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TAXAIDE 1990 for use with LOTUS 1-2-3 Copyright 1991 Software Applications of Wichita TaxAide is a trademark of Software Applications of Wichita Lotus and 1-2-3 are registered trademarks of Lotus Dev. Corp. MS-DOS is a registered trademark of Microsoft Corp. PC-DOS is a trademark of International Business Machines Corp. 1 TAXAIDE SHAREWARE VERSION LICENSE AGREEMENT THIS SOFTWARE IS LICENSED (NOT SOLD). IT IS LICENSED TO LICEN- SEES, INCLUDING END-USERS, WITHOUT EITHER EXPRESS OR IMPLIED WAR- RANTIES OF ANY KIND ON AN "AS IS" BASIS. SOFTWARE APPLICATIONS OF WICHITA MAKES NO EXPRESS OR IMPLIED WARRANTIES TO LICENSEES, INCLUDING END-USERS, WITH REGARD TO THIS SOFTWARE, INCLUDING MER- CHANTABILITY, FITNESS FOR ANY PURPOSE OR NON-INFRINGEMENT OF PAT- ENTS, COPYRIGHTS OR OTHER PROPRIETARY RIGHTS OF OTHERS. SOFTWARE APPLICATIONS OF WICHITA SHALL HAVE NO LIABILITY OR RESPONSIBILITY TO LICENSEES, INCLUDING END-USERS, FOR DAMAGES OF ANY KIND, IN- CLUDING SPECIAL, INDIRECT OR CONSEQUENTIAL DAMAGES, ARISING OUT OF OR RESULTING FROM ANY PROGRAM, SERVICES, OR MATERIALS MADE AVAILABLE HEREUNDER OR THE USE OR MODIFICATION THEREOF. IN NO EVENT SHALL SOFTWARE APPLICATIONS OF WICHITA BE LIABLE FOR LOSS OR TAX LIABILITY RESULTING FROM THE USE OF THIS SOFTWARE. NOTWITHSTANDING THE ABOVE LIMITATIONS, SOFTWARE APPLICATION OF WICHITA'S LIABILITY HEREUNDER FOR DAMAGES INCURRED BY CUSTOMER OR OTHERS SHALL NOT EXCEED THE AMOUNT PAID BY CUSTOMER FOR THIS SOFTWARE. THESE LIMITATIONS MAY NOT APPLY AS LAWS VARY AMONG THE STATES. Non-registered users are granted a limited license to use the SHAREWARE version of TaxAide on a trial basis to determine if it meets their tax preparation needs. However, if you use TaxAide to organize, draft, or prepare your tax return or to prepare tax returns for others, you are trusted to register your use of the program. Registration includes telephone support and annual up- dates at a very modest cost. All users (including electronic bulletin board sysops, user group librarians, and public domain or shareware distributors) are granted permission to copy the SHAREWARE version of TaxAide for the trial use of others subject to the following conditions: o TaxAide must be copied in unmodified form, complete with the file containing this registration information and documentation. o Except for a small fee to cover the cost of copying and han- dling, no other cost or compensation may be associated with the distribution of TaxAide. If a fee is charged, the distributor must inform the recipients that this fee does not meet their reg- istration responsibilities. 2 SOFTWARE REGISTRATION AND AGREEMENT ACKNOWLEDGEMENT I have read the Agreement and accept its terms. Please register me as a user of TaxAide. [ ] TaxAide Shareware Registration only.......... @ $ 20.00 (acknowledges use of the TaxAide shareware version for your 1990 tax return; entitles you to free telephone support and updates at registered rates) [ ] TaxAide Regular Registration & Order.... @ $ 40.00 (1990 program disk and manual with 23 forms, schedules, and worksheets, IRS-submittable 1040 using transparency overlay, free telephone support and updates for about $25 per year.) _______________________________________________________________ (signed) (Date) _______________________________________________________________ (Name) _______________________________________________________________ (Address) _______________________________________________________________ (City) (State) (Zip) _______________________________________________________________ (1-2-3 Release) (Computer Make & Model) (Amt. RAM) Amount enclosed ______________. _ _ |_| VISA |_| MasterCard Name on card _________________________________ Card Number _________________________________ Exp. Date _______________ Signature _________________________________________________ To order, send check to: Software Applications of Wichita 2204 Winstead Circle Wichita, KS 67226-1122 For VISA or MasterCard orders, call: (316) 684-0304. Kansas residents add 5-1/4% sales tax. 3 1/2" disks add $1.00 3 TaxAide