There are four types of libraries in TaxWorks, which will be detailed briefly below. To access these Libraries, click on the Setting menu in TaxWorks, and choose the library (a through d) you would like to work with (figure 1).

(figure 1)

1. Libraries - When you begin typing an entry which resembles one you have used elsewhere in the program, TaxWorks will attempt to automatically complete the entry for you with items that are in the libraries (figure 2). You may edit or delete information in this library.

(figure 2)
2. Employer Library - In the Employer Library, you can store Employer Information entered on W-2s and 1099s (figure 3). This is helpful if you have several clients that are employed or otherwise receive income from the same source. You may print the list of employers (figure 3 item a), add employers (figure 3 item b) and delete employers (figure 3 item c) from this list. After an employer is entered, the name and address of the employer will auto-complete when the correct EIN is entered on the W-2 or 1099.

(figure 3)
3. Provider Library - The Provider Library is very similar to the Employer Library, but is a list of all the Child Care Providers (figure 4). You may print (figure 4 item a), add (figure 4 item b), delete (figure 4 item c) or edit entries by just typing directly where the correction needs to be made. Once entered, the provider information will automatically complete when filling out the grid on the 2441 input screen.

(figure 4)
4. RTN Library - This library holds Routing Transit Numbers for banks and other financial institutions (figure 5). You may move entries in this library up or down in the list (figure 5 items a and b), print the RTN numbers in the list (figure 5 item c), add new entries (figure 5 item d) and delete entries from the list (figure 5 item e). Once information is entered here, the name of the financial institution will show up in the dropdown menu found in the Direct Deposit grid, where it can be selected and will auto-complete the routing number.

(figure 5)