The various tax templates appearing on this disk are copyrighted andáì
no commercial use is authorized without written permission. FOG isáì
expressly permitted to publish this disk, as are any FOG-affiliatedáì
user groups. (signed) Ed Smith
1. Make a copy of this entire disk. DON'T USE THE ORIGINAL!
2. Print a directory of the disk.áì
3. Print this file and the TAXTMPL.DOC file (or at least read them.)áì
4. Delete this file and the DOC file from work disk AFTER printing them.áì
5. Look over the directory and delete all the files of schedules you
are sure you will not use. You will need all the space you can get
on this disk and besides, you can always obtain any files you want
from the original disk which you stored away after copying it.áì
6. Place SuperCalc disk into your A: drive and a copy of this tax disk
into your B: drive.áì
7. Load SuperCalc into memory. Then load an original, fresh
template of any schedule from the B: drive onto your screen. Itáì
áááwill look similar to the IRS form. Have an IRS original at handáì
áááto refer to.áì
8. Enter data in any of the unprotected (bright) cells which have a ?
and which are pertinent to your tax situation.áì
9. When you have entered as much data as you wish (at that time), save
the filled-in template WITH A DIFFERENT NAME from the original. To
use the Execute files discussed in the following section, you must
save the files using the names suggested below.áì
10.Then you may delete the original, blank file from your work disk to
give you disk space. Remember, you still have the ORIGINAL disk
with all original files available whenever you want one.áì
11.Whenever you wish to add more data to any of your own templates it
may be called up using its new filename which ends with: .MYN
* *
I have added two EXECUTE files to the tax disk which will, after you
have loaded a file such as PG1+A.MYN, go to other files on your diskáì
(Schedules B, C, D, E & 2106) to look up data, and bring it back to andáì
properly enter on the Page 1 template the data from the other filesáì
(assuming that you have already done the other files so there is anáì
amount available to be brought back to Page 1).
In previous years it has been necessary for the user to make a note ofáì
the amounts on these other Schedules and manually enter them into Pageáì
1. It may still be done manually but can be done with the Executeáì
files if you wish. Would you like to know how?
Load B:PG1-A.MYN in the normal manner. Then type the following:
/X
SuperCalc will add the word: /X (execute),
You then type: B:P1áì
The bottom lines on your screen will now read:
/X (execute),B:P1.XQT (the final .XQT having been added byáì
SuperCalc).
áì
Amid some whirring and screen action which you may watch on the bottomáì
lines of your screen, Execute is busy reading the pertinent files onáì
your disk for the amounts to be brought back to Page 1. When theseáìèamounts are found they are entered on the Page 1 template in theáì
proper places. Then a Recalculation is done three times and alláì
screen action stops. Execute is finished and you may now enter youráì
own data in all the places where a bright ? is displayed. I hope youáì
like this additional feature of the tax template disk (on the doubleáì
density disk it looks up Schedules D and E also).
Now you need some advanced information. The names of the original,áì
unused SuperCalc files on this disk all end in a .CAL suffix. Whenáì
you enter data into them and save them, you should save them with aáì
slightly-changed filename. Then delete the original, blank file ináì
order to have sufficient disk space. Now here is your "naming" method.
In order for the Execute file to go to another file, extractáì
information and enter it in the proper place, the Execute file mustáì
know what you have named the file it is searching for. So if you wisháì
to take advantage of the Execute files, you MUST MUST MUST name theáì
files you save as follows, or Execute cannot operate. PLEASE SAVEáì
YOUR FILES USING THE ORIGINAL NAME --- EXCEPT FOR THE " .CAL ".áì
INSTEAD OF THE .CAL, PLEASE USE " .MYN ".
I have programmed the Execute files to search for Schedule A, B, C, D,áì
E, & 2106 files ending in .MYN and to disregard those ending in .CAL.áì
This means that after you have loaded a file, for example, SCH-B.CALáì
and have filled in the required data, that you then save it with theáì
save command: /S and the filename B:SCH-B.MYN
After you have finished the schedules which are pertinent to youráì
taxes, load PG1-A, begin to complete it, then rename it PG1-a.MYN. áì
Now use the Execute file P1.XQT. áì
The Execute file P1.XQT will look for your completed file under theáì
name: SCH-B.MYN (etc) then extract the data and enter it properly intoáì
PG1+A.MYN, assuming it is on the screen and that it has been correctlyáì
renamed.
