1 / 9 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Introducing the Tax Estimator.

The Tax Estimator

• Objectives– In this chapter you will learn:

• What is the Tax Estimator• How to open and configure the Tax Estimator• How to enter Direct Deposit Information• How to finish the Estimated Return

2 / 9 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Introducing the Tax Estimator.

The Tax Estimator

• What is the Tax Estimator?

3 / 9 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Introducing the Tax Estimator.

Open the Tax Estimator

• File menu– Enter SSN

4 / 9 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Introducing the Tax Estimator.

Using Tax Estimator

• Customer Information– Address– Date of Birth

5 / 9 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Introducing the Tax Estimator.

Using Tax Estimator

• W-2 – Wages– Withholding

6 / 9 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Introducing the Tax Estimator.

Using Tax Estimator

• Type of return– Form filed– State– E-file – Paper

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Introducing the Tax Estimator.

Direct Deposit Information

• Direct Deposit Section

8 / 9 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Introducing the Tax Estimator.

Estimate Tab

• Estimates:– Earned Income– Adjusted Gross Income– Taxable Income– Estimated Income Tax– Withholding– Estimated Earned Income Credit– Estimated Refund

9 / 9 © 2006, Universal Tax Systems, Inc. All Rights Reserved.

Introducing the Tax Estimator.

Finish

• Do not print until the tax return is completed– Click the Close button– Save the Return