Forms Software User Manual
Contents
1. 06 Default Settings General The Default Settings General window allows changes to settings in the software Changes made here will be set as the default for all documents to be opened in the future Information Display Default Numeric Display Check or uncheck the settings as preferred Time and Check or uncheck settings as preferred Note Date Stamp print in the upper margin of the form Some forms prohibit settings being changed Field Colors due to government specifications Press a colored field button to change the fill in field colors on the form Select one or more field colors to change All references to field colors in this manual refer to the default colors p UO SMOPUIM WDABOL Save changes Default Settings General and continue working Information Display Default Numeric Display Return to the application without saving changes Display Filing Info Always Round Calculations Print Time and Date Stamp Negatives in Parentheses Insert Commas Field Colors Default Font Defaults Restore system defaults for the ___Active Border Color sample Text Inactive Field Color Default Font This shows the default font that will be used on all new forms The Font window is accessed by selecting ae ES strangelo Edessa alic me Edge Om button O Franklin Gothic Medir ss Bald Choosing a different default font Garamond Bold Italic will not change the font on2. Enter the data From the File menu click Save The forms Select a profile type From the list below i Appling a saved profile to a Form automatically transfers the software will create a folder named after the client and the information From the profile to the Form profile will be saved in that folder Preparer profiles are stored in the root of the saved forms folder 99_ Forms List The Forms List shows all documents for the year and jurisdiction s that were selected in the Blank Forms window This list of documents may be refined by entering a Form Number or Key Word and or selecting a Tax Type Press to print selected documents Display selected without viewing them documents Mi 1662 Found From 3 Jurisdictions Searched Search Complete Enter key words to Filter Results by pen refine the pick list old EE Form Number or Key Word Tax Type Ss es E Forro Number Description E Print List Select a form with n A rint Ls a mouse click To Sources of Compatible Colored Ink Forms For 2001 1 select multiple Occupational Tax and Registration Return For Wagering forms hold down Instructions bo Farm 11 C the CTRL key Application For Enrollment to Practice before the Inter Help Report of Currently Not Collectible Taxes SAMPLE Notice Concerning Fiduciary Relationship Instructions to Form 56 Motice Concerning Fiduciary Relationship of Financial Instructions to Form 56 F Right mouse click A
3. Italic ALL CAPS COURIER Notes and Tips System Requirements denotes Menu Commands and Dialog Box buttons found within the software Examples are the File menu and the OK button denotes a reference to Windows in the software denotes keyboard shortcuts on menu items Pressing the Alt key and the underlined letter will activate that menu menu item or command in a window denotes text the user will enter with the keyboard denotes references to other pages or sections in this manual denotes keys or key combinations on the keyboard that are used in entering commands within the software Offers notes and tips to streamline the use of the software The following computer configuration 1s required to run this application e Windows 95 Windows 98 Windows NT4 0 WindowsMe Windows 2000 WindowsXP e CD ROM drive or Internet Connection e Windows compatible printer laser printer recommended Installing the Software Refer to the instructions included with your purchase for the private password and specific instructions for installing the software Updating the Forms Program The forms software is updated automatically when using the latest version of the CD Forms on the Internet are updated between releases of the CD When an updated CD arrives be sure to replace the old CD The new CD contains newly released forms and instructions When the new release arrives discard the old one Getting Started Ge
4. U Update CD 7 V View Menu 19 32 W Window Menu 20 32 Workspace 9 Y Year select 22 uonsag Xopu End User License Agreement This is a legal agreement regarding your use of this software which includes all of its content forms images text technology and user interface the Software By launching the Software application you agree to be bound by the terms of this Agreement If you do not agree to the terms return the Software or certification of its destruction along with all accompanying documents and packaging to the place of purchase for a full and prompt refund or credit 1 Grant By purchasing the Software License you are granted the nonexclusive right and license to use one copy of the Software in machine readable form at one site on one computer for the time period specified when you purchased the License Additional License rights may be granted for use of the Software at more than one site and on more than one computer provided an additional License has been purchased Distribution of the Software via the Internet wide area networks WANs bulletin board systems or any other means of distribution of any kind is prohibited without the prior written consent of the copyright owner 2 Restrictions You may not transfer rent sell lease lend give sublicense copy reproduce or distribute any portion of the Software or create derivative works from the Software However you may make one copy of
5. a O Gautami currently open or saved form It will Georgia change the font on new forms To Tr Haettenschweiler change the font on a currently open sample form from the Edit menu select Change Font Note Some forms AaAbbYy az prohibit fonts being changed due J to government specifications AT Default Settings Internet Proxy Server When accessing Internet forms though a proxy server the address of the proxy server must be entered in the Proxy Server Configuration window To enter the proxy server information Select the Copy settings from Internet Explorer button This will copy proxy server information that has been entered in Internet Explorer connection settings to the forms software or Enter the proxy server address and port number If a Username and Password are required for access to the Internet through a proxy server enter them in the corresponding fields If the proxy server settings do not transfer from Internet Explorer or you are unsure of the address ask your local network administrator or help desk for the proxy server address and port number and enter the information in the corresponding fields Ed Proxy Server Configuration Proxy Server Information HTTP proxy name or IP address Port number Copy settings From Internet Explorer Authentication Information IF your proxy requires clear text authentication enter your username and password below Cancel Default Settin
6. active document Go to the previous page of the active document Go to the last page of the document Enter a document s page number to jump directly to je Document Menu The Document menu contains commands that will display information about open documents Use this command To vr Filing Information Display due dates and special filing requirements for the active form Find Find specific text strings in the open document Goto Form View the form associated with the currently displayed instructions Go to Instructions Open the instructions for the corresponding form open to the first page to the page with line instructions or the page with the rate tables 4011998 SPUPUIWOD NUI Goto Tax Table Go directly to the first page of the tax tables or rate schedule in the or Rate Schedule instructions Insert Duplicate Page Insert a duplicate page into the document Settings Choose numeric display settings for the active document Window Menu The Window menu displays information about open forms Use this command To Open Form List Display a list of all the open forms Click on a form in the list to make it the active form Close All Forms Close all forms while leaving the forms software open Help Menu The Help menu contains commands that offer assistance for use of the application Use this button or command To User Manual View this User Manual Tutorials View a tutorial that demonstrates how to use this forms
