1 2 Table of Contents CHAPTER 1 INTRODUCTION ...............................................................................................11 INTRODUCTION ....................................................................................................................................... 11 WHAT’S NEW FOR 2014 .......................................................................................................................... 11 SYSTEM REQUIREMENTS ............................................................................................................................. 13 OPTIONS FOR SYSTEM CONFIGURATION ........................................................................................................ 13 CHAPTER 2 SETUP ..............................................................................................................21 INTRODUCTION ....................................................................................................................................... 21 OFFICE SETUP ......................................................................................................................................... 22 PRINTER SETUP ......................................................................................................................................... 32 BILLING SETUP ......................................................................................................................................... 39 LOCAL SETUP .......................................................................................................................................... 43 CLIENT LETTERS ........................................................................................................................................ 43 LOGIN ACCOUNTS ................................................................................................................................... 46 COLOR SETUP ......................................................................................................................................... 51 QUESTIONNAIRE SETUP ............................................................................................................................. 51 RESTRICTED FORMS SETUP .......................................................................................................................... 53 DATABASE SETUP ..................................................................................................................................... 54 COMMUNICATIONS SETUP ......................................................................................................................... 70 CHAPTER 3 MULTI-OFFICE MANAGEMENT ...........................................................................73 INTRODUCTION ....................................................................................................................................... 73 THE ONLINE FEATURES .............................................................................................................................. 73 SUPPORT ................................................................................................................................................ 88 REPORTS ................................................................................................................................................ 88 THE DASHBOARD ..................................................................................................................................... 89 CHAPTER 4 PREPARING AND FILING THE TAX RETURN ........................................................93 INTRODUCTION ....................................................................................................................................... 93 3 CREATING A NEW PERSONAL TAX RETURN .................................................................................................... 94 CONTINUING AN EXISTING PERSONAL TAX RETURN ......................................................................................... 95 THE CLIENT DATA SCREEN ......................................................................................................................... 96 FILING AN EXTENSION ............................................................................................................................ 105 ADDING FORMS TO THE RETURN ............................................................................................................... 105 COMPLETING THE PROCESSING OF THE RETURN ............................................................................................. 116 SCANNING AND IMPORTING DOCUMENTS TO CREATE AN ELECTRONIC FILE ......................................................... 119 VERIFICATION OF THE RETURN ................................................................................................................... 120 E-FILING VIA TRANSMITTING TO CENTRAL SITE ............................................................................................... 121 PRINTING THE RETURN AND OTHER RELATED FORMS ........................................................................................ 122 SENDING A TEXT MESSAGE BY TEXTLINK ...................................................................................................... 124 CHAPTER 5 PREPARING AND FILING THE BUSINESS TAX RETURN .......................................... 125 INTRODUCTION ..................................................................................................................................... 125 CREATING A NEW BUSINESS TAX RETURN ................................................................................................... 126 CONTINUING AN EXISTING BUSINESS TAX RETURN ........................................................................................ 127 THE CLIENT DATA SCREEN ....................................................................................................................... 128 FILING AN EXTENSION ............................................................................................................................ 133 THE FINANCIAL STATEMENTS .................................................................................................................... 134 ADDING FORMS TO THE BUSINESS RETURN .................................................................................................. 135 COMPLETING THE PROCESSING OF THE RETURN ............................................................................................. 136 SCANNING AND IMPORTING DOCUMENTS TO CREATE AN ELECTRONIC FILE ......................................................... 137 VERIFICATION OF THE RETURN ................................................................................................................... 138 E-FILING VIA TRANSMITTING TO CENTRAL SITE ............................................................................................... 138 PRINTING THE RETURN AND OTHER RELATED FORMS ........................................................................................ 138 CHAPTER 6 THE TAX RETURN TOOLS ................................................................................ 139 INTRODUCTION ..................................................................................................................................... 139 THE TAX RETURN TOOLBAR ....................................................................................................................... 139 THE TAX RETURN MENU .......................................................................................................................... 141 4 THE FORM MENU ................................................................................................................................... 147 THE PRINT MENU ................................................................................................................................... 148 THE COMMAND MENU ........................................................................................................................... 150 CHAPTER 7 ADMINISTRATIVE TOOLS ................................................................................155 WORK IN PROGRESS SUMMARY INTRODUCTION ............................................................................................ 155 TAX RETURNS ........................................................................................................................................ 155 TRANSMIT QUEUE .................................................................................................................................. 156 PRINTING QUEUE ................................................................................................................................... 159 EXCEPTIONS/REJECTIONS ........................................................................................................................ 165 OTHER ITEMS ........................................................................................................................................ 168 QUICK REPORTS..................................................................................................................................... 173 THE PAYMENT BUTTON ............................................................................................................................ 174 CHAPTER 8 UTILITY MENU ................................................................................................177 INTRODUCTION