Home

user manual - OLTPRO.com

1. Pryor ener InvoiceLetter RetumStatusLetter 970 3333333 TESTING PREPARER ORG A TESTI PostSessionLetter H4444444 122 2121212 TESTING PREPARER MISSOURI TESTI PaperFilingLetter 12222227 151 5515151 MISSOURI OLTPRO COM TESTING PREPARER Sample Letter A mtVoucherCoverLeter 1111111 212 2121212 APPLEGOLTPRO COM TESTING PREPARER Select Sample Letter Type Preseason Eso Sample Preview Sample Letter amp Print Sample Letter Note To Print Letter Please check box and Select Check Box and Click Print Preview Print sample Letter Link 77 Creating Custom Letters To create a Custom Letter go to the Setup Tab gt Settings gt Custom Letter OLTer O Account ID AETAE29971RC AAA RARAS Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Individual Mode Direct Input Business Preparer Configuration Marketing Coupon gt User Defined Description Note User Preparer Account Summary min 6 max 25 Char mins mex 2sce EA In order to create Preparer User Account this system should be Scheduler Privileges 1 CREATEACCOUNT ADMIN connected to the P Work Hours Fl Select All Internet E Disable this Please verify the I Last Name Account E Show All Clients an account Paid Preparer Information 0 PREPARER ID 0 FIRM ID to Preparer Check Uncheck generated on a
2. Preparer Designation a w Preparer CAF Number Preparer Jurisdiction PREPARER ADDRESS INFORMATION Preparer s Address 724 Jules Preparer s City St Joseph Preparer s State MO v Preparer s Zip Code 64501 816 _ 2329095 Area Code Phone Number Fax Number 816 6767680 i Phone Number PREPARER OPTIONS C Check here if you are self employed gt ses Then click lt Save Changes gt NOTE Check the box if you are self employed this will eliminate the need for a Firm EIN 94 Updating Firm Information We will prompt you now to input your Firm s Information Update the Firm s Information and click lt Save Changes gt when completed FIRM INFORMATION Par Contact Person s Name Firm Contact 2 Firm Name irm Hame Firm s Address 724 JILES Firm s City T JOSEPH z cJ H T Fm E E Y lt a Fm m m a a TI Fm zZ Th e Finn s State Firm s Zip Code 4501 Firm s E Mail Address test olt com FIRM INFORMATION Firm s State ID Number 2 Firm s EFIN Number 123456 2 Firm s DCN Start Number 2 Firm s Phone Number 16 2329095 Firm s Fax Number 16 87876801 Firm s Federal FIN all SER YICE BUREAU INFORMATION Is firm associated with Service Bureau Ores No D FP Updating Pricing Information From the lt Setup Tab gt select lt Pricing gt This pricing
3. E e To make changes on your state return click Revisit on the state line N Pb State return with the box checked will be filed Ifyou unchecked the box that state will not be filed State with will be filed Ifyou do notwantto file that particular state at this time uncheck the box Missouri b You have filed MO return as Full Year Resident Prepared P You are due a refund of 195 To file another State Return Click Start a New State Return a NOTE Any changes made to the Federal inputs after a state has been completed will require the state to be edited 108 Reviewing Forms for a Federal and or State Return After reviewing the Tax Summary Tab for Federal and State click to lt Save amp Continue Return gt The software will display all PDF Forms for the return to review and or print Primary Information Income Adjustments Deductions Taxes Credits Other Taxes Payments Miscellaneous lax Summary REVIEW AND PRINT YOUR TAX FORMS Your prepared tax forms are listed below Click on each form to review that all information is correct YOu may print a copy for your records fou can also do this later important You still need to complete the filing process by clicking Save and Continue Return Having problems with viewing or printing your forms FEDERAL RETURN FEDERAL FORMS amp SCHEDULES STATEMENTS amp WORKSHEETS e Carryover Worksheet Information STATE RETURH MISSOURI STATE STATE F
4. Enabling Disabling IP Security From the lt Setup gt Tab select lt Enable Disable IP Security gt Setup Pricing Details Add Hew IP Security View ANIP Enable Disable IP Security Preparer s Login Summary Click to either lt Enable IP Security gt or lt Disable IP Security gt NOTE When enabling or disabling IP Security the Admin Preparer Password must be entered to confirm the setting 102 Chapter Ten Preparing a Tax Return Creating a New Return To create a new return click the lt Client Manager gt Tab and select lt New Return gt Office Manager Client Manager iewRetum O OOo IN File Prior Year Return Paper Filed List Mark Return As Paper File Completed List Incomplete List PRO Verified Customer List Scheduler IRM ADDRESS INFORMATION Same as 2 Preparer Input the Primary Taxpayer SSN Double entry required Click lt Save and Continue gt CREATE NEW RETURN ENTER YOUR 55N Taxpayer SSN Reenter N The next input page will prompt the Primary Taxpayer s Personal and Address Information You will also select the return Type to OOOO Rico LOGE LEE gt TT be completed SELECT THE RETURN TYPE FORM 1040 10404 104062 U S Individual Income Tax Return FORM 1040X Amended U S Individual Income Tax Return FORM 1040NR U S Nonresident Alien Income Tax Return FORM 104085 LS SeltEmployment Tax Return including the Additional Child Tax Credit
5. Form 1040V Form 8867 Federal Worksheet Income Report Summary Work Pad The Override Feature allows for overriding of a calculated field To enable this feature click on the Override button and enter the value AH Client Return 876 76 5654 CALIFORNIA TESTING 2 Ow ww 2 Y i Complete Change Query Rejected SignPad Assets Credits Overrides MFJ MFS DM Docs Library Backup Marketing Locate All By Section Filed Forms Earned Income Credit Educator Expenses Estimated Payments Health Insurance wksh Minister Tax Free Income Insolvency Worksheet IRA Deduction Puerto Rico wksh Other Adjustments Other Income Payments Preparer Notes ls Qualified Tuition Program Sale of Main Home SEP SIMPLE worksheet Schedule A Schedule B PETATA lee ni a pa 2 o gQ _ 2 750 194 2 556 Amount You Owe S 141 Part Ill Cost of Goods Sold Check If you are subject to the Department of Transportation DOT hours of service limits SSN 876 76 5654 SE de E 2 E Search Help CSR Close Car and Truck Expenses Line 9 You can deduct the actual expenses of running your car or truck or take the standard mileage rate You must use actual expenses if you used your vehicle for hire such as a taxicab or you used five or more vehicles simultaneously in your business such as in fleet operations You cannot use actual expenses for a leased vehic
6. Reports Forms Setup Tools Support New Client Organizer Existing Client Organizer Prior Year Client Organizer OLTPRO CLIENT ORGANIZER Oct 26 FIND SEARCH EL e E pm Show SEARCH RESULT O Include Pre Session Letter Print Selected m s n0 NAME a preparer O 1 ANOTHER TESTING 234 56 7890 PREPARER TESTING O l2 TAXPAYER NAME 123 45 6789 PREPARER TESTING Print Organizer 131 Quick Estimator From the lt Tools gt Tab select lt Quick Estimator gt Input taxpayer information and click lt Save and Continue gt Client Manager ___e file Scheduler_ Letters Bank Reports QUICK ESTIMATOR CUSTOMER INFORMATION Taspayer First Name Po Middle Initial po Last Name Dependents Information Total Number Dependents Children bo How many qualify for Child Tax Credit lo How many qualify for EIC o How many qualify for childcare bo o o Total childcare expenses do Income Adjustment and Payment Information Tools Support gt Quick Estimator Bank Product Quick Estimator Financial Calculator Depreciation Schedule se Birth Date W 2 Gross go Advance EIC From W 2 go Retirement Income 1099R go Unemployment go Other Income go Social Security go Deductions go withholdings and Payments go Claiming Exemption O Yes O No O O ves O No gt ST 132 The Quick Estimator will generate a basic estimation of the anticipated refu
7. STEP 1 ACCOUNT INFORMATION somn O Must be atleast characters no spaces pest A Must be atleast 6 characters Confirm Password Retype your password psoe GD fex favorite pet s name highschool name etc Ena Ads GD Must bhe a valid address o Sd Mote Enter your last name if a firm name does not exists STEP 2 CODE YERIFICATION To ensure the security we are asking you to type your code in the text Hox Your Code a e 0 la d 2 Eme cate dR This prevents automated registrations gt Agree to the terms of software usage in order to continue ON LINE TAXES PRO USER AGREEMENT This Agreement Agreement is a legally binding contract made by and between On Line Taxes Inc On Line Taxes We we Us or us and you You you Your or your which governs your use of On Line Taxes web site the Web Site OLT Pro tax preparation software the Software and the services that we offer on our Web Site the Services BY CLICKING THE I AGREE BUTTON See Below OR ACCESSING OR USING ANY PART OF THE WEB SITE THE SOFTWARE OR THE SERVICES YOU AGREE THAT YOU HAVE READ UNDERSTAND AND AGREE TO BE BOUND BY THIS AGREEMENT AND FURTHER THAT YOU HAVE TAKEN ALL ACTIONS REQUIRED OF YOU PRIOR TO USING THE WEB SITE THE SOFTWARE OR THE SERVICES ON BEHALF OF YOURSELF AND ON BEHALF OF ANY THIRD PARTIES IF YOU DO NOT AGREE TO BE 50 BOUND OR YOU HAVE NOT TAKEN SUCH ACTION YOU S
8. s checklist Primary Information Adjustments Deductions Taxes Credits Other Taxes Payments Miscellaneous Tax Summary INCOME SECTION CHECKLIST Listed on this page are the types of income we support Go through the list and enter the income you have received during the tax year Wages Salaries Tips etc Form W 2 SE Start Foreign Employer Compensation not reported on W 2 Start Guam Wage and Tax Statement W 2GU Start Taxable Scholarship Household Employee Penal Institution Deferred Compensation Income Start Interest and Dividend Taxable Interest 1099 INT Start Interest Received from Seller Financed Mortgage Start Original Issue Discount 1099 O1D Start Ordinary Dividends 1099 DIV Start Child s Investment Income form 8814 Start Excludable Interest from Series EE amp 1 US Saving Bond Form 8815 Start Foreign Accounts and Trusts Schedule B Start To use the checklists simply choose to lt Start gt next to the needed item to input information for that form 105 When done with all forms for this section click lt Done with Section gt Other Types of Income Unemployment Compensation 1099 G Revisit Taxable Refunds from State or Locality Start Alimony Income Received Start Foreign Earned Income Form 2555 Start Adjustments to Earned Income Start Qualified State Tuition Program Earnings Form 1699 0 Start Minister Tax Free Income Start Alaska Permanent Fund Start Other Income not Entered El
