2008 User`s Manual
Contents
1. You must enter a client Second Namo Fiscal Year End Dec number Use up to 6 cages alphanumeric characters Cay State Telephone The program uses this e mail number to name your client Transmittal Letter information data files Address transmittal letter to Transmittal letter salutatiy Tickler information is used TET asa beter ts RE RR to prepare Tickler Due Date esponsib ty Returns Firm i responsible for ween Primary Sales reso was v ox Monitor Reports JD FLUCT 5 110995 Dye pape X x Cancel F11201065 Secondary Federal Ret 18 Help New Client Screen Modifying Client Demographic Information Use the Edit Client Data Screen to change or modify current client data To access the screen select a client name and click the Edit Client Data button Changes made on the Client Information Screen will flow to the individual tax returns only if the Allow Override box is unchecked Preparing a Tax Return Note Set the Program Year to 08 to prepare 2008 Tangible F 1120 and 941 returns and for 2007 W 2s 1099 s 940 s Depreciation and Federal Tax Returns To prepare returns for earlier years adjust the Program Year accordingly Each return allows you to prepare returns for the current year and 3 prior years To prepare a tax return for a client e Select a client from th2. Setting up NetWork USBrs i 9 9 Unlocking Files Clients The program won t let me into the 10 PROGRAM MANAGER TIPS FOR NEW SAXTAX USERS Entering Preparer Information eiaa E aE iri EEEREN Viewing or Modifying Client Transmittal Letter Information Viewing or Modifying Client Billing Information esses Setting up a New Client iio Modifying Client Demographic TAX Em PROGRAM MANAGER TIPS FOR CURRENT 5 USERS Transferring Client Pese 14 Handling Corrupt CHEN FICS Ee Ee ara aora 14 Printing 1040 or Tangible 15 Updating Last Year s Information Cr dting New SIT I ss Preparing a Return for a Selected Client esses nennen nnns nnn 16 USING THE MENU ITEMS IN SAXTAX 17 The Tools Menu The Fle Men 5 E Ea a EANES 20 Th eActivity Men neare EE 21 USING TH
3. a disk and it is removed or the drive is not connected this screen may generate obscure errors 19 USING THE PROGRAM MANAGER The Setup Menu Options Several options can be set using this screen Return Options 3 Click the Help button for A Use bold print on tax forms detailed information MI Print date on retums transmittal letters and client bill concerning these option Update tickler responsiblity for returns printed items C Use return information override for client bills and transmittal letters XC Return Options Screen Printer SAXTAX allows you to specify a default printer for printing your tax returns This is useful if you always want to print your returns to a printer that is not your Windows default printer SAXTAX Default Printer Because of the wide variety of Printer laser printers you might require 9 Use Windows Default Printer special printer driver settings for Canon Bubble Jet S400 on AXTAX printi thi JohnS wins pool B Use screen to select a specific printer or driver for SAXTAX printing Use Other Panter for SAXTAX Canon Bubble Jet S400 on JohnS Em Default Printer Screen Refer to Program Help or to the SAXTAX Web site www saxtax com for possible printer settings and solutions to printing problems 20 USING THE PROGRAM MANAGER The Activity Menu Printing Labels and Lists Use this
4. diskette This will ensure the movement of all the files and will prevent the index file from being corrupted How can I backup my client files From the Program Manager use the Backup Client Data on the Tools Menu You can also use the Restore option under the Tools Menu to unzip your client files back to the original location I need to input a great deal of information into a Program In case of a power outage or other interruption how can I make sure I won t lose any of the data I have entered before I am finished Periodically save your data by clicking the Save tool or File Save Can I enter a negative amount in a field that normally won t allow it With the cursor on that field press the F2 key to bring up the calculator Enter figures into the calculator so that the result is the negative amount you want Press the F2 key again to enter or paste that amount in the field Do I need to keep last year s version of the program on my computer No Your current version of SAXTAX can be set to do returns for up to three prior years in addition to the current year Change the Program Year from the Program Manager Screen upper right of the screen If you need earlier years you should contact SAXTAX Technical Support for assistance My clients are gone What can I do The client files are probably still on your disk but you may have changed the directory or year on the Program Manager screen First make sure th
5. then from 2007 to 2008 Create the client from scratch in 2008 inputting client information from documents you have on file This is usually quicker than the option below if you are doing a data transfer and most of the fields which need to transfer are demographic information Send the client files of the corrupt client to SAXTAX and we will try to repair them for you Under the Tools Menu on the Program Manager Screen is a Backup Clients utility which will copy various client files into a single zip file You can then email us attaching the zip file or put the zip file on a CD and send it to us Printing 1040 or Tangible Organizers An Organizer is a printed summary of last year s data that the client or tax preparer can mark up It generally makes data entry for the new tax year easier To print organizers for clients you prepared returns for last year go to Activity Organizers Print Client Organizers You will also see two other options under the Organizers menu Setup which allows you to customize the organizer letter and Blank Organizers which prints a predefined organizer for clients you have not prepared returns for in the past r5 7008 0 rganizers Type of Organizers Tangible 1040 1 Selected locations Drive Cow Directory CL I07 v 1 Specify the location of last 04 121 HEDi1O1 A year s client files 05 MACRS input 55101 2 Select Organizer Type Counties C