for 1990 Thank you for using TaxAide. TaxAide is a package of worksheets for use with Lotus 1-2-3 which will assist you in the preparation of your 1990 Federal Income Tax return. Suggestions or comments are welcome. Please send them to: SOFTWARE APPLICATIONS of Wichita 2204 Winstead Circle Wichita, KS 67226-1122 For technical support, call 316-684-0304 between 6:00 p.m. and 10:00 p.m. Monday thru Friday, and weekends between 9:00 a.m. and 4:00 p.m. central time. The following forms and schedules are provided: Form 1040 - U. S. Individual Income Tax Return Form 2106* - Employee Business Expenses Form 2119* - Sale of Your Home Form 2210* - Underpayment of Estimated Tax by Individuals and Fiduciaries Form 2441* - Credit for Child and Dependent Care Expenses Form 3903* - Moving Expenses Form 4562* - Depreciation and Amortization Form 6251* - Alternative Minimum Tax Computation - Individuals Form 8615* - Computation of Tax for Children Under Age 14 Who Have Investment Income of More Than $1,000 Form 8814* - Parent's Election to Report Child's Interest and Dividends Form 8815* - Exclusion of Interest From Series EE U.S. Savings Bonds Issued After 1989 *Not Available in Shareware Version Schedule A - Itemized Deductions Schedule B - Interest and Dividend Income Schedule C - Profit or Loss from Business (Sole Proprietorship) Schedule D - Capital Gains and Losses (And Reconciliation of Forms 1099-B) Schedule E - Supplemental Income and Loss (From rents, royal- ties, partnerships, estates, trusts, REMICs, etc.) Schedule F - Farm Income and Expenses Schedule R - Credit for the Elderly or the Disabled Schedule SE - Social Security Self-Employment Tax The following IRS worksheets from the Form 1040 instructions are provided: Social Security Benefits, IRA Worksheets 1 and 2, Standard Deduction Worksheet for Dependents, and Earned Income 4 Credit. In addition, IRS worksheets used with several forms and schedules are also provided. Tax tables and schedules are included, where necessary, to sup- port automatic calculation of the income tax. Tables for the Earned Income Credit are also included with automatic calculation of the Earned Income Credit. Two Forms 2106, two Schedules C, two Schedules SE, and provisions for both spouses in the IRA Worksheets are provided, for a joint return. Three Forms 4562 are provided, and may be "attached" to Schedules C, E, and F. 1.0 STRUCTURE The TaxAide program contains the following files which you may use in the preparation of your income tax return: AUTO123.WKS - The file used to start TaxAide when you begin a session. TAXAIDE0.WKS - The "master" TaxAide file which contains the "blank" income tax return forms, schedules, and worksheets. This file is used for your return on a floppy disk and to start a new return on your hard disk. TAXAIDE1.WKS - TaxAide file used for multiple returns on a hard disk. TSCRATCH.BAT - File used to print the "scratch pad" used to col- lect and organize your raw data. TSCRATCH.FRM - File containing "scratch pad" format. RELEASE2.BAT - File used to rename TAXAIDEx.WKS files as required for use with all releases of 1-2-3 Release 2. RELEASE3.BAT - File used to rename TAXAIDEx.WKS files as required for use with 1-2-3 Release 3. HARDDISK.BAT - File used to install TaxAide on a hard disk. Copies files from TaxAide distribution disk and generates TaxAide2-9 files used for multiple re- turns. TAXAIDE0 (shareware) contains the following form, schedules, and IRS worksheets: Name Form/Schedule Title TaxAide Name Form 1040 U. S. Individual Income Tax Return Form 1040 Schedule A Itemized Deductions Sched A 5 Schedule B Interest and Dividend Income Sched B Schedule C Profit or Loss from Business Sched C-YOU Sched C-SPOUSE Schedule D Capital Gains and Losses Sched D Schedule E Supplemental Gains and Losses Sched E Schedule F Farm Income and Expenses Sched F Schedule R Credit for the Elderly or the Disabled Sched R Schedule SE Social Security Self-Emplyment Tax Sched SE-YOU Sched SE-SPOUSE Earned Income Credit Worksheet Earned Income Credit Wksht IRA Worksheet 1 IRA Wksht 1 IRA Worksheet 2 IRA Wksht 2 Social Security