 3 -- I always thought that Line 3 amounts were automatically UBI -- in the past, I did some work on a non-profit and we received a letter from the IRS that we should have been filing the UBI return for amounts related to the membership dues on Line 3. Also, I cannot find an exclusion code for the membership dues.

Can you help me with this one? I would really appreciate it.


Membership Fees

Hi there:

Yes, I am referring to that discussion from November. The membership fees are paid by members only. Sometimes, they open up the forums to the outside and these are booked as program revenues. Yes, there are other benefits provided to the members. They have a career services center as well as a subscription to the magazine of their choice. Would it make a difference if the fees are designated as non-deductible by the organization -- non deductible as a charitable contribution but deductible by the members as a business deduction (similar to my Chamber of Commerce dues)?

Thank you, Chase :)

Editing my message to you

Hey there: I'm trying this out to see if my user name will appear on your message .... hope so because I think it'll make life easier ....

ChaseChase 12:59, 1 February 2007 (CST)

Membership Dues

The magazine subscription is related to the association -- it is a business magazine. The dues run about $205 for the national membership and then around $45 for the Chapter membership. They benefits of the organization once you join are that you gain networking opportunities, speaker forums to learn more about the profession, the complimentary magazine and "secret" access to the website --- areas of the website that only accessible by membership. If you think this is Line 3, isn't that subject to UBI rules -- is there an exclusion code that most people use for this type of thing?

Thank you for helping me ! (and just a couple more minutes of your time - please :)

Yes, the purpose of the organization is educate its members -- I guess I can list these dues in VII, Analysis of Income Producing Activites, in Column E for Related or exempt function income. Does that sound reasonable? What impact is there if membership dues are not deductible for charitable purposes, i.e. may be deductible as a business expense, in the overall scheme of things? Does this fact impact the placement of the dues on the tax return?

THANKS!!! Chase Chase 19:35, 1 February 2007 (CST)

Just wanted to thank you again for walking me through this !!!!



Not at all Natalie

Thank you for your note to me. I DID write the man a thank you letter for the time I spent with him the other day and gave him an idea that I would contract for $25.00 an hour either remotely from my own office or at his office.

No word back from him; but I saw in the newspaper this morning that he is advertising for an employee to do what he wanted me to do...don't know how far that will go in this small town, but I left things on the table for him and we shall see.

One thing he asked of me also that I was uncomfortable about....he wants copies of the tax returns I do for my own clients as well as a list of my clients in order to contact them about my work for them. I told him that I cannot give out client tax returns as it is private, privileged information. Then to think he wants my client list....I don't know. Maybe I am just being paranoid, but I certainly do not need him to market to my clients....

I am plugging away on the stuff I have right now and trusting God for my needs to be met I suppose. My son is going to run an ad for me on and also place a business size card ad in a couple of newspapers in Vero and then in Orlando where I came from.

Funny thing is...I have about 8 1040's right now for people who do not have the money to pay for my heart I cannot turn them away as I have done their returns in the past when I did not need the money so badly. Makes me feel good to help others; but then and now I need help as well. Perhaps something will come of my son's help with the advertising. He has been so helpful to me as he is an IT administrator and has set me up with an FTP site, remote accessing, and setting up web mail, etc. for me.

The window of opportunity for this year is going to be gone before you know it, but each day is a new day and with friends like you guys here it helps me smile and know that I am not alone in times of stress...

Thank you again Natalie!!


Dates & Times

Hi Natalie:

I think the system uses UTC (previously GMT) for the dates. So it must be Sunday already in London.  :-)

- Tim Doyle, TaxAlmanac Moderator - Talk to me 18:23, 10 February 2007 (CST)



You asked to be informed when it was ok to install IE7. With our recent upgrades, TaxAlmanac should work fine with IE7. I can't say if that's the case with all Intuit products though.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 15:25, 19 February 2007 (CST)

Good news Natalie!!

I wanted to touch base with you after my "whining" a few weeks back. The accountant in my town, called me again and told me he would take me at 25.00 an hour (whatever hours I can give him will be fine with him). He asked again if I would show him my personal client returns, I declined again but he said that he would see how I prepare returns for him anyway. Today I worked at his office from 7:00 a.m. until a bit system ProFX, new format, he does not want or need workpapers, copies, etc. so it was all new to me, but I worked all day and he was pleased with my work....

We will see where this heads, but at least it will give me a few hours per week that I can depend on income for as I keep building my own client base...thank you again for your well wishes!!


Columns of Data

Hi Natalie:

You're right - there isn't a good way to enter pre-formatted columns of data in the forums. The website is designed for free-flowing text and does a lot to do that for you, which can really get annoying at times! This is on my list to look into and see what I can come up with. Thank you for bringing this to my attention.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 09:31, 7 March 2007 (CST)

Moving Forums

Hi Natalie:

Yes, just edit the topic and look at the top line - a heading line. Just change the name of the forum listed there from Accounting to Tax. There are two versions, one with a space between words and one with an Underscore between words. Just keep the same format and change the name and it'll move to the other forum.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 12:08, 7 March 2007 (CST)



It's deleted. Thank you so much for bringing this to my attention!

By the way - I'll be in Maui in 2 weeks!  :-)

- Tim Doyle, TaxAlmanac Moderator - Talk to me 21:31, 14 June 2007 (CDT)

Schedule O

Natalie I've only done schedule O one time and if you could tell from my post I had problems with it. But I do see that on screen 9, under the Apportionment Amounts, down past regular tax you enter the accumulated earnings credit and AMT expemption and then right below that is the share of penalty for failure to pay estimated tax. That's all I see there. The one I had to do had DPAD and it was a nightmare in my opinion, I had to go back and forth between the two companies to get the figures to put in there, I wish Lacerte could do it for you and link the two together but it looks like you have to do it manually.

Maui Visit

It's all vacation! I've actually been to the islands about 8 times in my life - my grandfather's major accounts were in Honolulu and they had good friends who lived there - now moved to the big island. My parents honeymooned there and went back for their ten year anniversary. With all of those visits, I just had to see it myself. I went twice with my parents as a child, and several other opportunities came up over the years. I've been to Oahu, Kauai, Maui, and Hawaii.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 08:47, 19 June 2007 (CDT)

Capitalizing Rental Fleets

I have a question about depreciating rental fleets. What life and depreciation method would you in the Hertz scenario? Let's say you'll only rent it for a year before putting it into inventory and selling it. Could you use straight-line depreciation over a 3 year life so when you sell it after a year you will still have a 2/3 basis? Or are there stricter guidelines for life and method? I am not familar with the rental industry accounting practices. ~Shawna

Tax software

After having been drained by Lacerte's PPR fees, I'm a happy Drake user. Costs about $1k for everything - all States, all forms, all entities. BethAZ 02:32, 5 August 2007 (CDT)

Drake Tax Software

There are no added fees for anything. Drake has PPR, looks like $285 for 15 returns and $19 per after that. All States. I think that includes corp returns. The website is JofA did a survey of tax software and looks as though it's pretty popular. Not as easy or intuitive as Lacerte so proofreading is especially important, but can't beat the price and the customer service is outstanding. Kind and knowledgeble local Humans answer the phone and I've not called often but never been put on eternal hold. My email is BethAZ 16:52, 5 August 2007 (CDT)

And . . .

