The Help Menu provides information to assist you when you have a question about this program. Of course, the technical support team is also at your disposal, but this Help function has been created to answer quick questions and fix minor issues. The Help Menu is based on the information in this Manual, along with some additional helpful information, allowing you to quickly find information while you are working in the program without having to locate and flip through the Manual.
This function provides you information about the current task you are completing or about the screen you are viewing.
To View Help on a Current Topic:
1. Click on Help in the Menu Bar, drag the arrow down to Current Topic, and click once. A screen with help information will open on the window in which you are currently working.
2. View the information.
3. Follow the directions below under All Topic Help for directions on further Help information.
4. When you are finished, click the Close button (the small red “x” in the upper right hand corner of the screen) to close the Help window.
This function provides you information about any help topic by utilizing either an index of contents or by conducting a search. This search function locates search words within the titles of articles.
To Use the Help Function:
1. From the Opening Screen, click on Help in the Menu Bar, drag the arrow down to All Topic Help, and click once. The Help window will open.
2. To use All Topic Help as an index,
a. Under the first tab, Contents, scroll to the subject you want to view. Example: Go to Federal Help for information on Federal forms.
b. Click once on the subject to open the entire subject. You may have to scroll down through several pages to find the information you need.
c. Or, click twice on the subject to open the entire subject, and also open a table of contents of that subject. Subjects with a closed book icon next to them can be opened further. Subjects with an open book icon next to them cannot be opened further.
d. View the information.
3. To use All Topic Help as a search engine,
a. Click on the second tab, Search.
b. In the first empty white box, enter the keyword(s) you would like to search.
c. Click the Search button. The second empty white box will fill with the search results.
d. From the search results, click on the subject that interests you.
e. View the information.
4. When you are finished, click the Close button (the small “x” in the upper right hand corner of the screen) to close the Help window.
This Help function gives you immediate access to the Status Summary codes used by the program when it transmits Return information back to your transmitting computer. This information is helpful for determining the status of Returns and what further steps need to be taken to process them completely.
To View the Return Status Code List from Help:
1. From the Opening Screen, click on Helpin the Menu Bar, drag the arrow down to Return Status Codes, and click once. The Help window will open to the Status Summary List.
2. View the information.
3. When you are finished, click the Close button (the small “x” in the upper right hand corner of the screen) to close the Help window.
This function allows you quick access to this third party Tax Library at a discounted fee. Please visit their website for more details by linking through this section.
This Help function sends you immediately to the Federal Help section in the Contents of Help.
To Go Directly to Federal Help:
1. From the Opening Screen, click on Help in the Menu Bar, drag the arrow down to Federal Help, and click once. The Help Window will open to the Federal Help section.
2. Follow the directions above for further information on using Help as an index.
This Help function sends you to the regular help screen from where you can choose a particular State.
To Use State Help:
1. From the Opening Screen, click on Help in the Menu Bar, drag the arrow down to State Help, and click once. The Help window will open.
2. Scroll down to the State for which you need help.
3. Follow the directions above for further directions in using the Help as an index.
This function shows what packages are available with your software program, and those packages you have activated. It also shows which state packages you have installed. This screen provides you with the program and print versions you are currently using. Finally, this screen provides contact information for your sales and technical support groups.
To use About:
1. From the Opening Screen, click on Help in the Menu Bar, drag the arrow down to About, and click once. The About window will open.
2. View the information.
3. Click the Print button to print the information.
4. Click OK to close the window when you are finished.