Benefits Worksheet Soc Sec Wksht Worksheet for Dependents Wksht for Dependents W-2 Data Input Wksht All 1-2-3 worksheet files have the extension .WKS (or are con- verted to .WK1 for Release 2 or .WK3 for Release 3). The tax tables and schedules are included for Form 1040. The tax is com- puted as data is entered into the sheets. The table for figuring the Earned Income Credit is included. The credit is computed as data is entered. The screen presentation of the worksheet is designed to resemble the IRS printed form. Some differences exist because of screen size and some descriptions have been abbreviated to facilitate usable screen presentation. Instructions have been added to pro- vide conditional information necessary for proper computation to occur. Instructions have been given in some cases which direct you to instructions on the IRS form. Line numbers of data entry correspond to the line numbers contained on the IRS form for the same information. In some cases a line entry has been split into two entries for YOU and for SPOUSE. This facilitates the entry of double infor- mation which may be needed for a joint return and will reconcile into the needed single entry. This double entry may be informa- tion which you enter or may be information from two forms which are automatically combined onto one line provided on the IRS form. For example two Schedules SE are provided, one (Sched SE-YOU) for you and one (Sched SE-SPOUSE) for your spouse. The data from the two schedules are combined on Form 1040 and print on the appro- priate line. The same is true for Schedule C, one for you (Sched C-YOU) and one for your spouse (Sched C-SPOUSE). 6 Compute the two schedules independently (as one must be submitted for each spouse) with the data combining automatically on the proper form. If you are not preparing a joint return, use the schedule/work- sheet for YOU. The "spouse" worksheets will remain "0" and will have no effect on the tax computation. All cells, except those into which data is to be entered, have been protected. Lines which contain data brought from other forms will be indicated by the use of braces in the line descrip- tion, e.g. {Sched B}. Files beginning with an "X" are special transfer files and should not be retrieved by you. In several locations throughout the package there are "***** Checks *****". These are locations where conditions requiring your attention are displayed. These checks usually take the form of an expected number match or a "0" changing to "ERR" or "NA". An "ERR" or "NA" will replace the match or "0", or will be en- tered into the cell in question. These are explained on the sheets. CAUTION: Rows or columns should not be added or deleted. The worksheet contains information and formulas in cells not in the normal field of view which support cells in the field of view. Macros are used to control various parts of TaxAide. If rows or columns are added or deleted, which affect the position of the Macro reference location, the Macros may NOT automatically change as the worksheet configuration changes. Cell locations should not be changed on the worksheet for this reason. Tax tables, tax schedules, and formulas are not necessarily in the field of view. If a row or column is deleted which contains part of the tax ta- ble, the table will be rendered useless or an important formula may be deleted. Do not rename worksheet or xtract files. The worksheets contain Macros which reference other worksheets and xtract files. Do not interrupt macros as they are working. Such interruptions could interfere with proper data transfer from sheet to sheet. 