6. 02 at 13 10 57 Do you want to unlock the File 9 To unlock client files your Network Manager sign in as MGR should e Find the client file in the program manager client list e Double click the client and press Yes to unlock Any user can also unlock a file checked out to himself in the same manner The Network Manager can also unlock a client by pressing the Unlock Files button on the Network Users Screen For Technical Assistance call SAXTAX at 800 678 1789 22 gt lt TIAIX USING THE PROGRAM MANAGER Program Manager Tips for New SAXTAX Users If you are a current SAXTAX user you may want to skip ahead to Program Manager Tips for Current SAXTAX Users on page 14 Note When you use the Program Manager for the first time you will see an introductory screen to help guide you through the initial setup steps Entering Preparer Information To enter data about your firm choose Preparer Information from the Setup menu firm veparer Information Flim Information Name Shyster Tix Address 101 Crooked Tree Road City State DP Paradise 132142 Teleph 10 9307401 Enter information Print fern name tetun concerning your firm Data will be saved and transferred from year to year Refer to Program Help for detailed information Preparer Information Preparers SSN d Preparers 7410984
7. 71 3 Preparer is self employed For 1040 e file only enter preparer name Update Users SOK X Cancel Preparer Information Screen Viewing or Modifying Client Transmittal Letter Information To view or modify client transmittal letter default information click Setup Transmittal Letters The default letters are used as a Master letter for each client s tax return The letter can be tailored individually for each client inside the return and the modifications are saved with the client s return data x lransmittal Letter Setup Review or Modify Salutation and Slip Sheet e Select the tab for the type of 1120 11208 1065 1041 1040 mas po Oa letter desired Tangible F1120 Payroll 990 990 T Printing e Select the part of the letter Suppress Printing of Transmittal Legers for viewing Use company letterhead e Refer to Program Help for detailed information Review Modify Letter Text concerning the modification of letters Update All Letters Help Transmittal Letter Setup Screen 11 USING THE PROGRAM MANAGER Viewing or Modifying Client Billing Information To view and modify client billing default information click Setup Client Bill All data will carry to each client s return where it can be further modified Hil Defaults cw 18 Billie Amounts Billing Protorences 1040 Bemize 1120 C Corporat
8. AM MANAGER From the Program Manager Screen you have access to e Client Permanent File Screen Client demographics e Tickler Due Date Monitor e Client Data Transfer e Client Organizer activities for Tangible and 1040 clients e Client Transmittal Letter default setup e Client Billing default amounts and options e Client File Manangement e Preparer s Firm Information e Tools including Rebuild Client Directory and Calculator e Tax Return Preparation for the selected client e Batch Printing of returns and extensions Use the pull down menus at the top of the screen to access all program functions The more frequently used functions have a Toolbar button or Push button for fast access Refer to the online help for assistance and tips concerning the use of your SAXTAX programs Press F1 for help on a specific screen Note The SAXTAX installation program creates CLI08 directory on your system to store your Client Data Files You can create additional client data directories folders on the selected drive by typing the new name into the directory box and pressing Enter For Technical Assistance call SAXTAX at 800 678 1789 gt lt USING THE PROGRAM MANAGER Network Module Users Accessing the Network Users Screen When you run the SAXTAX Program with the optional Network Manager Module you will be prompted to enter a user name MGR identifies you as the Network Manag
9. E TAX RETURN PROGRAMS ccsessocossesnccsessoncscssiosessatonsescnabssssnansssccnnssecesnersecnsasnesnse 22 PREPARING A CLIENT S TAX RETURN ccssssscssssssecscssssessssnccnssrsnecesnesecssnsesenensessesensueesssanensneaseeseneness 22 iv REVIEWING TAX RETURNS EENE VENNE PRINTING TAX RETURNS mt BATCH PRINTING hc Extensions Tangible Returns with Multiple Locations ey Tene gary p FREQUENTLY ASKED QUESTIONS ccscccccceseeseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeneneeeeeeenenenenenens 25 TECHNICAL HELP cccccccccesececeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeneneneeeeeeeeeeeeseeeeeeseseneeeeenenen 26 INTRODUCTION INTRODUCTION Welcome to SAXTAX SAXTAX programs provide easy data entry screens which closely resemble the actual tax forms year to year client information transfer customized transmittal letters and client bills customized footnotes on screen review of returns a pop up calculator the tickler due date monitor and clear Program Help screens And of course we provide unlimited toll free technical support How to Use This Manual This manual explains how to install and start your SAXTAX Programs It also shows you how to start the SAXTAX Program Manager and the tax return programs and explains the various menu items Frequently Asked Q
10. ISING FROM BREACH OF CONTRACT TORT STRICT LIABILITY OR OTHERWISE ARISING OUT OF THE USE OR INABILITY TO USE SUCH SOFTWARE EVEN IF SAXTAX HAS BEEN APPRISED OF THE LIKELIHOOD OF SUCH DAMAGES OCCURRING INTRODUCTION e a ANE 1 WELCOME TO SAA TAX dh aur gars Eu O How USE THIS MANUAL INSTALLING YOUR SAXTAX PROGRAM 2 WHAT YOU NEED INSTALLING FROMA CD pM 2 INSTALLING TO THE PROPER DIRECTORY 3 INSTALLING NETWORK uera ve ret rr ceat experte e Deae cr vw Pe LY Pe ka YN Y 4 STARTING YOUR SAXTAX PROGRAM cccsssccccsssccccsssecccessecccessecccecsecccnseccccsceceeseseceesessceeseseees 5 STARTING THE PROGRAM MANAGER sseseseseseseseseseceseeeceeeceeecececececececeeececececececececececececececececesererenenens 5 UsING PROGRAM HELP Program Help Field and Forms Instructions Help USING THE PROGRAM MANAGER cesse eene en eene nnno nnns not senos sse sss shes ss soto senes sesso stones ie 7 UNDERSTANDING THE PROGRAM MANAGER eene eene nennen nnne nensi ensis nennt seen rennen nnne nnns 7 NETWORK MODULE USERS deiner doe rie rre ea Peer one EXER NETSE EENEN 9 Accessing the Network Users Screen 9