I got your message. I'm not sure what it means.

Oh! I went back to that thread. Now I get it.

Can you keep a secret? That picture is Nicholas Cage. Some people say I look like him, but I don't see it. I figured I could post his picture instead of mine and maintain some sort of confidentiality.

Notification emails

Hi Natalie:

This could be something on our side, or it could be a simple preferences setting. Let's check your settings to make sure it's not something simple.

Select "preferences" from the very very top line to get to your preferences page.

Select the "Email" tab

Make sure the "Send me an email when a page I have bookmarked is changed." checkbox is checked.

The line above that should read "Your e-mail address was authenticated on..."

If either of those aren't that way, let me know.


- Tim Doyle, TaxAlmanac Moderator - Talk to me 20:20, 6 September 2007 (CDT)

Notifications II


Two more things to try:

1) Make sure your email address in your preferences is still a valid address.

2) Log out, click the link to log in, and then click the send new password link to see if you get that. If you do, just ignore the instructions - your old password should still be valid.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 21:24, 6 September 2007 (CDT)



I just did the Send new password process and got the email right away. Hmmm... Could you send your email address to Once I get that, I'll try sending an email to you from that account.

Thanks for having patience as we work through this issue.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 09:28, 7 September 2007 (CDT)


Yes, I will be flying in Oct 31 and leaving Nov 4. I will have time the evenings of Nov 1 &2 and most of the day the 3rd and 4th before I fly out. I'd love to go hiking. Kevinh5

JR1 stated that you have worked with ministers

Current thread from me is active.

Minister is fired by church (affair with female church member). Ex-wife (divorce is not final yet) and kids stay in parsonage. Church sends ex-wife money.

1. Is the free rent taxable? I found a rev rul that said that widows don't qualify for housing allowance.

2. The money the ex-wife receives from the church is it taxable income and if so what kind of income?

3. Is it all tax free?

Tax partner here thinks it is all "other income" not subject to S.E. tax. Everyone who has commented here thinks it tax free.

I am concerned about the tainted relationship. Most churches claim to be hiring the minister but many times they are hiring both spouses. This would taint the relationship to the ex-wife. It is almost impossible to give a gift to an employee.

Treasurer of the church use to work for me on weekends. He knew enough to ask various questions. This one, I can't find the answer. I have asked help from a financial officer at a state denomination who gives talks on minister taxation. No answer from her yet.

The ex-wife doen't need a tax suprise in April.

Thanks for your help.

Mark 276-628-1123

Smog 16:22, 7 September 2007 (CDT)

The Night Shift

That is the name I have for those on the extreme left of the map of our country! Sleep well. I am taking a few days off to see our unintended investment in upstate PA.

just kidding

I was concerned that some people thought I was serious when I posted that, so I wanted to save credibility. Then I changed my mind, and thought it would be more interesting to let people freak out and harass me for making such a ridiculous claim.

You are a super sleuth!

We have an incredible sense of humor. It's just that nobody else gets it.

Categorization Forum

Hi Natalie,

I went to the Categorization Forum but was not able to find any catagories lol. Just a couple posts, am I looking in the right place? Thanks for the help.



Ok found it, thanks. Yes it does help, I think coming at it this way will be quicker than sifting through the search-box results. Appreciate it.


Reply to your message

  1. 1 I'm curious what your client does.


My client is in the public health profession and specializes in habit cessation programs (drugs, alcohol, tobacco). Apparently, my client has been asked by contacts in EU countries to submit grant proposals for these types of programs. The only way the EU countries will honor their proposals if they are a non-profit organization. My client will set up the non-profit and be Executive Director but will not receive compensation for their work. I will only act in an advisory capacity and be paid by my client from their personal funds. I have no interest in assisting them further as once they go outside the US, I am in over my head.

  2. 2 I noticed you list "controllership" as one of your services. Do you use engagement letters? And do you have a hard time renewing your insurance when it comes time to complete the percentage of revenue categories?Natalie 14:51, 12 September 2007 (CDT)Natalie 

I don't do much, if any, in the way of controllership. Only if asked do I provide controllership functions. If I am asked, I will use an engagement letter. I tend to stay away from it in most cases. I use engagement letters for all bookkeeping clients and tax clients. I have no issues renewing my insurance. Most of my practice revenues come from tax and tax advisory services.

Not to sound rude, but why do you ask?

Controllership Question

The reason I asked the controllership questions was that I was hoping to be able to bounce some ideas off of you. I provide controllership services to several clients, and every year when I renew my insurance, I have to figure out how to categorize that income. The insurance company has their own ideas of what constitutes controllership service, and it usually means a higher premium. Since I do not make management decisions for my client, however, the risk is lower, and I don't want to include the income in that category. My services do not neatly fit in as bookkeeping, however, because I do much more than that.

The other thing is the engagement letters. They are always a challenge because of the variety of things that I do.Natalie 18:17, 12 September 2007 (CDT)Natalie


Sorry. I'm not having a good day, so I jumped the gun when I saw your question and my response was rude. I apologize.

What categories is the insurance company giving you? If you aren't making management decisions, I would think bookkeeping/write up services fit the category. However, the more I think about it, many of my bookkeeping services lead me into controllership functions as I am helping the client with financial analysis that banks and others use to make decisions about my clients. After doing it for close to 20 years, it became second nature and I didn't realize until now I was doing it. But I really try hard not to make management decisions either. I simply tell the client that the final decision is theirs after giving them all the options available to the client.

But to be honest, I am not going to change how I report it to my insurance carrier because my accounting/writeup/bookkeeping services are only about 10% of the revenues I generate as a whole.

As far as engagement letters, that's a tough one in dealing with the controllership issue. I saw one many years ago that was pretty much about all the things the accounting firm wouldn't do, but they ended up doing them anyway. I can look for a sample one and get back to you within a day or two when and if I find it. Just leave me a note Friday as a reminder. My 6-year old is home from school tomorrow and I won't be doing much work.

I look forward to talking with you in the future.

Tom O'Connor

PS: By the way, how did you get your user page on this forum to look like it does? It's well laid out and easy to follow. I like what you've done. I wish I could do that.

Pointing out IRS mistake, audit

Natalie: Sorry for the long post. I think you can definitely distinguish this matter from preparing the return. TaxSrv really impressed me with his post...Examinations are also adversarial proceedings. To take a stark example: lets say last day of an audit, the examiner picks up a stack of items to substantiate travel expenses. You know these are clean as a whistle. However, you know the M&E records were not kept quite so well, and would likely result in some kind of error being found. Do you have a duty to advise the examiner not to pick up the travel expenses, but rather that he should spend his limited time working on the client's M&E substantiation? No! You don't have to make the examiners case, and this is not unethical. In my opinion, PVV's post was an extension of this further on after the audit had concluded. Now, I would certainly get my client's opinion. Maybe my client would desire me to notify the IRS of the mistake at this point. But, at least for a lawyer in these matters, it can actually be malpractice to make a disclosure that the client is not required to make (unless he consents to it).