2.0 REQUIREMENTS Your computer should have the following amount of memory: Release of 1-2-3 Version of DOS RAM Requirement 1A 2.xx 448K 2 3.xx 512K 3 4.xx Lotus rqmt's 7 You will also need one floppy disk drive and a printer. Of course, you will need a working Lotus 1-2-3 system. While Tax- Aide is designed to be as "user-friendly" as possible, you must have a working knowledge of Lotus 1-2-3. Your Lotus 1-2-3 should be set so that the default drive/directory is the drive/directory which will contain your TaxAide worksheets. You need not have experience in building worksheets since TaxAide comes ready for input. NOTE: The TaxAide0 file is large. If you have other programs such as a memory resident background or an Add In program in memory concurrently with Lotus 1-2-3, it is possible that there will not be enough memory available for the TaxAide0 file. If this happens, remove the other program(s) and use your TaxAide. It may be necessary to delete the add in manager from the driver set. Consult your add in manager documentation for further in- formation. Unless you have sufficient memory it is possible that you may not be able to load TaxAide with Release 2.2 or 3 with UNDO on. The same condition may occur if you have previously used a pro- gram which reserved a block of memory which was not released when that program ended. It may be necessary to reset your computer so that the maximum amount of memory is available for Lotus 1-2-3 and TaxAide. If you still have memory difficulties, check your system start-up configuration (buffer size, files, etc.) to be sure that enough memory is available for Lotus 1-2-3 and TaxAide. You should have the income tax forms which you will be submitting as your 1990 Income Tax Return with you. You should also have the appropriate instructions for these forms. It is not the purpose of TaxAide to determine the appropriateness of your return. You must do that. TaxAide will make the prepa- ration of your tax return much easier since TaxAide will make most of the computations for you. 3.0 INSTALLATION To ensure proper operation of TaxAide, follow these installation procedures: 3.1 5 1/4" and 3 1/2" Disk Users: Using your system's copy utility, make a working copy of the Tax- Aide distribution disk. Assuming that the TaxAide distribution disk is in Drive A: and the disk which will contain the working copy of TaxAide is in Drive B:, make Drive A: the default drive and type "COPY *.* B:". Store the TaxAide distribution disk in a safe place. CAUTION: Do not use sub-directories on a working disk. The TaxAide disk is quite full and needs the space which 8 would be occupied by sub-directories. 3.2 Hard Disk Users: FOR PROPER OPERATION OF TAXAIDE, IT IS IMPORTANT THAT YOU USE THE FOLLOWING PROCEDURE FOR HARDDISK INSTALLATION. DO NOT USE YOUR SYSTEM'S COPY UTILITY. For ease of use, it is suggested that a new, separate, sub-direc- tory be established for 1-2-3 to use the TaxAide worksheets. Do this using the Make Directory command from your operating system. Enter the Lotus 1-2-3 directory and make a new sub-directory for TaxAide. In most MS/PC-DOS operating systems, this is accom- plished using the MKDIR or MD Command. For example, to make a new TaxAide sub-directory under your 123 directory: From the root directory, type "MKDIR \123\TAXAIDE"; or make the 123 direc- tory the default directory and type "MKDIR TAXAIDE". If you have set up a directory of \123 or \123FILES for use with your Lotus 1-2-3, make your sub-directories for TaxAide from your Lotus 1-2- 3 Directory. This will make finding the desired TaxAide work- sheet much easier. Consult your operating system manual for fur- ther information. From your Lotus sub-directory, make the TAXAIDE sub-directory the default directory by typing "CD TAXAIDE" and press <RETURN>. At the system prompt, type the following: 3.2.1 If the designation of your floppy drive is A: type; "A:HARDDISK" and press <RETURN>. 3.2.2 If your floppy drive is designated something other than "A:", you must also include the floppy drive designation with the command and type: "<Floppy Drive>HARDDISK <Floppy Drive>" and press <RETURN>. eg. if your Floppy disk drive is designated "B:", type "B:HARDDISK B:" and press <RETURN>. 3.3 Lotus 1-2-3 Release 2, 2.01, 2.2, and 3 users: After performing the above installation procedure, convert the files to the Release 2 or 3 naming convention. To do this: 3.3.1 Floppy Disk Users: Insert your working TaxAide Disk into a floppy drive. Make the drive containing the TaxAide working disk the default drive. At the system prompt, type "RELEASE2" or "RELEASE3", as appropriate, and press <RETURN>. This will rename the 1-2-3 files to the Re- lease 2 or 3 naming convention. 