11. Menu Items in SAXTAX SAXTAX Programs provide a variety of useful Tool Menu File Menu Setup Menu and Activity Menu items Most are available from any SAXTAX program and some are available only through Program Manager The Tools Menu Using the Calculator The Calculator can be accessed by any program by using the F2 key The product or sum of the calculation can replace the active field of the return when you press the F2 key or the insert key from this screen Using Rebuild Directory Rebuild Client Directory is accessed from the Program Manager only and is used to rebuild the index file that maintains a listing of all of the clients in a directory Use this tool if your client list does not appear on the Program Manager Screen To use the Rebuild feature indicate the correct program year client drive and directory on the Program Manager Screen Access the Rebuild Client Directory from the Tools Menu Review the screen for correctness and click the Rebuild button to continue The program will indicate Done when finished rebuilding If after using this feature your clients still don t appear call SAXTAX Technical Support at 800 678 1789 Backup Client Data Occasionally you may wish to backup your client data as a precaution in the event of computer drive failure To do this select the Backup Client Data from the Tools menu option To backup the client data once the dialog appears Verify that the directory n
12. REPRESENTATIONS OR WARRANTIES AS TO DATES OF DELIVERY SHOULD THE SOFTWARE PROVE DEFECTIVE YOU SHALL ASSUME THE ENTIRE COST OF ALL NECESSARY SERVICE REPAIR AND CORRECTION You understand and agree that you are solely responsible for 1 defects arising from acts of non licensed personnel your computer hardware misuse theft vandalism fire water acts of God or other peril 2 the installation use and results obtained from the software and 3 the content calculations and accuracy of all reports and tax returns prepared in whole or in part by using the software You understand and agree that using the software does not relieve you of any professional or legal obligation concerning the preparation or review of financial reports or tax returns Limitation of Remedies SAXTAX S LIABILITY FOR ANY REASON AND UPON ANY CAUSE OF ACTION WHATSOEVER AND YOUR EXCLUSIVE REMEDY SHALL BE LIMITED TO in the absence of accident abuse or misapplication the return of payment to you of the purchase price of the program s or the replacement of any CD on which the software is distributed that is not free from defects in materials and workmanship under normal use and service for a period of 90 days from date of purchase INNO EVENT SHALL SAXTAX BE LIABLE TO YOU OR ANY THIRD PARTY INCLUDING BUT NOT LIMITED TO USERS FOR ANY DIRECT CONSEQUENTIAL SPECIAL PUNITIVE OR INCIDENTAL DAMAGES INCLUDING BUT NOT LIMITED TO LOST PROFITS OR OTHER ECONOMIC LOSS WHETHER AR
13. TAX in connection the program s and all enhancements modifications and updates to the program s manuals and other written materials as may subsequently be provided to you by SAXTAX SAXTAX reserves all rights not expressly granted and retains title and ownership of the software including all subsequent copies in any media Permitted Uses This software and accompanying written materials is copyrighted You may use the software on any number of computers at a single location If you wish to use the software at more than one location you must obtain a multi location license for each location You may copy the software for backup purposes only All other copying of the software or written materials is expressly prohibited Limited Warranty If you are not completely satisfied with the software you may return it to SAXTAX within 30 days from the date of receipt for a complete refund THE FOREGOING WARRANTY IS THE ONLY WARRANTY MADE WITH RESPECT TO THE USE AND PERFORMANCE OF THE SOFTWARE AND IS A LIMITED WARRANTY SAXTAX EXPRESSLY DISCLAIMS ANY AND ALL OTHER WARRANTIES EXPRESS OR IMPLIED INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE SAXTAX DOES NOT WARRANT THAT THE SOFTWARE WILL OPERATE OR FUNCTION PROPERLY ON YOUR PARTICULAR COMPUTER THAT THE OPERATION OF THE SOFTWARE WILL BE UNINTERRUPTED OR ERROR FREE OR THAT THE SOFTWARE WILL CONFORM TO ITS PERFORMANCE SPECIFICATIONS SAXTAX MAKES NO
14. a problem with your program it will be corrected Phone 800 678 1789 FAX 877 588 7743 Email info saxtax com Website www saxtax com For Technical Assistance call SAXTAX at 800 678 1789 TIAIX HA lt z
15. ame displayed is the directory that you want to backup If the directory is not the correct directory click on the drop down arrow to select the correct drive and directory and then choose which client s to backup using the shift leftclick or ctrl leftclick keyboard and mouse combination or press the Select All to select all clients listed Verify that the Save As drive directory and filename are correct Press the Create Zip File button The program compresses the client data When the process is complete a box is displayed with the number of files added Press the Okay button and then the Close button to return to the Program Manager Screen If you experience any problems during this process call SAXTAX at 800 678 1789 17 USING THE PROGRAM MANAGER Restore Client Data To restore the client data From the Tools menu select the Restore Clients menu item The Restore Clients dialog box is displayed Select the directory that you want to restore from If the directory is not the correct directory click on the magnifying glass to select the correct drive and directory and then choose which file s to restore or press the Select All button to select all files listed Verify that the Restore To drive and directory are correct Press the Restore button The program restores the client data When the process is complete a box is displayed with the number of files extracted Press the Okay button and then the Close b
