1: What is an Enrolled Agent?

2: What are your terms for service orders. Is prepayment required?

3: What do you need to convert my form data from Quickbooks  and other accounting software?

4: My 1099-M data has a lot of different states. Are we required to file anything with these states?

5: In what format should I send my data, and what data do you need for conversion?

6: How do we contact you to discuss our order, or to get a quote?

1: What is an Enrolled Agent? Top

Enrolled to Practice Before the IRS.
The designation is granted by the Treasury Department and IRS for proving competency in matters 
of federal tax law, including Income Tax, Estate Tax, Gift Tax, Excise Tax, and miscellaneous
tax matters.  Practicing Enrolled Agents must adhere to a code of ethics and are required to 
complete 24 hours per year of continuing professional education (CPE).

Excerpt from the IRS web page:
"An enrolled agent is a person who has earned the privilege of practicing, that is, representing 
taxpayers, before the Internal Revenue Service. Enrolled agents, like attorneys and certified public 
accountants (CPAs), are unrestricted as to which taxpayers they can represent, what types of tax 
matters they can handle, and which IRS offices they can practice before. "
To read more, go to:
www.irs.ustreas.gov/taxpros/agents/article/0,,id=100710,00.html

From the National Association of Enrolled Agents (NAEA):
"Enrolled Agents are recognized as tax professionals with technical competency in federal and 
state tax matters."  To learn more about Enrolled Agents, go to: http://www.naea.org/

When your file is ready, attach it to an email and send to gary.bockmon@bockmon.com
In the body of the email, include your name, company name, and billing address.  If you
use Purchase Orders, include the PO number.  Otherwise, it will be billed and the invoice
sent to the person who contacted us.

There's no requirement to prepay for service orders.  An exception would be if our research 
of a new customer indicated there was a credit risk, but that is a rare exception.  We hold the
ethics of this profession in high regard, and have not been disappointed.

When the order is complete, reconciled, and ready to file, we will mail your invoice the same day.
Our invoice terms are Net, payable on receipt.  We don't expect a large customer to interrupt 
their normal payables schedule, and many customers pay within 15-30 days of invoice date.
15 days is acceptable; 30 days is pushing it, and we get a little concerned.  In our 12 years of
business, we've never had an uncollectable debt.

There is a document page on this site which explains the process we use to convert data
from Quickbooks and other accounting programs.  Click here for more information.
The procedure for Quickbooks works for any accounting program which allows printing of
your W-2 files.  If you have any questions send me an email at gary.bockmon@bockmon.com

4: My 1099-M data has a lot of different states. Are we required to file anything with these states? Top

States have different requirements for filing 1099-M, but generally the answer is yes.  26 states 
participate in the joint federal filing program, and we can format their records into the federal
filing.  For other states, we sort into separate files by state and file according to their requirements.

We can also file your W-2's electronically to most states.

There is an extra charge for state filing.  See www.bockmon.com/pricing.html
We can also file with localities.  The price is the same as states filing. 

There is a drop-box at www.bockmon.com/dataconversion.html that lists the formats that
we can convert.  We like to say we can convert anything to anything else.

Some customers can query their database and send their data in an Excel file.
Others can export their data to Excel.
Customers using an accounting program can print to file and send us a text  or pdf file, which we can process.
If you have questions regarding your software, please send queries to gary.bockmon@bockmon.com

In addition to payer information, address, EIN, and billing address, the separate data fields we need 
are the same as the separate boxes on the form you need filed.  We can parse some data fields.
For instance, if it's more convenient for you, you can combine a recipient name in one field
and we can easily parse it into firstname, middle initial, lastname if the form requires it.  We can
also parse a full address in a field into street, city, state, zip.

You can call 830-569-3101 or send e-mail to gary.bockmon@bockmon.com.

Our standard price list is described at http://www.bockmon.com/pricing.html
If you have 1,000 + forms to file, you should contact us for a discounted quote.
Repeat customers sending data in the same format always receive a discount.

