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Text File | 1990-01-18 | 27KB | 624 lines

.FORM INPUT FORM INPUT ~Index~ Use UpArrow and DownArrow to move the cursor between the fields. Use PageUp and PageDown to scroll the screen. To edit the information in a field use LeftArrow, RightArrow, Del, and BackSpace. Ins toggles the insert status from insert to overwrite. Press F10 or / to invoke the ~Main Menu~. Speed keys available when entering data in a tax form: F1 - Program Help, see also ~Using The Help System~ Ctrl-F1 - Tax Help, see also ~Using The Help System~ F2 - Select Form, see also ~Forms Menu~ F3 - Quick View tax summary window, F4 - Save tax return, see also ~Entering a Filename~ F5 - Load tax return, see also ~Entering a Filename~ F6 - Override protected field, F7 - Notepad, see also ~Notepad~ F8 - Itemize numeric field, see also ~Itemize~ F9 - Calculate tax return, F10 - Invoke the menu, see also ~Main Menu~, ~Pop-Up Menu~ Ctrl-LeftArrow - Move to previous multiple, if any, Ctrl-RightArrow - Move to next mult, if any. .MAIN MENU MAIN MENU ~Index~ Use the left and right arrow keys to move the menu bar. To select a choice in the menu press the capital letter in the choice's name, or move the menu bar over that choice and press Return or DownArrow If a ~Pop-Up Menu~ is displayed, you can jump to the next adjacent Pop-Up Menu by pressing the left or right arrow keys. Press Esc to exit the main menu, and return to the current tax form, and continue ~Form Input~. .POP-UP MENU POP-UP MENUS ~Index~ Use the up or down arrow keys to move the menu bar. To select a choice in the menu press the capital letter in that choice's name, or move the menu bar over that choice and press Return. Press Esc to exit the current pop-up menu, and return to the previous level pop-up menu if any, or to the ~Main Menu~. .DIRECTORY LISTING DIRECTORY LISTING ~Index~ Use the arrow keys to move the highlight bar over the filename desired, and press Enter to select. Use PgUp and PgDn to scroll pages. Subdirectories are identified by a "\" character trailing the filename. To see the files in a subdirectory just move the highlight bar over the name of that subdirectory, and press Enter. The DOS global characters "*" and "?" may also be used when specifying a directory mask. For example, entering "*.COM" for a filemask will show all the files with an extension of "COM". Use the "*.*" filemask to see ALL the files on the disk. See also ~Entering a Filename~ .ENTERING A FILENAME ENTERING A FILENAME ~Index~ Filenames can be up to 8 characters long, with an optional 3 character file extension. Note that tax return files and option files do not need file extensions, as the program will automatically attach one. When the program prompts you for a filename, the DOS global characters "*" and "?" can be used, in which case the directory window will pop-up allowing you to "point & shoot" the desired file. For example, entering "*.COM" for a filemask will show all the files with an extension of "COM". Use the "*.*" filemask to see ALL the files on the disk. You may also specify a directory path and/or a drive. See also ~Directory Listing~. .FORMS MENU FORMS MENU ~Index~ Use the arrow keys to move the menu bar. To select a form from the menu, enter the number listed before that form's name, or move the menu bar over that form and press Return. If the Forms Menu was invoked from "Select form", "New form", "Clear form", or "Remove form", the number after the form name indicates the number of multiples of that form currently in use. If the forms menu was invoked from "Form charges" of the "Billing info" in the "Options" submenu of the "Utilities" submenu, the charge for that form will be shown after the form name. .ITEMIZE ITEMIZE ~Index~ The Itemize feature allows to expand a field in the tax return. Any number of fields can be itemized. The first alphanumeric entry in the window is the itemization page's name, and next to it is the windowtotal. The page total is updated as you enter new values. Use the up and down arrows to move between fields, and the left and right arrows to move inside the field. Use Del and BackSpace to edit the field. Ins toggles the insert status from insert to overwrite, and vice-versa. If you wish to clear all the entries in an itemization window, press F5 (function key five). If you no longer want to have an itemization window for an input field, you can press F6 remove that window from memory, and thus free the memory for other uses. Pressing Esc will exit the itemization page, retain it in