9 3.3.2 Hard Disk Users: Make the TAXAIDE sub-directory the default directory. At the system prompt, type "RELEASE2" or "RELEASE3", as appropriate, and press <RETURN>. 3.4 Using TaxAide Start your 1-2-3. Then: 3.4.1 Floppy Disk Users: Make the drive containing the TaxAide disk the default drive. If that drive is B: drive, enter the command "/WGDD B: <RETURN>". For ease of use, Retrieve the AUTO123 file first. If the 1-2-3 default drive at 1-2-3 startup is the drive containing the Tax- Aide disk, the AUTO123 file will be Retrieved automatically at 1- 2-3 startup. 3.4.2 Hard Disk Users: To use the TaxAide worksheets, make the new "TAXAIDE" sub-direc- tory the 1-2-3 default directory. Enter the command "/WGDD TAX- AIDE <RETURN>". so that the TaxAide files will be displayed for retrieval. For ease of use, Retrieve the AUTO123 file first. If you have "Updated" your 1-2-3 system so that the TAXAIDE sub-di- rectory is the default directory at 1-2-3 startup, the AUTO123 file will be Retrieved automatically at 1-2-3 startup. 3.5 Multiple Returns 3.5.1 Floppy Disk Users: Make a new TaxAide working disk for each return you wish to pre- pare and keep. 3.5.2 Hard Disk Users: There are nine prenamed TaxAide files available: TAXAIDE1, TAX- AIDE2, TAXAIDE3, TAXAIDE4, TAXAIDE5, TAXAIDE6, TAXAIDE7, TAXAIDE8, and TAXAIDE9. These files will be used when using the "Save" and "Hard Disk" menu options. They are subsequently available using the "Retrieve" menu option. Up to nine separate TaxAide returns may reside on the hard disk at one time (space permitting). As will be explained later, each new return must be started using the "New" menu option which loads the file named TAXAIDE0. The return started using this file is then saved to one of nine prenamed TaxAide files. 4.0 PROCEDURE SUMMARY Use the following procedure when using TaxAide: 10 1. Read and sign the Agreement and return the registration. 2. Read the documentation. 3. Print the "scratch pad", if desired, by typing "TSCRATCH" and pressing <RETURN> at the DOS prompt. This file is a "scratch pad" to help you gather and organize your raw data. 4. Following your system instructions and the installation in- structions above, make a working copy of TaxAide and store the TaxAide distribution disk in a safe location. 5. Retrieve the AUTO123 file. 6. Select "New" menu option. (Retrieves TAXAIDE0 file.) 7. Follow menu command selections as desired. 8. Enter data using the right and left arrows to move from cell to cell. 9. "Save" the file as desired. 10. "Print" the Forms/Schedules as desired. 5.0 USING TAXAIDE 5.1 Getting Ready The TaxAide distribution disk contains all of the files needed for use with your Lotus 1-2-3. Make working copies of your Tax- Aide distribution disk. Copy the files to your hard disk using the installation instructions above. Then store your TaxAide distribution disk in a safe location. Collect all of the raw data you will need to prepare your Federal income tax return. A "scratch pad" is provided to help you col- lect and organize your raw data. To print this "scratch pad", type "TSCRATCH" from the DOS prompt. You should have the IRS forms and instructions with you as you work TaxAide. You will need to refer to them for amplified in- structions which, because of space considerations, are not pro- vided on the computer screen. 5.2 Starting NOTE: If you leave the TaxAide menu structure, press <ALT>-M to return to the TaxAide menu. Press <ESC> to return to the previ- ous menu. If you are at the first menu, pressing <ESC> will keep you at that same menu. As you proceed with various menu commands, the screen may change presentation, flash, and the status window may flash. This is all normal operation. There may be times when the "CALC" sign may appear at the bottom of the screen. TaxAide places Lotus 1-2-3 in manual recalculation at various times to speed up opera- tion. TaxAide places Lotus 1-2-3 in automatic recalculation and recalculates when necessary to ensure that information is updated when needed. 