File Menu (figure 1)

(figure 1)

• New Project - This clears the worksheet of all entries.
• Open Project - This pulls up an Open TaxPlanner Project dialog box where you can select the location where you saved the file.
• Save - This saves the current project in the TY08 folder on your local C drive. The file extension is TPL. If you would like to change this default location, click on the Data menu and select Preferences. Enter the location in the Start In directory line.
• Save As - This saves the current project as a different name in the TY08 folder on your local C drive. The file extension is TPL. If you would like to change this location, click on the Data menu and select Preferences. Enter the location in the Start In directory line.
• Create PDF (F7) - This creates a PDF copy of your project.
• Copy to Clipboard (F10) - This will copy the current numbers to the clipboard so you can paste them into Word, Notepad, Excel, etc.
• Exit (F3) - This returns you to the TaxWorks program. The last client(s) that you were working on will still be open.

Print Menu (figure 2)

(figure 2)

• Print Main Worksheet (F8) - This prints the main worksheet.
• Print All Worksheets - Tag the worksheets you would like to print and click on the Print button (figure 3).

(figure 3)
• Print PAL Worksheet - This prints the Passive Activity Loss Limitations worksheet (Form 8582).
• Print Alternative Minimum Tax Worksheet - This prints the Alternative Minimum Tax worksheet (Form 6251).

Data Menu (figure 3)

(figure 4)

• Client Data (F4) - This will open a seperate window where you can enter the Client Name, Taxpayer Birthdate, Spouse Birthdate, Client Street Address, and Client City, State, Zip Code (figure 5).

(figure 5)
• Firm Data - This will open a seperate window where you can enter the Firm Name, Firm Street Address, and Firm City, State, and Zip Code (figure 6).

(figure 6)
• Preferences - This will open a seperate window where you can enter the anual inflation rate, User ID, Start In Directory, State Worksheet Additions, and State worksheet Subtractions (figure 7).

(figure 7)

Tools Menu (figure 8)

(figure 8)

• Copy Column (F2) - This allows you to copy information from one column and paste to another by entering the column number in the Copy Column From and the Copy Column To input boxes and clicking OK (figure 9).

(figure 9)
• Calculator (Ctrl+R) - This will open the calculator and allow you to calculate any figures. You can paste the amount to the line that is highlighted by clicking on the Paste button (figure 10).

(figure 10)
• Delete Column (F9) - This allows you to delete a column from the TaxPlanner. It will prompt you for the column you would like to delete. Verify that it is correct and click Yes (figure 11).

(figure 11)
• Bridge (F5) - This function allows you to copy information directly from a tax return in the TaxWorks program. For directions on how to bridge follow the steps below.

1. Click on Browse to find the location or enter the location in which the client can be found (i.e. C:\Program Files\Taxprep\TY07\Data\Stacey\) and click the List Clients button. Select the correct client and click OK (figure 12).

(figure 12)
2. Enter the column number to which you want to bridge the client information to and click OK (figure 13).

(figure 13)

• State Worksheet (F6) - This will open the state information worksheet and allow you to override the federal, if necessary (figure 14). To get back to the federal worksheet, click on the File menu and select Return or click the red X at the top right.

(figure 14)

Help Menu (figure 15)

(figure 15)

TaxPlanner Button Bar (figure 19)

(figure 19)

1. New Project - This clears the worksheet of all entries.
2. Open Project - This pulls up an Open TaxPlanner Project dialog box where you can select the location where you saved the file.
3. Print Main Worksheet - This prints the main worksheet.
4. Creat PDF File - This creates a PDF copy of your project.
5. Save - This saves the current project in the TY08 folder on your local C drive. The file extension is TPL. If you would like to change this default location, click on the Data menu and select Preferences. Enter the location in the Start In directory line.
6. Delete Column - This allows you to delete a column from the TaxPlanner. It will prompt you for the column you would like to delete. Verify that it is correct and click Yes.
7. Copy Column - This allows you to copy information from one column and paste to another by entering the column number in the Copy Column From and the Copy Column To input boxes and clicking OK.
8. Client Data - This will open a seperate window where you can enter the Client Name, Taxpayer Birthdate, Spouse Birthdate, Client Street Address, and Client City, State, Zip Code.
9. Firm Data - This will open a seperate window where you can enter the Firm Name, Firm Street Address, and Firm City, State, and Zip Code.
10. Calculator - This will open the calculator and allow you to calculate any figures. You can paste the amount to the line that is highlighted by clicking on the Paste button.
11. Bridge - This function allows you to copy information directly from a tax return in the TaxWorks program.
12. State Worksheet - This will open the state information worksheet and allow you to override the federal, if necessary. To get back to the federal worksheet, click on the File menu and select Return or click the red X at the top right.
13. Preferences - This will open a seperate window where you can enter the anual inflation rate, User ID, Start In Directory, State Worksheet Additions, and State worksheet Subtractions.

TaxPlanner Function Keys

• F1 - This allows you to receive detailed help for the TaxPlanner.
• F2 - This allows you to copy the data from one column and paste it into another.
• F3 - This allows you to exit the TaxPlanner and go to the Windows desktop.
• F4 - This allows you to enter the client information, such as name, address, and city/state/zip code.
• F5 - This allows you to copy client information from the program. After you press F5, you must enter the path where the client file can be found (i.e. C:\Program Files\TaxPrep\TY07\Data\Default\).
• F6 - This allows you to enter the state information and override the federal, if necessary.
• F8 - This allows you to print the Main Worksheet.
• F9 - This allows you to delete one column. You will be asked to verify if you are deleting the correct column. If so, click Yes.
• Ctrl+R - This opens the calculator and allows you to make the necessary calculations to paste into the field that is currently highlighted within the TaxPlanner.
• Tab - This allows you to move from field to field.
• Enter - This allows you to move from one entry to another. However, if you are entering information on the Main Worksheet, pressing Enter will take you into the additional input screen for that line.
• Arrow Keys - These allow you to move up and down each column or input screen.