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Intro to t he Return Screen

Intro to t he Return Screen. Topics. Finding an Existing Return Creating a New Return The Return Screen Worksheet Details Adding / Deleting Forms / Worksheets Diagnostics Printing the Return Extra Credit. Finding an Existing Return. Using Open Return button Using Return list

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Intro to t he Return Screen

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  1. Intro to the Return Screen TWO-30 Intro to the Return Screen

  2. Topics • Finding an Existing Return • Creating a New Return • The Return Screen • Worksheet Details • Adding / Deleting Forms / Worksheets • Diagnostics • Printing the Return • Extra Credit TWO-30 Intro to the Return Screen

  3. Finding an Existing Return • Using Open Return button • Using Return list • Using Search TWO-30 Intro to the Return Screen

  4. Creating a New Return • Training SSNs / EINs • TaxPrep4Free: nnn-xx-yyyy / nn-nxxyyyy • IRS Pub 4491-W: nnn-xx-xxxx / nn-nxxxxxx • Use: • nnn: from scenario • From your Training Coordinator • xx: Your Magic 2-digit number • yyyy: 4-digit number for Client Id • Use “Go to Tax Forms” • NOT “Go to Interview” TWO-30 Intro to the Return Screen

  5. The Return Screen • Top Row Buttons • Left Pane • Refund Monitor • Form Tree • Worksheet Area TWO-30 Intro to the Return Screen

  6. Worksheet Detail • CAPS LOCK ON • Fields • Mouse Cursor vs Entry Cursor • Types / Color Coding • Type changes dynamically • Value Types • Text / Number • Special (SSN, EIN, Zip, Telephone, Date, T/S/J) • Triangle • Link, Toggle Estimated, Calculator, Override, Help • Keyboard Shortcuts • Tab / Return • Recalculation / Round-Trip • Others: Ctrl-Space; Ctrl-E • Special Main Info • PINs & Preparer Use Fields TWO-30 Intro to the Return Screen

  7. Adding/Deleting Forms/Worksheets • Most Forms are already in your tree (from the Template) • Categories • Required / Optional / Multiple copies / TP-SP copies • Adding Forms/Worksheets • Add another instance of existing Form • Add Form button • Via link from another form/field • Deleting Forms/Worksheets • Scratch Pads TWO-30 Intro to the Return Screen

  8. Diagnostics • Run Diagnostics Button • Diagnostics Panel • Errors / Warnings / etc. • Clickable • Create e-File(s) • Close Diagnostics Panel TWO-30 Intro to the Return Screen

  9. Printing the Return • Print Return button • Printable return is generated on the server • Open in new window (or tab) • Send to printer • Close print window (or tab) TWO-30 Intro to the Return Screen

  10. Extra Credit • TaxWise Online • Remaining buttons (Save, Close, etc.) • Collapsing Refund Monitor & Form Tree • What to do if waiting….. • Internet Explorer • Maximize • F11 • Issues with Zoom • Adjusting window width to control font size TWO-30 Intro to the Return Screen

  11. Demo TWO-30 Intro to the Return Screen

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