One of the Execute files is named P1.XQT. It brings data from otheráì
files into the Page 1 spreadsheet. Once the Page 1 spreadsheet usingáì
the name PG1-A.MYN is on the screen, the screen will display theáì
name of the Execute file you MAY use. If all this seems too complicated,áì
disregard it and load in your data manually as you did in previous years.áì
Otherwise, while your Page 1 spreadsheet is on the screen, just type:áì
/X B:P1 and watch the action at the bottom of your screen.
* * * * *
The programs this year have been augmented with some new schedules andáì
now will handle:áì
Federal Form 1040, page 1 & 2
Schedule A, Sch. B, Sch. C, Sch. D, Sch. E, Sch. R
Form 2106, Form 8582áì
California Form 540, p. 1 & 2
Schedule CA
Schedule D
plus Soc Sec calculations included at the bottom of the 1040 Page 1 templateáì
which will be of great assistance to any of you who must figure out the amountáì
of Social Security benefits received which are taxable. If you use theáìèSoc. Sec. portion, the data produced is automatically entered onto the correctáì
lines of the Page 1 template. This worksheet does some involved calculationsáì
for you and enters the results automatically.
.paèSchedule D (Capital Gains) this year has the Alternative Tax computations onáì
page 2 so to save you from manually looking up the alternative tax amount ináì
your IRS booklet, I have installed the rather complicated tax schedules ináì
Sch. D (as well as on the Form 1040 Page 2). This should save you someáì
cumbersome paperwork.
áì
Schedule G (Income averaging) is no longer legal in 1987, nor is Sch. Wáì
(Working spouse). áì
If you catch a bug in one of these files, please call Ed Smith atáì
(818) 347-9394 or write to 23716 Stagg St., West Hills, CA 91304 so weáì
can correct it and pass on the benefits of your sharp eyes to otheráì
users. Thanks!
áì
These programs will run on SUPERCALC, version 1.12 or later, meaning alsoáì
on SUPERCALC 2, 3 and 4, BUT NOT ON SUPERCALC VERSION 1.05 or the 1.06áì
that came out for KayPro computers.
Be forewarned that if you even "Save" one of these files using any version ofáì
SuperCalc later than 1.12, it may no longer run on the earlier version.
áì
All these computer programs for Federal returns have 1987 tax table and 1987áì
tax rate schedules as well as correct line numbers and approximate text foráì
current forms. Just copy the results these templates will provide ontoáì
official IRS forms. The simulated forms may be printed if you wish or resultsáì
obtained could be hand-copied onto official forms from your monitor if noáì
printer is available. Again, all line numbers are accurate for 1987 forms andáì
simulate actual forms.
Repeating, the forms available are:
Form 1040, page 1; and also Schedule A - (Deductions).áì
Form 1040, page 2; plus the somewhat invisible tax tables where your
taxes are looked up and computed.áì
Schedule B - (Interest and Dividends)áì
Schedule C - (Profit from Business or Profession)áì
Schedule D - (Capital Gains) (and Alternative Tax)áì
Schedule E - (Rental & Royalty Income)áì
Schedule R - (Elderly or Disabled)áì
Form 2106 - (Employee Business Expenses)áì
Form 8582 - (Passive Income)
Calif Form 540, Page 1áì
Calif Form 540, Page 2; plus the tax tables.áì
Calif Schedule CA - (California Adjustments) [new form]
Calif Schedule D - (California Gain or Loss Adjustments)
Instructions for use:
Load SuperCalc version 1.12 or SuperCalc 2, 3, or 4 into the
computer on Drive A. (Files are written in SC-1 but later
versions will read.)
Place this disc in Drive B.