memory, and carry the window total over to the line from where it was invoked. To see an existing itemization window use ~View and Change~, or go to the line whose itemization you wish to see, and press F8. See also ~View and Change~. .VIEW AND CHANGE VIEW AND CHANGE ~Index~ This allows you to see itemization windows previously created with the "Itemize" option in the "Itemize" menu. Use the arrow keys to move around. Use PageUp and PageDown to see the previous or the next itemization window. View and change always shows the itemization window in the order that they were created in. To remove the itemization window currently shown from memory press F6 (function key six). To clear the itemization window currently shown, press F5. Note that this will not remove it from memory. Note that any changes that affect the total line will also be reflected on the tax return line it itemizes. Removing an itemization window from memory does not affect the form line it itemizes. See also ~Itemize~. .CLIENT CLOCK CLIENT CLOCK ~Index~ The Client Clock was designed to keep track of the time spent on a tax return, and, together with the ~Client Letter~ and the Billing system, to compute the client charges. You can "Stop timing" the client, "Continue timing" the client, "Reset clock" to any esired time, or "Zero clock" (reset it to zero). Use the up or down arrows to move the menu bar. Select a menu choice by pressing the capital letter in that choice's name, or by moving the menu bar over the choice desired, and pressing Enter. See also ~Client Letter~. .NOTEPAD NOTEPAD ~Index~ The notepad provides 60 lines each 60 characters long, for a total of 3600 characters. You may use this notepad for storing notes about the return. The notepad is saved as part of the tax return. Use the up and down arrows to move between the lines. Use the left and right arrows and the Home and End keys to move inside the line. Use Del, and BackSpace to edit a line. Use PageUp and PageDown to change the page. F5 will clear the Notepad. F6 will remove the notepad from memory, thus freeing the place it occupies to the system. .CLIENT LETTER CLIENT LETTER ~Index~ The Client Letter provides you with a means of designing a standard letter to print with the tax return for your clients. The Client Letter will automatically take the client name and his address from the tax return. Together with the ~Client Clock~ and the Billing system, the Client Letter will compute the client charges. These charges and the time spent on a return will be shown on the letter. The Client Letter is saved as part of the options file. You can design more than one Client Letter, as long as each is saved to disk under a different options file. To save an options file to disk, use "Save options" from the "Options" menu. To clear the Client Letter, press F5. To completely remove the client letter from memory, and thus free the memory it occupies for other uses, press F6. The Client Letter can be printed from the Print Menu. See also ~Client Clock~ ~Paid Preparer Info~. .PAID PREPARER INFO TAX PREPARER'S INFO ~Index~ Here you enter the information pertaining to the tax preparer and/or his company. This information will be automatically carried on page 2 of Form 1040 or Form 1040A when the tax return is calculated. Just like the ~Client Letter~, the tax prepare's info can be saved to disk with "Save options" from the "Options" menu. If there are more than one tax preparers using the program, each one can design his own options file, and load it with "Load options" when needed. See also ~Client Letter~. .FILEPATH SPECS FILEPATH SPECS ~Index~ Here you enter the directory paths and drives that the program will use in its operations. If you do not use subdirectories, just leave these entries blank. Clients --- directory path where client files are stored Forms ----- directory path to the tax form overlays Laser ----- directory path to the laser form overlays Program --- directory path where the program and the help files are stored. Options --- directory path where the options files are stored Filepath specs are saved with the options. .PRINT SPECS PRINT SPECS ~Index~ Here you enter information to be used by the program when printing the forms. Sequences of codes have to be separated by any one of these characters: , . < > or space. The codes entered are ASCII codes for that particular command or character. For example, the code for A is 65, the code for B is 66, the code for Esc is 27, etc. Print specs are saved with the options, so, if you are using the program with