1. 1 / 10 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Using TaxWise Explorer TaxWise Explorer Objectives –In this chapter you will learn how to: Open TaxWise Explorer Use TaxWise Explorer

2. 2 / 10 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Using TaxWise Explorer Opening TaxWise Explorer Click the Tools menu and click Utilities/Setup Options

3. 3 / 10 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Using TaxWise Explorer Opening TaxWise Explorer Click the File menu and click TaxWise Explorer.

4. 4 / 10 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Using TaxWise Explorer TaxWise Explorer –Click the plus sign (+) beside USERS Shows a list of all users

5. 5 / 10 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Using TaxWise Explorer TaxWise Explorer Functions Actions –Click on Actions Drop down list –Copy, Delete, Move and Rename Files (Returns)

6. 6 / 10 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Using TaxWise Explorer Explanation of Actions Copy –This action allows you to copy Tax Form Defaults, History lists, Packet Form Lists, etc. You can not copy tax returns to another user. Delete –Allows you to delete tax returns and other files WARNING! Files will be permanently erased!

7. 7 / 10 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Using TaxWise Explorer Explanation of Actions Move –Allows you to move tax returns and other files from one user to another. Rename –Allows you to change the file name of an existing tax return. The two-character code indicating the tax year and package will be automatically put in the file name.

8. 8 / 10 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Using TaxWise Explorer File Types Tax Form Defaults History User defined History Lists Packet Form Lists Tax Returns

9. 9 / 10 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Using TaxWise Explorer Utilizing TaxWise Explorer In the Look in box, navigate to the folder that contains the file(s). Select the specific file type in the Restrict file drop-down list. Select the action you want to perform from the Action drop-down list. Select the files you want to use in the File name/Package list.

10. 10 / 10 © 2006, Universal Tax Systems, Inc. All Rights Reserved. Using TaxWise Explorer Utilizing TaxWise Explorer You can choose to copy files to another location by selecting Browse or to another user from the Copy to drop-down list. –By choosing Browse, select a destination path. Taxwise will then perform the action you selected (copy,move,delete,or rename).