Tax Software

Bank	E-File	Help
• Integrated with First Security Bank's RAL & Qik Funds bank applications • Up-Front Commissions	• Federal & State Electronic Filing	• Upgrade History • EF Status Online • Form Help (Line by line instructions) • Gov/State (Instructions & Pubs) • Test Communications
Input	Input (cont.)	Operations
• Business Entities (706, 709, 990, 5500) • 706 Estate (Automatically Deducts 50% for Community Property) • 709 Gift (Spouses Return For Community Property With Gift Splitting And Generates Spouses Return, Automatically Deducts 50% for Community Property, GST Exemption, Marital, Foreign Spouse, Charitable Deductions, GST Exemption Allocation, 5 Year Proration, Donees Summary) • 990 Exempt (Generates 990 Schedule A, Generates 990EZ, Generates 990PF) • 5500 Benefit Plan (Generates 5500, Generates 5500EZ, All Supporting Schedules) • Business Entities (1041, 1065, 1120, 1120S) • Multi-State for Businesses (Other States Credit, Part Year, Non-Resident) • 1041 Fiduciary (Calculates Grantor Trust Letter, Generates Sch K-1 Transmittal Letter For Each K-1, Calculates Fiduciary Accounting Income, Income Distribution Deduction, Split-Interest Trust Returns, Sch K-1 Input Pass-Through Entities) • 2-Year Comparison • Employer Library • Program Calculator • Auto Complete Libraries • Real-Time Calculation	• 1065 Partnership (Computes Partner % For Change In Ownership, Basis Worksheet, Carry-Forward Disallowed Losses, Other Rental Income & Expense Worksheet, Self Employment Worksheet, Sch K, K-1 Pass-Through Entities, Schedule K-1 Transmittal Letter For Each K-1, Book & Tax Differences Carry to Sch M-1) • 1120 Corporation (Book & Tax Differences Carry to Sch M-1, Carry-Forward Information For Subsequent Tax Years, Sch K-1 Pass-Through Entities, 1120H, 1120A, 1120W, Amended Returns) • 1120 S – Corporation (Computes Shareholder % For Change In Ownership, Basis Worksheet, Capital Gains Tax, Excess Net Passive Income Tax, Generates Taxable Income, Sch K, K-1 Pass-Through Entities, Sch K-1 Transmittal Letter, Sch M-1, M-2, Retained Earnings Reconciliation) • Client Status • Depreciation Worksheet • Detailed Organizers • Detail Statements • Form/Type/Custom Sorting • K-1 Library • Notes • QIK Refund Calculator • Status Bar	• Client Selection (New, Open, Copy, Delete, Recycle, Update, Rebuild) • Prior Year System Updates (Electronic Filing Data, Employer Library, Preparer Data • Update Client Data Upload • Client Files • Backup Utilities • Client File Editor • In-house Client Tracking • Internet Support • Log Users ON & OFF • Network Compatible • QIK Refund Calculator • Set & View Defaults • System Communication (Upload and/or Download Clients in account bin) • Update Client Data • Zip Code Database (City, State, County)
Review	Settings	Management
• Flip F7 Review • Laser Printing • Depreciation Reports (Federal, State, AMT)	• Customization of Colors • Limited Switches • Custom Letters • Invoice Printing Options • State & Federal Forms • Security Options	• Client File Management (1040, Bank, Delete, EF) • EF Reports (Confirmation Letters, EF Summary Report, Transmission Summary, Federal Ack Reports, State Confirmation Letter, State Ack Report) • Predefined Letters (Rebate Check Letter, CPA Privacy Letter, Other Professional Privacy Letter) • Client Labels • Client Reports (Production Summary, Client Summary, Detail & Status Report, Address/Phone List) • Secured Clients