16. at the top of the Program Manager Screen Access each tax return from the Program Manager Screen 1 Select the desired client 2 Use the Prepare Return button or the appropriate tool button to open the desired tax program Prepare return is also listed under the File Menu Once you are inside the return the left pane shows you a list of all the forms that the program supports In the 1040 we also support the 8283 which can be accessed from Schedule A In Depreciation use the Forms Menu Above the forms are three buttons side by side When the first button is down you can see the forms we support When the second button is down you can see the forms you have already entered data for on this return When the third button is down you can see a Print Preview version of the return Data Entry All data is entered on fill in the blank screens If you are having trouble accessing a field it may be a calculated field or a field that will only allow you to access a schedule by pressing the key In other cases the field may be grayed out because the form does not require data entry for specific lines Use the tab key to tab through the applicable fields for data and schedule entry Pull down menus All program functions can be accessed through the menus at the top of the screen Program Help Each of the SAXTAX programs including the Program Manager provides Help which can be accessed by pr
17. ata A Corporations arent Type Number v S Corporations Ron I Pierce Estate F Add New Client Snail Mail C 5 5 it Service Derete cient Use Find to locate any client Fiduciaries es m ick vi client infi ti Individuals Management ee quick view client information Exempt Organizations Batch Print Use Tools Menus and buttons to 7 Listed Clients access all Program Manager 7 Total Clients i functions Client Information Responsibility Primary Secondary One Thousand 99 Employees Payroll FY 12 Tangible Federal F1120 See the current User ID Network 941 Federal Place Apt W2 Due Date efile amp saxtax com Last Updated Module only Phone 840 940 9400 EIN Last Printed Access Network Management functions Network Module only Program Manager screen Note After setting up client information a tax return is prepared by selecting one client then clicking the prepare return button You may also select a tax return by pressing the tool bar buttons right underneath the program menus The Program Manager Screen provides lots of information With a quick glance you can see e The active drive and directory for client data files e The active Program Year e list of clients in the active directory o Sort the list by client Name Type or Number o Use Find to quickly locate any client in the list e Demographic information for the currently selected client USING THE PROGR
18. clients from last year and will allow you to transfer a single client multiple clients and specific return types for those clients which are selected Detiiastion 2000 1 Use the drop down arrows to Cites indicate the location prior year files DAS Retum D Selected Paytot Meters O Annus Parsons ix the current year u Slope Qe conn rer 3 Select specific return types if z you are not transferring all 2 Confirm the destination for 1442 e Fem returns 4 Select clients using Shift leftclick or Ctrl leftclick or the Select button Al A Data 5 Press the Transfer Clients Client Data Transfer Screen button The transfer process may take a few minutes depending on the number and size of your client files You can minimize SAXTAX during this process if you need to work in other applications Handling Corrupt Client Files Note Occasionally a corrupt 2007 client file might not transfer to 2008 If this happens the transfer should skip the file and give you an opportunity to print a list of those clients which did not transfer 14 USING THE PROGRAM MANAGER You have several options for corrupt client files If you have your clients backed up you may be able to copy or do a data transfer from your backup directory If it is an old client transfer client data from 2006 to 2007 and
19. e Program Manager Client List e Click the Prepare Return button or the appropriate toolbar button to take you into the desired tax return or the Depreciation program If you have more than one program loaded the Prepare Return button will prompt you to select which return you want to prepare Refer to the Program Help in the applicable program for specific instructions for preparing different types of returns 13 USING THE PROGRAM MANAGER Program Manager Tips for Current SAXTAX Users You might want to review the activities described in the preceding section as well as the following e Client Data Transfer Rollover from prior year e Print Client Organizers Tangible and 1040 Transferring Client Data Your 2007 Client Data Files will automatically be transferred or rolled over into the 2008 directory However if you do not see your company client listed with your year set to 708 in the Program Manager you should transfer your 2007 data to 2008 The SAXTAX Program Manager will transfer appropriate 2007 information i e certain schedule descriptions Depreciation and carryover values into your initial 2008 client files Your 2007 files will not be affected by the transfer and can be accessed by changing the Program Year To transfer data from the most recent year to the current year 2007 to 2008 e Set the Program Year to 08 e From the Program Manager Menu select Activity Data Transfer This screen will show you your