7. folder Data on the profile is transferred to the form when the profile is applied Preparer profiles are placed directly in the 2 Browse to the desired location for Forms to be saved forms folder and are applied in the saved Click OK same manner as client profiles Printing Documents gt To print blank documents from the Forms List L Ze 3 4 Search for the form needed From the Forms List window select the desired document s by clicking with the mouse Click Print The Print window is displayed Select the appropriate printer and number of copies and click OK To print saved documents L 4 5 From the File menu select Saved Forms Select the client whose documents To print selected pages of a document rather than are needed The list of documents the entire document it must be on the screen saved in the client folder is displayed inti kf f h do Batch printing of blank forms may be done from the forms list Select the form s needed by clicking on each document name in the list Select multiple documents by holding down the CTRL key while clicking with the mouse Print all of a client s forms by selecting Saved Forms from the File menu Open the client folder and select the desired forms in the bottom portion ofthe window From the File menu select Print or right mouse click and select Print The Print window opens Select the appropriate printer and click OK gt To print document
8. releases 18 forms from the 22 J Jurisdiction select 22 L List forms 23 M Menu document 20 edit 19 file 18 help 20 view 19 window 20 Move the form up or down 11 to first page 11 to last page 11 N Navigating documents 11 short cuts 30 Negatives in Parentheses default settings 27 document settings 12 New Profile 15 22 Next Page go to 11 Numeric Display Default insert commas 27 negatives numbers 27 round numbers 27 O Open blank forms 23 practice aids 10 recently used forms 11 saved forms 16 25 P Page go to first 19 go to last 19 go to next 19 go to previous 19 Pop Up menus 26 Preparer profile 15 22 Print all forms in client folder 25 blank forms 16 23 list of client folders 25 saved forms 16 23 25 Print Settings acrobat PDF 34 Printer calibration 16 28 Prior year profiles copy 18 Profile apply 15 19 24 copy 22 create 15 18 22 edit 15 new 15 18 22 save 22 AE Q Quick Guides 20 R Right Mouse pop up menus 26 Round Calculations default settings 27 document settings 12 S Save forms 14 24 multiple forms 23 profiles 15 22 Save As different file 14 18 Saved Forms edit 16 open 16 print 16 Search for forms 10 for text 12 Settings document 12 20 Short Cuts navagational 30 T Technical Support 6 Text search document for 12 Toolbar items 9 Typewriter Field insert or remove 13 19
9. spaces data field begin typing in the field A pop up note will appear that explains the specific formatting for each data field slashes and all other punctation must be entered exactly as presented in the pop up note Grey data fields are created by users with the Insert Typewriter Field feature Typewriter fields are available for the addition of notations and other information To place a typewriter field 1 Choose Insert Typewriter Field from the Edit menu The cursor shape changes to a bar with the letters Abc on It 2 Move the cursor to the desired position on the form and click To remove a typewriter field from a form Inserted Typewriter Fields are the only fields that can be removed from the form The original 1 Click in the typewriter field t ke it the active field and es ee fill in fields on the form are not removable select Remove Typewriter Field from the Edit menu or Click in the field with the right mouse button and select Remove Typewriter Field e Copy prior year client profiles Prior year client profiles will transfer to the current year saved forms folder To copy prior year client profiles into the current year forms folder 1 Choose Copy Profiles from the File menu The Copy Profiles window opens 2 Browse to last year s saved forms folder and click OK To locate last years Saved Forms and Profiles Folder open the prior year software select Saved Forms and Profiles from the Fi
10. the Software for backup purposes on a single computer Documentation or other written materials accompanying the Software may not be copied You may not nor may you permit anyone to modify reverse engineer decompile disassemble or alter the Software in any way 3 Limited Warranty The Software will perform under normal use substantially in accordance with the written materials for a period of thirty 30 days from the date of receipt If the Software is delivered on Compact Disc CD ROM disc the CD ROM Disc is warranted against defects in materials and workmanship for ninety 90 days Ifthe Software or CD ROM disc does not perform according to this warranty the Software and or CD ROM disc will be replaced or the purchase price of the Software License will be refunded as your exclusive remedy This Limited Warranty is void if defects resulted from accident misuse misapplication abuse repair or modification of the Software Claims under this warranty must be submitted to the place the Software License was purchased along with the Software and its original packaging and printed materials within thirty 30 days of the cause of such claim THIS IS ALIMITED WARRANTY AND THE ONLY WARRANTY ALL OTHER WARRANTIES OF ANY KIND ARE DISCLAIMED WHETHER EXPRESS OR IMPLIED STATUTORY OR IN COMMUNICATION WITH YOU ALL OTHER WARRANTIES INCLUDING WITHOUT LIMITATION WARRANTIES FOR MERCHANTABILITY NONINFRINGEMENT AND FITNESS FOR ANY PARTICULAR PURPOSE A
11. 6 Detail SCMINGS 2434 640 EE ER Ee ARE EE DRR EE ee tend EE EE RR ER AD ee oen DE 2 Eie aya NG OND l o 34 6 4 AE EI OE EE OE OE EO oe OE OE N SI OOK 21 PUCO see E ES ee AA vegies ARE a DR OD bre oes Gee E a OAR E E za Dorat oe ORE OROS EA EE OE OE RE EO EE dedo ie db dado a dd ea 2j Donk Namn oie DPE 224 6656 r chews eee OE NE SO EE EE ER r RE ene ae 21 A o E E E o E N EE EE OE ER ER EG as 28 Printer eise Ko AREA EO II 28 Appendices AA AE OON RE N EE EE N N EE N EN 29 Appendix A A ys od ode Ure OE ROLE AO OE OE OE OE EE OR EO N ER OE 30 Appendix B Bl BOE OAR ORN HEDE OO ORE N OE OE IE RE SO N SR DE OE IE RE HE EOr 33 ie AE OE EE HE EE E OR bene a HE OO AO OE 35 End User License Agreement 2 422204 hidehded kobe HER DE N eed hee She wees dee dci da webs owned eke oe ks 37 Welcome This section offers an introduction to the forms software It gives a brief overview of the application and explains how to access Technical Support for questions not answered in this manual Among the explanations offered are details of this manual and how to use it to maximize the performance of this new software POMS SOLAS 204 444 EER bees bce DEE ee en ee be ee ee ERA oe ee ee RA GEE eee ee RO eee ADOUt mis Manual rocosos cornada AR RAAD oe OR BROERS eee AS de dares seen ented AD Ad EO RD T cnica ADEL is ses s sasie toute to ORE ARE EES IE AD oes DOL EA PAS be GELAG HEL WE DEE ES SG BeK Orts Via al 224 4 AO OO EE HA OE TOE EE OR EE LO EE OE ease N System Req
12. Forms Software User Manual This program is subject to the license agreement on page 37 of this document Forms and Forms Software Copyright STF Services Corporation 1993 2005 All rights reserved This publication is designed to provide accurate and authoritative information in regard to the subject matter covered The complete program is sold with the understanding that the publisher is not engaged in rendering legal accounting or any other professional services If legal advice or other expert assistance is required the services of a competent professional should be sought The materials contained in the licensed program and its manual are supplied without representation or warranty of any kind The publisher assumes no responsibility and shall have no liability of any kind consequential or otherwise arising from the use of these materials or any supplementary programs or materials subsequently issued All uses of this program and supplementary materials are subject to terms in the end user license agreement Which can be found on page 37 of this manual Forms and Forms Software Copyright STF Services Corporation 1993 2005 All rights reserved Windows is a registered trademark of Microsoft Corporation HP is a registered trademark of Hewlett Packard All other trademarks and tradenames belong to their respective owners Table of Contents W eo si AA N EE OE OE N EE OE N plc EE eN 5 FORMS eo EE HOE E Sagan dees enor sec seca au