9. 0 00 EIC 197 00 Computed Tax 0 00 Tax Withheld 0 00 na hed re View Forms List Send to Tech Support 141 00 neither OWE TAX no Payment Details Receive Latest Checks Return History Note Showing Last 2 Actions Invoicing E File Bank Product Date amp Time IP Actions ogre S TATT nr a 10 19 2011 12 09 24 PM 192 168 0 27 Edit Return by JUSTIN WRIGH View Print Existing Invoice Get Status Authorized Checks 10 14 2011 12 24 51 PM 192 168 0 27 Return was imported from prior NOTE Returns that are Accepted Rejected Transmitted or Marked Paid CANNOT be deleted 59 Amending an Accepted Return Amending a previously Accepted Return can be done by clicking on the Client Manager gt Manage My Returns gt then double clicking on the clients name that needs to be Amended There is an lt Amended gt button at the top center of the Client Manager DH OLTProDesktop 2011 V1 0 0 0 0 LT Account ID TTHGI4962RW PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 Oelse lares Protessional Software y Edit View Print Coupon Delete View PW Protect Amended DM Docs Prior Year Letters PrintLabel Notes Appointments Backup Client CALIFORNIA TESTING Personal Details Primary Spouse Dn D a ar Ba Address Details Address 123 STREET Name TESTING CALIFORNIA WIFE CALIFORNIA City SAINT JOSEPH SSN 876 76 5654 765 76 5765 iaa e eas DOB 02 02 1970 02 02 1972 as Filing Status joint
10. 1040 NR Page 4 1040 NR Page 5 1040 NR Payments 1040SS 104088 Other Income 1040ES 1045 1040 NR Page 3 Sch A Federal Tax Summary A Total Income 2 750 Adjustments Total AGI 2 556 Deduction Taxable Income Total Tax Tax Credits Net Tax EIC 0 Total Payments Amount You Owe Personal Information Primary Taxpayer Information Initial Note This pin is different from your self select pin Disabled Blind U S Armed Forces Claiming Exemption Filing Status Spouse Information E Blind U S Armed Forces Claiming Exemption Presidential Campaign amp E 2 ES First Name Enter the first name of the primary taxpayer Initial Enter the middle initial of the primary taxpayer Last Name Enter the last name of the primary taxpayer Suffix lt li Mio Form 1040 Schedule C EZ Schedule SE Form 1040V Form 8867 Work Pad Check here if foreign Address State and Country 4 m Name CALIFORNIA TESTING SSN 876 76 5654 Mode Direct Input If there are any issues with the return a display box will show with any errors that must be corrected before the return can be lt Marked Complete gt You should either lt Click Here to Fix gt if available or lt Close and Correct Errors gt Federal and St
11. ACCOUNT CREATE LOGOUT Business Setup Mode Direct Input Check Printing Tools ch Printing Select Preparer Name SELECT ALL PREPARERS W Search By lect All Clear All Showing 1 to 4 of 4 Clients 65 Chapter Five E File Management E File Preparation To e file a tax return the return must be lt Marked Complete gt and selected for lt Electronic File gt DH OLTProDesktop 2011 V1 0 0 0 olala O LT Account ID TTHCI4962RW Welcome JUSTIN poa 4 PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 LOGOUT Business Setup Mode Direct Input 4 2010 ga Y amp E lo la E a amp E E Edit View Print Coupon Delete View Input PW Protect DM Docs Prior Year Letters PrintLabel Notes Appointments Backup Back Client CALIFORNIA TESTING Preparer JUSTIN GHT Personal Details Address Details p Electronic File Y Mark Incomplete Primary Spouse Address 123 STREET Paper File 9 Mark Complete Name TESTING CALIFORNIA WIFE CALIFORNIA Income Info City SAINT JOSEPH SSN 876 76 5654 765 76 5765 State Se asa AGI 50 556 00 DOB 02 02 1970 02 02 1972 dai Taxable Income 31 556 00 Filing Status joint Phone No HOME 234 234 2342 Si A 0 00 Dependency Info ns 7 Computed Tax 3 886 00 Resident State Missouri 1040 0 EIC 0 Tax Withheld 5 700 00 r Forms amp Wi E 2441 0 cic o Schedles View Forms List Federal State Extension and SBBT Details Send to Tech Support XENA Refund o
12. All OLTPro Bank Product Partners can be found at http www oltpro com main pro bank asp 143 Chapter Sixteen Glossary Accepted Return A tax return that has been Accepted by the IRS Forms Tree The forms tree is the list of all available forms within the Direct Input preparation screen Queued Return A tax return that has been sent to OLTPro but not yet sent to the IRS Piggyback State A state return that will transmit along with the Federal Return Rejected Return A tax return that has been rejected by the IRS Transmitted Return A tax return that has been sent to the IRS and is awaiting an acknowledgement 144 145
13. An EFIN Electronic Filer Identification Number is required to e file tax returns through our software Don t have an EFIN You will need to complete IR Form 3033 Application to Participate in the IRS e file Program For more information on Form 633 and becoming an ERO please Visit WHW Irs cov Request Demo CD Create Weh Account Quick Links LT PRO Accounts rr Create an Account e Login to my Account e Purchase Sofware Renew tor 2011 1Y Download ProDesktop Updates Supported Forms Federal Forms List e State Tax Forms Forms List Questions e Why ES E File Form 8633 FAQS More Information OnLine Taxes Guarantee e PrivacwSecuri Site Limitations 91 Input your basic information and click lt Continue gt OnLine Taxes Professional Tax Preparation Software Please enter your information below and click Continue to receive your FREE 2011 O 7pro Professional Tax Software Evaluation Kit ene E Company Name Po O y State MN Zip code o F Phone number a oo oji Fax Number ss Ema loo Do you have an EFIN Electronic Ows Ono Filers Identification Number i j Number of e filed returns last year Do you offer Bank Products Ows Ono Are you a Service Bureau Ows Ono What software do you currently use A PY Continue 92 Create your login information for the Administrator Account and click lt Create Account gt ACCOUNT INFORMATION
14. Drive Letter for Sharing Data Files selection Selectthe drive letter ofthe computer storing the shared data files In Network software Data Images Backup Data Documents Signpad and Downloads folders in the Server machine need to be shared manually with all File permissions Read Write Delete The data folder path must not be a mapped path It should contain full machine name e g machine name Enter the Server Name SERVER COMPUTERNAME Select the DATA folder in the network 192 168 0 1 DATA Select the IMAGES folder in the network 192 168 0 1 IMAGES Select the BACKUP DATA folder in the network 192 168 0 1 BACKUP DATA Select the DOCUMENTS folder in the network 192 168 0 1 DOCUMENTS Select the SIGNPAD folder in the network 192 168 0 1 SIGNPAD Select the DOWNLOADS folder in the network 192 168 0 1 DOWNLOADS Check here for multiple instances For Citrix Server Only Check here if you have Dialup Connection 40 Alternative Networking Option 1 Now install OLTPro on each workstation After launching software go to Product Configuration screen Bj OLTProDesktop 2011 V1 0 0 0 ej e is STEP 1 Select your Mode of Configuration Select your product configuration type from the two options given below Note Make sure to have a LAN connection if you opt for the Network Software mode Product Configuration This setup option determines where the application accesses and stores the data files The Configuration
15. Letter CUSADDRESS E Invoice Letter eed 7 RetumStatus DEAR CUSNAME pan THANK YOU FOR CHOOSING SAMPLE TAX COMPANY FOR YOUR TAX PostSession PREPARATION NEEDS WE LOOK FORWARD TO WORKING WITH YOU THIS O Letter TAX SEASON E PaperFiling Letter THANK YOU pm EstTaxPmtVoucher LFIRMNAME CoverLetter After the letter is created it will be now listed with the Standard Letters Quick Estimator To access the Quick Estimator click Tools gt Quick Estimator 10 LT Account ID AETAE29971RC Welcome TESTING i PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Business Setup Mode Direct Input Quick Estimator Bank product Quick Estimator Client Information Income Adjustment and Pa MFJ vs MFS Comparison Chart a First Name A Date of bath Document Manager y Financial Calculator AA W 2 Gross pe Advance EIC From W 2 Download Font Retirement Income 1099R Dependents Information Unemployment Data Conversion Calculator Total Number Dependents Children 0 Schedule C EZ Net Profit Loss Integrate with Site How many qualify for Child Tax Credit Oo Schedule F Net profit Loss Depreciation Summary z K 1 Form 1065 box 14 code A How many quently for EEE 0 Archive Client Return ae Other Income How many qualify for childcare 0 ARAN Batch Printing Returns Total childcare expenses 0 eee ee Signature Pad Withholdings and Payments 0 O Claiming Exem
16. M Backspace Delete Home nd Select entire characters in a data entry field Shift Home or Shift End Access view print mode Ctrl P Pro screen hot keys Data Entry hot keys DESIRED ACTION KEYBOARD KEYS For field help during data entry F1 Do Override To call override form F8 Undo Override Delete override entry in particular Shift F8 field Ctrl P Ctrl F1 Ctrl Q Delete Record in multiple entry form Delete a Ctrl D data entry screen Delete All Record in multiple entry pop up screen Ctrl Shift D Ctrl E Ctrl U Ctrl L ctrl R Open or Locate form F9 Show return Show help NOTE You can also use your mouse to position your cursor in desired field Frequently used codes CODE APPLICATION Data will be assigned to primary taxpayer The program will default to P Data will be assigned to spouse Data will be assigned to both the taxpayer and spouse 10 Chapter Two OLTPro Desktop Setup OLTPro Desktop Installation Insert the OLTPro Desktop 2011 Disc into your disc drive 4 DVD RW Drive E OLTPRODesktopv5 General options Open folder to view files er using Windows Explorer View more AutoPlay options in Control Panel Double click on the Icon lt OLTPRODesktop2011 gt g Computer DVD RW Drive E OLTPro2011 Search DVD RW Drive E OLTPro2011 O Organi