20. e Program Manager is pointing to the right drive directory and year for your clients If you still cannot locate them the client index file may have been corrupted and needs to be rebuilt From the Program Manager Tools Menu select Rebuild Client Directory Verify the location of client files and click the Rebuild Directory button You should receive the Done message when the process is complete Return to the Program Manager and the clients should be listed Call SAXTAX if you continue to have problems 25 TECHNICAL HELP TECHNICAL HELP If you need assistance for a problem that you cannot resolve please check the following before calling us 1 Have you checked the program help and or the instructions 2 Does the problem occur on more than one client s return 3 If you have SAXTAX loaded on more than one machine can you reproduce the problem on another machine 4 Can the problem be duplicated Sometimes exiting the program and going into the same return will fix the problem Sometimes only a certain sequence of events will cause a problem The quicker we can reproduce the problem the quicker we can fix the problem and update the program 5 If the problem affects a printed return do you have a printed copy you can fax us 6 Are you at your computer Many problems are difficult to diagnose unless we can work with you at your computer Note Please use our toll free technical support 800 678 1789 If there is
21. er and allows you to go through the initial set up to establish user names and default settings for all users You must Sign in as MGR to access the Network Users Screen Then select Network Management from the File Menu Hetecck Earager dh hee Sere Ficky 3 Use this screen to add delete and change network users All current network users appear on istas pee the list r Vox Xt TH Network Users Screen Setting up Network Users The MGR can set up user ids for each of the program s users on the Network Users Screen Each user can then customize preparer information transmittal letters and client bills Note Users should always log in with their user ID not as MGR Files in use When a user selects or checks out a client file to work on a return the client s name in the Program Manager list of clients will be displayed in a red font This means the client will be locked to all other users until the client is checked back in USING THE PROGRAM MANAGER Unlocking Files Clients The program won t let me into the return Occasionally a program problem or power outage may cause use of the program to be abnormally terminated When the program is terminated a user may be locked out of the client file or directory that was in use at the time the program was terminated Client File in Use E xi Client TSTFO1 was locked by TM on 12 16 20
22. essing the F1 key pressing the Help button found on many dialogs or by pressing Help This Screen from the pull down menus For IRS or DOR Instructions help right click on a data entry field and select Instructions Toolbar buttons While we think the pictures on our tool buttons are self explanatory it may initially be confusing to some To understand the function of a tool button put your mouse over the button and wait A short explanation of the tool s function will appear Detail entry Click on the magnifying glass next to data entry fields or press the key in order to access information required to support the form s data 22 USING THE TAX RETURN PROGRAMS Reviewing Tax Returns Depreciation Program To print or review your returns click the printer button on the toolbar or File Print Preview This will bring you to another screen where you can select the different reports and forms see the tabs just below the tool buttons that you want to print or review Additional Forms Program The print button only prints and previews the current form you are entering information on It does not print all of the forms you have information on All other programs To review your clients returns before printing click the rightmost button of the 3 buttons above the forms list Printing Tax Returns Tax returns are printed from within each tax return program A Hewlett Packard Laser Printer or 100 HP c
23. faults For Technical Assistance call SAXTAX at 800 678 1789 T 22 gt lt X INSTALLING YOUR SAXTAX PROGRAM Installing on a Network Your SAXTAX programs will operate with most computer network systems using a file server environment including Novell and Microsoft Note Because of the complexity of networks the SAXTAX Program Manager with Network Module is strongly recommended for using the programs in a networked environment Program Manager with Network Module is an optional program that makes it easier to use SAXTAX programs in a network environment The program acts like a librarian automatically checking client files in and out to different users The program also allows different users to customize their own default settings for preparer firm information transmittal letters and client bills Note Program Manager with Network Module ensures that only one person at a time works on a client s returns which protects the integrity of the client s data Installation of the programs on individual workstations while using the file server for client data storage will not protect the integrity of your client files Network Installation You can install from a workstation or from the server itself Be sure that all workstations have identical drive mapping to the server If you have any concerns regarding the mapping please consult your network administrator
24. feature to print mailing labels and client management lists Refer to the Program Help for detailed information concerning the printing of Client Labels and Lists Using the Tickler Due Date Monitor This feature is very helpful for planning your firm s activities Data for developing Tickler Reports is entered on the Client Permanent Files Screen Select the client and click the Permanent File button to view and modify this data 1 Specify the desired time toy Types 2 3 ereman 2 Specify the client drive and lovee directories M Org me I 3 Specify Return Types 4 Specify Responsibility Coe o Moe gem 5 Click Preview to view a list of return due dates and last printed dates 6 Press the Print button for a hardcopy Due Date Tickler Screen For Technical Assistance call SAXTAX at 800 678 1789 HA gt lt TIAIX USING THE TAX RETURN PROGRAMS USING THE TAX RETURN PROGRAMS Now that you have installed the programs and set up your clients you are ready to use SAXTAX to prepare tax returns Note Please refer to the Program Help located in each of the SAXTAX programs for further information Preparing a Client s Tax Return Note Before you can access a client s tax return be sure that you select the desired drive directory and program year from the drop down lists