13. IE 2 Intormaton Display AAR odin beaten dO ad pad EE ER TOEN OT OE EI aunt TER EE OE EER IG 2j Pe AAA A en eee ne OR ET EE E E E EA ER EN 21 DECEO RASSE EE OE EE OE N EE EE EE OE EE 24 Detault umeto Display scope HE RAD REELE ED eb EE DER DER ei pala Gee Gr ede GEE Ghee asa and 21 Pros y SCMMOS lt lt ges boos SEA ESE OE OE OE A N OE OE N ER EE OR HE EN IE 28 Pree Hide ro RAAR OOR OS OO lira ER OE RE qu ORE TE OO Mia aa ae oe 28 21 Opening Blank Forms A Blank Forms Ed ET The Blank Forms window opens after selecting the Select a tax year and one or more jurisdictions below forms list with forms that Blank Forms command from match the the File menu or the Blank ternet Between Releases E selected year p u0NIIS SMOPUIM WDABOL Forms button on the toolbar and Jurisdictions jurisdiction s Select a year to C IRS Publications Clear search from C Practice Aids previously LI Quick Guides and Directories entere d search Click on the or 0 States criteria sign to expand or LE Alabama contract the jurisdiction list AD ede O Arkansas A California Jurisdictions LI Colorado Click in the box to Connecticut make a selection s H O Delaware Select a tax year for forms needed Check the desired jurisdiction s with the mouse Any combination of jurisdictions may be selected for the search Once the search criteria is supplied click OK The Forms List window appears listing forms from the sele
14. MM Saved Forms and Profiles Cancel 3 3 CR Rockingham 23 Dillenger Beckton Clayton View saved form s after Default Folder Right mouse click selecting the client and 7 Moss Associates for quick access one or more forms EI JK Whitman islas Delete JW Transportation z 23 Jet Deliveries New Folder lll 23 John Smith Delete Print ma ad Karen Abbott Rename Differing icons identify B Shovels and Rake SRAN forms preparer profiles Print All Files i Ti aa Stewart and Gable and client profiles Mame Type Modified BA Whitman ae profile 11 18 2002 E Charles Kemper preparer 11 21 2002 John Public Delete preparer 11 14 2002 Rename Form 11 18 2002 Access profiles and L Alabama 10 forms in the lower Print portion of this window Right mouse click a document for more tasks to perform Browse For Folder Select a Folder to save your data in Change Saved Forms Folder EI My Documents Documents may be saved locally or on a network 3 eee Open the Browse For Folder window by clicking El 3 Ive Floppy LA on the Default Folder button in the Saved Forms e Local Disk C and Profiles window Sy Clients El 2 Data Type the path to the forms folder in the Folder line or browse to the desired location Click OK when finished Folder My Documents Users must have full access rights to the forms folder OE p OUES SMOPUIM UIDASOAd Find Text Search an open document to fin
15. OR DES EE AE GE EE 16 The Document Workspace so al The workspace contains the open document and file tabs Menu tool and status bars are also found in the workspace is File Edit View Document Window Help Ho Close the un ad JLo Er OOIE GOOI mil current z Click on form ed the arrows Q to scrol F VA760CG page 1 a z Individual Income Tax Return Official Computer Version dA through all JE Pop up nH 2 jointorcombnedretum enter j 3 FIRSTNAME fontorcomonedreum erie AME di Fe detail 3 a es required N ADDR formatting i e om STATE This field must be filled in for the red File Tabs jl ring see toon wat identify E Return l 2 l Fiscal N Locality e open 7 Exemptions 65 and over Blind Dependents Total Year Filer forms nd j i i E E Your Partial _ o NEE Red fields 3 pouse Name SSN Dependenta Spouse Partial ma are validation Status Changes M another s return M o 1039 fields which k l Vendor s e require data A 1 Fed Adj Gross Income ef E o EN o be entered in si 16a Your VAGI ifi 3 2 Additions see pg 2 line 3 e EE ie i specific Z subtotal TOO ole a 17 Net Tax EEN 8 4a Age Deduction You o NE 18a Your Withholding i Virginia VA760CG 2D Individual Income Tax Return 2D Barcode KN Rage 2 f 10 The status bar indicates the Aqua fields are fill in fields currently viewed form and the Green fields are calculating fields page number Th
16. RE SPECIFICALLY DISCLAIMED NO WARRANTY IS MADE THAT THE SOFTWARE WILL BE ENTIRELY FREE OF ERRORS OR THAT DEFECTS WILL BE CORRECTED This Limited Warranty gives you specific legal rights You may have other legal rights which vary from state to state 4 Liability In no event shall any liability accrue for any damages including but not limited to lost data lost profits lost business interest penalties assessments claims by third parties or other special consequential or indirect damages arising from the use or inability to use the Software or its accompanying written materials even if the possibility of such damages may have been known in advance In any event the total liability arising from any legal claim whether tort contract or otherwise shall be direct damages up to in the aggregate the amount paid for the Software License Some states do not permit the limitation or exclusion of incidental or consequential damages so this limitation may not apply to you 5 Termination Your license and right to use the Software shall terminate at the end of the period for which the License Is granted or upon the return of the Software and accompanying printed materials to the place of purchase or upon noncompliance with this agreement The provisions of this Agreement shall remain in full force and effect except to the extent they are invalid or unenforceable under applicable law This License Agreement is the complete and entire agreemen
17. Windows Clipboard Copy highlighted data in the currently selected field to the Windows Clipboard Paste data from the Windows Clipboard to the active field 4011998 SPUPUIWOD NUI Clear fill in fields on the active form Select all pages the current page or the current field Transfer client or preparer data from profiles to forms to eliminate repetitive typing Create a typewriter field anywhere on the document to enter notes reference attachments or other custom information Delete the selected typewriter field Disable the calculation attributes for all fields the current page or the current field on the active form Restore the calculation attributes for all fields the current page or the current field on the active form Change the font style and or size for all fields the current page or the current field on the active form The View menu contains commands for changing the display characteristics of the active window Use this button or command p Fit in Window Full Width Zoom In Zoom Out Pan up Pan down First Page Next Page Previous Page Last Page Go To Page To Show the entire document on screen Show the document in full width on the screen Increase the magnification of the currently viewed document Decrease the magnification of the currently viewed document View the top of page View the bottom of the page Go to the first page of the document Go to the next page of the
18. be prompted corresponding fields on the form The form is saved to apply a client profile This may be in the same folder as the profile done now at a later time or not at all See page 15 of this manual for more information about applying profiles The Save As window opens The title of the form by default is the name of the form This may be changed by modifying the name in the Save As window Select a client folder to save the form in Click Save To save the form with a different name in a different client folder e From the File menu select Save As a Different File The Save As window opens select a folder and enter a file name to save the form as Click Save Stia Z 4011998 PIJADVI U11120 Working with Profiles Client profiles store client addresses as well as taxpayer information that will automatically flow to a form when applied Profiles are tailored to different types of clients or a preparer When a client profile is created and saved a client folder is created The folder is named after the client Preparer profiles are stored in the root of the forms folder To create a new profile 1 From the File menu select New Profile or From the File menu select Saved Forms and Profiles and click the New Profile button 2 Select a profile type from the list Click OK A blank profile opens Enter as much information as possible in the profile at this time When a profile is applied to a form corresponding inf
