(figure 1)

Refer to figure 1 above for items a through k.

1. Client Status - Selecting this item will open the Status Tool where you can view the current client status and change it to a new status (figure 2).

(figure 2)
2. Detail Statements - Selecting this item will open a detail statement for the field the cursor is currently in (figure 3).

(figure 3)
3. Calculator - Selecting this item will open the TaxWorks calculator. You can do calculations and paste the total in the current field your cursor is in by clicking Paste (figure 4).

(figure 4)
4. Notes - You can type any notes you want for a client. The notes are client specific (figure 5).

(figure 5)
5. Defaults - You can set and remove defaults as needed (figure 6).

(figure6)
6. Set Default - Selecting this item will set a default for the field that the cursor is in (figure 7).

(figure 6)
7. Remove Default - Choosing this item will remove any previously set default for the field the cursor is currently in (figure 7).

(figure 7)
8. States & Pups - Selecting this item will open a screen where you can select the states you want to process. Pup codes may also be downloaded from this location (figure 8).

(figure 8)
9. Split Return - Selecting this option will split the return for MFS (figure 9).

(figure 9)
10. Upload Client to Support Team - Choosing this option will allow you to send a return to the support team (figure 10).

(figure 10)
11. Print Input Screen - Selecting this option will print the input screen and any information you have entered on it.
12. Consents to Use or Disclose Tax Return Info - Selecting this option will open the Consent to Use/Disclose Tax Return Information window. The two steps in this window are required in order to prepare a return with a bank product (figure 11).

(figure 11)