Sample Engagement Letter


I didn't get a chance to look for it yet. I spent my morning playing plumber as we had a huge water/sewer backup in our house. I just got done fixing it. I will look over the weekend and get back to you Monday.

Tom O'Connor

Your Question

Not being sarcastic. I thought the Govt has penalties for ALL late filings. I recently learned on this site that S Corp filed late have no penalties (Federal). This has not been a issue here as most clients file timely or owe no tax. Are you helping Doyle weed out inappropriate posts?

Moving threads

Hi Natalie, I was your post. Can you please tell me the secret of how to move threads? - PVVCPA


Thank you - all gone!

- Tim Doyle, TaxAlmanac Moderator - Talk to me 13:17, 26 September 2007 (CDT)

Lake in Wisconsin


I know vey little about how this site works and just saaw the meassage you left me back in September. My husband and I go to Lake Viola every summer - it's near Siren, WI about 1 1/2 hours from St Paul. My sister-in-law's friend has a cabin there and we go every 4th of July and stay with them. I'm from Indiana originally and really miss the midwest so I love our visits there. Each time we go we look for cabins for sale with the goal of being able to spend our summers there in a few years. Sandy SKPCPA 21:55, 5 October 2007 (CDT)


Appreciate your comments on being civil. The instigators should know better than to flame like that. This site has turned into a bad playground, complete with bullies (or one bully with multiple login names). Accountant's World forums appear to be flame-free. BethAZ 11:00, 7 October 2007 (CDT)

Hi Natalie

I fixed the discussion page, so it should work now. Ooops. BethAZ 17:32, 24 October 2007 (CDT)

New Picture

Hi Natalie:

There are instructions for how to upload a picture in the Frequently Asked Questions, whcih is linked from the Tax Questions Discussion Forum. You can also get there by clicking here: How to add picture. Let me know if you have any problems.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 20:57, 31 October 2007 (CDT)

Thanks for your thoughts

on that message. The reason it is mysterious to me is that the only place National Heritage was mentioned was in comments between Beth and myself, not on the thread she posted on her audit. It was Beth's client who made contributions. After she told me who the charity was, I referred her to a link to an article I found on a Google search, but I have never contacted anyone in this regard.

Does this mean that someone is 'trolling' through our messages? I decided the best course was deleting the message and have done so, but now I wonder if I should not have contacted Tim first.

Another oddity is that Beth received no such message, but it is her client that is involved.

Once again, thanks for your thoughts on this cold rainy November day.

Death&Taxes 07:37, 10 November 2007 (CST)

Bob Jennings Stuff

Natalie: Here is the Jennings website. He offers some online courses also. He is a super careful type, and yes, some of my clients do not like all of this paperwork. But, what can you do? Let me know if you have any trouble with the website.

Self-study too

Looks like he's got some self-study on there too. Last year, I went to one of his seminars here in Atlanta, and then I also went to a CPE just on Circ. 230, so I was filled to the brim with this stuff. I don't know how much I really understand it, though! Both posts are from me. CrowJD 16:16, 19 November 2007 (CST)

I agree

I agree, it does not seem to be completely resolved. There is only so much CPE the brain can process during a year, besides the fact that the cost adds up pretty quickly! I did really enjoy the Jennings seminar, if one comes to HI, you might want to catch one. The one I attended was called: "Compilation & Review" or something like that, but he included A LOT of stuff on current events in tax in it, a lot of forms, letters etc.. Good value, and great materials to take home. CrowJD 16:31, 19 November 2007 (CST)

Re: User Page

Hi Natalie,

What is "ins"? Well, that sort of crossed my mind. TA is open to the world. You don't need even need to be a member to view the user pages. I just thought that I had to much personal information on it. I condensed it and threw up the picture of Nicolas Cage to keep my groupies away. :)

--PVVCPA 06:11, 20 November 2007 (CST)

Aloha Natalie, when you get the chance, can you send me an e-mail at I had an e-mail from Kevin that I thought you would be interested in.



Home Office w/ S-Corp (clarification please!)

Hi Natalie,

After reading your contribution on home office for S-corps, I'm confused about one aspect.

In a situation where the sole employee rents the home, it seems that rental expenses not reimbursed would be returned anyway as shareholder distributions. In either case, there would be no payroll tax implications, but the income taxes would be the same. If that's correct, what's the point?

You seemed to suggest that this reimbursement does not need to be claimed on Schedule E. If that's correct, then it would make sense to reimburse the employee who rents the home.

Can you offer a clarification? Thanks!

Best, Jeff (

I agree

I agree - take a look at my reply and let me know what you think. Thank you for bringing this to my attention!

- Tim Doyle, TaxAlmanac Moderator - Talk to me 10:25, 6 December 2007 (CST)

Master Builder

Hi Natalie,

I have never used Master Builder, but I do know I can find out from the guy I do work for.

Knowing that each different program within the Sage family have similar features, I am pretty positive that you can search for most things.

the main thing would be to know what version of Master Builder they are on. If it's thelatest update, then you should be able to preview any report and then there would be an envelope at the top, this is the export feature, you can then export into excel and use excel's search feature.

You can also use excel's import database feature and then use excel to generate multiple reports like a simplified access database.

You really have no idea the additional funstionality you get when you jump up to these other programs.

My e-mail is

If you shoot me an email, we can communicate that way and I would be more than happy to assist you.

rain rain and more rain!!

It just keeps raining and raining. Haven't seen this kind of rain since we moved from California. And the puddles are spectacular. The windshield wipers on my car have a hard time keeping up. How are you holding up. I just watched the news and it looks like Oahu has some serious flood warnings posted and Maui as well. Stay safe and be careful.


I recently found TA again. I am impressed at your posts.


Payroll Service Calculation Correct?

Hi Natalie: You are quite knowledgeable in this area and wanted to email you directly. Client needs to add health insurance premiums to the W2 at year end in the amount of roughly $1,000. From that, income tax withholding will be deducted. However, payroll service is telling me that there would be no net check to the shareholder if this addition to the W2 is run as a separate payroll. The tax withholding amount is roughly $200, let's say, so I would expect that the shareholder would receive a net check of $800 -- I am so confused at this point. Or, is this just a book entry for the payroll company?

Thank you for any assistance you might be able provide.

All the best and Happy Holidays!

Chase Chase 21:10, 20 December 2007 (CST)

Thanks, Natalie !!

Happy Holidays to you!

Chase Chase 09:41, 21 December 2007 (CST)

You're Welcome!

You're very welcome Natalie!

- Tim Doyle, TaxAlmanac Moderator - Talk to me 17:46, 26 December 2007 (CST)


Natalie, I am to embarrassed to display my ignorance by posting a reply to your thread. I do not understand what you meant when you said you have health insurance through your corporation therefore you do not qualify for an HSA. I understand that you cannot do an HSA if you have Section 105 plan or an FSA (neither of which are possible for an S-Corp shareholder). But I have not run across a prohibition to an HSA simply because you have health insurance through a corporation. As long as the health insurance is a qualfying HDHP, then I though it was OK to open up an HSA. Can you please explain what you meant. --PVVCPA 18:20, 29 December 2007 (CST)

Phew! You scared me. I have a HDHP through my S-Corp, and I have an HSA account that I have paid for my daughter's braces through. That would have been very embarrassing for me if it turned out that was not allowable. Thank you for your reply.