Type /L(oad) B:SCH-D <cr>
Type A (for "all" when screen asks the question)è
After the usual whirring a 1987 template will appear on your
screen. You merely fill in requested information everywhere you
see an unprotected "?"
All text and formulas which you are not to tamper with have been
protected in the file as you receive it and will appear dimmed.
You cannot do damage to the file by entering data in the wrong
place as the file will not accept data except in the unprotected
places. Do not unprotect anything else except at your own risk.
After you load a file and fill in the blanks (question marks),
you will have a form somewhat similar to the official form. It
is strongly suggested you SAVE IT WITH A DIFFERENT FILE NAME.
That way you will always have the original fresh file for your
own use or to furnish to a friend. To save it with a different
file name, just type the normal name of the file but change the
.CAL to .MYN (short for mine). For example:
/S(ave) B:SCH-D.MYN <cr> (or use any file name you like, but theáì
áááááExecute files will only look for .MYN).
Type A (for ALL, when asked how much to save).
You can now delete the original, blank template file from this
disk by typing: /D F(ile) B:SCH-D.CAL
You may always recall your own worksheet by typing:
/L(oad) B:SCH-D.MYN
After you have typed in data in place of a few bright question marks,áì
and always when you have completed entering data, it WILL be necessaryáì
to press the shift key and exclamation key together (!) in order toáì
force a calculation.
DO SO AT LEAST THREE TIMES! (especially on Page 2 templates whereáì
the tax is actually computed. On these templates you may continue theáì
exclamation marks even longer.) Continue until you no longer seeáì
changes taking place in final figures on your form, as the "Page 2"áì
file in particular refers to complicated lookup methods in the taxáì
tables to produce your answers. (Each looks up data and stores it ináì
new places then looks again to place it into your file. You may lookáì
at the tables if you wish. They are located at the far, far right ofáì
the "Pg2" spreadsheet - and are protected. You can't hurt them, andáì
their complexity may surprise you. To see the complex formulae, type:áì
/GF and to go back to the normal condition, retype /GF.
This feature of SuperCalc is an important thing for those of you whoáì
are not familiar with all the SuperCalc commands, because if you lookáì
at your screen after you have made a few entries and it appears thatáì
your figures are not being accepted or computed (and you see formulasáì
being displayed), just press:
/GF (meaning Global & Format). This is a command that activates aáì
toggle which either shows all the built-in formulas the program uses,áì
or shows the results each formula obtains. You may not care about theáì
looks of the formulas which do the job, as long as the results areáì
correct, but remember that IF ALL THE FORMULAS ARE SHOWING INSTEAD OFáì
THE RESULTS, the program is computing the results but not showing themáì
to you until you give the /G F command.è
On the "Pg2" file when you are asked if you are using the TAX TABLE,áì
TAX RATE SCHEDULE, SCHEDULE D, OR FORM 8615, remember the tax table isáì
mandatory on Federal tax returns for persons with taxable incomes of lessáì
than $50,000, (WE PEONS).
Although SC does require that you type in text like your name andáì
address using a quotation mark as the first entry of the text, DO NOTáì
USE THE QUOTATION MARK WHEN ENTERING NUMBERS. If you do so, SC thinksáì
the numbers are text instead of numbers and it will not compute themáì
at all.
IRS allows us to disregard money entries containing from zero to 49áì
cents if we increase the dollar entry by one when the cents are 50 toáì
99. These tax templates take advantage of this provision, and do notáì
plan for your use of cents. This allows the templates to use feweráì
columns for the display, thereby making it easier for you to read onáì
your screen. If you insist on using cents, you will have to increaseáì
the width of some columns.
One last suggestion - it is easier to fill in the templates if thereáì
are not so many confusing numbers on the screen. The command /GBáì
turns the border on or off every time it is entered. Why not leave itáì
off while entering data? You should have a copy of your blank IRSáì
tax form to look at as you fill in each template. The SuperCalcáì
border numbers would just make the template look more confusing andáì
would be a hindrance to you in comparing the correct tax form lineáì
numbers found on your screen. Try making the entries with the borderáì
turned off; I think you'll like it better. (It should be properly setáì