25. ion CIT any 11205 5 Corporation Option for mech clot 1065 Fitrah M Print on Leterhead Estates aed Trusts 1 Shera Enter billing charge for each type 430 Exempt Organization C noreenieni been of return F 1 AF 9055 Florida Ww Cent Pane Indicate your billing preference Tangible Fatum Ea Sales Tax Click Help or use F1 for Al oe OK additional assistance with this lp Oa f screen 7 of Tangible FTersenalb Property PFaturn Enter line item descriptions for ter each type of return Variable data insert codes are replaced with actual data in the final bill Client Bill Defaults screen You must be logged in as MGR in order to update client bills and apply to all users For Technical Assistance call SAXTAX at 800 678 1789 aa TAX USING THE PROGRAM MANAGER Setting up a New Client Click the New Client button to create and enter data about your client Demographic data flows to each tax return Refer to Program Help F1 or Help button for detailed information concerning the fields on this screen Client Information Cliont Type C Cerporation 0 5 Partnership Fiduciary Exempt Organization Cliont 10 51 Last Assigned 50 Company Information Corporation Name Anew Corporation
26. ompatible laser printer is required to print approved forms see note All the tax forms are approved by the appropriate agencies for filing Note The actual printing process is a function of Windows and your printer driver software While all testing of the programs is done on HP laser printers you may also have successful results on high quality inkjet and bubble jet printers But we can guarantee the results only for HP laser or fully compatible printers Printing the Full Return Click the Printer button on the program toolbar to print the entire return Before the return prints you will be prompted for various copies of transmittal letters if they are enabled in the Program Manager client bills if the client billing screen has prepare bill for client checked the return K 1 s and other applicable forms or letters SAXTAX Print Dialog Confirm the print date Sip Sheet e Enter the number of copies Panter Canon Bubble det 5400 on John desired e Use the Setup button to change the printer and printer Transmital Letter Copies 2 parameters This is a standard Fatum C 3 2 02 25 08 Windows interface B e Save Profile saves number of B toper 2 copies as your standard configuration for this screen Print Return Printing Selected Pages Only From the program menu select File Print Forms or from the toolbar select the Print Selected Forms m
27. or have the administrator call us Program shortcuts and uninstall support will be created on the installation computer On each additional workstation create a Windows Desktop shortcut pointing to the file SAXTAX08 EXE on the server Refer to Starting the Program Manager on page 6 for more information For Technical Assistance call SAXTAX at 800 678 1789 10 gt lt STARTING YOUR SAXTAX PROGRAM STARTING YOUR SAXTAX PROGRAM Starting the Program Manager The Program Manager Installation Setup will automatically create two shortcuts in the SAXTAX Folder under Start Programs e The 2008 Shortcut will run your SAXTAX program e The shortcuts under the Program Help folder will access the program help without actually running the program The Program Manager Installation Setup will also create a Windows Desktop shortcut to run the program Perform the following steps for any computer or workstation if you need to create a desktop shortcut 1 Using your mouse point to a blank spot on your desktop and right click 2 From the dropdown list select New then Shortcut 3 In the command line box enter SAXTAX08 EXE and its path For example C FLINT SAXTAX08 EXE Click Next to continue 4 Enterthe name of the shortcut example SAXTAX 2008 5 Click Finish The shortcut should now be on the desktop To run SAXTAX click the SAXTAX desktop shortcut or click the SAXTAX 2008
28. orporation In TSTCOZ Dunn LONGBOAT FEY CASA DEL 001310 Said H 54 3 Select Client s SERBIN PRINTING INC 002065 4 Press the Print button Test Test Teat Thar Three iz Three 2 You can also click on the Print Tuo 11 Selected Forms button to select Lacke Tewr 33 specific pages you want to reprint Print Selected Forms Print Client Organizers 15 USING THE PROGRAM MANAGER Updating Last Year s Information If you installed your programs top of last year s programs the following data should automatically carry over from last year Click the appropriate Toolbar button to review or modify each as desired e Your Firm Preparer information e Client Billing defaults e Client Transmittal Letter defaults Creating New Clients To create new clients go to the Program Manager Screen and click the New Client button or the menu combination File New Client Preparing a Return for a Selected Client To prepare a return for a selected client click the Prepare Return button or click the appropriate Toolbar button Note The first time you access a client that was transferred from last year the Client Information Screen will open to give you an opportunity to review and modify any data as necessary For Technical Assistance call SAXTAX at 800 678 1789 24 gt lt TIAIX 16 USING THE PROGRAM MANAGER Using the
