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

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Dates [F7]

Not available in Accountants Office

The Date Range Calculator applies where a number of days is required in the field currently being edited. This calculator can be accessed by:

1. Clicking [F7] or Options > Dates.

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1. At Starting Date/Finishing Date: Type the relevant dates in the format DD/MM/CCYY and click [Enter] to calculate the number of days.

The century portion of the date calculator defaults to 20. To enter a date prior to 2000, at the year field type a '

' (minus sign). The year now begins with 19.

To return the year to 2000, type a '+' (plus sign). The year now begins with 20.

1. Click [OK] to transfer the number of day to the data entry screen.

Back to Tax Calculator menu outline

Schedule [F8]

Not available in Accountants Office

A schedule may be attached at any field where the ellipsis appears:

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If a schedule can be attached to a field, you may also click [F8] to display the schedule or click Options > Schedule.

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Select Option [F10]

Not available in Accountants Office

This option enables you to display a list of alternatives appropriate to a particular field. Clicking [F10] displays a list of options.

Whenever you are able to display a list at a field, you may either click [F10] or Options > Select.

Back to Tax Calculator menu outline

Auto Accept

Not available in Accountants Office

The Auto Accept function operates on data entry screens that involve transactional dialogs used to record more than one entry of the same type. When Auto Accept is on the data is saved automatically when the details in the last field have been completed. This means that the OK option does not have to be activated to save data entry.

The Auto Accept checkbox is ticked by default.

To turn the Auto Accept function off, select Options > Auto Accept.

Back to Tax Calculator menu outline