more than one printer, you can create separate options files for each of your printers. Printer IO Port: For parallel printers this can be PRN, LPT1, LPT2, or LPT3. For serial printers this can be COM1, COM2, or COM3. In the case of serial printers, you might also have to specify the protocol (baud rate, parity, seven or eight databits, etc) - see your printer's manual, or your DOS manual under the MODE command for more details on how to define your printer's protocol string. Print Init Code: Here you can enter a string of codes that you would like the program to send to your printer before it starts the print session. For example, such a string may change the print size, lines per page, page lenght, etc. Form Feed Code: This is the ASCII code that causes the printer to advance to the next page. Usually, this code is ASCII code number 12. Few printers use different codes. If, when printing in overlay/pre-printed format on a laser printer, you get blank pages, try removing this code. Line Feed Code: this is the ASCII code or code combination that will cause the printer to advance to the beginning of the next line (also called carriage return, or new line). Some printers require only an ASCII code of 10, others require only an ASCII code of 13, while yet many others require both of these codes. If you are experiencing problems, such as the printer not advancing to the next line, or in the opposite case, the printer printing double spaced, you may try different combinat ons of these codes (such as 10,13 or 13,10). Backspace Code: the code for this is usually ASCII 8. However, there are some printers, including some popular models made by Okidata that use different codes for backspace. The current version of TaxMaster does not use this code - it was included for future developments. Underline ON: Here you enter the codes that will tell your printer to start underlining text. IRS requires that all forms printed in computer generated format have every other line underlined. There is no definite standard among printer manufacturers as far as the underline ON code sequence goes, even though a large number of them use 27,45,1. The HP Laserjet uses 27,38,100,68. Underline OFF: Here you enter the codes that will tell your printer to stop printing underlined. IRS requires that all forms printed in computer generated format have every other line underlined. There is no definite standard among printer manufacturers as far as the underline OFF code sequence goes, even though a large number of them use 27,45,0. The HP Laserjet uses 27,38,100,64. Heading Blanks: Here you enter a number representing the number of blanks the printer should print before printing each line. The purpose for this is to center your printouts on the page. You should only enter a number here if you plan on printing your forms in condensed mode, otherwise leave this number 0 (zero). .CHANGE COLORS Changing Colors ~Index~ Here you can change the display colors that the program uses. There are 127 color combinations available. To change a color combination use the UpArrow or DownArrow keys to move the cursor to the color you wish to change, then enter a new color code from the color table. The colors are saved with the options. .VERIFY BOX The Verify Box ~Index~ This gives you a "last chance" to change your mind before proceeding with a drastic action (e.g., removing a form, quitting the program, clearing a form, etc) Reply: Y - to proceed with the action N or Esc - to cancel action .INPUT BOX The Input Box ~Index~ This window pops-up everytime the program requires you to enter some more information in order to proceed with a particular action. This may be an alphanumeric or a numeric entry. If your entry is not acceptable (i.e. value out of range) the program will beep, and you will have to enter another entry. Press Esc to cancel. .TRANSFER The Transfer ~Index~ The Transfer window alows you to "cut and paste" values from one form to another. The first field is the form name from where the value was imported, the second field is the multiple of that form, the third field is a user-entered comment, and the fourth field is the value to transfer. Use the UpArrow and DownArrow keys to move between the lines. Use PageUp and PageDown to change the page. The Transfer is saved as part of the tax return. F3 will import (cut) the value at the cursor location, in the current tax form. F4 will export (paste) a value from the Transfer window to the cursor location in the current form. F5 will clear all the current entries in the Transfer window. F6 will completely remove the Transfer window from memory. .BATCH FILES Batch Filenames ~Index~ The filenames you enter here will be printed in batch when the "Batch print" switch is ON. Two methods can be used for entering batch filenames: 1.) Type in the filenames (together with the directory path). 