29. pand the Menu Items topics Liverziew Other more detailed help is arranged by Menu Item You can get enu lens help for all the menu items by opening the Menu Items book in Contents or by going to any of the menu items in the program and BY Antic pressing the F1 key 7 View 7 Tans 7 Help Field and Forms Instructions Help oe T You can easily access field help and IRS Forms Instructions for federal ot returns and DOR Instructions for state returns from any field Move fur your mouse pointer to any tax return input field Click the right mouse ee button and select Help for SAXTAX program help or Instructions for Seka Forms Instructions et uris USING THE PROGRAM MANAGER USING THE PROGRAM MANAGER Understanding the Program Manager The Program Manager Screen is the Home Base for all SAXTAX Program activities Use the Program Manager to set up all activities concerning clients and program utilities T SAXTAX Program Manager Bak From this screen you can File Setup Activity View Tools Help View Client List in a specific drive directory and program year SAXTAX Find Drive F w Folder CLIO8 w Program Year 2008 E Program Client Name Type Number e Show Client List by Entity Manager Begging for Dollars Charity E Prepare Return Show tages j Sort Client List by Client Name 7 99 g 50 Client D
30. rson PROFESSIONAL RESPONSIBILITY The user is solely responsible for the accuracy of all tax returns and reports produced by the Tangible Tax Program Florida Corporate Income Tax Program Payroll Tax Program 1120 1120S 1065 1041 1040 990 and Depreciation Programs Using the program s does not relieve the user of any legal or professional obligations regarding the preparation or review of any tax returns of other financial reports Programs originally conceived designed and written by Warren H Saxon IBM is a registered trademark of International Business Machines Corporation Saxon Tax Software Inc Software License Agreement This document is a legal agreement between you the licensee and Saxon Tax Software Inc SAXTAX By using this program you agree to become bound by the terms of the agreement If you do not agree to the terms of this agreement promptly return all software and any other items that are part of this product with your proof of purchase to SAXTAX and any monies you paid for its purchase will be refunded License In consideration of payment of the license fee which is included in the purchase price SAXTAX grants you a non exclusive non transferable right without the right to sublicense to use this copy of SAXTAX software in a single business location The software covered by this license includes and is limited to all SAXTAX Programs all user manuals and other written materials provided to you by SAX
31. s with multiple locations or you can select individual locations to print Use the above procedures to select your Tangible clients in the program manager screen After clicking on the batch print button select either Tangible All locations or Tangible Selected locations When you choose Tangible Selected locations a dialog box will appear and you can then choose the locations you want to print If you have multiple clients that have locations the dialog box to select the location will appear just before specified client s return starts to print Saving Client Data Your client data is saved when you print a return or exit the return in the normal manner However the program does not have an auto save feature that saves after a certain amount of time so we suggest that you manually save data periodically to prevent data loss due to computer problems or power outages To periodically save data click the Save tool 24 FREQUENTLY ASKED QUESTIONS FREQUENTLY ASKED QUESTIONS Following are some common questions heard from our customers We also maintain an updated list of FAQ s on our web site www saxtax com What is the best way to transfer my clients between computers It s best to use the Client Management Screen in the SAXTAX Program Manager to move copy or delete client files between networked computers For stand alone computers use the Client Management Screen to copy or move files to and from a
32. shortcut under Start Programs SAXTAX At the introduction screen press any key or click to continue The Program Manager Screen will appear If this is the first time you are running the program after installation the Program Year should be set to 708 Also when you use Program Manager for the first time you will see an introductory screen to help guide you through the initial setup steps You will only see this introductory screen during the initial setup Note Program Manager with Network Module users must enter their user ID or they can use the drop down to select a user ID You must sign in as MGR to access SAXTAX network management functions STARTING YOUR SAXTAX PROGRAM Using Program Help Program Help Program Help is provided for each of the SAXTAX programs including the Program Manager Use the F1 key to access Program Help for any screen from anywhere in the program Program Help can also be accessed from each program s Help Menu or by pressing the Help button found on many screens Help for each program contains an Overview section and a Menu Items section Use the overview section to get a general understanding of how the program works This is especially helpful for new users of the program or for previous users starting a new From the main screen of each SAXTAX program Welcome Click the Help Menu Using the Program Manager 2 Tips and Techniques N Select Contents and click Overview to ex
33. uestions and Technical Help information are provided for additional assistance Important notes are highlighted in shaded boxes Please read these carefully Names for buttons programs screens dialogue boxes tools menus keyboard keys files directories and cross references are provided in bold throughout this manual For Technical Assistance call SAXTAX at 800 678 1789 gt gt lt INSTALLING YOUR SAXTAX PROGRAM INSTALLING YOUR SAXTAX PROGRAM What You Need The following are the minimum requirements to run your SAXTAX program e IBM or compatible PC with 486 or greater processor e 16 MB of RAM Note Program performance is greatly enhanced when using a Pentium level processor and at least 64 MB of RAM e Windows 98 2000 XP NT e Hard Drive space requirements depend upon the programs installed e To print forms suitable for filing a Hewlett Packard or fully compatible laser printer is required Note A Hewlett Packard Laser 4 or newer printer is recommended Installing from a CD 1 Insert the CD into the CD drive Setup should run automatically Note If the CD does not run automatically click on the Windows Start Menu and select Run Type the CD Drive letter followed by Setup For example type E Setup if your CD Drive is E Then press OK 2 Follow the on screen prompts When you are asked to enter a product code enter the code you ha