$3,000 for Phase 1. I have dental insurance that has ortho coverage up to $1,500. So that paid half. My HSA paid the other half.

Natalie, you are right

You are right, I have to be more careful, I was tired, and being silly. But, yes, I do have car insurance, and have paid for years! CrowJD 07:38, 30 December 2007 (CST)

Hawaii Visit

Thank you for the invite to your paradise. My wife Pam's lifelong dream is to go there, and I think some day we shall. Thank you for the nice comments.

Death&Taxes 18:25, 8 January 2008 (CST)


Thank you for mentioning this website in one of your can't get much better than this, email 1099s and they send the 1099 copy to the recipient!

In the past I would buy Turbotax and print, mail, etc......this is a much better solution.


Mike McKee

Thank You


You are one of a few people that I have encountered on this board that has been polite. Thank you.

I have learned that this board is for "professional practioneers to assist one another." Since I am not in that category, I will bow out and not bother with updating the profile.

I know the old saying about "Give a man a fish and he eats for a day...", so your suggestion to take a class is to the point. Actually I am so busy with the business end of my business that I can hardly find time for anything.

Thanks again.

I was up there: Minutes

Hi, Natalie: I had already posted on the Minutes issue. Before today, I never even gave this matter a thought; and I'm not turning in any of my accountant friends anyway! It seems to me that if the Corporate Secretary "takes it down", and the acccountant just more or less advises as to tax and accounting issues, and types it up.... I know that in my state, they don't get too excited about accountants assisting in corporate legal matters; they look the other way. CrowJD 20:20, 10 January 2008 (CST)



Yep. That was me. I was re-reading that post (nothing exciting happening on TA today) and I decided to make some minor edits to my prior posts. I guess when you do that, the thread pops back up to the top. --PVVCPA 18:20, 12 January 2008 (CST)

Is it against TA protocol for me to make minor editing changes to my own posts? I wasn't changing content, just cleared up a few things that didn't read well when I looked at it 3 months later. Is that OK?

I agree. That is uncool. It would be preferable if users would be locked out of editing other users posts.

Not working...

Just peeking in as I goof on the computer. Wife works/serves at Church at the crack of stupid, so I give her a head start on sleep on Sat. nights.

So, how about that Packers game! Yikes, after three minutes I was sick! Who would have figured we'd tie by the end of Qtr 1?? Amazing. Now, if the Giants would eliminate the Cowboys I'd feel better. But tonight, we're happy. JeffJR1

Thanks, Natalie.. :)


Noun 1. props - proper respect; "I have to give my props to the governor for the way he handled the problem"

Slang term

Skasselea 15:33, 14 January 2008 (CST)

Message for Steve


I see your message for Steve. If you aren't seeing it, it could be a browser caching issue. This just means that your browser thinks it has the latest version and so it isn't asking for a new one, but it really has an old version. To force it to reload the current page, press Ctrl-F5.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 15:37, 14 January 2008 (CST)


In IRS parlance, a PTD is a Potentially Dangerous Taxpayer. While I think they probably mean physically, I also have tried to keep IRS people away from clients who will scream or shout in your a baseball manager arguing with an umpire. Death&Taxes 16:02, 14 January 2008 (CST)

I wish

I would love to pay taxes on $10M of capital gain. --PVVCPA 11:58, 15 January 2008 (CST)

replying to your message to me

Natalie, you left me a message that read click on my name and complete my profile, but when I try, there is no option to edit. Brian Thomas Brianzzz

Hey there! I need some advice....


Tom O'Connor here (the infamous taocpa). I am trying to price out services for a client and I am at a crossroads trying to determine where to go.

Client is a $200K retail store. He and the wife will probably write the checks and I will come in do the financials, bank recs, tax compliance reporting (except payroll as wife is a payroll speciallst) etc. It's in the Washington, DC area, where, like Hawaii, things are not cheap.

I figure the amount of time per month will average anywhere from 2-5 hours. I am thinking $100-$125 per hour making it $400-$500 per month. This includes phone calls, research, tax returns, etc. Do you think I am short changing myself?

I ask because I get the feeling I have been short-changing myself in pricing these jobs. My one client (who almost bolted to the other accountant) is only paying me for on average 3 hours per month, yet he chews up around 4-5 (I warned him, he's due for an increase).

By the way, I still owe you the Controller letter. I have been ill for the last few months. I have not shared many of the details, but it's been an ongoing struggle for a while. Finally, an alert client, who is a pharmacist, thought the problem might be an interaction with a medicine she read about. Long story short, I am feeling so much better and I am down 20+ pounds. That's kind of why I was a little strange in September when we originally corresponded. It's kind of why I am taking charge of some of these pain in the neck clients. They are beginning to cost me money.

Thanks for you time.


Follow up

I did a "Google" search once. Too bad I share my name with about 50 million other Tom O'Connor's. The only picture of me with anyone famous is with President Clinton at the White House when my band played there.

Actually, those suggestions are good. Never thought of them. Usually I give a client a price and their first reaction is to choke. It's because they are cheap. Well, the next time they choke, I will tell them, "Tell you what. I will bill you on an hourly basis with a 1/2 travel charge and see how that works." They might think twice.

I will get that letter shortly. Today, I am busy barbecuing brisket for a dinner tonight at our Knights of Columbus Hall in between doing W-2's. Talk with you soon. And I don't want to hear any complaints about the weather out there, okay? TomTaocpa 12:17, 16 January 2008 (CST)

Deleted Posts

Hi Natalie,

here's why. We have this jerk down in Florida that kept bugging people and talking about this "Asset Segregation Report" and plugging his firm down in Florida. A lot of people, including myself, were pissed off at him, I had even left a message for him in not very nice terms. So I thought the best thing to do to avoid this juvenille behavior was to delete all of his posts that dealt with plugging his business. I did a favor for all involved, and my apologies but if you really wanted to read more of his junk solicitation posts, go for it, but I think the majority of people would welcome the change. Don't be pissed off at me, when you should really be pissed off at the jerk that infiltrated our pages with a bunch of solicitation crap. Thanks, I enjoy reading your posts.


I read the question; I don't think I have ever had a penalty issue go to a meeting but delays are so common. Currently, I asked for a Collection Due Process hearing on a first time client I met last February, a woman in her mid-sixties with emphesema and chronic respiratory problems.....a woman whose remaining life cannot be that long. She owes money from 2002, has tapped her house to the maximum, and this past summer could no longer meet her installment obligations because the cost of a new medicine grew to such an extent there was no money in her budget to meet every expense. She was used as an example in a NY Times article about seniors and prescriptions, and her doctor was interviewed too. Her prognosis is very poor.

