1. 1 / 23 © 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

2. 2 / 23 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Working with Tax Returns Starting a New Return Working with the Main Information Sheet Working with Forms

3. 3 / 23 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Working with Tax Returns Starting a New Return Adding a Form from the Find a Form List –Can’t Find it? option Adding a New blank Copy of an Open Form

4. 4 / 23 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Working with Tax Returns Starting a New Return Linking to a Form –F-9 –Right click on entry and choose link

5. 5 / 23 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Working with Tax Returns Starting a New Return Working with Child and Parent Forms –Right click on form in form tree and choose Change Parent Form

6. 6 / 23 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Working with Tax Returns Starting a New Return Opening and Linking a Form from the Find a Form List Opening a Form by Linking

7. 7 / 23 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Working with Tax Returns Starting a New Return 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

8. 8 / 23 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Working with Tax Returns Starting a New Return Saving Returns –File menu Save Return (F2) –Close Return

9. 9 / 23 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Working with Tax Returns Starting a New Return Viewing Two Forms at One Time –Right click on form in tree Choose Show Second Form (F6)

10. 10 / 23 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Working with Tax Returns 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

11. 11 / 23 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Working with Tax Returns Working with Entries Working with Calculated Entries –When you attempt to enter information into a Calculated Entry you will receive this message:

12. 12 / 23 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Working with Tax Returns Using the Calculator To access the Calculator: –Press F5 –Click on the Tools menu choose Calculator

13. 13 / 23 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Working with Tax Returns 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.

14. 14 / 23 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Working with Tax Returns Working with Entries Using the Zip Code Locator –Type the zip code –Press enter –City and state entries fill in automatically

15. 15 / 23 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Working with Tax Returns 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

16. 16 / 23 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Working with Tax Returns Working with Statements 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.

17. 17 / 23 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Working with Tax Returns Working with Statements 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.

18. 18 / 23 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Working with Tax Returns 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

19. 19 / 23 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Working with Tax Returns Working with Scratch Pads Printing a Scratch Pad –Right click (NOT in an entry field) Choose Print This Form

20. 20 / 23 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Working with Tax Returns Using Search and Query Features Understanding the Query Results Information –General –Check (sites do not use this) –States –Extension –Reject –Payments –Diary

21. 21 / 23 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Working with Tax Returns Using Search and Query Features Working with Client Diary –Click Add Note Type Note Click Save Note

22. 22 / 23 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Working with Tax Returns Using Search and Query Features Performing a Quick Search for Return Status –Choose RETURN Status Only

23. 23 / 23 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Working with Tax Returns Using Search and Query Features Performing Advanced Searches Choose “All File and record types”