34. ultiple pages button There is also a button on the toolbar when you are previewing to print a single page 23 USING THE TAX RETURN PROGRAMS Batch Printing You can batch print Federal and State tax returns or extensions Select the clients you want to batch on the Program Manager screen Select multiple clients by clicking on a client and holding the shift key to select a range of clients or hold the CTRL key to select various clients Returns Once you have selected the clients you want to print press Batch Print From the dialog select the type of return or returns you want to print i e Tangible 1120 etc If the return is an S Corporation or Partnership a copy of the K 1 s will print with the return If you want to print a copy of the K 1 s and letters to send to the shareholders or partners you must also select K 1 s and K 1 letters Use the same procedure to select multiple items in the batch Print dialog box as you would to select multiple clients in the Program Manager above Extensions If you need extensions to print with an explanation or any other information you need to make sure this information is entered inside the return If no program information has been entered the extension or extension letter will print with only the Name EIN SSN and address Refer to the instructions of the return for extension filing requirements Tangible Returns with Multiple Locations You can batch print return
35. utton to return to the Program Manager screen If you experience any problems during this process call SAXTAX at 800 678 1789 For Technical Assistance call SAXTAX at 800 678 1789 HA gt lt TIAIX USING THE PROGRAM MANAGER The File Menu Using Client Management Use the Client Management utility to copy or move client files from one drive and directory to another or to delete client files Use this utility to back up client files on a floppy disk or network drive Access Client Management from the Program Manager Screen File Menu or click the Client Management button Client Management Screen One panel on the screen represents the source and one the target Client data files can be copied or moved in either direction 1 Use the drop down arrows to select the source drive and directory in one panel and the destination drive and directory in the other panel 2 Select the desired client files and using the mouse drag the files from the source panel to the destination panel The buttons between the panels can also be used for this process instead of dragging Note The Client Management Screen remembers the last drive and directory you accessed on the right half of the screen and reads clients from that device when you initially come to this screen Do not leave this screen with a removable drive selected floppy jump drive external hard drive etc If the drive requires
36. ve been provided Setup will install program files to the C FLINT directory Use the Browse button to change the default 3 After the program files are copied to your system and installation is complete you will be returned to your Windows desktop INSTALLING YOUR SAXTAX PROGRAM Installing to the Proper Directory The FLINT directory is the default installation directory for SAXTAX programs You can install to another directory but the following should be considered Note Your client data files will always be located under the FLINT directory Drive Mapping If you prefer to install the program files in a directory other than FLINT e The SAXTAX program will create a FLINT directory to store client data files This must be a root directory on any drive e When installing the program files in a different directory Windows drive mapping may be used For example to install to the C Apps directory map this as the H drive Then install SAXTAX to the H FLINT directory The installation program will create the FLINT directory Setup Data If you install the program to the same folder or directory as last year s program your setup data will be unchanged Otherwise or if this is an initial installation you will have to enter setup data on the following screens e Preparer s Firm Information e Client Bill Defaults e Network User Information for users with Network Module only e Client Transmittal Letter De
37. y 2008 User s Manual e Tangible Tax Program e F1120 Program e Payroll Tax Program e Depreciation Program e 1120 Program e 1120S Program e 1065 Program e 1041 Program e 1040 Program e 990 Program SAXON TAX SOFTWARE INC P O BOX 2550 DELAND FL 32721 800 678 1789 FAX 877 558 7743 WWW saxtax com Copyright 1990 2008 Saxon Tax Software Inc All Rights Reserved No part of this document may be copied or reproduced in any form or by any means without the prior written consent of Saxon Tax Software Inc Saxon Tax Software Inc makes no warranties with respect to this documentation and disclaims any implied warranty of merchantability or fitness for any particular purpose Information in this document is subject to change without notice Saxon Tax Software Inc assumes no responsibility for any errors that may appear in this document COPY PROTECTION AND COPYRIGHT The Tangible Tax Florida Corporate Income Tax Payroll Tax Program 1120 1120S 1065 1041 1040 990 and Depreciation Programs available only from Saxon Tax Software Inc are not copy protected This does not mean that you can make unlimited copies of them These programs are protected by the copyright laws that pertain to computer software It is illegal to make copies of the contents of these programs except for your own backup without written permission from Saxon Tax Software Inc Specifically it is not legal to give a copy to another pe
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