I asked for the due process hearing in August or September; it was finally scheduled for January 8th, a day I had a seminar, so the Appeals officer postponded it until the 17th at 11am. I sat and waited for her call until 12:30 when I had to go out to pick up papers. When I returned home later, I found the appeals officer's message on the machine, apologizing for being late in calling. So on we go again. I only want to ask her to Code 53 the woman, and that there is enough equity in her house to collect the tax upon her death, which might come this year.

My point is that IRS sometimes is like going to a hospital for know, you go in, getting handed a clipboard with questions to fill out, go to another station and sign in and are handed more papers.....hurry up and wait, or I think I put it better here:

The only thing I would worry about if I were you is the length of the current freeze. One other thing for certain; they are sure to bring up the matter on about April 5th!

Good luck

Death&Taxes 08:52, 21 January 2008 (CST)

Advice needed

Natalie, I found this site and you searching for a problem I have. On Aug/06 you answered to a person who his/her employer didn't withheld SS and Medicare taxes. Well, I have just the same problem. I arrived to USA in 2000 with a J visa (except for SS & Medicare taxes), by 2002 my employer filed for an L visa and by 2005 for an H. I'm in the last step to get my Green Card. My employer is doing all the paperwork; now being so close to get my Green Card, I started looking for my rights and benefits and started reading about Social Security... then I noticed I haven't paid anything to it and I should have since I got the L visa. This take me to 6 years without payment. I informed my office and I will start paying this year. The accountant of my office advised not doing anything until a government agency says something. I’m not feeling comfortable with this solution, because I will be scrutinized for the Green Card and later when applying for citizenship and because I’m thinking that, even if nobody notice it, I’m loosing benefits for 6 years or if I get disabled now, I don’t have any benefit at all. In the conversation we had, they just said that if we decided to pay now, I would have to pay all the amount I owe (7.5% I guess). I used to have a great relationship with my office, but lately it’s been changing, I’m even thinking of leaving once I get my GC… and now I got this problem… As per your response in August 3, 2006 to this person: “I guess I should revise what I said above about the responsibility of paying FICA and medicare. According to IRS Regulations Sec. 601.401, Employment taxes, "Employee tax must be deducted and withheld by employers from 'wages' or 'compensation' . . . paid to employees, and the employer is liable for the employee tax whether or not it is so deducted." This section then refers to Rev. Proc. 81-48 for an explanation of how to calculate the gross up of wages when the employer pays the FICA tax. Based on that information, it would appear that the employer is legally required to pay the FICA.” And reviewing the mentioned section (which I guess is still valid), I just want to confirm with you if I could (if required) fight my employer. I have to talk to them this week, I will try to negotiate, but as our conversation, they hinted that I would have to pay a big amount of money. I sincerely believe I shall have my benefits and I could pay something, but not the entire amount since my understanding is that they are liable of this and at the end of the road the problem is bigger for them. But I really need to know if I’m not mistaken. Any idea or advice would be greatly appreciated. Thank you very much for taking this time to read. Regards Jorge

Jfd55 16:13, 21 January 2008 (CST)


Here is the link: Discussion:Preparing_minutes_for_clients

Tax Forum.

Natalie, Thank you for your quick response. I do not mind posting the question in the forum. If you can just point address of the forum I will appreciate. In the past 4 days I've been researching deeply all this problem. I found in the IRS page that J visas are allowed to get rid of SS and Medicare but L and H must pay them. I read there is no way to opt out of those taxes either. I just want to know my alternatives and the repercussion. Thank you very much. Jorge Jfd55 21:27, 21 January 2008 (CST)

you tube link

Oh, after he called me a Tax Donkey I was just laughing for the next half hour. I really didn't want to come off as as much a jerk as he obviously is, so I was trying to find some humor that wouldn't TOTALLY offend everyone. But it is fitting, isn't it? Kevinh5

FU's posts

I see you deleted one, I had already deleted another and had edited that one to be less offensive, will you please report him to Tim? Thanks Kevinh5

Thank you

Thank you for stepping in. I have now blocked this user and removed the posts.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 15:00, 23 January 2008 (CST)



For this time, I just blocked the account. Of course this means that someone could simply create a new account and start again, but hopefully knowing that someone is watching will deter this. There are additional blocks that I could do if needed.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 15:09, 23 January 2008 (CST)

More Info


Just an FYI... if you ever see a problem like this, please do let me know. One other thing that you can do it to remove the top line from the discussion - the one that reads {{ForumThreadHeading|Tax_Questions|Tax Questions}}, or in some cases there are two lines like this at the top. Once those are removed, they will no longer show in the discussion index. Still not deleted pages, but away from public view until I can get to them.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 15:25, 23 January 2008 (CST)

our friend is back

just posted again asking where to put W-2 wages on a 1040 Kevinh5

Limiting access in Enterprise Solutions

No way to limit access to only one bank account that I know of. You may try a work around where the other bank accounts are on another QB file and you merge the two financial statements via Excel so you can get reports.

Got an idea

Maybe you could change the account type of the other bank accounts to "Other Current Asset" (or vice versa). Access is limited via account types so changing the account type should limit access. You would still be able to reconcile the account.

Banned User

I've already taken the next steps. Because the last one didn't seem to work, please let me know if you see him posting again.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 15:11, 28 January 2008 (CST)


Thanks Natalie! Just having a little fun!

Now go back to staring at the big blue ocean!

Tom Taocpa 14:33, 30 January 2008 (CST)

That is awesome

Natalie -

Great article. Even though that picture is small, your kids look cute as buttons. Keep up the good work!

Tom Taocpa 15:14, 30 January 2008 (CST)


Thanks a ton Natalie. I am still learning how to effectively (and efficiently) use this site!

Check out the Chat page

Natalie -

I hope you check out the chat when you have a chance.

Tom Taocpa 12:01, 31 January 2008 (CST)

Earlier Message

Thanks Natalie for the kind words. It was a shock when it happened. She was on a retreat when she had the first symptoms. She couldn't see out of her left eye. It was scary That's why she has to be careful about any trauma to the eye. Tom Taocpa 19:20, 31 January 2008 (CST)

Be sure to check out the Burrrrr cold discussion

You'll know it when you see it! Tom Taocpa 15:18, 1 February 2008 (CST)

Your musicians

Maybe I should give you some of my work. It looks like you have lots of time on your hands!! Image:smile.jpgNatalie 18:07, 1 February 2008 (CST)Natalie

I was on a conference call and bored out of my mind. When I saw your post about the heater, I just knew the orchestra was begging to be posted, so I just made one up! Tom Taocpa 21:58, 1 February 2008 (CST)


I just discovered about an hour ago that it was gone. Had no idea what happened to it. Was going to check the status of some others before I retyped it. (Didn't know if maybe it was a computer glitch.) I don't remember recognizing the name "Danjames".

Thanks a bunch!!! I responded to a thread he had started and I guess when he looked at my profile, he accidently deleted it. Oh well!! Fixed now.


I feel much better thank you very much.

It's quite warm here. 40 + degrees. will be switching to shorts later.

Master Builder

I noticed in one post that SouthParkCPa has two clients that use Masterbuilder. He or his clients might be a good resource.


