Product Features

Intuitive user interface:

• Enter data values directly onto the form.
  
  
• See all forms, schedules, and worksheets in the Table of Contents pane.
  
  
• Toolbars provide direct access to all operations via buttons.
  
  
• Provides keyboard combinations for every button action.
  
  
• Place a “sticky-note” field anywhere on the form page for custom text.
  
  
• Automatically fits the form to fit the width of the pane.
  
  
• Maximize the viewable form size by showing and hiding the table of contents pane.
  
  
• Allows manual zooming of the form.
  
  
• Provides nearly exact replicas of the printed IRS forms.
  
  
• A tab across the bottom shows each open case file.
  
  
• The Welcome pane helps you to get started quickly.
  
  
• The Guide Me Wizard helps you find any program operation.

Navigation:

• Select any page in the table of contents pane to open it.
  
  
• Web browser style page navigation with Back and Forward buttons
  
  
• Direct navigation between fields along the flow of the data using the Drill Down and Drill Up buttons.
  • Drill Down to the source detail field for the active summary field.
    
    
  • Drill Up from the active detail field to the summary field where it is carried.
• Restores the position of the page and its previously active field when it is opened.
  
  
• The tabs along the bottom all fast switching between open case files

Calculations:

• Simple and complex calculations are performed instantly as data is entered.
  
  
• Any calculated field can be changed to an entry field and the value will be carried.
  
  
• Worksheets can be attached to a field to calculate its value.

Help system is extensive and complete:

• Provides a help topic for every dialog, toolbar button, menu command, and situation.
  
  
• Help system doubles as an online manual and can be read from front to back.
  
  
• The Context Help cursor gives direct link to the help topic for any button or field.
  
  
• Shows context specific instruction text along the bottom for the active field. (more)

Simplifies working with grid based schedules:

• Allows editing of all schedule items (item-rows) on the main schedule.
  
  
• Automatically generates continuation schedules at print time as needed.
  
  
• Copy and/or Move schedule item-rows between any two schedules. (more)
  
  
• Quickly arrange item-rows using a simple button click. (more)
  
  
• Scroll through the list of schedule item-rows as fast as you can click. (more)
  
  
• Shows the current schedule item’s row number on the status bar.
  
  
• Automatically calculates the item number field’s value.
  
  
• Allows for selected item numbers to be suppressed (addendum items).
  
  
• Automatically adjusts the item-row’s height to that of its description.
  
  
• Automatically aligns the amount column values to the bottom of the row.
  
  
• Allows the vertical alignment of any column field in any item-row to be changed. (more)
  
  
• Can draw lines to separate the item-rows in a schedule. (more)

Power and Flexibility:

• Multiple case files can be open at the same time (Power).
  
  
• Multiple forms can be included in the same file (Flexibility).
  
  
• All forms are prepared in a single program (Simplicity & Centralization).
  
  
• Can run from your computer without an internet connection (Laptop Freedom).
  
  
• Saves customer data as files to any local or removable drive (Accessibility).
  
  
• Uses the power of your computer to perform instant calculations and graphics.

Purchasing and installing forms:

• Install the program for free.
  
  
• Install forms on demand from within the program.
  
  
• Purchase forms on demand from within the program.
  
  
• Only purchase the forms that you need.
  
  
• Try any form in demonstration mode for free.

Worksheets provide the detail required to perform complex calculations:

• The Details List worksheet can be attached to any amount field to calculate is value as the total of a list of detailed amount rows.
  
  
• The Extended Description worksheet allows a detailed description to be made on an attached page while showing the abbreviated description in the main field.
  
  
• The Blank Attachment worksheet adds a blank page for a free form attachment page.
  
  
• Provides custom worksheets for all special calculation worksheets illustrated in the instructions booklet.

Related Topics:

• See the Philosophy topic for more on the purpose behind many of the key features.
  
  
• See the How it Works topic for the basic operation of the program.