17. iy Showing Existing Clients owing Existi ien i SSN 9 Show New Clients alue Fl Showing 1 to 4 of 4 Clients Show All TESTING PREPARER Note TESTING PREPARER gt To Show A TESTING PREPARER ar 111111111 TESTING PREPARER click the return No Document s found for 111111111 TESTING NEWYORK 111 11 1111 Document Description Path Filename for Document Note JPEG GIF PNG TXT DOC PDF BMP XLS Document Types Only Supported Document Name Document Type 81 The saved document will be accessible both here as well as within the Client Manager Click lt DM Docs gt to view the files DH OLTProDesktop 2011 V1 0 0 0 olez O O iy pP Account ID TIECIASGRW Welcome JUSTIN LOGOUT Mode Direct Input Customer Support 1 877 OLT 4 PRO 1 877 658 4776 Delre res Protessionai Software Client Manager 2010 i i t E o o B an Bas Edit View Print Coupon Delete ViewInput PW Prot DM Docs Prior Year Letters PrintLabel Notes Appointments Backup Back Client CALIFORNIA TESTING Preparer JUSTIN WRIGHT Personal Details Address Details Electronic File Mark Incomplete Primary Spouse Address 123 STREET Paper File Mark Complete Name TESTING CALIFORNIA WIFE CALIFORNIA Income Info City SAINT JOSEPH SSN 876 76 5654 765 76 5765 AGI 50 556 00 DOB 02 02 1970 02 02 1972 AE fe eee Taxable Income 31 556 00 Fitton p Phone No HOME 234 234 2342 a i 2
18. return you must mark the return as lt Complete gt and select the return for lt Electronic Filing gt From within the client inputs once you save from the Mark Complete page OLTPRO will bring you to the Client Manager gt Payment Details Tab Click to lt Make Payment gt NOTE You must REGISTER AND BE APPROVED by an OLTPRO Bank Partner before this option will be available gt OLTrnro AccountiD GNITS70281ET My Office Manager Return availability Status Welcome TESTINGSOFTWARE Logout Professional Tax Software Client Manager e file Scheduler _ Letters _Bank Reports Forms Setup Tools Support Personal Details Return Details Payment Details History Details Preparer Notes Return Status Schedule Appointment Letters DOLT NAME TESTING ANOTHER SSN 234567890 PAYMENT SUMMARY MASTER PAYMENT Amount to be paid for Federal Return 50 00 Amount Paid 0 00 Payment Status Invoice EE 11 Payment Thank You On Line Taxes Jne 139 Verify pricing and click lt Banking gt from the Payment Option section of the page Click to lt Continue gt CLIENT PAYMENT DETAILS Oct 26 SUMMARY OF CHARGES TESTING EICHOH 121212121 MASTER PAYMENT FEDERAL Total amount for Federal Return 150 STATE VA 75 CA 75 TOTAL Total arnount for both Federal amp state 300 Account Summary Total filing amount 300 Preparer Fee s Amount ta be Paid ane Preparer s Federal Discount 0 Preparers S
19. 1 a i i i i Enter the total of your wages salaries tips etc If a joint return also include your spouse s income For most people the amount to enter on this line should be shown in box 1 of their Form s W 2 But the following types of income must also be included in the total on line 7 e Wages received as a household employee for which you did not receive a Form W 2 because your employer paid you less than 1 700 in 2009 Also enter HSH and the amount not reported on Form W 2 on the dotted line next to line 7 Tip income you did not report to your employer Also Form 1040EZ Income Report Summary 45 Understanding the Direct Input Layout When using the Direct Input option you will notice that any forms generated will be located in the lower right corner all Instructions for the specific return will show in the right hand column and a Refund Meter in the lower left corner The Forms Tree has all available forms to the left AH Client Return 876 76 5654 CALIFORNIA TESTING o Je x e yr o e 2 Om mM 2 niba a Fee 2 E Complete Change Query Rejected SignPad Assets Credits Overrides MFJ MFS DM Docs Library Backup Marketing Search Help CSR Close Locate All By Section Filed Forms A Business or Professional Activity Line A Schedule C Summary Eamed Income Credit A Principal Business Product Total
20. 4 26PM File folder E Recent Places J documents 8 24 2011 3 33PM File folder t P downloads 8 23 2011 2 35 PM File folder g A Libraries e Exception 8 23 2011 2 34PM_ File folder Documents Le faq 8 23 2011 2 38 PM Filefolder a Music e images 8 23 2011 2 34PM Filefolder 3 Pictures di Instructions 8 23 2011 2 34 PM File folder E Videos di OLTClassLibraries 8 23 2011 2 52PM File folder de original 8 23 2011 2 52 PM File folder 3 Homegroup J QYTEN 8 23 2011 2 46PM File folder de QYTRN 8 23 2011 2 46 PM File folder ihe Computer d references 8 23 2011 2 52 PM File folder l Local Disk C e Reserved 6 22 2011 9 35AM File folder 5 DVD RW Drive E O de Resources 8 23 2011 2 35 PM File folder e Returns 8 25 2011 11 26 AM_ File folder Cu Network e signpad 8 23 2011 2 35PM Filefolder Lo Temp 8 23 2011 2 56 PM File folder de Tools 8 23 2011 2 35 PM File folder PL EVA E OLIIAONE AMEN DAA Tonn aun bh 53 items 36 To share a directory right click on the folder and select properties Click the tab Sharing gt Advanced Sharing gt check the box lt Share this folder gt gt Permissions GO di lt Local Disk C Online Taxes OLTPRODesktop2010 v 69 Search OLTPRODesktop2010 Organize v Open Include in library Share with Burn New folder x F it Name L backup data Properties avorites Ji backup data General Sharing Security Previous Versions Customiz
21. 76 5654 SE de E 2 ts Search Help CSR Close 50 All State Returns have the same layout and are linked from the Forms Tree or within the return au Client Return 876 76 5654 CALIFORNIA TESTING amp 2 Oot y 2 a b Complete Change Query Rejected SignPad Assets Credits Overrides MFJ MFS DM Docs Library Backup Marketing a z General Information E o B a o CA Form 3805E CA Form 3805P CA Form 3885A CA Form 3501 CA State Tax Summary A Total AGI 2556 Deductions 7340 Taxable Income so Total Tax so Tax Credits so Total Payments so 0 Refund CA 540 California Resident Income Tax Return 2010 Taxable Income Section 12 13 14 16 18 Other taxes and credit recapture Payments Section 71 Califomia income tax withheld 72 2010 CA estimated tax and other payments California Estimated Tax Payments Allocating Between Multiple States To allocate information between multiple states click the lt Allocate your Federal Income amp Adjustments to States gt at the bottom of the State Tab EJES H 2 E Search Help CSR Close 12 State wages z from your Forms W2 box 16 or CA Sch W2 line C Enter the total amount of your state wages from all states from each of your Forms W2 Wage and Tax Statement This amount appearson Form W2 box 16 13 Enter the Federal Adjusted Gross Income Samesex married couples SSMCs or RDPs who
22. 8 Name First Client 9 10 11 12 13 14 15 16 ils 18 19 20 a 22 Phone 316 eee a al Purpose First Review Show Appointments Comments Collect and review documents on 10 26 2011 NOTE Repeat steps for all preparers by selected Preparer Name for the Preparer drop down menu 127 Letters Letter Settings Within lt Letter Settings gt set default positions for preparer and client information to appear on the letterhead and upload the company logo You can preview your letter setting lt Save Changes gt when complete Client Manager efile Scheduler Letter Head Custom Letters Letters Reports settings me Forms Setup Tools Support LETTERHEAD SETUP P POSITION OF PREPARER ADDRESS IN LETTERHEAD LETTER HEAD INFORMATION PREPARER INFORMATION POSITION q Preparer Name Firm City State Zip Top Left Corner of the Letter Firm Name Preparer E Mail Address Top Middle of the Letter Firm Address Preparer Phone Number Top Right Corner of the Letter LETTER SIGNATURE INFORMATION PREPARER LOGO POSITION Preparer Top Left Corner of the Letter Firm O Top Right Corner of the Letter LOGO IN LETTER HEAD Path Filename for Logo load Lo Creating a Custom Letter Create a Custom Letter from the Letter gt Settings tab Click to lt Open Letter gt Client Manager efile Scheduler Letters _ Forms Setup Tools Support Letter
23. 800 00 r n Forms amp Wi 2441 0 CIC o Hakeki View Forms List Federal State Extension and SBBT Details Refund or Owe Refund Status EN 2 533 00 Where s my Refund 1 973 00 Where s my GA s Refund 2 105 00 Payment Details Receive Latest Checks Return History Note Showing Last 7 Actions View Full History Invoicing E File Bank Product Date amp Time IP Actions Make a Paymen Ready to E File Cherie Pins 09 05 2011 10 33 48 AM_10 0 1 2 Return REJECTED on 8 26 20 View Print Existing Invoice Get Status Authorized Checks 08 25 2011 9 37 48 AM 192 168 0 17 View Print Return by TESTIN Payment Summary 08 24 2011 12 55 29 PM 192 168 0 17 GA QUEUED on 8 24 2011 12 Payment made on 08 24 2011 12 37 18 PM by Cash 08 24 2011 12 55 29PM_192 168 0 17 KY QUEUED on 8 24 2011 12 08 24 2011 12 55 28 PM 192 168 0 17 Return QUEUED on 8 24 2071 08 24 2011 12 52 46 PM 192 168 0 17 Return Transmitted by TESTIN 08 24 2011 12 37 18 PM 192 168 0 17 Payment Made by TESTING P 73 Removing a Return from Queue To remove a return from Queue click the link to lt Get Status gt AH OLTProDesktop 2011 V1 0 0 0 Feo e fs O LT Account ID TTHGI4962RW Welcome JUSTIN jee i PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 LOGOUT Mode Direct Input Client Manager 2010 E o ES al ara E amp e Edit View Print Coupon Delete View PW Protect DM Docs Prior Year Letters PrintLabel Notes Appoi
24. Amending Option A previously Accepted Return can also be amended by navigating to the lt E File gt tab then selecting Get EFile Status Then click on the link to the left reading lt Accepted Returns gt Account ID AFTAF29971RC OLTero Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE Dele Tones Protessoomal Softer Business Setup Get current Ready to Transmit Showing td Ready to Transmit Extension Get All Return pd Advanced Get E File Status Extension Status Set Bank Disbursement Details Get Check Details Federal Error Code State Error Code Queued Returns Transmitted Returns Accepted Returns Rejected Returns Declined Returns Unfinished Returns Federal Not Filed Search By SSN Eal Value Note gt Click Get Current Status of the Return to get current status of federal and state return Welcome TESTING LOGOUT Mode Interview Input SelectAll ClearAll Print Preview Print this List SN Date Additional Details Prepared By 4 08 24 2011 12 54 55 PM Federal QUEUED Double Click here TESTING PREPARER 1111 01 01 1900 12 00 00 AM Federal ACCEPTED Double Click her TESTING PREPARER e Bac 60 A list of all Accepted Returns are now displaying Double click on the taxpayer that needs to be Amended 2 pet 0 LT Account ID AETAE29971RC Welcome TESTING enti i PRO Customer Support 1 877 OLT