19. ck and drag the mouse in any direction to move the form Z 4011998 POJADIS SUUI12D e Press the Page Up or Page Down key to move up or down within a page e With the mouse move the vertical scroll bar to move up or down right or left Move to the next or previous page To view the previous or next page of a multi page document Click the or O button on the toolbar to move in the desired direction or Pressthe CTRL and PAGE DOWN or CTRL and PAGE UP keys or Choose Next Page or Previous Page from the View menu Move to a specific page gt To view a specific page of a multi page document 1 From the View menu choose Go To Page to display the Go To Page window or Pressthe F5 key or Right mouse click and select Go To Page 2 Enter the page number in the window Click OK Move to the first or last page To move directly to the beginning or end of a document Press the CTRL and HOME or CTRL and END keys respectively or From the View menu choose First Page or Last Page View multiple documents Multiple documents may be open simultaneously To switch to another open document Click the file tab on the left side of the screen that denotes the desired document or Scroll through the open files using the small scroll bar in the upper left portion of the screen above the file tabs or While holding down the CTRL repeatedly press the TAB key to scroll through the open documents Release the keys when the needed form shows on
20. cted year and jurisdiction Practice Aids and Quick Guides and Directories may be selected also Entries with plus signs on the left are expandable to reveal more jurisdiction selections Click on the plus or minus sign to expand or shorten the selection list When an entry with a plus sign has been Documents from the Internet function in an checked all entries under that jurisdiction are also selected identical manner to the documents from the CD To refine the search to a single entry under the plus sign Internet Between Releases contains forms that uncheck the box next to the plus sign and check the desired have been released or revised since the last box release of the CD ASA Copy Profiles This will copy previously created profiles into the current From the File menu select Copy Saved Forms and Profiles Folder Profiles Enter the path to the saved forms folder where the profiles you Enter the path to the profiles you wish to copy and then E p y click the OK button wish to copy are Select OK This will copy profiles into your current saved forms folder Creating Profiles Profiles store Client and Preparer information Information META stored in profiles will be transferred to a form when the profile is applied to the form To create a profile access the New Profile window from Entity the File menu New Profile or click on the New Profile o button in the Tool Bar Select a profile type and click OK i
21. d all the occurrences of a string of text using the Find window From the Document menu select Find Text Enter the text to find To continue Find what Find Next the search click Find Next To search the entire document begin the search from page EE so PE one criteria Ick to Match case begin search p U01998 SMOPUIM WUDASOAd Right Mouse Menus Use the right mouse for quick access to a variety of functions To access these functions place the mouse cursor over the specified areas of the form and press the right mouse button Use the right mouse button while the cursor is Use the right mouse button while the cursor is over the background of a form to over a data entry field to Find Text o TO Page 0 To Line Instructions CUE Copy Print Paste 30 To Instructions Save Change Font Close Use the right mouse button while the cursor 1s over a Use the right mouse button while viewing calculation field to instructions for the following options Find Text o To Page 30 To Line Instructions 0 To Form Override Calculation Go To Tax Tables or Rate Schedule Print Save Change Font Close Go To Page The Go to Page window offers quick direct access to any page in the document To access the Go To Page window Go To Page 1 From the View menu select Go To Page Currently on page 1 of 286 or Press the F5 key 2 Type in the desired page and select OK Go to page
22. e yellow outline denotes the active field The Toolbar The toolbar provides quick access to some of the most commonly used functions The following illustration shows the buttons available on the toolbar Open new ene Zoom Previous Page Create New S Pri opy Open Profile WE PUN Cin Paste Next Page Instructions Pf SIDO ROOS Ge S EH alk 00 10 Br o Chan ol Search Open Open Saved Apply Client or ln coal Document this Manual Documents Preparer Information Show Filing to a Form Information General User Interface Tips The forms software uses common Windows functions to access tasks and navigate in the program Select a task from the menu bar with the keyboard by holding down the ALT key and type the underlined letter in the desired task Frequently used tasks may be quickly accessed by using hot keys Hot keys appear to the right of the command in the drop down menus See Appendix A for a complete list of the hot keys This software offers content specific tasks in pop up menus Pop up menus are accessed using the right mouse button Different menus appear depending on the location of the cursor The background of a form over a data field over a calculation field or within an instruction offer different options in the pop up menus Opening Blank Forms The software contains forms with complete instructions covering Federal State City returns IRS Publications and Practice Aids The Blank Forms window allows for selec
23. ee eee ee 15 Accessine Saved Doe ENS so K RAPER ERAS ED o BR HAS a EES 16 Printing Documents AAA 16 Menu Commands AA 17 File Mca 242 ni duoet see Ee DE EDE ERA ees eee ss ese OES Home HE ne Gace El edema ete ets ae ee 18 POUN DU ARE AE N OR OE EE HOE EE EE EE EE EE EE ore 19 le US LARR EE ren naan N OE EE N ET EE EO EE OE EO N OO ETE N 19 DOSument Meal sc ex EE OE EE EO OR EE EE NEE EE TT ETE EO E 20 WWII od die ol assess EO EE EE OE eh EE EE EE se 2 EDE EI EG 20 le je a AR RE de sara ON dia EE EE OE OE N ON OER 20 Program Windows Ee ee ee ee ee ee ee ee ee ee ee ee 21 Openiao Blank oe dii RE ER e soto N EE EE EE EE ER e do e ta N 22 Cheat Pole aa ARE DE DA OR dd EE bans 6 SR AS READ EA AR EA ER OR Ge OD ed 22 PO ASE EE NE EAE a nee ETE AEEA ao OE IG 23 ate SAVING EE AE ea RA EE EO NE EE EO EE N OR EE OE e ER 23 SAVING POLS de ee ES he day bones HE DA DE N RD ED RR eee MR EG MA EG Ek RE DE AR eed 24 Applying Profiles and Saving HOPE coins obesa Re DE eben bes deg DOE ke bam Bek weenie A 24 Applying Profiles to Open Forms iss as oe kie rd owned etna he ei Ee e dee head cede one One dee es 24 Managing DOCUMENTS sados E BR DEE AR DEE BOE pagas aaa DAE DE ER DE DAD AE EDE AS DER don EN OG 25 tape Saved Fome Poldo scans Gd APA oa ER De VERE SEE RE RS HER ee aa KORE MADE 25 Bied de SEE N EE N EO OH OE AE OE EE Ro ae se 26 Right Mouse Menus RO EO NE N N OO RE EE OE EE OE EO aoe 26 GO LO RASO nous EE EE OE OE EE OE EE N EG TEE IE EO EE ae ET e 2
24. eeded folder or open it Select the profile and click Open Preparer profiles are stored in the root of the forms folder and have an extension of preparer p UO SMOPUIM WDABOL Karen Abbott Shovels and Rakes com Stewart and Goble Attorneys at Law U5 Flag Company 9 West Lake Industrial Form Maker id E Charles Kemper preparer Preparer profiles are My Computer stored in the root of John Public preparer your forms data folder File name John Public preparer a Client profiles are stored in client folders and have an extension of profile When profiles are applied to forms data in the profile transfers to the form Updating a profile does not update information previously applied to a form However a profile may be applied again to the form This will update any new or changed information from the profile Files of type Sayed Profiles i Click to apply the selected profile Saving Forms Save As Save in CO CR Rockingham Recent Saved forms are organized in client folders To save a form currently on the screen 1 From the File menu select Save The user is prompted to apply a profile Select yes or no as needed If selecting yes the form will be saved in the applied client profiles folder When the Save As window opens select Save If no profile is applied click on the n desired client folder or click on the new folder window to create a folder for
