DMS is creating a duplicate file when I print a return to it. If I send 10 returns to DMS, I get 10 duplicate client files. I tried to get Tech support last season but they couldn't figure it out either. Have to copy file to orig & delete new client.
This occurs due to current clients in the DMS database not having an SSN or Tax ID associated with the client. At some time the clients were exported from ProSeries or the clients were created in DMS and it did not have the SSN or Tax ID entered in the client file.
Current Workaround is to either input the SSN and name into the client in DMS by clicking client information then edit or exporting the client from ProSeries and drag and drop all files from the original to the new client and deleting the original.
In reference to your business use of home for Schedule E. the IRS does not provide a worksheet or a form for schedule E but the same rules apply.
The biggest rule is you are not allowed to deduct the business use of home or office use of home to take a loss. The decutions are limited to the income. If your schedule E is already showing a loss, you can not deduct any of the business use of home or office in home.
The problem with the DMS was related to the 2005 clients. I stopped trying to import 2005 clients and the problem no longer exists. I think the 2005 clients were imported with the client ID matching instead of the SS#. So when I imported the 2006-2008 clients it created a new file.
