Modules

Data File List

Data File List The Data File List is a common interface used when saving, loading or deleting data files. When saving data the user must enter a file description. No more than 99 data files may be sa…

Jake Forster
Updated 1 month ago by Jake Forster

Editor

Editor See Using the Editor for a more detailed description of the editor. An editor is provided with the program to create, edit, and save documents such as letters, invoices and filing instructions…

Jake Forster
Updated 1 month ago by Jake Forster

Federal/State Tax Planner

The Federal/State Tax Planner is included in TaxTools , Small Business Tools , and Financial Planning Tools. It allows the user to calculate federal and state income taxes for up to five years or fiv…

John Logue
Updated 1 month ago by John Logue

Field Details for Numeric Fields

Field Details for Numeric Fields Expanded field details may be entered for numeric fields in any module on the Field Detail screen. When entering data in a form or worksheet, place the cursor on the…

Jake Forster
Updated 1 month ago by Jake Forster

Formatting a field for SSN or EIN

On some forms there is an identification box where either the SSN or EIN must be entered and formatted correctly (e.g. ##-####### or ###-##-####). To have the program toggle between the two formats,…

Eric
Updated 1 month ago by Eric

How do I print to a PDF?

Worksheets, forms, etc. can be sent to a client by creating and emailing a PDF (Portable Document Format) file. This is accomplished by means of a PDF print driver, such as PDF995. PDF995 is availabl…

John Logue
Updated 1 month ago by John Logue

Module Interface

Module Interface Following is a description of common user interface items found in form and worksheet modules. Menus File New File - Clears existing data and fills in any default values. This does N…

Jake Forster
Updated 1 month ago by Jake Forster

Module Library

Module Library The Module Library displays a list of available forms, worksheets, and other available modules. To load a module, highlight the desired choice by double clicking with the mouse or pres…

Jake Forster
Updated 1 month ago by Jake Forster

Two ways to print from a module

Two Ways to Print from a Module. Selecting the Print button on the button bar. This method immediately prints to the Windows default printer. Select File > Print from the menu bar. Then select Print.…

Christopher H
Updated 1 month ago by Christopher H

Using the Editor

Using the Editor See also Editor for general information. The editor is a small word processor contained within the program. It serves as a free standing editor for creating documents and as an edito…

Jake Forster
Updated 1 month ago by Jake Forster

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