25. COMPUTERNAME Saler the DATA older the men 11192 168 0 11DATA 11192 168 0 111MAGES 11192 168 0 11BACKUP DATA 11192 168 0 11DOCUMENTS 11192 168 0 11SIGNPAD the netw 11192 168 0 11DOWNLOADS Check here for multiple instances For Citrix Server Only E Check here if you have Dialup Connection 38 Work Station Installation Now install OLTPro on each workstation After launching software go to Product Configuration screen Click Get Server Configuration Al OLTProDesktop 2011 V1 0 0 0 STEP 1 Select your Mode of Configuration Select your product configuration type from the two options given below Note Make sure to have a LAN connection if you opt for the Network Software mode Product Configuration This setup option determines where the application accesses and stores the data files The Configuration area is used to tell the application what kind of setup the computer is running There is an option for every scenario Choose the appropriate configuration setting based on the installation method used to install the application These settings should not be changed during the season Select your product Stand alone Computer no Network Get Server Configuration Choose this option if the software was installed to the hard drive of this computer and this computer is not on a network Network Software Choose this option ifthis computers access data files are stored on another computer
26. Head Custom Letters Client Organizer Mailing Labels settings IN CUSTOMIZING LETTER STYLES Pa ct 26 LETTER TYPES Select the appropriate letter that you want to customize Blank Letter v Restore All Letters Delete Selected Letter m ENE 128 Name the Letter and select if you want to base the letter off a current Letter Type in the software You can type any script within the letter Also use the Default Labels to the right to pull client specific data into the letter When complete click lt Save Letter gt Client Manager e file Scheduler _ _Letters_ Bank Reports Forms Setup Tools Support Letter Head Custom Letters CUSTOM LETTER SETUP E CUSTOM LETTERS Letter Type ESTIMATION LETTER w Bold Italic Underline Ay LETTER MESSAGE DEFAULT LABELS TAXPAYER NAME TAXPAYER SSN TAXPAYER ADDRESS TAXPAYER CITY STATE ZIP TAXPAYER PHONE TAXPAYER EMAIL SPOUSE NAME SPOUSE SoN PREPARER NAME PREPARER SSN PREPARER PHONE PREPARER E MAIL FIRM NAME FIRM ADDRESS FIRM CITY STATE ZIP FIRM PHONE Info About the Labels A _Bold Italic Underline Preview Letter 129 Printing Standard and Custom Letters Within the Letters Tab click lt Letters gt Print Standard or already created Custom Letters for your clients from this tab Select the letter click lt Save and Continue gt Scheduler__ Letters Forms Setup Tools Support Standard Letters Custom Le
27. Manager Tabs Personal Details e Primary Taxpayer Name e SSN e Date of Birth Return Details e Edit Complete Return e File Amended Return e Delete Return e File another State e View Print Forms Payment Details e Select how the taxpayer will pay for your service History Details e Displays history of payment and e file for the return Preparer Notes e Edit review make notes on the tax return Return Status e Display of the current status of the tax return Schedule Appointment View Print Letters for this tax return Schedule Appointment Welcome TESTINGSOFTWARE Logout Letters 112 Editing an Existing Return To edit an existing return that is already within your database click on the lt Client Manager gt Tab select lt Manage Return gt then once you have searched for this client select lt Manage gt to the right of the client information Navigate to the lt Return Details gt Tab Click lt Edit Complete Return gt Client Manager e file Scheduler Letters Bank Reports Forms Setup Tools Support _ Personal Details Return Details Payment Details History Details Preparer Notes Return Status Schedule Appointment Letters O OnLine Taxes Mark Return Complete Select To Paper File NAME NAME O TAXPAYER SSN 123456789 FEDERAL TAX SUMMARY Print Return Marked Incomplete Return Selected For Electronic File Return Status Federal return not yet completed EditiComplete Return A Delet
28. Phone No HOME 234 234 2342 Phone No Dependency Info Resident State Missouri 10490 0 EIC o 2441 0 CTC o Federal State Extension and SBBT Details ee ee ee eee Where s my Refund PAPER FILED CA PAPER FILED Fed Ext 4868 NOT FILED Filed Form 1040 Direct State eje JE Welcome JUSTIN LOGOUT Mode Direct Input ia Preparer JUSTIN WRIGHT 1 476 00 820 00 Electronic File Mark Incomplete Paper File Mark Complete Income Info AGI 50 556 00 Taxable Income 31 556 00 EIC 0 00 Computed Tax 3 886 00 Tax Withheld s 5 700 00 Forms amp s A ls View Forms List Send to Tech Support Payment Details Receive Latest Checks Return History Note Showing Last 7 Actions View Full Histo Invoicing E File Bank Product Date amp Time IP Actions Make a Payment Invoice Ready to E File Checks Printed 10 19 2011 1 22 58 PM 192 168 0 27 Elected for Paper File by JUST View Print Existing Invoice Get Status Authorized Checks 10 19 2011 1 22 52 PM 192 168 0 27 Return removed from Queue b Payment Summary 10 19 2011 1 22 04 PM 192 168 0 27 Return Transmitted by JUSTIN Pp le on 10 19 2011 01 21 48 PM by Casi 10 19 2011 1 21 48 PM 192 168 0 27 Payment Made by JUSTIN WR 10 19 2011 1 21 37 PM 192 168 0 27 Marked As Return Completed 10 19 2011 1 21 32 PM 192 168 0 27 Marked as Return Completed 10 19 2011 1 21 32 PM 192 168 0 27 Elected for E File Alternative
29. This option enables the Indicated Server Drive Letter for Sharing Data Files selection Selectthe drive letter ofthe computer storing the shared data files In Network software Data Images Backup Data Documents Signpad and Downloads folders in the Server machine need to be shared manually with all File permissions Read Write Delete The data folder path must not be a mapped path It should contain full machine name e g machine name Enter the Server Name Select the DATA folder in the network Select the IMAGES folder in the network Select the BACKUP DATA folder in the network Select the DOCUMENTS folder in the network Select the SIGNPAD folder in the network Select the DOWNLOADS folder in the network E Check here for multiple instances For Citrix Server Only Check here if you have Dialup Connection Enter requested information and click lt Ok gt gt Product Configuration Product Configuration This setup option determines where the application accesses and stores the data files The Configuration area is used to tell the application what kind of setup the computer is running There is an option for every scenario Choose the appropriate configuration setting based on the installation method used to install the application These settings should not be changed during the season Select your product Stand alone Computer no Network Get Server Configuration Choose this option ifthe software was installed to the h
30. a previously accepted return can also be initiated from the lt E File gt Tab From the E file Tab select Get E File Status Select the option for lt All Accepted gt Choose to lt Amend gt from the right of the listed return Y N l Tp RO AccountiD GNITS70281ET My Office Manager Return availability Status Professional Tax Software Welcome TESTINGSOFTWARE Logout e file ers Bank Reports Forms Setup Tools Support GET EFILE STATUS ET FIND SEARCH SEARCH BY OPERATOR STATUS VALUE AA 5 J me gue A OOOO l E stc lla SEARCH RESULT 1 TAXPAYER NAME O 123 45 6789 10 25 2011 116 Viewing and Printing a Tax Return To view or print forms for a client already in your database go to your Client Manager Tab gt Manage Return once you have pulled up the client details choose to Manage Navigate to the lt Return Details Tab gt and click to lt View Print Forms gt eo i 7 PRO AccountiD GNITS70281ET My Office Manager Return availability Status Professional Tax Software Welcome TESTINGSOFTWARE Logout Personal Details Return Details Payment Details History Details Preparer Notes Return Status Schedule Appointment Letters Client Manager _e file__ _Scheduler_ _Letters_ Bank Reports Forms Setup Tools Support OOLT NAME NAME O TAXPAYER SSN 123456789 FEDERAL TAX SUMMARY Print Return Marked Completed Return Selected For Electronic File Form Type 1040EZ Total Income 27300 Total Adj
31. area is used to tell the application what kind of setup the computer is running There is an option for every scenario Choose the appropriate configuration setting based on the installation method used to install the application These settings should not be changed during the season Select your product Stand alone Computer no Network Get Server Configuration Choose this option if the software was installed to the hard drive of this computer and this computer is not on a network Network Software Choose this option ifthis computers access data files are stored on another computer This option enables the Indicated Server Drive Letter for Sharing Data Files selection Selectthe drive letter ofthe computer storing the shared data files In Network software Data Images Backup Data Documents Signpad and Downloads folders in the Server machine need to be shared manually with all File permissions Read Write Delete The data folder path must not be a mapped path It should contain full machine name e g machine name Enter the Server Name Select the DATA folder in the network Select the IMAGES folder in the network Select the BACKUP DATA folder in the network Select the DOCUMENTS folder in the network Select the SIGNPAD folder in the network LLLLL Select the DOWNLOADS folder in the network Check here for multiple instances For Citrix Server Only Check here if you have Dialup Connection Use t