25. g eee he een 6 About THIS RO Eie NO ea a eee ON OE EE ENE bee ORE eo ee ead hese OE IE OE EE OE oe 6 Technical See OUER OE EE EE N EE ER TE EE EE OE PENN 6 Details Or Hi De sa ae ies ode das pomos a ari o eo baca ED DR ER EE ERA bid 7 5 sier Reine eo presion E bee sb area SEE AE ASA DEAR HE EE OE DO EE 7 Installing the Application AE esa TOE RE ke hae deh one N EE hen do OO EE ET OE EO 7 Updating the Forms Programi us ass od ee para hae ae he SS hee ede DEERE DEE Ae eee AE ke AE AD OE AS DE DA HAS Di 7 Cia cs MA 8 The Document WoOrkspace enmascarar ET ON EE pestes OE oe 9 TRe TOOIDAR coros ee AAR SEER ORR BERDE ES as o HO EA OE ee eee ble ada poo AAR OAR HELE 9 General User Tatertaces TIPS si OS NAR HAAS RAAR AG aude ond AS DA DE DAE ADDO da ROER RAAR 9 Opening New DOE osse ken cores ar AG sles EES DEE AD HS AO ME ore MG ae RE SA 10 Navisatimo Dele ii ol AE OO EE KO OR OE N OE es eee Ss oe dedos EE SEER EE N AE es 11 Soma AA OR ET OE OE EN EE IE OT N NE OE TE ENE 12 Completing a Profile AA AAR ada AE ee teh pacto EE NET EE SO di dad de et OE N act 12 Chane the Lille Don dps casta da ohn EE OR ile ye ls TE EE EE doe eee OS HEG 12 Pigs Text ma Document curras ones ns aus N N e be OE EE eee eee N ees 12 st ASS o ASS 13 Importing Prior Year Client Information sis od pe ins ia ci A ade de 14 Savio OES comarca oe bed reci ADRES ERG AE lod DEE a HE EDE OE AO DES ee HE OG SA ORE AE 14 WOtkiGe with POMC ERA NE EE EO oe ease eek depos eee reser EE EE OE ER
26. gs Printer Calibration Default Settings Printer Calibration Selecting a printer Fram the list below and clicking OK will clear the calibration settings For the selected printer This will allow vou to recalibrate the printer the next time vou print a Form that requires calibration Available Printers Document Settings Select the printer you are using Click OK This will reset the printer listed in the Default Settings Printer Calibration window The next time a form which requires calibration 1s printed you will be prompted to run the calibration wizard Instructions for calibration are detailed in the wizard A properly calibrated printer will print machine read forms to specifications set by government agencies This will help to ensure machine readability of these forms Select numeric display settings for the open document in the Document Settings window Place a check mark in the box next to the needed setting to activate 1t Open the Document Settings windows by from the Document menu and click on Settings Placing a check mark next to Round Calculations will round all calculating fields A check mark next to Negatives in Parentheses will place negative numbers in parentheses When unchecked negative numbers are preceded by a minus sign With Insert Commas checked commas are inserted Document Numeric Display Round Calculations Negatives in Parentheses Document Settings a I
27. he form number Entering W2 will return a list of all the forms with W2 W 2 and W 2 in the form number or title Search with partial form numbers Specifying 104 in the Form Number or Key Word field will find Form 1040 as well as Form 6104 Follow these steps to create attachments and save them to a client L 2 Choose Blank Forms from the File menu The Blank Forms window opens Click the Reset button to clear settings from the previous search Place a check in the box next to Practice Aids with the mouse and click OK In the Forms List select the needed Practice Aid Click Open The document will be displayed 6 Fill in information as needed Save the form before closing Practice Aids contain blank worksheets payroll records a client organizer and other items that can be saved in client folders LAG Z 4011998 POJADIS SUUI12D Navigating Documents There are several ways to move the form on the screen to view different sections of the open document A complete list of keyboard shortcuts for navigating in a document is in Appendix A Move up or down right or left gt Move the form up or down with one of the following methods e From the View menu choose Pan Up or Pan Down to move toward the top or bottom of the current page e Place the mouse cursor over any part of a form other than a fill in field click and hold the left mouse button When the cursor is shaped as a hand am cli
28. le menu The top of the window to the right of the Default folder displays the path to the data folder This Copy feature will copy folder and profiles from the selected folder Prepared profiles will be copied also The import function does not overwrite or remove any existing client information If a duplicate file name is encountered during the copy process the profile in the will not be copied The copy function transfers only client and preparer profiles Forms and or information entered on forms are not copied from year to year Saving Forms Forms may be saved directly from the forms list to be completed later or viewed first then saved To save a form from the forms list e From the File menu select Blank Forms Select the year and jurisdiction s needed Click OK The Forms List will open Highlight the needed forms and click Batch Save Select a profile to apply and click OK The selected forms are now saved in the same folder that the applied profile had been saved in The forms that have been selected in the Forms List remain selected This group of forms may be saved to a different client d When saving a form for the first time a window will To save a form while viewing prompt the user to apply a profile Enter as much e With a form on screen select Save information as possible When the profiles is applied from the File menu The first time a to a form data will automatically flow to form is saved you will
29. lient Profile to a form go to Edit Apply Profile Information and select the profile If a profile has not been applied to a form when closing or saving a window will open with the option to do so Note applying a Client Profile to a form does not automatically save that form Save the form in the usual manner Field Properties A specific way data should be formatted in a Validation Field For example This field must contain data Fill in like this XX X XX XXXX indicates the Validation Field must be filled in and must contain nine numbers formatted with hyphens Filing Information A window containing due dates and other critical information about the form Machine read forms will offer specifics to ensure a fileable copy of the form Fill in Field A field on a document that allows data entry Form Tabs Tabs on the left side of the workspace that identify all open forms Import Integrates the prior years client data into client folders and profiles Keyword A part of a word an entire word or a complete phrase used to search for a form Pan Up Move toward the top of the page Pan Down Move toward the bottom of the page Preparer Profile A file which contains preparer information and will flow to the corresponding fields when applied to a form Proxy Server Another computer on a network that connects workstations to the Internet ace KADSSOTD saaipuaddy Ouick Guides and Directories A listing by state that c
30. ll new forms Some forms do not allow for font changes This is due to government specifications Open the File menu select Default Settings select General for the forms software and choose the Change Font button Make a selection and click OK Finding Text in a Document Use the Find Text feature for assistance in locating specific words or sequences of words in documents The search will begin on the page of the document you are on and continue to search towards the last page To use the Find Text feature 1 From the Document menu click Find Text 2 Enter the text to be found and press ENTER The Find Text feature in the forms software will find text on a document and does not 3 To find the next instance of the text search user entered data Press ENTER again or press the Find Next button in the Find Window Document Settings Use the Document Settings window to change numeric display for the open document Select to Round Calculations have Negatives in Parentheses or Insert Commas To use the Document Settings 1 From the Document menu click Settings Numerical settings on some forms cannot be 2 Place a check mark in the box next to the setting changed due to government specifications needed to be changed ID Fill in Field Types Forms may contain several different data field types A data field s function is identified by its color The field colors listed below are the software default color