AWWW thank you Natalie

I am so thankful for your note to me. Yeah, you can change it if you like but this retirement stuff every year has me confused with people have so many differing opinions. I am trying to work it out so that he can get his taxes lowered in 07 and then since in 08 he will be retiring and is over 59 1/2 he can then take distributions from the 401K and his IRA after being held for a couple of years.

Trouble is how to do it with the differing opinions?

Thank you very much my friend


Mis-read 990

Hi Natalie, No problem, I'm frequently guilty of misreading a post. I learn a great deal from reading your thoughtful responses to questions and I'm happy if I'm able to shed light on issues in the compliance arena of nonprofits. CPAdavid 08:44, 8 February 2008 (CST)


No, Vilex IS real. I just wanted to work a little humor into the post, and try to give her a suggested answer without blowing her off there. So, I assumed the role of the poor Russian accountant trying to give her advice, and teach her some RAAP. CrowJD 21:34, 8 February 2008 (CST)

Vilexka is a Russian dimunuative for a girl or woman (adding the "ka"), like a nickname. But I don't even know if the OP is a man or a woman! No harm was done, she still got the point to hit the books!CrowJD 21:34, 8 February 2008 (CST)

There was

Well, there WAS a real Russian on there earlier in the day. I can tell by the way he writes. So, I have to admit, it set my creative juices afire, and I could not resist becoming a Russian for a day. So, I played the Russian friend & comrade, and then the poor Russian accountant. lol. You have to understand, us attorneys are crazy at heart. Don't worry, JDCrowya is taking a break (at least until he sneaks out again). P.S. I do have to go back and help Taocpa out on the term thing, hold on. CrowJD 22:02, 8 February 2008 (CST)


Guy calls me today. Absolute cold call from a DIY'er. Wants me to "review his return." I tell him that I really don't do that. I will have to prepare the return myself since I am obligated to sign the return as a preparer even if I review it. When he tells me he is being hit with the AMT, I know darn well he can afford me and he's going to start fee shopping. Of course, he doesn't like the answer I give him about my fee because of the AMT calculation. Now it's been 20+ years since I took the ethics exam, but I seem to recall that ethically, I do have to sign as preparer even if I review the return. Do you recall that? I went through the SSTR's and the AICPA Code of Ethics and I believe it falls under non-attestation services. Just double checking. Thanks, Tom Taocpa 16:07, 9 February 2008 (CST)

i erased the discussion...

Hi Natalie,

I did erase my discussion about the whole llc in my name issue because: 1) I made a decision to close the LLC (will most likely cost me loosing a friend), For some reason I agreed to it (just to help) but then I felt uneasy about it yet tried to stifle it, then i was to the point that i couldn't bear it anymore and made a resolution to dissolve it. 2) I didn't believe topic was very relevant to the general tone of this forum, and that is why I removed it. However, I do appreciate the advice i received and it just all strengthened my decision. Thank you for your replies and care


Smiley face


Here's the page it's on:

TomTaocpa 19:23, 12 February 2008 (CST)


No, not a test. That's just the page it's on. 3rd column, 3rd one down. It's a favorite so I already know where it is. TomTaocpa 05:16, 13 February 2008 (CST)

Smileys and other stuff

No problem Natalie. By the way, ice storm just missed us. Thanks goodness. Also, I figured out my little issue with reviewing self-prepared returns. I think you saw my posts. TomTaocpa 13:54, 13 February 2008 (CST)


DIF is short for DIF score: best explanation I know comes from here:

Essentially it reveals how a taxpayer compares to the norm.

Bookmark List


I'm not sure what's going on with your bookmarks pages. I can tell you that no hardware or software changes have been made to the site in some time, and certainly not in the time frame that you say you've noticed a change in the behavior. There is a default time period for this list, but I'm not sure exactly what it is without some digging , but I wouldn't be surprised if it was 12 hours. As far as I am aware, this is not a value that can be changed with your profile settings, and I don't think the default can be changed without changing the wiki code itself, and this is not something that we have done.

Here's something you can try. Go to your bookmarks page, select the number of days that you'd like to see, and then bookmark that page URL. When you select to go back to that bookmark again, you should see the time period you're interested in. Let me know if this is of any value to you.


- Tim Doyle, TaxAlmanac Moderator - Talk to me 14:59, 13 February 2008 (CST)


Hi Natalie,

You wanted me to get back with you if I installed IE7 because of potential problems with Intuit programs .... no problems with prior year QB or Lacerte programs so far! I like IE7 because of the multiple tabs feature that lets you open up a bunch of pages and have them on a tab on top until you get to them.

Bye Brad (BEGooding)

Sorry to have offended you Natalie-

No reason to ban me...I will not be posting anything on TA any longer...

Thanks for all your help in the past couple of years Natalie and Happy V day!!


Oh Crud

Let me see what you've been saying...and try to intervene....


I shot her a note...hoping she'll not lose her sense of humor...I don't get her reply to you. Kind of out of bounds for her. Jeff


Natalie - thank you for that info - I did not know that. It would be a shame if as others have suggested that this post could come back and hurt Sandy. None of us would ever want that to happen.

which comment

sometimes I have second thoughts about my comments because some people might take me too seriously or not seriously enough - it's hard for others to tell when I'm ragging on somebody or just having fun. Kevinh5

DZ and my page

First, Aloha. How goes it? Secondly, what the heck was that post about from DZ? Third, check out my page when you get a chance. I updated it. TomTaocpa 15:28, 25 February 2008 (CST)

AVON woman

I just saw you message to this confused or dumm poster. You are very nice to her but it will not make any difference. She won't get it. It'd be best to delete her useless post. Where is Tim Doyle??? Murrsg07 20:21, 25 February 2008 (CST)

thanks for the tip about watch lists and hello!

Hi Natalie and Mahalo,

Thanks for your help. I have been a personal tax preparer for over 20 years but always did it on a shoestring. I always managed to get by with Turbo Tax and squeeze out a few S Corp or Partnership returns on my employers software. This year I decided to go with Intuit's ProSeries, but got caught sleeping on the EFIN registration process.

Hope your tax season is going well. I am jealous of your location. I hope to spend some months each year in Hawaii in the not to distant future. Love Oahu, Maui and Kauaii. Much more that I haven't seen.

Sorry, didn't sign the message. Still getting used to this board.

Hi Natalie and Mahalo,

Thanks for your help. I have been a personal tax preparer for over 20 years but always did it on a shoestring. I always managed to get by with Turbo Tax and squeeze out a few S Corp or Partnership returns on my employers software. This year I decided to go with Intuit's ProSeries, but got caught sleeping on the EFIN registration process.

Hope your tax season is going well. I am jealous of your location. I hope to spend some months each year in Hawaii in the not to distant future. Love Oahu, Maui and Kauaii. Much more that I haven't seen.Griffinkjsr 22:19, 26 February 2008 (CST)

hurt feelings

my skin is a lot thicker than that, I wrote it tounge-in-cheek. I really don't care what DIYers think about us or me, but they sure are starting to bother me with their demanding attitudes. Kevinh5

Not too bright on this kind of thing, so I hope this is appropriate. Did you leave me a message?

Woo-hoo! If so are you a possible Cyber-Friend?

Thanks for the Waldorf school thing. Is this a private school?

