1 / 23 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Working with Tax Returns Objectives...

1 / 23 Working with Tax Returns

© 2006, Universal Tax Systems, Inc. All Rights Reserved.

Working with Tax Returns

• Objectives – In this chapter you will learn how to:

• Get Started• Carry forward prior year data• Start a New Return• Work with Entries• Work with Statements and Scratch Pads• Use the Search and Query Features



Starting a New Return

• Working with the Main Information Sheet

• Working with Forms




• Adding a Form from the Find a Form List– Can’t Find it?

option

• Adding a New blank Copy of an Open Form




• Linking to a Form– F-9– Right click on entry

and choose link




• Working with Child and Parent Forms– Right click on form

in form tree and choose Change Parent Form




• Opening and Linking a Form from the Find a Form List

• Opening a Form by Linking




• Removing a Form– Right click on form in

form tree and choose remove this form

• Moving Around in a Form– To move between

entries• Press the Tab Key• Press enter

• Scrolling Through the Forms in a Return




• Saving Returns– File menu

• Save Return (F2)

– Close Return




• Viewing Two Forms at One Time– Right click on form

in tree• Choose Show

Second Form (F6)



Working with Entries

• Completing Entries on a Form• Understanding the Color Coded entries

– Red = Required Entry– Gray = Overridden Entry– Yellow = Calculated Entry– Green = Manual Entry




• Working with Calculated Entries– When you attempt

to enter information into a Calculated Entry you will receive this message:



Using the Calculator

• To access the Calculator:– Press F5– Click on the Tools

menu choose Calculator



Using the Calculator

• Calculations can be transferred from the calculator to the field– Press Enter

• Result is carried to entry.

– Press Esc • The calculator will disappear without

overwriting the entry.




• Using the Zip Code Locator– Type the zip code– Press enter– City and state entries fill in automatically



Working with Statements

• Using Statements– Link to a Statement

• Press F9 or • Click Create Link button on the Toolbar

– Place all entries on the statement




• Inserting, deleting, and sorting lines on Statements– To insert:

• Press Alt+Insert or right-click and choose Insert row

– To delete • Press Alt+Delete

or right-click and choose Delete row.




• To sort the list of items in ascending order– (A-Z or 0-9), press Alt+F9 or right-click in

an entry and choose Sort Ascending.

• To sort the list of items in descending order– (Z-A or 9-0), press Alt+F10 or right-click

in an entry and choose Sort Descending.

• ALERT! Leaving a blank line between two items will result in calculation errors.



Working with Scratch Pads

• Using Scratch Pads– Press F9 – Click the QuickLink

button next to any numeric entry.

• Scratch pads are used for supporting data for an entry that has no statement or supporting form



Working with Scratch Pads

• Printing a Scratch Pad– Right click (NOT in an entry field)

• Choose Print This Form



Using Search and Query Features

• Understanding the Query Results Information– General– Check (sites do not

use this)– States– Extension– Reject– Payments– Diary




• Working with Client Diary– Click Add Note

• Type Note• Click Save Note




• Performing a Quick Search for Return Status– Choose RETURN

Status Only




• Performing Advanced Searches

• Choose “All File and record types”

1 / 23 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Working with Tax Returns Objectives...

Documents

Transcript of 1 / 23 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Working with Tax Returns Objectives...