32. es A NONRESIDENT TESTING TESTING PREPARER Ready to Convert 0 Simple DUBUSEVEN TESTING TESTING PREPARER Ready to Convert Comprehensive NEWJERSEY TESTING TESTING PREPARER Ready to Convert E Simple Import TESTING PREPARER Ready to Convert Will not pull forward prior year amounts or calculation from Forms W 2 1099 Sch C etc Comprehensive import Will pull forward prior year amounts and calculations from Forms W 2 1099 Sch C etc 26 Now select the clients you wish to pull forward and click lt Import to Client Manager gt NOTE There are two Types of Import be sure to indicate the type you wish to use OwLare Lanes Professbonal Software 2011 Organizer Blank Organizer Report New Clients Returning Clients 2010 Organizer 2010 Year Clients Simple Import Will not pull forward prior year amounts or calculation from Forms W 2 1099 Sch C etc Comprehensive Import Will pull forward prior year amounts and calculations from Forms W 2 1099 Sch C etc Client Organizer TY 2010 Data Path C ONLINE TAXES OLTPRODESKTOP2010 DATA OLTProDesktop 2011 V1 0 0 0 0 LT Account ID AETAE29971RC PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 Sort by Primary First Name ing 1 to 11 of 11 Clients ACCOUNT CREATE Az Zl Print Preview Print Organizer select All Include Preseason Letter TET TESTING PREPARER TESTING PREPARE
33. file a California tax return as married RDP filing jointly and have no SSMC adjustments or RDP adjustments between federal and Califomia Filed Forms E Form CA 540 CA Form 8453 AH Client Return 876 76 5654 CALIFORNIA TESTING o amp 2 Complete Change Query Rejected SignPad Assets Credits Connecticut Federal Delaware Florida Georgia Hawaii lowa daho Illinois Indiana Kansas Kentucky Louisiana Massachusetts Maryland Main Michigan Minnesota Missouri District of Columbia Ot A 2 ab Overrides MFJ MFS DM Docs Library Backup Marketing New Mexico Nevada New York Not Installed Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Virginia w lt W Not Installed Not Installed Not Installed Not Installed U S Virgin Islands Not Installed Vermont Wisconsin West Virginia Wyoming Name CALIFORNIA TESTING Not Installed SSN 876 76 5654 SEE de B 2 E Search Help CSR Close 51 Running a Return Diagnostic and Completing a Return Once you have completed the return click the lt Complete gt button at the top of any page to start the Diagnostic Process o amp 2 O wm 2 Complete Change Query Rejected SignPad Assets Credits Overrides MFJ MFS DM Docs Library Backup Marketing 1040 NR Page 1 i 1040 NR Page 2 DT Federal
34. filters and indicate column s within the report Click to lt View amp Print Report gt then lt Save Report gt when complete Client Manager e file Scheduler_ Letters Bank Reports Forms Setup Tools Support Client Return Data Client Efile Data CUSTOM REPORT CLIENT RETURN DATA Oct 26 CUSTOM REPORT CLIENT RETURN DATA REPORT DETAILS Sort By SSN e O ascending O Descending FILTER elle llo SELECT REPORT COLUMNS Selected Report Columns SSN EIN Available Columns FIRST NAME LAST NAME AGE FORM TYPE BIRTHDATE _ lt lt Remove PHONE NUMBER W2 WAGES Remove All EMAIL W2 FED W H W255 WAGES Set Default W2 55 WH Add gt gt FULL NAME View amp Print Report Save Report 137 Office Revenue Report Run a report based on the office revenue Choose the Report and Category Click lt View amp Print Report gt N OL Tpro AccountID GNITS70281ET My Office Manager Return availability Status 4 Professional Tax Software Welcome TESTINGSOFTWARE Logout Client Manager e file Scheduler _ Letters Bank Reports Forms Setup Tools Support Oct 26 OFFICE REYENUE REPORT Report Paid Clients e Category By Cash E E view e Print Report 138 Chapter Fourteen Fee Collect Options Processing a Bank Product Return For Fee Collect options OLTPRO offers many partners In order to access this payment option from within a client tax
35. for Bona Fide Residents of Puerto 103 Understanding Layout and Input Options The online interview provides navigation tabs that run across the top of the tax return 1 Navigation Tabs Once all Primary Information is entered these tabs and sub tabs can be used to navigate the software to specific pages 2 Additional Information Each page provides guided links examples and glossary items to assist you in determining information within that page 3 Saving your Entries To ensure the client information is saved you must click lt Save amp Continue Return gt on each input page Simple Fast Accurate Back to OLTPRO Tax Year 2011 Credits Other Taxes Miscellaneous Tax Summary Deductions Taxes Payments Primary Information Checklist Contact Information GUIDE ME Primary Taxpayer Information Address Information Filing Status Dependents Ue you need to select a filing status Exemptions Prior year Information Extension Default filing status Single Please select your appropriate filing status EXAMPLES Examples What filing status will you use single GLOSSARY O Married filing joint return Single O Married filing separate return O Head of Household with qualifying dependent O Qualifying Widow er with 3 Back EEE save corine Return 104 Using Navigation Tabs When navigating the software to access a certain form by using your navigation t
36. g dl Control Panel System and Security System v 43 Search Control Panel P Manufacturer Sony Electronics Inc Control Panel Home d S ONY Model VAIO Computer a Device Manager Rating m Windows Experience Index y Remote settings Processor Intel R Core TM i3 CPU M380 2 53GHz 2 53 GHz A System protection Installed memory RAM 4 00 GB 3 67 GB usable System type 64 bit Operating System Pen and Touch No Pen or Touch Input is available for this Display By Advanced system settings Sony Electronics Inc support Phone number 1 888 4SONYPC Support hours 24 hours 7 days support Website Online support Computer name domain and workgroup settings Computer name OLTLPT_20110614 Change settings Full computer name OLTLPT_20110614 Computer description Workgroup WORKGROUP See also Windows activation Action Center Wind Updat Windows is activated Or indows Update Product ID 00371 OEM 8992671 00014 Performance Information and ore Tools Learn more online 35 Sharing Server Directories From the SERVER COMPUTER navigate to the following location C Online Taxes OLTPRODesktop2011 f O di Local Disk C Online Taxes OLTPRODesktop2010 v Organize v Include in library v Share with Burn New folder de Favorites Name p Date modified Type Size HZ Desktop di backup data 3 1 2011 10 21 AM File folder Je Downloads de data 8 25 2011
37. preparation and electronic filing for individual taxpayers and professional tax preparers The Web site le an authorized IAS e file partner secured by Versign powered by IBM and certified by the Better Business Bureau s OnLine Privacy Program OnLine 7 aves serves hundreds of thousands of customers each year and has e filed more than one milion returns to date We have grown over the years in order to provide you more comprehensive tax services to meet your individual business professional and e file needs e Will continue to strive to not only meet but also exceed your expectations in ever wal On Line Taxes Inc was founded in 1999 by William White an entrepreneur with more than two decades of experience in both computer programming and public accounting The company s president Premkumar John joined OLT in 2002 wn oltpro com Click lt Next gt to Install the Federal and All States NOTE You must install ALL STATES Setup Type Select the setup type of the application Description Federal Fonts Gf States AL Federal will be Installed JIBS Space required on pour hard disk 500004 K B WA oltpro com Select to Install for lt Current User gt or lt For All Users gt Click lt Next gt 1 OLTPRODesktop2010 Destination Folder Click Next to install the application to this folder or click Browse to install to a gt different location Select the destination folder where pon wa
38. tax return inputs MARRIED FILING JOINT AND MARRIED FILING SEPARATE RETURN COMPARISION NAME NAME O TAXPAYER SSA 125 45 6759 MARRIED FILING JOINT AND MARRIED FILING SEPARATE RETURN COMPARISION If Return filed as MARRIED FILING If Return filed as MARRIED FILING SEPARATELY JOINTLY Total Income 27300 Total Income 27300 Total Adjustment 0 Total Adjustment 0 Adjusted Gross Income b27300 Adjusted Gross Income 2 300 Deduction 3900 Deduction 11600 Exemption 3700 Exemption 7400 Taxable Income 17800 Taxable Income 8300 Tax 2249 Tax 033 Tax Credits 0 Tax Credits 0 Net Tax 2249 Net Tax 033 Total Payments and Credits 2100 Total Payments and Credits 2100 Amount You Owe 149 Refund 1267 134 Preparer s Login Report From the lt Setup gt Tab select lt Preparer s Login Summary gt Run a report on your Preparer s Logging into the software either for a single day or customize your report Click lt View Logon Report gt once all the Date Information has been selected OL Tero AccountiD GNITS70281ET My Office Manager Return availability Status A Welcome TESTINGSOFTWARE Logout Client Manager _e file_ Scheduler Letters Bank Reports Forms _ Tools Support PREPARER S LOGIN REPORT Oct 26 DATE INFORMATION ViewANIP SELECT PREPARER ACCOUNT PREPARER TESTING TESTI preparers Login O Yesterday O Today O Lastweek O This week O Lastmonth O This month O Custom From 10 26 2011 CE MMIDD
39. view or print returns Y Form Tree Use current date as signature date Letter Head Y Refund Meter El Show Fin Name gt Y Income Report Y Instruction Include Detailed Invoice Y Retum Preview Show Blank Invoice All Worksheets Mal Pukid waga To bor Wi ee acter No Invoice for Bank Product until Federal Accepted A veri ro Y Double entry of SSN Never Show Entry Mode Dialog E Hide Client List F Auto Save Sort By Option Exclude perform fee on Invoice Block Excel export option Preparer Preferences gt E EIN Database To access the EIN Database navigate to the Setup Tab then EIN Database Any EIN that is entered within the software will automatically be added to the EIN Database 10 LT Account ID AETAE29971RC Welcome TESTING PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT I Business A Mode Direct Input EIN DataBase Edit EIN Database Search By Employer s name address City State and ZIP Business Name Y Employer Name Employer identification number A a 0 As C ee City State a EIN Starts with Zip Code s 11 20 Employers Summary Showing 1 to 4 of 4 Employer Details 31 40 BANK CO ATLANTA 41 50 BUSINESS 12 STREET LOVELAND 51 60 EMPLOYER 12 STREET ATLANTA on 122222222 TEST CO 12 STREET SAINT JOSEPH 71 80 81 90 91 100 Note gt To Edit EIN Database please click the record To add a new ElN to the ElN Database enter the Employer In