2.) Enter a blank filename or a filename containing the DOS global characters (* and ?) to invoke the Directory window. Once the Directory window appears, you can "point and shoot" the filenames that you wish to print. For example, entering SMITH*.F89 will show all the client files that start with SMITH, and have an extension of F89. See also ~Directory Listing~, ~Entering a Filename~, ~Filepath Specs~, ~Print Specs~. .RESIZE CURRENT WINDOW Resize Current Window ~Index~ Once you selected this from the Window menu, an outline of the current form window will be blinking on the screen. Press UpArrow to contract the bottom of the window. Press DownArrow to expand the bottom of the window. Once the window will be at the size desired, press Enter to accept the new size. Pressing Esc will cancel the process. Once you resized the window, you can select ~Move Current Window~ to move the window to a different screen location. See also ~Move Current Window~. .MOVE CURRENT WINDOW Move Current Window ~Index~ Once you selected this from the Window menu, an outline of the current form window will be blinking on the screen. Press UpArrow to move the window up. Press DownArrow to move the window down. Once the window will be at the size desired, press Enter to accept the new size. Pressing Esc will cancel the process. Before you move the window, you can select "Resize Current Window" from the Window menu, in order to change the size of the window. See also ~Resize Current Window~. .SPREADSHEET DATA INPUT Spreadsheet Data Input ~Index~ You can now enter a label, a value, or a formula. Once you have made your entry, the program will analyze it, and decide whether it is label, value, or formula. Note that in case that you enter a formula with errors in it, the program will clasify it as label. Press F2 for "Edit" to correct the errors. Math Operators: Operator Purpose Example ---------------------------------------------------------- + Addition A1 + A2 + B6 + 12.34 - Subtraction D4 - 67 - D5 * Multiplication A1 * A3 / Division C10 / (C9 + C8) : Add range of cells A3 : A17 ^ Raise to a power D3 ^ 5 Math Functions: Function Purpose Example -------------------------------------------------------------- ABS Absolute value ABS(A12)+12 ACOS ArcCosine ACOS(B7)-ABS(A2) ASIN ArcSine ASIN(D4)*B12 ATAN ArcTangent ATAN(0.123)+1 COS Cosine COS(D5)+ABS(D6) COSH Hyperbolic Cosine COSH(B6)/COSH(B7) EXP Exponential EXP(B13+B14) LOG Logarithm LOG(A3) LOG10 Base 10 Logarithm LOG10(D16+LOG10(A13)) POW10 Raise to the 10th power POW10(AB55) ROUND Round number ROUND(H120) SIN Sine SIN(ABS(A3)) SINH Hyperbolic sine SINH(A14) SQR Square SQR(A12+45.59) SQRT Square root SQRT(F8)) TAN Tangent TAN(SQRT(ABS(A2))) TANH Hyperbolic Tan TANH(A6 : A20) TRUNC Truncate decimals TRUNC(F12) Operator Precedence: Operator Purpose Precedence Level -------------------------------------------------------------- : Add range of cells 1 (highest precedence) ^ Raise to a power 2 * / Multiplication, Division 3 + - Addition, Subtraction 4 (lowest precedence) For details on financial/business functions, please see the manual. See also ~While in Ready Mode~ ~Entering a Cell Label~. .FORMATTING RANGE OF CELLS Formatting Range of Cells ~Index~ First you must specify the range of cells to format. A range can be as small as one cell, one column, one row, the entire worksheet, or anything in between. Think of a range as a rectangle of cells. The start of range is the cell in the upper left corner of the rectangle, while the end of range is the cell in the lower right angle (e.g. A5..D12). Right Justify - will cause the cell contents to be lined up to the left of the cell. Commas in Numbers - will separate every three digits in a number by a comma (e.g. 12,345,678.00). Currency Format - will display a "$" before every number, and will automatically assign two decimal places. Number of Decimals - if you do not select Currency Format, you can specify the number of decimals (from 0 to 8). See also ~Entering a Cell Label~. .ENTERING A CELL LABEL Entering a Cell Label ~Index~ Cell labels are made up of a column ID and a row ID. A column ID can be made up of one or two letters A through Z. A row ID is a number denoting the row number. Examples: A1, B25, D120, AD4, AA110, BD12 