11 Load your 1-2-3. Use the 1-2-3 command, /FR, to retrieve a file. If a disk containing TaxAide is in the default drive\directory, the file named AUTO123 will be Retrieved automatically. If the directory containing the TaxAide files is the default directory, AUTO123 will be retrieved automatically. Select menu option "New" to start a new tax return. This will retrieve the file named TAXAIDE0. NOTE: The TAXAIDE0 file is large. It may take up to two minutes for this file to load. If you are using Lotus 1-2-3 Release 2 or 3, this time may be increased the first time this file is re- trieved. In the TaxAide menu, select "Enter". We suggest you start with the W-2 Data Input Wksht. Type "56" and press <RETURN> then <ESC> (or <RETURN> twice). Enter data into the W-2 Data Input Wksht. Press <ESC> to return to the menu. It is suggested that you next enter data into Form 1040. As above, select "Enter", type "1" for Form 1040, page 1, and press <RETURN> then <ESC>. Enter data as appropriate, until you reach a line which requires data from a supporting form/schedule. Press <ESC> to return to the TaxAide main menu, select "Enter" then type the number corresponding to the next desired form/schedule/worksheet and press <RETURN> then <ESC>. Complete the supporting form/schedule/worksheet. Return to Form 1040 us- ing the same method indicated above. Continue down Form 1040 making entries until data from another form/schedule/worksheet is needed. Complete the next supporting form/schedule/worksheet and return to Form 1040. Continue in this manner until the entire Form 1040 is completed and the worksheets, forms, and schedules, needed for your return, are completed. 5.2.1 Menus After selecting "New" and entering the TAXAIDE0 file, menu op- tions will be presented. Move the cursor onto the menu option desired and press <RETURN> or type the first letter of the menu option. 5.2.1.1 Enter For data entry, select "Enter" and press <RETURN>. A list of forms, schedules, and worksheets will be presented. Select the desired form, schedule, or worksheet as indicated above. The cursor can be moved from unprotected cell to unprotected cell. It is suggested that the RIGHT ARROW (-->) be used to move the cursor down the sheet to the next unprotected cell available to accept data entry. Likewise, you should use the LEFT ARROW (<--) to move the cursor up the sheet to the next unprotected cell available for data entry. This will ensure that no cell is unin- 12 tentionally left unfilled. Using the up arrow or the down arrow will move the cursor to the next unprotected cell IN THAT COLUMN ONLY. This may cause the cursor to miss an unprotected data en- try cell which is not in that column. (See "Leave" menu option, sect. 5.2.1.4.). Specify that the form is to be included in your return by enter- ing 1 as indicated. Move the cursor into the cell where the in- formation is needed and type in the data. When you are finished entering data, press <ESC> to return to the menu. IMPORTANT NOTE: In a cell where numbers and text are entered, and the entry begins with a number, you must start the entry with an "'" (apostrophe) to indicate a label entry. An example of this is the address in Form 1040. (Type "'123 Anystreet"). Likewise, if a social security number contains a leading 0 in a section, an apostrophe must be used. (Type "'000-23-3486" or "'123-00-4567"). Do not use commas when entering dollar amounts. Cells are formatted to display commas automatically in the proper location. NOTE: Enter amounts in whole dollars only. Since TaxAide is configured to compute whole dollar amounts, as requested by the IRS, amounts not entered as whole dollars could cause rounding errors. RELEASE 2 NOTE: (Does not apply to Release 2.01 or 2.2) Do not enter text where a number is expected. Doing so will cause cal- culations which depend upon that cell to display "ERR". For some data entry locations, the highlighted cursor position will not appear as wide as the area which receives the informa- tion, such as the area to enter the last name in the Form 1040. This is intentional. Type in the data as needed and the informa- tion will overflow into the complete data entry area. Do not exceed the data entry area indicated on the screen. Cells which are to obtain data from other sheets are indicated by the following: {Sched D}. This reference, which will be in braces, indicates that the cell will be filled by data which will be transferred from Sched D. When you come to a cell which gets its data from another form/schedule/worksheet, press <ESC> to return to the main menu and select "Enter" and then enter the number corresponding to the desired form/schedule/worksheet and complete that form/schedule/worksheet. 