Working with Case Files

Case files contain the extended tax return for an individual client and possibly the spouse.

The case file can contain one to many prepared forms. This allows the user to store the forms for the federal and state tax returns in the same file and to prepare them in the same program.

The program is a simple document editor where the document’s data is stored in a file on the machine’s hard disk or other storage device. This is similar to a common word processor such as Microsoft Word. So this program has all of the common file operations found expected in a file editing program. These file operation are found on the File menu and are: New, Open, Save, Save As, and Print.

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