7. Does the MAG-C software support printers connected to a USB port? Top

MAG-C is a 16-bit software system which operates on various PC platforms.  If you have a computer or printer
which only offers a USB connection, you may wish to try one of the methods listed below. 
NOTE:  We have not tested these processes and do not guarantee nor support their use.

Print Drivers
There are software drivers available for download online  which may allow you to print from MAG-C to your
USB port.  One such product is available at http://www.dos2usb.com/

Printing to a USB Port on Windows 2000
There is also a procedure available in Windows 2000 and later versions to make a USB printer available to MAG-C.  We haven't fully tested this process, but it is pretty straight-forward, as outlined below. 

Method:  Assign the USB-connected printer a network name, and then associate that network name
with an unused LPT port (LPT1 or LPT2). MAG-C will print to the LPT port and Windows will automatically
redirect the job to the USB printer.

1. The first step is to install the USB printer normally into Windows. The easiest installation is
    when Windows 2000 automatically recognizes the printer. This typically happens when you're using
    a name-brand printer or when the printer had previously been installed on the computer. In most
    situations, you need to be logged in as an administrator, or as a user with administrator security privileges.

2. Once the printer is installed and the obligatory test pages print correctly, proceed to the following steps.

3. Find the resource name for the computer. 
    To find the resource name:  Start->Settings->Control Panel. Double-click on the System icon.
    The System Properties panel appears. The panel has several tabs near the top of the panel. One of
    the tabs is labeled Network Identification. Click on that tab to display the "full computer
    name".Resource names are also called network names or share names. On Windows 2000, computers are
    assigned network names even if they aren't attached to a network. Your computer's network name
    might have been assigned by the computer manufacturer, or maybe by your IT department, or it
    might have been assigned when you originally installed Windows 2000. Substitute your computer's
    resource name with computer_name in these instructions.

4. Find the printer's resource name:  Start->Settings->Control Panel->Printers
    Generally, the name is assigned during printer installation and it might have been assigned
    automatically. Just like resource (network) names for computers, printers are assigned network
    names even if you're not attached to a network. In these instructions, substitute printer_name
    for the share name assigned to your printer.

Resource names (also called share names or network names) can contain letters, digits and a few
special characters, like spaces (blanks). If your resource names contain spaces, use quotation
marks when using a system command, as: net view \\"my computer name"
The double quotes are used to tell Windows 2000 that the words  my computer name belong together.

5. Next, pick an unused LPT port, either LPT1 or LPT2.

6. Open an operating system command prompt (or Start->Run) and enter the system command. The
    operating system command below assumes that LPT1 is an unused port. At the operating system
    prompt, enter the command: net use LPT1 \\computer_name\printer_name /Persistent:Yes
    where:
    * LPT1 is the name of the unused parallel printer port. Note that a colon (:) does not appear
      after the port name on the command line.
    * \\computer_name is the resource name of the computer that is attached to the USB printer.
    * printer_name is the resource name (share name) of the USB printer discovered in step 4.
    * /Persistent:Yes denotes that this connection should be reestablished when the system is
      rebooted.

The command can be inserted into the autoexec.bat or network login script, whichever is most
appropriate for your installation. If you do that, eliminate the /Persistent:Yes parameter
because you're making the connection persistent by using the autoexec.bat or network login
script.

7. To verify that the connection was successful, enter at the operating system prompt: net view
\\computer_name

8. From MAG-C, configure your print settings to use the LPT port that you assigned above (LPT1 or LPT2).

If MAG-C does not print correctly to your USB printer, try the following:
Open the printer configuration panel:
Start->Settings->Control Panel->Printers->
Right Click on the Printer to display its context menu->Choose Properties from the context menu
Change the data stream from RAW to Text mode, using these steps:
    * Choose the Advanced tab or button
    * Choose the Print Processor button
    * In the Data Type section, change the data type from RAW to TEXT.
    * Apply and Close the printer panel.

Deleting the Connection
To delete the LPT port connection, enter at a system prompt: net use LPT1 /Delete
 

Gary Bockmon
Copyright © 2008 Gary Bockmon. All rights reserved.
Revised: 09/01/08