31. m at any time Edited or different profiles that are applied to forms update and overwrite any data that was previously transferred to the form or Right mouse click the profile and select Open 3 From the File menu select Save to save the changes Preparer profiles are stored in the root of the forms folder To open a preparer profile for editing from the saved forms window 1 Click on the root folder at the top of the list of folders in the section of the Saved Forms and Profiles window to open the root folder 2 Highlight the needed profile in the bottom section of the window and click Open 2415 Z 4011998 POJADIS DUNJOL Accessing Saved Documents gt To view saved documents 1 From the File Menu select Saved Forms and Profiles The Saved Forms and Profiles window opens The top section of the Saved Forms and Profiles window lists all client folders The bottom portion of the window lists all documents saved in the folder that is open in the top part of the window 2 Double click on a folder to view the contents of the folder in the bottom half of the window 3 Highlight the desired form in the bottom half of the i lick n i l dele EDE A client folder will contain the client forms OF and profile When a profile is applied to a form Right mouse click on the desired form to open the form will be saved in the applied clients To change the saved forms path 1 Click on the Default Folder button
32. ms open 22 C Calculation override or restore 19 Calculator open windows 20 Calibration printer 16 28 Change client folder names 25 fill in font 12 form names 25 Client profile 15 22 Commas insert 27 remove 2 Copy prior year profiles 14 18 profiles 22 Create client folders 25 new profile 15 22 D Default Settings fill in field colors 27 numeric display 27 Default settings fill in font 27 Delete client folders 25 client forms 25 Directories 20 Document Menu 20 32 Document Settings 20 insert commas 12 28 negatives in parentheses 12 28 round calculations 12 28 Document Workspace 9 Documents managing 25 open saved 16 25 printing 16 25 E Edit profiles 15 Edit Menu 19 31 End User License Agreement 37 AE F Field Types calculation 13 red 13 typewriter 13 File Menu 18 a0 Filing Information 20 Fill in Field Colors change colors 27 restore defaults 27 Fill in Font change 12 19 change default 18 27 restore default 18 27 Find Text in a document 12 26 Forms fill in 12 list 23 open blank 22 open saved 25 print from list 16 save 14 24 uonsag Xopu G Go To first page 19 last page 19 next page 19 page 26 page number 11 19 previous page 19 rate tables 25 tax table 25 H Help Menu 20 32 Insert Commas default settings 27 document settings 12 Installation 7 Interface Tips 9 Internet between
33. nsert Commas Cue bo Filing requirements the numeric display in some Fields cannot be altered p U01998 SMOPUIM WDABOL Appendices This section of the manual shows how to maximize the use of the forms software by using advanced features These sections offer a general reference for quick lookup of features in the forms software Appendix A MOL Keys ee ul jie VEE OO EE DE DOL OOR ER OE hehe eves N OE ene OR ens 30 Appendix B A go564 8 Un he peat EE OE OE DE N EE OE EE N OE EE EE EE ORN 33 lie ee OE OT EE OE TE N e E eee er E RE E E NEE ETE 35 End User License stut ss od AE AE AR OS OE ON Eee EE N N EN N OE EE EN 37 DE Menu Keyboard Hot Key Command Shortcut Combination Alt E C smeasbincenFie ESTE C egmae ETC o C meses amenos OO em Morse pe tony Saves Moer mecano More WEE ee Ee Red Navigational and Editing Shortcuts Move down a data field Downe Ao OT Tab on Enter cursor in the field 30 smoMOUS skay 10H SaDIpuaddy Menu Keyboard Hot Key Command Shortcut Combination Edit AILE Cut Alt E U Ctritx or Sh hifttDelete Paste Alt E P Gel or SNTE kia ser MEN Ia mee meen en N IN N cent materno mente aseos N C Renoveer meer Po OOOO OO smee meen cunt Be i e Se megese C secano OOO muek O e T N C TN e WN N IF N MN anger tee dP ET aea cunt ages IF N ME my smoMoyS shay 10H SAaDIpuaddy Menu Keyboard Hot Key Command Shortcut Combinati
34. on View Alt V Document Alt D Blingtnomaton Moer redtext ao moria mees n e oo an Table or Rae Seas ase mer Dope ge asesor setings FEST EE Window Alt W ustofopenroms NEE a OO Help Alt H a Mee ea meer SereenCewmer ames About E ace smoMOUS skay 10H SaDIpuaddy Active Field The field where the cursor is located The active field is outlined with a yellow halo making it easy to identify Active Form The form that is currently displayed Several forms or instructions can be open at one time but only one document can be active Apply Profile Information Flows client information into applicable fields on a form See client profiles Blank Forms Library The complete collection of documents included in this program Calculation Field A field whose value is automatically entered Calculation Fields are jumped over while working on the form for ease of data entry To override a Calculation Field begin to type in the field and answer yes when prompted to override the calculation or right mouse click on a calculation field and select Override Calculation Go to Edit and choose override calculation for the entire page or the entire form Client Profiles Files containing information about clients that can be applied to forms To create a Client Profile go to File New Profile or click New Profile icon on toolbar select type of profile and fill in the fields To apply a C
35. ontains information about that state s forms Included are due dates addresses phone numbers and payment information Toolbar The row of buttons displayed under the menu bar The buttons on the toolbar provide easy access to common tasks in the forms software Tutorials A self running demonstration of the software located under the Help menu Typewriter Field A field placed anywhere on the form that is used to enter notes make reference to attachments or other custom information Typewriter fields are removable Typewriter Field Cursor When adding a typewriter field the cursor changes shape this altered cursor is the typewriter field cursor Validation Field Fields that require data to be input in a specific format These fields are red if data is missing or incorrectly entered A popup note details the required format Zoom In Increases the magnification of a page making the text appear larger Zoom Out Decreases the magnification of a page making the text appear smaller Adobe Acrobat Print Settings If a form has been saved as an PDF Adobe Acrobat format and will be printed from Adobe Acrobat you must set the following settings in Acrobat for the form to meet government specifications In the printer dialog box be sure the three settings pictured here are unchecked 1058010 Sanipuaddy A Acrobat PDF Print Settings 34 Apply profile information 15 19 24 B Blank forms 23 forms list 18 for
36. ormation will flow from the profile to the form 3 From the File menu select Save A folder named after the client will be created The profile will be saved in that client folder 4 Preparer profiles are saved in the root of the forms data folder gt To apply a profile to a form The first time a form is saved the user is prompted to apply a profile Double click on the needed client folder and select a profile to apply Click Open Data in the profile flows to the form The Save window opens Click Save The form is saved in the client folder with the profile that was applied Or 1 While a form is on the screen go to the Edit menu select Apply Client Profile 2 In the Apply Profile window browse to the client folder double click to open it Select the profile with the mouse and click Open Data from the profile will transfer to the form e To apply a preparer profile repeat this process Preparer profiles are saved in the root of the forms data folder To edit an existing profile 1 From the File menu select Saved Forms and Profiles Locate the desired client folder and double click The bottom portion of the window reveals all the documents saved in the client folder Profiles are listed on top by default 2 Click on the profile and then click Open or Double click the profile Editing a profile will not change any forms that have previously had that profile applied Profiles may be applied to a for
