(figure 1)

Refer to figure 1 above for items a through s.

1. New Client – Selecting this will bring up the New Client window where you will be able to create a new client.
2. Clients – Selecting this will bring up the Client Selection screen.
3. Close Client – Selecting this will close the currently open client's return.
4. Save – This will save all changes that have been made to the currently open return.
5. Advanced Form Delivery – Select Advanced Form Delivery to select different sets to Print, Save and E-mail.
6. Start Default Job – Select Start Default Job to begin the defaulted Advanced Form Delivery sets, ie Printing, Saving, or E-mailing This default can be set in Advanced Form Delivery or Printer and Delivery Settings.
7. Client Management – This will open the Client Management section of the program for preparing reports,letters, labels etc.
8. Status Drawer – This will open the status drawer which contains a list of client files by their respective status.
9. System Updates – This will open the system updates window in order to update settings and libraries from the previous year i.e. Employers, Letters, Defaults etc.
10. BackUp – This will bring up the window to create a backup set of the data and settings in the program.
11. Restore – This will bring up the window to Restore data from a backup set.
12. E-file Center – This will open the website for the Electronic Filing Center where you can transmit e-files and create e-filing reports and letters.
13. ArkWorks – This will launch the ArkWorks program, which is a seperately sold program for archiving and filing in a paperless office environment.
14. TaxPlanner – Selecting this will open the TaxPlanner tool, which can be used to project scenarios for future tax calculations and planning.
15. Refund Calculator – Selecting this will open the Refund Calculator tool, which can be used to enter information to see the projected tax calculation and refund amount with affecting the actual return.
16. Scheduler – Selecting this will open the Scheduler where client appointments can be created or imported from TaxWorks.
17. Recently Opened Clients – This section will display recently opened clients by name and type of return.