Amazes me sometimes that my children are not carbon copies of me. I loved math and it came easy to me. My daughter struggles with it, and it's hard for me to help her, because I don't quite "get" how it can be difficult.


Sounds like a great school Pierce 06:43, 1 March 2008 (CST)

Lobbying and 501c3 orgs

Natalie wrote:

"Have you worked much with the lobbying election for 501(c)(3) orgs. or lobbying in general? I have a client that is trying to get a bill passed for state revenue bonds (part of capital improvement project). I know a de minimus amount of lobbying is allowed, but today I came across a statement in my library materials about direct lobbying not being allowed by charitable orgs. Unfortunately I don't have a whole lot of time to research this in depth.

What I am specifically wondering is if the org. is allowed to inform certain members of the public that there is a bill before the legis

Thanks, Natalie...

...for scrubbing away the graffiti.

Harry Boscoe

1099-K...the find of a good link  : )

Natalie, You found a good link in that one. Many tax resources are so difficult to understand, and that one, even though 38 pages, was a breeze to get thru. I researched changing merchant services for a client a while back, and was shocked to find that those 'rewards' (airline miles, cash back, etc.) are all passed back to the merchant himself...unknowing to him since all he knows is that he's taking a VISA card, for example. It could cost him 2.5% or it could cost him 5.5%..he doesn't know until he gets his monthly statement. I just don't think that's fair. The bank offering the cards takes credit for all the 'perks', and the unsuspecting merchant gets stuck with it.  : ( I had actually just had business cards printed up stating "MC/VISA" on the back, and after that decided that I didn't want to be on the end of that raw deal. So, I cover it up with a neat white label. It will be interesting to see how this all plays out in the end. Thanks again for sharing that informative link!  : ) chris OCNumberz 11:58, 24 September 2010 (CDT)

There are...

However I daresay that 90%* of the 1099 questions would still be posted to the Tax Forum, so it would just be one more set of discussions that would need to be moved manually, with notes to the OP to let them know where/why. Plus people get upset sometimes if the discussions they started, or ones they've posted to, get moved - rightly so, as it can be confusing if you expect to see the discussion on one index and it's now on another.

There is a 1099-MISC category (see Category:1099-MISC), but I don't know how successful I've been at adding each new discussion to that category. Unfortunately, the category lists are alphabetical and not chronological, so that makes it a bit tougher to use the category to replace a forum index. I'll try to figure out if there's some in-between solution; a "1099-MISC/1099-K/1099-in-general" index that's chronological but doesn't require discussions to be removed from the tax forum. If not, a separate forum may need to be created. Thanks for the suggestion.

*My 90% might be an exaggeration, but I'm considering the low compliance rate for posting Practice Mgt/Business Growth questions to that forum, rather than the tax forum, even after we made it easy to click on a link like "my question is about licensing, fees, software..." - and even after it's been that way for over a year.

Trillium 21:40, 24 September 2010 (CDT)

Take a look at the category page again

After I left the note for you last night, I edited that category page (Category:1099-MISC) to add a lot of info at the top. Maybe a recap like that would be helpful for people who are trying to differentiate all of the recent changes to 1099-MISC requirements. I also put a bunch of sample searches there that help to narrow the search results (e.g., adding "2010" to limit the results to current year, which brings it under 250 - still too many to be happy with, but better than an open search).

If you could (a) check my recap for general accuracy and make any revisions you like (content, format, whatever) and/or (b) let me know if you think that page may be useful enough to others that we should provide a link to it in some of the current 1099 discussions, that would be much appreciated.

Any more great ideas??

Trillium 10:15, 25 September 2010 (CDT)

Donated Materials

Hi Natalie,

You are correct that the donee is not my client. I am the independent factor in these donations. This particular donee is not open to suggestions, kind of their way or the highway type of deal. The client who was unable to get his 8283 signed has decided to turn in the paperwork without paying for that signature and has promised to keep me posted.


MollyGivea 10:41, 1 October 2010 (CDT)

I don't have a picture

but I have a photgenic memory. Will that do? Ubiquitous 18:48, 16 October 2010 (CDT)

I posted a pic

I hope it isn't inappropriate. Ubiquitous

Online CPE

Yeah, we're thinking of something like 'all you can eat' for a certain amount each year. A lot of people don't even want to pay $10 an hour, not sure that we can help them. Kevinh5


I did not try to open the attachment because I was suspicious of the sender, or rather I had always heard that IRS does not send emails.....of course, supposedly they were to send passwords for the PTIN program by email.

Death&Taxes 14:44, 3 November 2010 (CDT)

medicaid planning

Could not find the email tag. Children lose the benefit of any step up in basis. Medicaid has a look back provision.

She would have to stay out of the nursing home for three years (five if the transfer is in trust). In general, if the situation arises with no prior planning, a decent elderlaw attorney can preserve half.

Send the good lady to an elderlaw attorney for a consultation. (That's what I do...♫)

Dennis 01:15, 25 November 2010 (UTC)


Oh, now I see which video you are referring to. No, I didn't make that video. Just published it on my site. CPAdavid 15:20, 7 December 2010 (UTC)


  • H = head
  • U = up
  • A = a$$

See why I fear the censors :-). And weren't you going to update your profile, from twelve tax clients to??? Belle 00:08, 16 January 2011 (UTC)


You're my role model :-)....but then, so is Fred <w>. I liked your thunderstorm post; I grew up in the deep south and we used to have such spectacular storms. I remember going out as a kid & playing in the pouring (and very warm) rain. Belle

After a few months it won't be active on Google

anymore. Thanks for understanding, I don't care that you have my number, but I'd hate some telemarketers getting it. Kevinh5

What do you think now?

I'm leaning toward joke, but I really don't know. I was glad to see your post to Kevin's page, as I really wasn't sure at that point and I hate to step on a good joke (especially when it creates work for me).

Trillium 02:03, 18 January 2011 (UTC)

Fake SSN

Thanks for your help. Because you don't get tone or body language, I do think there needs to be a universal sarcasm font. Some people type in all caps. I would type in all sarcasm. I will work on correcting the previous wage reporting for this guy...but will tackle the 2010 W2 first. I am still amazed that the issue was not discovered all of these years. You would think the other guy would have been getting CP2000's for not reporting this W2. Davidcpa 03:55, 18 January 2011 (UTC)

Problem Posting

Hi Natalie:

Does this happen only in the basic tax question forum, or in all forums? I've sent this issue to an engineer to look into.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 16:24, 20 January 2011 (UTC)


Hi, Natalie - I also just sent you an e-mail (w/r/t Tim's note above). Trillium

S Corp-Home office Expense


Hi my name is Maureen Augenbaum. I am a CPA and began a sole proprietorship two years ago doing accounting and taxes. I am always struggling with tax issues!

I read a post on S Corp Home office expenses and was wondering if you could clarify your understanding of the "accountable plan" for me. There was so much back and forth on these posts that it was hard to get a final resolution. I saw your input on this matter on the post and thought I could get some more information.