See also ~Formatting Range of Cells~ ~Copying Range of Cells~. .COPYING RANGE OF CELLS Copying Range of Cells ~Index~ First you must specify the SOURCE range of cells to copy, then you must specify the TARGET range to copy to. A range can be as small as one cell, one column, one row, the entire worksheet, or anything in between. Think of a range as a rectangle of cells. The start of range is the cell in the upper left corner of the rectangle, while the end of range is the cell in the lower right angle (e.g. A5..D12). See also ~Formatting Range of Cells~, ~Entering a Cell Label~. .WHILE IN READY MODE While in Ready Mode ~Index~ While the spreadsheet is in READY mode you can use the arrow keys to move the cursor one cell at a time, PgUp/PgDn to scroll up/down one screen at a time, or Ctrl-RightArrow and Ctrl-LeftArrow to scroll the screen right/left one screen at a time. The Home key will take you to cell A1, and the End key will take you to the last nonempty cell in the worksheet. Press F10 or / to invoke the spreadsheet's main menu Speed keys available when entering data in a tax form: F2-Edit Cell, F3-Goto Cell, F4-Save file, F5-Load file, F7-Notepad, F8-Transfer, F9-Calculate .GRAPH The Graph ~Index~ The Graph utility allows you to plot up to 12 values. It supports vertical bars and horizontal stacked bars graphs. You can import the values in the Quick View window with F3. Enter the values to plot and their description in the left window - the program will plot them as you enter them. The Statistics window window shows the highest, the lowest, and the average of the values graphed. These statistics are absolute (positive) numbers. F3 - import the Quick View values (return summary). F4 - toggle from vertical bars to horizontal stacked bars. F5 - clear all the entries in the graph. F6 - remove graph from memory. F7 - print the graph - have the printer turned on. .BATCH INPUT Batch Input ~Index~ Batch Input should be used with the input sheets (you can print the input sheets from the Print Menu). "Form No:" enter the number printed at the top of every input sheet (e.g. 1 for Form 1040, 2 for Form 1040A). "Multiple No:" enter the multiple number of the form you wish to enter input into. To create a new multiple for a form, enter a number greater than the current number of multiples for that form. Note that Form 1040 has one multiple, so this prompt will not appear with Form 1040. "Line No:" enter the number printed on the left side of the input sheet associated with the field that you wish to enter data into. Only ALPHANUMERIC, TRUE/FALSE and nonprotected VALUE fields are accessible in batch input. .USING THE HELP SYSTEM Using The Help System ~Index~ To see Program Help press F1 (function key one). To see Tax Help, press Ctrl-F1 (Control and Function key one). The Program Help system is context-sensitive, which means that the Help system will show information pertaining to the action you were taking when requesting help. For example, if you would press F1 while using the Notepad, Tax-Magic will provide you with information about the Notepad. The number of pages of help available on that particular subject is displayed in the upper right corner of the screen. To Page use the PgUp and PgDown keys. To move between related items use the UpArrow and DownArrow keys. The Help system is also hyper-text, which means that related items are highlighted so that you can point-and-shoot them and see help on those too. Selecting "Index" will show a list with all the help topics available. To see Tax Help, press CTRL-F1. To exit and close the Help window just press the Esc key. NOTE: In order for the program to show Program Help, it must be able to locate the file TM89.HLP. In order for the program to show Tax Help, it must be able to locate the file TM89TAX.HLP. These files should be present on the current directory, or on the directory path specified for "Program" in the "Filepath Specs" of the Options menu (submenu of the Utilities menu). .INDEX ============================ INDEX =============================== ~Using The Help System~ ~Form Input~ ~Change Colors~ ~Main Menu~ ~Verify Box~ ~Pop-Up Menu~ ~Input Box~ ~Directory Listing~ ~Transfer~ ~Entering a Filename~ ~Batch Files~ ~Forms Menu~ ~Resize Current Window~ ~Itemize~ ~Move Current Window~ ~View and Change~ ~Spreadsheet Data Input~ ~Client Clock~ ~Formatting Range of Cells~ ~Notepad~ ~Entering a Cell Label~ ~Client Letter~ ~Copying Range of Cells~ ~Paid Preparer Info~ ~While in Ready Mode~ ~Filepath Specs~ ~Graph~ ~Print Specs~ ~Batch Input~