37. orms with the mouse Click the Batch Save button The Select a Profile to Apply window opens Browse to the desired client folder and double click Highlight the client profile and click OK Information in the profile will be transferred to the forms and the forms will be saved in that client s folder To save the same selection of forms for a different client select another client folder and repeat the process D p OUES SMOPUIA UIDASOAd Applying Profiles Profiles store client and preparer data When a profile is applied to a form the data in the profile is transferred to the form The first time a form is saved the user will be prompted to apply a profile Once a client profile has been applied to an unsaved form that form will be saved in the same folder where the applied profile resides If no profiles are available they must be created To create a profile see Creating Profiles on Page 22 of this manual Select Profile to Apply Alabaster Corporation CIC R Rockingham O Applying Profiles to Open Forms To apply a profile to a form From the Edit Menu select Apply Profile Information The Select a Profile to Apply window will open Client folders contain the client profiles Preparer profiles are saved in the root of the forms folder Double Recent Dillenger Beckton Clayton 513 Moss Associates Open a Client Jet Es folder to locate a Jk Whitman client profile to I Transportation apply click the n
38. pecial care has been taken to ensure that all fileable forms are government approved Automated form processing requirements for barcodes scanlines validation fields and more are built into the forms software to ensure filing requirements are met About this Manual This User Manual covers everything needed to get started e How to perform the most common functions e Performance tips e How to use the menus e A list of keyboard shortcuts e How to use the windows e A Glossary Technical Support To contact technical support for this software choose the Help menu select About Details of this Manual This manual is organized into three main parts Getting Started presents the user with a simple and easy to understand tour of the forms software This section highlights how to open forms and instructions how to save forms and create client profiles Also explained are the fill in features and how to retrieve previously saved forms for editing or printing Menu Commands offers explanations of the toolbar buttons and menu commands An image of each toolbar 1011928 JIMOI 2M button is included with the details of its function Program Windows provides a visual overview of the forms software with details of different functions performed in the program windows Special Typefaces This manual uses specific typefaces to highlight functions or actions performed in the software Arial Bold Underlined Characters Courier New
39. pplication For Reward For Original Information over a selection to Power of Attorney by Individual For the Collection of Instructions to Form 251 Power of Attorney by Individual For the Collection of Tnebrurtions to Form 232 thorney by Individual to a Bank For the Coll while clicking choose Open Print or Save Related ions to Form 233 documents are ttorney by a Corporation for the Collectio grouped by EF ions to Form 234 bands of torne by a Corporation For the Collectio E shading Save selected documents directly to a client without viewing them Choose one of the following methods to select and open a form Using the mouse click on a document and select Open or Double click a document or Using the keyboard press the up or down arrow to scoll through the forms list Locate the needed form and click Open or Using the keyboard press the PAGE UP or PAGE DOWN key to scroll through the forms list a page at a time When the needed form is located double click to open or Right mouse click over a document select Open To select multiple documents at one time click multiple titles while holding down the CTRL key When all needed documents are selected click OK to open Use the right mouse button to open a menu to select Open Print or Save Batch Saving Save several forms for a client at once or save groups of forms to several clients by using batch save From the Forms List select the desired f
40. range from blank pages to weekly travel expenses Open a blank profile form When the client data is entered in the profile and saved a client folder is created in the data folder Preparer profiles contain preparer data When the preparer profile is applied the preparer data will flow to the form Open documents that have previously been saved Close the active form Save changes made to a document Save a document as a different file Perhaps for a new client or a different partner Print the active document Transfer client profiles from another Saved Forms and Profiles folder into the current Forms data folder Change the default user settings Select the default font numeric settings and color selections Also set proxy server information and reset printer calibration settings Open any of the last nine saved documents Close the forms software If any of the opened documents contain unsaved information the application will prompt the user to save before exiting de 4011998 SPUPUIWOD NUI Edit Menu The Edit menu contains commands to edit and search fields forms and or instructions Use this button or command ge AB View Menu Cut Copy Paste Erase Field Apply Profile Information Insert Typewriter Field Remove Typewriter Field Override Calculation Restore Calculation Change Font To Remove highlighted data in the currently selected field This data is placed on the
41. s The field with the yellow border is the active field The active field is the field with the cursor Aqua fields are fill in fields Green fields are calculation fields These fields calculate or pull data from other fields on the form A calculation field may be overridden by Begin typing in the field and select the yes button when prompted to override the calculation Z 4011998 POJADIS DUNJOL or Right mouse click on the green field and select Override Calculation or From the Edit menu choose Override Calculation Choose either All Pages Current Page or Current Field Restore an overridden calculation by Right mouse click and select Restore Calculation or From the Edit menu choose Restore Calculation Choose either All Pages Current Page or Current Field Overridden calculations may be restored any time Red fields are validation fields The information entered into a red data field must be entered in a specific format This information is used in creating bar codes or scan bands for machine reading purposes When the data is formatted correctly the field will change to aqua As long as the field remains red the data must be re entered in the validation field to match the specified format To access the specified formatting information be sure the yellow active border 1s on the red Data entered in Red Fields must match the format specified in the pop up note that appears when typing in the field Dashes
42. s that are currently open L 2 3 View the documents to print From the File menu select Print or right mouse click on the document and select Print Select the appropriate printer print range number of copies and click OK 46 Z 4011998 POJADIS DUNJOL Menu Commands This section offers an explanation of the Menu Commands and a brief description of each function on all menus A ie EE EE IE RE OE EE EE EE OE N he AO EET ED N 18 BEE ORE EO SE OE EE OG EE OO EE EN EE OT N nee 19 jle EE PER das OR OE EE EED EE ENE EE EE DE ONE OR EE EE EI Ig 19 Document Meni 3255 655 6 es N HOE HO HO NO EE N HOS OT HOE E p instar a 20 Window MODU RR td oh Aes od eis ER N ee ee EO ed hee OE EE RE OE EO EN ON 20 als OR AAR ee ee OE EN EP TE EE ER EN EO r IE OE OT EER OE ia N IT 20 ee File Menu The File menu contains commands to access clients and forms to save and print forms and instructions and exit the application Use this button or command a Blank Forms New Profile Close Form Save LL Me Save As a Different File Print T Copy Profiles Default Settings Recent Document List Exit Saved Forms and Profiles To Access blank forms instructions IRS publications and practice aids by entering search criteria Also access forms via Internet Between Releases that have been published between releases A wide variety of customizable practice aids are available The practice aids