40. you create an account Account Name Must be at least six characters no spaces Password Min 6 max 25 Characters Confirm Password Password Hint E mail Address Firm Name Note Enter your last name if a firm name does not exist a o 21 Creating Admin Preparer The next step is to setup your Admin Preparer Enter the required Information and click lt Update gt AH OLTProDesktop 2011 V1 0 0 0 ela x O LT Account ID AFTAF29971RC Welcome TESTING sa 4 PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Individual Business Mode Direct Input Preparer Preparer User Management Preparer Login Information Click here to change Password User Preparer Account Summary Account Name CREATEACCOUNT Confirm Password Ftttttttttttt Privileges 1 CREATEACCOUNT ADMIN Password Hint REVERSE Y Select Al J Delete Firm Preparer Information Disable this Records First Name Initial Last Name Account lv Modify Invoice TESTING PREPARER Show All Clients Pricing Paid Preparer Information PREPARERID FIRM ID l E AN oro generated on all tax forms Y Client Manager L Remove Print PTIN P 9 12555555 Vi Schaduler NONE LTP LTC Number Letters Oregon state Preparers Only Bank ban NYTPRIN E For NY State Tax Preparers only oe Check Printing PIN Signature Number 10555 ee Forms E Mail Address OLTPRO OLT COM E Tools Number of Years as CPA 5 Ph No 265 365 5555 Ws J Support P
41. 0 t here Athens 133 raar WI Remon Sarnen Danen Cty Sate LAB Mpa ow Zp Cade 44301 f Accortrg Metos Cosh Accrual A Oterepect G Mendy Petopae m 2011 ota Me Dem tes la nta amp geet Pa bares Msg 2011 i Check here del yu nea ary parta n 201 1 het out ques you amp Me forme WA Reme CALIFOGINTA PES TING a 87 ees Mode Dieect Inpet Change Preparer Search another SSN to switch to that return Asset Manager Depreciation Summary Credits Summary Override Summary MFJ v MFS Comparison Chart Forms Library Search FAQ s Help 2 ea A SY 10 Customer Service Contact 47 Customizing the Direct Input Layout Click on the Manage Panels button in the upper right corner to open each of the above listed options By unselecting a box that respective Panel will not show Each Panel can also be expanded or compressed by resizing the Panel au Client Return 876 76 5654 CALIFORNIA TESTING Complete Change Query Rejected SignPad Assets Credits Overrides MFJ MFS DM Docs Library Backup Marketing All By Section Filed Forms l Eamed income Credit 3 Principal Business Product Total Expenses Net Profit Loss Educator Expenses TESTING CALIFORN TAX PREP TAX PREP 0 00 0 00 0 00 Estimated Payments Health Insurance wksh i l i Insolvency Worksheet income IRA Deduction Puerto Rico wksh Es Other Adjustments Other Income Payments Preparer Notes Qualif
42. 0 00 Dependency Info RA AA Computed Tax 3 886 00 1040 0 EIC 0 Tax Withheld 5 700 00 2441 0 CTC o Saree View Forms List Federal State Extension and SBBT Details Send to Tech Support _Federa State Status Comment Refund or Owe QUEUED FOR TRANSMISSION Filed Form 1040 1 476 00 Where s my Refund CA QUEUED FOR TRANSMISSION Direct State 820 00 Fed Exdt 4868 NOT FILED Payment Details Receive Latest Checks Return History Note Showing Last 7 Actions View Full Histo Invoicing E File Bank Product Date amp Time IP Actions Make a Payment Invoice Ready to E File Checks Printed 10 19 2011 1 27 33 PM 192 168 0 27 Return Transmitted by JUSTIN View Print Existing Invoice Get Status Authorized Checks 10 19 2011 1 26 08 PM 192 168 0 27 Elected for E File by JUSTIN W Payment Summary 10 19 2011 1 22 58 PM 192 168 0 27 Elected for Paper File by JUST Pp le on 10 19 2011 01 21 48 PM by Casi 10 19 2011 1 22 52 PM 192 168 0 27 Return removed from Queue b 10 19 2011 1 22 04 PM 192 168 0 27 Return Transmitted by JUSTIN 10 19 2011 1 21 48 PM 192 168 0 27 Payment Made by JUSTIN WR 10 19 2011 1 21 37 PM 192 168 0 27 Marked As Return Completed Changing Themes To change the color scheme theme of OLTPro Desktop click Setup gt Settings gt Change Themes Account ID TTHCI4962RW Welcome JUSTIN Customer Support 1 877 OLT 4 PRO 1 877 658 4776 LOGOUT Mode Direct Input Preparer Use
43. 0 27 Marked As Return Completed You will now have the option to Remove From Queue for Editing or Retransmission at a later date DH Current Status of the Customer co amp lez Current Return Status Name CALIFORNIA TESTING FEDERAL STATE Federal QUEUED CA QUEUED 876765654 Summary From Que For Edit For Retransmission 74 Chapter Six Using the OLTPro Features Scheduler The Scheduler is a feature that allows you to manage your existing or prospective customer s appointment schedule Daily reports are available as well as customizable work hours and meeting durations 75 OLTeno r Dali aga Prete SiE Account ID AETAEZ9971 RC Appointment Scheduler for New Client New Appointment Select Date and Time Date 0831 2011 EF Name SSN E Mail Phone Number Customer Support 1 877 OLT4 PRO 1 877 658 4776 ACCOUNT CREATE Business Setup Time Duration Purpose 07 00AM m 6 T min Hino Check for availablity NAME APPOINTMENT 888 388 889 TESTING OLTPRO COM 814 581 5818 Appointment Details on 08 31 2011 08 00 AM 09 00 AM TEST APPOINTMENT ANOTHER REVIEW SUDO Select Preparer Name TESTING PREPARER A August 2011 Sun Mon Tue Wed Thu 31 1 2 3 4 T 8 9 10 1l 14 5 16 17 18 23 25 31 1 22 29 30 5 6 T 8 C Today 8 24 2011 Mode Direct Input Le E Welcome TESTING 75 Letters Client Organizer To access the Client Organiz
44. 0 has been successtully installed Press the Finish button to exit Setup program b iM Installation Wizard 15 Using the Auto Update Feature The OLTPRO Live Updater is a feature that will automatically install any updates that are available to your OLTPRO Desktop Software Updates to the program are common throughout the tax season and are essential to ensure that OLTPRO always has the latest forms and instructions from the IRS There may be updates available when you install the software If so the following steps will help you to ensure your program is up to date When a new update is available a pop up will display nu 2 orum OLTPRODe Desktop201 de OLTProDesktop2010 Updates are ready to install Before running the Automatic Updater close the OLTPRO Desktop Program Click lt Ok gt 16 The following screen will show stating the progress of the update V 0 Patch 0 V 3 Patch 0 V 4 Patch 0 V 5 Patch 0 W 5 Patch 1 Installation In Progress Once the Update has completed click lt Ok gt to finish Your system is currently updated with the latest version Setting up your Software After completion of the installation process double click on the OLTProDesktop Icon that has installed on your computer The following steps will guide you through the basic setup of the software The default installation will be for lt Stand Alone Computer gt NOTE For lt Network Ins
45. 08 25 2011 08 25 2011 Next click on the drop down menu for the Category of Report you wish to generate Then specify how to sort the Report by selecting from the Based On drop down menu Once the report has been selected click the button lt Make Report gt After the report has been generated the options of Printing Exporting to Excel or Previewing are available Account ID AETAE29971RC Welcome TESTING A Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Mode Direct Input Office Revenue Report for Non Banking List 9 Payments di s 1 preparers clients TESTING PREPARER CREATEACCOUNT AD 2 105 0 0 0 o 105 jon Office Revenue Report for Non Banking List Print Preview amp Print this Report Include Period Period 08 25 2011 08 25 2011 Chapter Eight Fee Collect Options Processing a Bank Product Return For Fee Collect options OLTPro offers many partners In order to access this payment option from within the tax return you must have the return Marked Complete and selected for Electronic Filing Then click lt Make a Payment Invoice gt NOTE You must REGISTER AND BE APPROVED by an OLTPro Bank Partner before this option will be available DH OLTProDesktop 2011 V1 0 0 0 oll e ies O LT Account ID TTHCI4962RW Welcome JUSTIN eet 4 PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 LOGOUT Mode Direct Input Client Manager 5 ji A Y
46. 1 12 09 24 PM 192 168 0 27 Edit Return by JUSTIN WRIGH View Print Existing Invoice Get Status Authorized Checks 10 14 2011 12 24 51 PM 192 168 0 27 Return was imported from prior 57 Deleting a Tax Return To Delete a tax return double click on the taxpayer name to be deleted Then click the link to lt Delete Return gt DH OLTProDesktop 2011 V1 0 0 0 ele ls O O By Petey Account ID TIECIAOSRW Welcome JUSTIN LOGOUT Mode Direct Input Customer Support 1 877 OLT 4 PRO 1 877 658 4776 Delre Tones Protessional Software Client Manager 2010 7 i in o A A A HE Edit View Print Coupo Delete View i PW Protect DM Docs Prior Year Letters Print Label Notes Appointments Backup Back Client CALIFORNIA TESTING Preparer JUSTIN WRIGHT an A Electronic File Mark Incomplete Primary Spouse Address 123 STREET Paper File Mark Complete Name TESTING CALIFORNIA WIFE CALIFORNIA Income Info City SAINT JOSEPH SSN 876 76 5654 765 76 5765 ae G wee AGI 2 556 00 DOB 02 02 1970 02 02 1972 ls Taxable Income 0 00 Filing Status joint Phone No HOME 234 234 2342 uae 197 00 Dependency Info e o e 7 Computed Tax 0 00 Resident State Mi i 1040 0 EIC 0 Os Tax Withheld 0 00 a Forms E vi a 244i 0 CTC o Schedul View Forms List Federal State Extension and SBBT Details Double click to view the Paper Filing Reason Send to Tech Support PAPER FILED 5141 00 s CA NOT FILED neither OWE TA
47. 1 877 658 4776 ACCOUNT CREATE LOGOUT 0 Business Setup Mode Direct Input E File Rejected Return Summary SelectAll ClearAll PrintPreview Print this List Showing 1 to 1 of 1 SES Queued Returns E GEORGIA TESTING 444444444 03 26 2011 12 45 51 PM Federal REJECTED Double Click her TESTING PREPARER Get All Return s Status Transmitted Returns Accepted Returns Rejected Returns Declined Returns Unfinished Returns Federal Not Filed Search By SSN hu Value Note gt Click Get Current Status of the Return to get current status of federal and state return A window will show with the details of the Rejection Current Return Status Name GEORGIA TESTING Federal 8 26 2011 12 45 51 PM GA KY Federal Rejection Summary Print Preview Print this page Reject Code 0503 Secondary SSN SEQ 0030 and Spouse s Name Control SEQ 0055 of the Tax Form must match data from the IRS Master File or If filing status SEQ 0130 equals 4 and Exempt Spouse SEQ 0163 equals X then the Secondary SSN SEQ 0030 and Exempt Spouse Name Control SEQ 0165 must match data from the IRS Master File Reject Code 0502 Employer Identification Number SEQ 0040 of Form W 2 or Payer Identification Number SEQ 0026 of Form W 2G and Payer Identification Number SEQ 0050 of Form 1099 R Company or Trust Identification Number SEQ 0120 of Form 2439 and Employer EIN SEQ 0200 of 499R 2 W 2PR Rec