5.2.1.2 Save A sub-menu will appear with the following options: 5.2.1.2.1 Floppy 13 Selecting this option will automatically save the 1-2-3 worksheet which was retrieved, TAXAIDE0. 5.2.1.2.2 Hard Disk Select this option to save a TaxAide return on your hard disk. After selecting this option you will be presented with a screen giving you the opportunity to save the return to one of nine pre- named TaxAide files, TAXAIDE1-9. You may enter a note identify- ing each specific TaxAide file. Move the cursor to the indicated position and type the number corresponding to the desired TaxAide file 1 thru 9, 1 for the TAXAIDE1 file for example, press <RE- TURN> then <ESC>. The return you were working on will be saved to TAXAIDE1 and the originally retrieved TAXAIDE0 file will be left empty on the disk so that it may be used again to start another return. Save the next return to another unused TAXAIDE1- 9 file, TAXAIDE2 for example, and so on. If you have no further need for one of the previously used TAXAIDE1-9 files, TAXAIDE1 for example, you may save a new return to TAXAIDE1. 5.2.1.3 New Use this option to start a new tax return. 5.2.1.4 Retrieve NOTE: Remember, retrieving a new file will replace the file cur- rently in memory. Save the file on the screen first, if desired. A sub-menu will appear with the following options: 5.2.1.4.1 New Use this option to start a new tax return. 5.2.1.4.2 Floppy Use this option to retrieve your TaxAide return from a floppy disk. 5.2.1.4.3 Hard Disk Use this option to retrieve your TaxAide return from a hard disk. A list indicating the previously used TaxAide files will be dis- played. Select the desired file by entering the number corre- sponding to the desired file and press <RETURN> then <ESC>. 5.2.1.5 Leave This menu option will cause you to leave the TaxAide menu struc- ture. You can then move the cursor around the worksheet as de- sired. Entries may be made in unprotected cells. (Do NOT make 14 entries in xtract areas.) To return to the TaxAide menu, press <ALT>-M. 5.2.1.6 Quit This menu option will quit Lotus 1-2-3. You will be prompted for a confirmation of this selection. Remember to save the worksheet if desired. 5.2.1.7 Print The RETURN and IRS options print the forms and schedules as re- quired for IRS submission. Instructions and notes displayed just for TaxAide operation, "Checks", etc. are omitted. For the IRS forms/schedules, the paper should be positioned in the printer so there will be approximately 3/4 inch top and left margins. The TaxAide IRS printouts have been arranged so that if a 3/4 inch top margin is provided there will be sufficient bottom margin. NOTE: Do NOT submit the Lotus 1-2-3 "Screen" version of the printout. It is not acceptable for submission. Only the print- outs produced using the "Return" and "IRS" menu options are suit- able for submission with your Tax Return. A sub menu will appear with the following options: 5.2.1.7.1 Return This option "batch" prints Form 1040 and all of the supporting forms, schedules, and worksheets used for your tax return in IRS approved format. 5.2.1.7.2 IRS This option produces the IRS approved printout for each form and schedule individually. 5.2.1.7.3 Screen This option prints forms, schedules, and IRS worksheets individu- ally as they appear on the screen. 6.0 IMPORTANT NOTE: UNLESS OTHERWISE INDICATED, ALWAYS ENTER NUMBERS AS POSITIVE VALUES. 