43. software program The tutorials highlight different functions of this software Quick Guides Display a list of relevant state forms along with due dates and special and Directories filing requirements and display state agency telephone and fax numbers addresses and available Internet Resources Screen Calculator Open the Windows screen calculator About Display information about this software application or to update your password spj Program Windows This section highlights the Windows in the forms software Opening Blank Forms esas siria ORE OE OE OE OE OE EE eon ari eee eed 22 Gon io alie EES OR EO EE ONE ORE EE NS OE EE ONE EE OE EO EN poa 2 For ki sousie Be IR DEE ER ER IN aad eae Ah he es Cee Ee E DI SA GE 23 atc SAIS OE SA oes se OR LET OOR ER ER EE N NE AE HO OE EN e 23 SAVIO eeu AE AAS AO E a KOL OES EE ee EL EE N N eee EE ET RE 24 Appiyine Profiles and Saving BOTAS 3454440260554 paca aa ee cde HE ER DEE ER AE shade oe ede AR DEE ARS SS 24 Appiy me Piotiles OC DCM COMMS sous Ebbert DE EA RE aks ee Ba vas EEND DS UE eee eae ee he nhs ee xs 24 Managing Doen IERE 6 14 edge SEKER RED ea EA OE one ace DE RD epa sist rado pa reg AR oa 25 Browse FOr Foldet epa RE EO N OE EE N OO ET ER es 25 EMO EN asada EE EO ER OE EE E ONE pe asta ET OO ENG 26 Riant Ee MEDUS soiien EE EE ER EE EE sere hoon eee OO EE OR EE OE OE EE ane 26 OG Ad O OE OE ER OE OE EE EE OE OES N OON EE EEN N Ee 26 BE GIE es LERE SO OE EE o OE EO EE EE ER ER EER
44. t regarding your use of the Software and supersedes all other communication regarding the Software License You acknowledge your acceptance of the terms and conditions of the License and you agree to be bound by them This Agreement is governed by the laws of New York State and may be assigned without notice You should retain a copy of this Agreement for future reference 092001
45. the client Click on the down arrow to select a different folder to save in Click on the New Folder icon to create a Sub Folder in the current folder Desktop kl HE N Click Save to save in Edit or accept the the current folder i E default file name 2 Edit or accept the form name in the File name field in the window Press Save My Computer Mu Network File name Federal 1040 form save as pe Saved Forme a Cancel To save a form from the Forms List please see Batch Saving on page 23 of this manual 94 Managing Saved Documents The Saved Forms and Profiles Window displays client s forms as well as client and preparer profiles Access the Saved Forms and Profiles Window to e Open saved forms and profiles e Print forms or profiles e Create client folders and sub folders e Print a list of all forms in a client folder e View alist of client folders e Print all forms in a client folder e View a list of saved forms e Delete a client folder and all documents in it e Change document names e Delete documents e Change folder names e Change folder where documents are saved The Saved Forms and Profiles window opens when the Saved Forms command from the File menu is chosen or when clicking the Saved Forms and Profiles button on the toolbar Click to open the Browse For Folder window to change the location for saving documents a LI cforms Open 7 7 Alabaster Corporation
46. the screen or From the Window menu click on the desired form to bring it into view View the most recently saved documents The File menu lists up to nine most recently saved documents This list includes files saved in the last two weeks Click any form in the list to open it e Completing a Form The fields on a form allow for data entry To fill in the data fields 1 Move the cursor to the desired field in one of these ways Using the mouse click in a field or Press the TAB or ENTER key to move forward through the fields or Press the UP or DOWN ARROW key until the cursor appears in the desired field 2 Enter information as needed Z 4011998 POJADIS DUNJOL Completing a Profile Profiles store client and preparer information This information will transfer to forms when the profile is applied Be sure to fill in as much information as possible to prevent repetitive typing Complete profiles in the same manner as completing forms When entering a Taxpayer Identification Number follow the format specified on the screen Changing the Fill in Font To change the fill in font on the current form use one of the following methods With the cursor over a field right click select Change Font and select the desired font This changes the font for the particular field only or From the Edit menu select Change Font Select All Pages Current Page or Current Field to make changes to the font To change the fill in font for a
47. tion of the year and jurisdiction s for forms needed To open a form L A UV A U N From the File menu choose Blank Forms The Blank Forms window will open Enter search criteria in the Form Number or Key Word field and or select a Type from the drop down menu Using the mouse select the needed documents Select more than one document by holding down the CTRL key and clicking the needed documents with the mouse Click the Open Print or Save button on the right portion of the pick list window or While the cursor is over the selected form s use the right mouse button to Open Print or Save Opening Practice Aids This software includes a wide variety of supplementary documents that can be customized and saved with a client s forms Select the desired year or Internet between releases for updated forms between CD releases If necessary click the Reset button to clear previously selected jurisdictions Select one or more jurisdictions by clicking in the corresponding check box Click OK The Forms List opens with all forms that match the selected jurisdiction s for the year selected Use Form Number or Key Word and or Tax Type to narrow the search When searching for a form by name enter a part of the name Entering Motor will list all forms from the searched jurisdiction that contain the word Motor in the title of the document Search with or without dashes and spaces in t
48. tting Started is a brief overview of frequently used features It details the basic functions of the forms how to access blank forms enter data save and print Documents can be saved for a client and opened at a later time for review editing and or printing The Document Workspace s4u epee dee eked eee bh eked een ddA ie de eee N eee ee ee eee eee ei a eae 9 THe dee AAR TE EO E EES ET EE OR EE IG EER ye es 9 Genei dil r Ine nae DIPS euros sn das dci de kee DE ED DA ane Ed eee 9 Openine Ney Homi 4432404 donas ER ER EO EE EE HE EA EE OK ses 10 Navigating Documents ets era es bdo wade ene ene a N o dt tada last OE le indica ote 1d ee es 11 Completo AE OO eco bee 66864 sea e aii asa DAE dao DE AO DR AS DER DAE ao 12 Completa OE o 324654642028 as ARE daa eat as ada aa tes ais 12 Changing the FIlm FONI 5 deg dca para casitas NE N N EE HE EE N a RE oda sep pala eae 12 Searching a Document for Text iis orn re MEE oe dia ncaa dei RR RS RE eek ee Ewan oes 12 SIE SEER MA actas adas osado aan ros rara N EI EE caian eee oe 13 importas Prior Veal Client Informan sarin adore EER RR AE ER a ato or EE HE Re sas Beene 14 Davie Oo ao EE OE OS oe baat enw acne eens ee de tebe EE EE N eee owen haw tess N EE ees 14 Works WE DEOlHES user perras Ed EER ERAS a BE ER EDS be ge GRA DA coe be RAS po ere de 15 Accessing Saved Documents io EER SEE AAR Re MEE DEE HOE ee hee DE bo bk DAM SE dio RE 16 Primes DOCWMCMS oc4ercneessneGeseceuseet asa haute VERA ORE ORE ee DER OE SEA
49. uircinents saries assasi aaa OE OE ORE HE EE N ea spa ER OE N sia a Installing the Software ener EE RR N ee eed ie eed Re id DEE san Red ie ie ia BREER MR OE ME Updating the Forms LOCI 2446420554 RO N RE OR EE ke eee OE OE EE EN EE EE PES Forms Software Welcome to the largest library of official forms and instructions ever published Interactive forms are published in a fast easy to use electronic format Powerful Features Find the right forms fast by number or keyword 109925 3UOI 2M View forms instructions and rate tables in full width on any monitor Forms published between CD releases are available via Internet Between Releases in the Form Library Automatically calculate all returns that call for calculations Print fully approved and fileable 2D barcodes and scannable forms View and print complete instructions that look exactly like government originals Search text in all documents to find answers quickly Automatically transfer client and preparer data to forms and schedules Fill in forms with any font in any size Government agencies restrict fonts on some forms Use the typewriter mode to make notations anywhere on the form Automatically display due dates and special filing information Refer to the Quick Guides to find which forms each state requires Find state agency addresses phone numbers fax numbers and web sites in the Directories Print perfect returns every time Government Approved Forms S
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