48. 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Business Setup Mode Interview Input E File Accepted Return Summary Select All Clear All PrintPreview amp Print this List Showing 1 to 1 of 4 Piette SH aaa A NEWYORK TESTING 111 11 1111 01 01 1900 12 00 00 AM_ Federal ACCEPTED Double Click her TESTING PREPARER Get All Return s Status Transmitted Returns Accepted Returns Rejected Returns Declined Returns Unfinished Returns Federal Not Filed Search By SSN a Value Note gt Click Get Current Status of the Return to get current status of federal and state return Double click on the taxpayer name and click the lt File Amended gt button Follow the on screen instructions to complete the lt Amended Return gt 3 Ea ak E ox Current Return Status Name NEWYORK TESTING 111 11 1111 Federal ACCEPTED NY ACCEPTED Summary 61 Printing a Tax Return To print an existing return that s already in your database simply click on the lt Client Manager gt and select lt Manage My Returns gt and double click on taxpayer name Then select the option lt View Print Return gt DH OLTProDesktop 2011 V1 0 0 0 oa e 0 LT Account ID TTHCI4962RW Welcome JUSTIN nt 4 PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 LOGOUT Mode Direct Input ARICA E ACE E c Edit View Print Coupon Delete ViewInput PW Protect Amended DM Docs Prior Year Lett
49. 48 PM 192 168 0 27 Payment Made by JUSTIN WR 10 19 2011 1 21 37 PM 192 168 0 27 Marked As Return Completed 10 19 2011 1 21 32 PM 192 168 0 27 Marked as Return Completed 67 If necessary enter the lt Manual Rate gt or verify the calculated charges You can lt Modify gt Federal or State Charges When finished click lt Calculate gt Type Federal and State Federal Ony State Only FEDERAL Manual Rate GA Manual Rate Total Total KY Manual Rate payable 0 payable 0 Federal Charges Modify State Charges Modi Discount 0 Discount 0 Additional 0 Additional 0 Account Summary Total Amount to be 0 You are not enrolled with a bank to offer bank products Payment Invoice Option Do You Want to E File this return now Make Payment now iS 3 No nvoice Onl Select which Payment Type and whether to Make Payment Now or Invoice Only Then select Yes to E File this return now Click lt Update Payment gt Y pen O FedeaiandSie Federal Oriy Sate Ony FEDERAL Manual Rate GA Manual Rate Total Total KY Manual Rate payable 75 payable 30 Federal Charges Modify State Charges Modi Discount 0 Discount 0 Additional 0 Additional 0 Account Summary Total Amount to be Net Federal Charges 75 Net Preparer Fee s Net State Charges 30 105 Non Banking You are not enrolled with a bank to offer bank products Amount Paid 105 Cash Check Money Order Payment Invoice
50. 7 importing Pror ear Clients A A 99 Settine Up VOUPADDOINUMENT scheduler E oie A sont made easaeediaes 100 setine Tie lP Securty eects fcc ee hd OS 101 Viewing ana Deleting IP Addresses ii A A doo 102 Enabline DisabliNa IP Secure iii 102 Chapter Ten Preparing a Tax Return 103 Creating a NEW RETINA AAA Gi Galas 103 Understaname Lavoutiana INPULO DUOMS scoseteste does a oie 104 a A 105 SINE SCCUIO Me C NECKS sl o lee 105 Startimera State Reta sett a N wea calciehaich A ain E E E E 107 Adding AG IEC Al SEALS a delia 108 Reviewing Forms for a Federal and or State Return sensns eiiidh ar aE IDE EEE aE SEEE 109 COMPICtING a ROUGH sete cite a ese en diiers eacesoistieve sel waew as 110 Understanding the Client Manager uccicodane iniciado o al cilindrada i nicos 111 cient Manager Tata vaciar 112 Edttinea MESE REUNIR bcias 113 Deletinesa Ta Return o a o ed o o al 114 Amendine WACC Ed EU dee eee eee ee 115 Alter aUIVe An GIN GINS OPUN rocon in asec sa ae 116 Viewing ana Printing a Tax Ret f Naiset aani sec A A edad tae wise Blain eae 117 Chapter Eleven E File Mana Menta 119 E File Preparation Vial Kin a Returni Complete csan de 119 Makne a Payment TON the Retama E AIR 120 ido A o on a aa uesioane cehe 123 Removne a Return from QUEUE ni AA AAA AAA AAA 124 Resubmittine a Rejected Return cd 126 Chapter TWelVe FEACUTES sino 127 CW ON AO 127 LUO A O ae aerate ace 128 ESTE SONES doo dd sa 128 Creatine ra Custo meter aida iia iii ancla 128 Printi
51. 8 0 27 Elected for E File 62 Printing All Forms at One Time Now you can preview the forms by selecting the box for the appropriate copy then clicking the corresponding link to the left When ready to Print click the lt Print Selected Forms gt button 4 le Tear Burn Emr JAAS A ax Return tor 44444444 ee Examine Verify and Print Return Select All Clear All Switch to Preview View Preview M Preparer Copy W Customer Copy yl Filing Copy Preparer Copy Customer Copy Filing Copy Letter Heading Retum Status Letter PRIVACY INVOICE 1 INVOICE BLANK1 1040 Schedule B F Schedule C EZ F Schedule 5E F Schedule M 8879 9325 Fl Income Report Su Federal Analyzer GA 500 T GA 8453 W Form 740 Form 2210 K Form 740 V 2453 K Export to Document Manager Printing Individual Forms To print individual forms click the link to Switch to Preview View Preparer Copy Customer Copy Filing Copy Letter Heading Retum Status Letter PRIVACY F INVOICE 1 INVOICE BLANK1 1040 F Schedule Schedule C EZ Schedule SE Schedule M 2879 9325 Income Report Su Federal Analyzer GA 500 GA 8453 F Form 740 Form 2210 K Form 740 W 2453 K Export to Document Manager 63 Now you will just click on the form s that you need to view and print that form Bad Tax Return for wa PRIVACY NYIT150 NYIT21 Export to Document Ma r 64 Batch Printing of Returns To Batch Print returns navi
52. 9 2011 01 21 48 PM by Cast 10 19 2011 1 22 52 PM 192 168 0 27 Return removed from Queue b 10 19 2011 1 22 04 PM 192 168 0 27 Return Transmitted by JUSTIN 10 19 2011 1 21 48 PM 192 168 0 27 Payment Made by JUSTIN WR 10 19 2011 1 21 37 PM 192 168 0 27 Marked As Return Completed 87 After clicking lt Calculate gt the option to select the Fee Collect Product that you have successfully registered for will now be available Federal and State Federal Only State Only Federal Charges Modi State Charges Modi Total Total payable 75 payable 25 Discount 0 Discount 0 Additional 0 Additional 0 Account Summary Total Amount to be Net Federal Charges 75 Net Preparer Fee s 100 Net State Charges 25 100 Amount Paid 100 0 Cash Check Money Order Payment Invoice Option Do You Want to E File this return now 9 No ds Invoice Only After clicking on the tab of your Bank Partner you will have the option to select any and all products offered by that Bank Partner Complete the required information select lt Yes gt to E File this return and select lt Update Payment gt Payments Summary Of C Fedealand Sate Fadel On Siate Ony FEDERAL Manual Rate MO Manual Rate Federal Charges Modi State Charges Modify Total 35 Total payable payable 25 Discount 0 Discount 0 Additional 0 Additional 0 Account Summary Total Amount to be Paid Net Federal Cha
53. A O 70 E File Acknowledgement from Client Manager ccccccsssccccsssecccceseccecensccecsesececseecceeeesecessesecessuneceeeeesecesauecessunecessenes 70 Get EFIE Status rom EsElle Taba O do 71 REECE O 72 Resubmitting a Rejected Return Client Manager ii an A aaa 73 Removine a Return tom Quel ao co nia 74 Chapter Six Using the OLTPro Features ua a 75 O 75 A on yg ee ee re eee ee er ee re ere 76 AT O seeueeneusene 76 Standard Letter tonada 77 Creating CUSTOM Leers stas 78 a 79 MFI MES COMparison Ena aria 80 DOCUMENT Manal eTe a io ia 81 CHAN EWG TENES ted e ed e 83 Chapter Seven OLTPro Desktop Reports siria a 84 IVETE Abel alii 84 E File Data RE DOM sx cts 5 58 taste ie icteric sil ala oh leew o O de 85 ONCER Venue REDOR astro dios id is eee ca 86 Chapter Eight Fee Collect OPIO ii pan smeusesucwsenioudenneensicensscosuusssureneeaeens 87 PROCESSING a Bank Product RUIN T aca 87 BaP OCI TOPO IS osteo poe a aa a tao 89 BAN Produc Pared aa 89 OnLine USer Guide iria aaa 90 Chapter Nine Setting Up Online Software ssssessssessssessssesessecesssoesseoesseossssoesosoesssoecssoessssessssesssoessssessssesssssossssosees 91 creatine a MAcCcoUN baaa tarado 91 Creatine Admin Preparer ali ida 94 Biolor la dia lio lan ALO A AP o a a a aN e AE 95 Ubdatne Pricine Morna ON aa AS da 96 Adding a New Preparer Editing Preparer Privileges cccccccccccnnnnnnnnnnnnnananananonocnnanonononononononnnananaccnnnnnananonnnnn nono nnnananins 9
54. Adjustment Total Adjusted Gross Income Deduction Standard Itemized Exemption Taxable Income Tax Alternative minimum tax Total Credits Total Tax Total Payments Refund Amount Owe 80 Document Manager To access the OLTPro Desktop Document Manager click Tools gt Document Manager 10 LT RO Account ID AETAE29971RC Welcome TESTING arte Customer Support 1 877 OLT4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Business Setup Mode Direct Input Document Manager Select P Quick Estimator RS a Search By 4 i Bank product Quick Estimator SSN y ogas MFJ vs MFS Comparison Chart isting Clients o Document Manager There are no customers in your list Financial Calculator POT EN Bo Name SSN Prepared By Download Font ae Data Conversion ote gt To Show Calculator Documents please click the return Integrate with Site Depreciation Summary Archive Client Return Batch Printing Returns Signature Pad To add a document click lt Show Existing Clients gt then double click on a taxpayer name Then click the lt Add gt button and complete the requested information Once complete click lt Save Document gt y Ad OLTProDesktop 2010 V1 0 0 5 foja i 10 LT Account ID AETAE29971RC Welcome TESTING o A PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Business Setup Mode Direct Input Document Manager Select Preparer Name SELECT ALL PREPARERS
55. Armed Forces Y Claiming Exemption i i 765 76 5765 Fl Disabled Blind E U S Armed Forces Claiming Exemption Check here if foreign Address State and Country Presidential Campaign eea de B2 E Search Help CSR Close Enter the last name suffix of the primary taxpayer For example JR SR Il Ill Identification Number SSN An incorrect or missing SSN can increase Form 1040EZ Income Report Summary SSN 876 76 5654 Mode Direct Input Adding Additional Forms To add any additional forms use the Forms Tree from the left column and select the form you would like to add You can also add forms from the links within the 1040 Screens 3 Odi vw 2 n h a B E 2 E O Complete Change Query Rejected SignPad Assets Credits Overrides MFJ MFS DM Docs Library Backup Marketing Search Help CSR Close a Wages Salaries Tips etc Line All By Section Filed Forms 7 Personal Info Dependent Info ba 1040 Page 2 La 1040 NR Page 1 1040 NR Page 2 1040 NR Page 3 Sch A 1040 NR Page 4 1040 NR Page 5 1040 NR Payments 10408S 104088 Other Income 1040ES 1045 ba FEC so 0 0 11 600 so so 0 so so Total Payments 0 OA A Capital gain or loss Other gaits oF G0nees 2 ee eee eee eS Form 4797 3 as 1 lt 876 76 5654 q pr peog pe oo UN