7.0 SPECIAL NOTES 7.1 Unexpected "ERR"'s or "***"'s 15 Many cells are set to accept only the identified values. For example, where you have the option to enter a 0 or 1, entering another number may result in ERR being displayed. If you see an unexpected ERR check to be sure that you have not entered a 2 or 3 where 0 or 1 is directed. 7.2 Changing or Erasing Cell Entries If you find the need to change the contents of a cell after you have made an entry, simply type over the old data. If you want to erase the contents of a cell either enter 0 if it is a number cell or enter a space into a text cell. 7.2 Release 2.2 Make sure that Lotus 1-2-3 is set to run the autoexec macro. (If you have not changed the default settings it should already be set to ON.) When you QUIT TaxAide you may be asked about saving the worksheet. Do not save the worksheet at that point since you may be saving the TaxAide0 file. This file should remain blank so that it is available for additional returns you may wish to prepare. Save your work ONLY using the TaxAide SAVE menu selec- tion. 7.3 Release 3 Make sure that Lotus 1-2-3 is set to run the autoexec macro. (If you have not changed the default settings it should already be set ON.) See 7.2 regarding the proper response to the Save ques- tion when quitting TaxAide. Dates must be entered using dashes (10-25-90) NOT slashes (10/25/90), even though TaxAide prompts may indicate slashes. 7.4 HP Laserjet Printers Occasional pagination problems have been reported by Laserjet printer users. Resetting the page length from 66 lines to 60 lines should solve this problem. 8.0 PREPARING THE PRINTOUTS FOR SUBMISSION 8.1 Form 1040 The shareware version does not produce an IRS submittable version of Form 1040. Print the screen version and transfer the data onto a Form 1040. 8.2 Supporting Schedules The printouts TaxAide produces are IRS approved for submission as they are printed on either plain or green/gray bar paper. Be sure that the ribbon produces dark, clean type. With the top 16 edge of the paper positioned to provide a top margin of approxi- mately 3/4", proper margins will be maintained around the rest of the schedules. Remove the perforated strips containing the pin- feed holes. 8.3 TaxAide Identification A number is printed in the lower left margin of all supporting schedules. This number identifies the schedule as being produced by Software Applications of Wichita, and is required by the IRS. 9.0 SAVING INCOMPLETE RETURNS To save an incomplete return for later completion: 9.1 Floppy Disk Save the disk containing the incomplete return and use it when returning to work on that return. If you wish to work on another return before completing the incomplete return, make a "fresh" copy of TaxAide files on another disk. When you wish to return to the previous incomplete return, insert the disk and pick up where you left off. 9.2 Hard Disk Systems 9.2.1 Select the save menu option. Enter the desired identifi- cation in the space provided and select a number 1 thru 9 corre- sponding to TAXAIDE file 1-9. 9.2.2 When you wish to return to a specific TaxAide file select the "Retrieve" menu option. Then select the "Hard Disk" menu option. From the displayed list of used TaxAide files, select the desired file and continue working on that return. 10.0 BEFORE YOU SUBMIT YOUR RETURN Be sure that you have entered the data correctly into the work- sheets. Review the forms/schedules and IRS instructions to be sure that your return is accurate and complete. Assemble your return using the sequence numbers in the upper right corner if forms and schedules, in accordance with IRS instructions. If you are satisfied that your return has been properly completed, sign it and submit it to the IRS. TaxAide will make completing your Federal Income Tax return easi- er. TaxAide will allow you to concentrate on the appropriateness of your entries since, you will no longer have the burden of per- forming so many calculations. However, you are the one responsi- ble for the accuracy of your tax return. Even if you have your 17 return prepared by someone else (human or computer), you are re- sponsible for the content of your return. BE SURE TO READ & SIGN THE AGREEMENT & RETURN THE REGISTRATION 18