File

The File menu provides these options:

• Open - To open the highlighted calculation for editing.

• Properties - To display the calculation profile, refer to Calculation Properties.

• New - To create a new calculation or derive values from the tax return.

• Delete - the currently highlighted calculation

• Copy - duplicate a calculation

• Sequence - opens a list relevant to the current data entry operation.

• List - This option creates a list of the calculations in the index.

• Page Setups - This option provides for you to adjust page setups for printing without leaving the Calculator. Refer to Page Setups.

• Print the estimate - refer to Tax Estimate [F4].

Utilities

The Utilities menu provides these options:

• Control Record in the Tax Calculator

• Export Calculations by Batch

• Export or Recalculate Calculations by Range

• Recalculate by Batch

• Export Parameter Tables

• Import Data

• Rebuild Data Files

View

• Display/hide the Navigation bar

Maintenance

• General Tax Rates

• (AE) Letter Writing in Tax Calculator, Tax Tracking and Client Database

• Exchange Rates

Reports

• Tax Estimate [F4]

• Print Reports Options

• General Tax Rates

• Exceptions Report

Options

• (AE) System Calculator

• Dates [F7]

• Schedule [F8]

• Select Option [F10]

• Auto Accept

Help

• Help on current screen

• Online Manual Help Contents tab

• About Box