I understand the three options that may be used, and prefer the accountable plan. My client, S Corp, will keep a monthly time and expense report each month tracking utilities, repairs, insurance, etc. The S Corp will reimburse her for a percentage of these expenses based on total sq footage used in home. I know this option is somewhat disputable; however, based on all my research, this seems to be what practitioners are doing.

My questions is What expense line item are you using for this reimbursed home office cost on the tax return? I was just wondering what other tax accountants are doing. I think the old accountant was placing it under travel or occupancy cost.

Thank you! Maureen

S Corp-Home office Expense

Thanks so much:) Maureen

S Corp Quickbook mess

Hi Natalie, I am sorry to bother you again with a question but I saw your input on this matter and hoped you might be able to offer me some insight.

I have a problem with a small S Corp client where their GL doesn't agree to the prior years tax return. Basically, they would provide to the prior CPA (they moved business to TN..that is why they changed accountants)a manually prepared income statement and an ending cash number. My client bought her father's share of the S Corp mid 2009 and just took over the books from him. Father and daughter (2009 only) never provided a GL to the prior CPA; therefore, the books are a mess; namely, cash and inventory. Imagine that:)) Nevertheless, I have reconstructed year end balances using cash, AR, AP journals and 12/31/2010 bank statements, etc. With this reconstruction, I have managed to come up with some reconciling JE's to correct the books. One problem I have is that Cash per the GL is way higher ($41K) than the ending bank statement(reconciled somewhat)and 2009 prior years tax return. Client admits that she was awful bookkeeper and transferred some personal funds into the business this year because things were slow. And then, she was transferring funds back out and not recording them.

I would like to record my remaining difference to SH loans from company to reduce the cash to the correct balance in the GL. IS there any potential tax issue here other than I need to charge her interest? I can't run it through retained earnings because it would create a negative basis and I am trying to keep retained earnings in line with prior years return. Problem is tax return is great with my reconstructed numbers and my ending cash balance. I can balance the tax return. It is the books that I cannot get to agree to tax return. I can only reconcile so much (cost >benefit) order to really get this right, I would have to go back to prior years (who knows how long her father has been business) and reconcile the books and amend. I don't think the effort will bring about much change to their tax situation. So I am trying to just get the books correct going forward. My problem is that once I record this adjustment on the books, the tax return is then out. Problem is the tax return never agreed to books and now I am trying to fix the books to agree to tax return...and it just won't work. Start a new set of books???

Can you offer any insight? Thanks so much.

S Corp Quickbookl mess

To be honest the client just doesn't understand acctg or Quickbooks for that matter. I am working on helping her understand. I have made a decision to just start a new set of books with my reconstructed numbers. She commingled funds and didn't record things the way she should have. She was pumping money in constantly and then paying herself back when she could. Her father was doing the same and the prior accountant didn't ever use the GL. How can I reconcile that? The end result would not justify the means. I am tying down her cash, AR, AP,inventory, other assets and liabilities and going form there. I just can't believe these CPAs out there are doing creates hell for those of us who try and do things the right way. This was a reputable guy..haha

Thank you so much for your assistance. It is really hard doing this on your own with no one to consult when you run into difficult situations. You have a cute family!! Thanks again!

Hawaii Contractors License

Hi Natalie,

I see that you are a Hawaii CPA. I was wondering if you could help me with the following question.



Hey Natalie - it's just me. I wanted to say hi since it's been a long time since we spoke. I hope things are well with you and the family.

TomTom O'Connor (Taocpa) 21:18, 28 April 2011 (UTC)

Pedantic Spelling and Grammar Correction Overkill Syndrome...

That's what I've got! PSGCOS!

"Lightening" is a word, as in "...lightening my load..." and therefore the non-human, non-contextual spellcheckers won't pick up on "lightning" when it's been misspelled. Aha!

Even if I learn a new word every day, my vocabulary is still shrinking...

My cousin raises macadamia nuts on the Big Island.

Spell Czech

Is it the hat ????

My kids got me a new hat and sweater last year...makes me look HOT !!!!!! lolololololol Pink Pearl 16:08, 27 October 2011 (UTC)

release of PTIN info

Sorry I didn't get back to you sooner. It's hectic still!

I went through my files. The notice I found has to do with the OPR releasing EA personal information under FOIA and it's dated Oct 2010. So I might have mis-remembered it having to do with PTIN or have misplaced a similar notice on PTIN holders. The EA notice did say you can change your info to business related only. NoVATaxes 12:39, 3 November 2011 (UTC)
The notice definitely came from the IRS. I still have it. It's LTR 4619C, dated Oct 5, 2010, with IRS letterhead on upper left, from PO Box 33968, Detroit, MI 48232. The first paragraph says "The IRS Office of Chief Counsel has determined that the Office of Professional Responsibility (OPR) must disclose enrolled agents' names, mailing addresses, work telephone numbers, and e-mail addresses when requested under the Freedom of Information Act (FOIA). The requester may be any individual or entity, including anyone offering a product or service, soliciting donations, or conducting opinion polls." Then it goes on to say you can request to change the contact information OPR has on you by mail, fax, or email (to And also "OPR will not honor telephone requests to change your contact information." The letter is signed by Donna Bryant, Chief Enrolled Practice Program Section. NoVATaxes 23:57, 3 November 2011 (UTC)

You are right, and I am not going to continue. I wanted someone to say I was not crazy. But I have checked and I have not violating anything in the non diclosure. But maybe I should delete the post? Can I do that? Thanks for your input I do apprieciate it when some trys to help someone stay out of trouble. Thank you

Oh good news for me on non disclosure, they broke it first. A couple months ago. And they were supposed to mark everyting they did not want discussed as "confidential" they didn't. Minor techinicality. Also I am allowed to discuss with other professionals. Still am not going to say anymore. Hope you had a merry x mas. I should not do so on a public forum, but private questions are okay.

Hi Natalie. I found your question regarding fiscal sponsorship accounting of exempt organizations from a few years back. I wanted to know what was your eventual treatment of the contributions received and disbursed from the fiscal sponsor. I am working with a client who is in a similar situation, they are a fiscal agency and I would like to know how I should be reflecting the grants they receive and the disbursements to their members. Thanks in advance for any advice you can provide.

I haven't got any plans to travel to Hawaii

yet this year. I would LOVE to come though! Kevinh5


OK, after your question I booked a vacation on the Big Island for late July. I was able to trade my timeshare for a week at the Wyndham Kona Hawaiian Resort. No, I know you're no where near there, but you did ask.

I hope things are well for you. Are your sons out of school for the Summer? Kevinh5

NPO Accounting

Hi Natalie,

I hope you are well. I have reviewed your posts on some NPO accounting. I am working on some bookkeeping for a few NPOS and wanted to ask you some questions. Could I possibly call you up to speak about them. Thank you and I look forward to speaking to you.

Have a good 4th.

End of the forum

You may have heard by now that the Tax Almanac ( ) web site forum is permanently closing its doors effective June 1. Perhaps you have seen the pink bombshell “Important Service Announcement” when logging in.

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We invite you to take a look and join your fellow TA refugees.

Frankly (TA member and new member of TaxProTalk)

Frankly 17:45, 3 May 2014 (UTC)

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