56. D GNITS70281ET My Office Manager Return availability Status Welcome TESTINGSOFTWARE Logout _ Letters Bank Reports Forms Setup Tools Support OLTrPro Professional Tax Software Client Manager Scheduler Queue For Transmit et e file Status Get Extensions Status Get State Extensions Status Oct 26 FIND SEARCH ST oreraror ramas ae CO PEN ren Queres copii Allee lL Transmit Ala Select the option to the right of the return details to lt Remove gt 5 GET EFILE STATUS e eo i 7 PRO AccountID GNITS70281ET My Office Manager Return availability Status Professional Tax Software Welcome TESTINGSOFTWARE Logout Client Manager e file Scheduler _ Letters Bank Reports Forms Setup Tools Support FIND SEARCH ar orar starus OO e CO PE SEARCH RESULT 1 ANOTHER TESTING 234 56 7890 10 25 2011 124 Leave the transmissions UNCHECKED to indicate the removal of these returns and click lt Save and Continue gt OL 7 PRO AccountiID GNITS70281ET My Office Manager Return availabilitv Status 7 Professional Tax Software Welcome TES GSOFTW paa Client Manager e file Scheduler _ Letters Bank Reports Forms Setup Tools Support E FILE STATUS QUEUED RETURN aa E FILE TRANSMISSION FEDERAL E FILE STATE PIGGYBACK E FILE 1040 C mo Ca STATE ONLY E FILE MO gt Se 125 Resubmitting a Rejected Return After a Rejected
57. Dimension 490 x 545 Change Reset 83 Chapter Seven OLTPro Desktop Reports Client Data Report To access Client Data Reports navigate to Reports gt Client Data Report Account ID AETAE29971RC Welcome TESTING Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Business Setup Mode Direct Input Category Client Data Report for Address and E y AI Reports Total Number of Return s 5 PS Print Preview Print Preview PS A samapenlss trou je PrintLabel Print this Report Address and Email Y Office Revenue Report preparers clients me NEWYORK 11 11 1111 APPLE OLTPRO C 12 STREET NEW YORK NY 10101 Advanced Options TESTING MISSOURI 222 22 2222 MISSOURI OLTPR 12 STREET SAINT JOSEPH MO 64501 Description TESTING COLORADO 333 33 3333 12 STREET LOVELAND CO 80538 Client Data TESTING GEORGIA 444 44 4444 12 STREET ATLANTA GA 30303 Report for Address TESTING MICHIGAN 555 55 5555 MICHIGANSOLTPR 12 STREET PIGEON MI 48755 and Email List Return result AN O Refund Balance Due Zero Due Return Both Completed Incompleted Sort By 9 SSN Taxpayer Name Zip code Next click on the drop down menu for the Category of Report you wish to generate Then specify how to sort the Report by selecting from the Based On drop down menu Once the report has been selected click the button lt Make Report gt After the report has been generated the options of Printin
58. Ee a E Basada E a Edit View Print Coupon Delete ViewInput PW Protect DM Docs PriorYear Letters PrintLabel Notes Appointments Backup Client CALIFORNIA TESTING Preparer JUSTIN Personal Details Address Details y Electronic File Primary Spouse Address 123 STREET Paper File 0 Mark Complete Name TESTING CALIFORNIA WIFE CALIFORNIA Income Info City SAINT JOSEPH a SSN 876 76 5654 765 76 5765 no io oodi AGI 50 556 00 DOB 02 02 1970 02 02 1972 i Taxable Income 31 556 00 Filing Status joint Phone No HOME 234 234 2342 EIC 0 00 Dependency Info ee a Computed Tax 3 886 00 Resident State Missouri 1040 0 EIC 0 Tax Withheld 5 700 00 Forms amp Wi 2441 0 CTC 0 is View Forms List Federal State Extension and SBBT Details Send to Tech Support A SI AE QUEUED FOR TRANSMISSION Filed Form 1040 1 476 00 Where s my Refund QUEUED FOR TRANSMISSION Direct State 820 00 NOT FILED Paymermpetails Receive LatestChecks Return History Note Showing Last 7 Actions View Full History Invoici E File Bank Product Date amp Time IP Actions Make a Payment Invoice Ready to E File Checks Printed 10 19 2011 1 27 33PM 192 168 0 27 Return Transmitted by JUSTIN View Print Existing Invoice Get Status Authorized Checks 10 19 2011 1 26 08 PM 192 168 0 27 Elected for E File by JUSTIN W Payment Summary 10 19 2011 1 22 58 PM 192 168 0 27 Elected for Paper File by JUST Pp le on 10 1
59. Expenses Net Profit Loss Educator Expenses ESTING CALIFORN TAX PREP TAX PREP 0 00 0 00 0 00 Estimated Payments Health Insurance wksh Minister Tax Free Income Reportable To Describe the business or professional activity that provided your principal source of income reported on line 1 If you owned more than one business you must 1040 Page 1 Form 8582 WET Federal Minister Tax Free Income Insolvency Worksheet E complete a separate Schedule C for IRA Deduction z each business Give the general field Puerto Rico wksh or activity and the type of product or Other Adjustments service If your general field or ri Total Amounts 0 00 0 00 0 00 activity is wholesale or retail trade or i services connected with production y do services mining construction or E ue manufacturing also give the type of Qualified Tuition Program customer or client For example Sale of Main Home State MO Hi Whose Income Pp 5 Force to Long Form Schedule C wholesale sale of hardware to p SEP SIMPLE worksheet MAA A A A A A retailers or appraisal of real estate for Schedule A A Principal Business TAX PREP Productor Servicee TAX PREP OOOO O lending institutions S Schedule B Check here if your principal business or profession is NOTARY PUBLIC BA Diner Code ARENA AE RE ee a Pick From List f T E Ch
60. Firm ID Preparer ID Displays the specific preparer information on the bottom of the 1040 Firm ID Shows the firm and preparer information on the bottom of the 1040 98 Importing Prior Year Clients To import your prior year clients navigate to Tools gt Import 2010 Client Data Click Show All or search for the clients you wish to pull forward Scheduler Setup_ _Tools_ _ Support Quick Estimator Bank Product Quick LAST YEAR RETURNS LIST Estimator MFJ Vs MFS ec 07 Financial Calculator Depreciation Schedule Depreciation Summary Import 2010 Client data SEARCH BY OPERATOR VALUE Federal Reject Codes State Reject Codes LIKE O e on Sate FIND SEARCH Select the clients you wish to Import and click lt Select Return to Import List gt or click lt Import Data gt to import single returns LAST YEAR RETURNS LIST Dec 0 ec 07 FIND SEARCH a OOO vawe O OOOO E sara Stns SEARCH RESULT Clients 1 10 of 88 Select Return to Import List 1 AQUICK RAL TESTING 564 56 4564 SADHISH 2 ARETURN TESTING 565 65 6546 SADHISH PRABHU E 3 AGE PRE CAL RAADV 355 55 5555 ANAND SENGOL 4 AMEND TEST 121 21 6066 SADHISH PRABHU E 5 AMENDED TEST 400 00 1230 SADHISH PRABHU E 99 Setting up your Appointment Scheduler From the lt Scheduler gt Tab select lt Settings gt Scheduler Report Settings Within the Scheduler Settings Work Hours Days Off Vacations scheduler View Settings e Set the off
61. HOULD SELECT THE IDO NOT ACCEPT BUTTON AND DO NOT ACCESS OR USE ANY PART OF THIS WEB SITE OR THE SOFTWARE OR THE SERVICES INTERNET TECHNOLOGY TAX LAWS AND THE RULES AND REGULATIONS OF TAXING AUTHORITIES CHANGE FREQUENTLY ACCORDINGLY ON LINE TAXES RESERVES THE RIGHT TO MAKE CHANGES TO THIS AGREEMENT YOU MAY OBTAIN A COPY OF THIS AGREEMENT EITHER THROUGH OUR WEBSITE OLT COM OR BY SENDING A FORMAL Follow the on screen instructions to complete your registration Creating Admin Preparer From the lt Setup Tab gt select lt Preparer Info gt Setup l Preparer Info Firm Info Preffered ID Account Info Pricing Details Add New IP Security View All IF 1 Enable Disable IP Security Preparer s Login Summary Click lt Create New Preparer gt and input the Admin Preparer Information PREPARER INFORMATION Oct2 ct 24 PREPARER INFORMATION Preparer First Name esting sid Preparer Middle Initial a Preparer Last Name Preparer Date of Birth 01 wp o1 wp 1970 v MMs DD YYY SSN 111 22 3333 B PTIN PO 11122334 HE Preferred ID Number for Returns Ossn OPTIN Paid Preparer Information PREPARER ID O FIRM ID LTP LTC Number E For Oregon State Preparers only New York Tax Preparer Identification Number NYTPRIN For New York State Tax Preparers only PIN Signature Number 12345 LEJ E Mail Address test olt com PREPARER POWER OF ATTORNEY INFORMATION
62. IVY YY D 10 26 2011 EE MMIDDIYYYY Yiew Logon Report Information given within the report is e Login Date and Time e From what IP Address e Time spent in each login e Total time for the listed report 135 Chapter Thirteen Reports OLTPRO Software has many Standard Reports based on Client and E file data as well as Office Revenue Reports If our Standard or Office Revenue Reports do not have the reporting needs you are looking for we also have a Custom Report option allowing you to specify the exact needed reporting information Standard Reports Reports can be run based on Client or E File Data from the Standard Reports page Select a Category and Name for the report and click to lt View amp Print Report gt o y PRO AccountlD GNITS70281ET My Office Manager Return availability Status Professional Tax Software Welcome TESTINGSOFTWARE Logout Client Manager _e file__ _Scheduler_ Letters _ Tools Support __ Reports Standard Reports Client Return Data EFile Data STANDARD REPORT Oct 26 STANDARD REPORT Category q Name of Report Address and Email List v m CUSTOM Return result O al O Refund O Balance Due Zero Due Review O Both O Reviewed O Not Reviewed Sort By SSNEIN O Taxpayer Name Zip code lt View amp Print Report 136 Custom Report Create a Custom Report based on Client Return or Client E File Data Name the report choose how to sort the report select
63. Install a cin iS A AS Adi 39 Alternative Networking ODUM Lasa al ccoad 41 Alternative Networking Option Zi ii 42 Chapter Four Preparing a Tax ROUTE 43 Creatine a NeW 1040 Retard AAA A 43 Creating 1040 1040 55 1040X 1040NR ReturOS occccccccnnnnonccncnnnnnnononanccononnnonononancnnnnnnnonnnnncncnnnnnnnnnnnnarcnnn nano nonananccnacanans 43 Creating a NEw BUSINESS 7 Corporate Retu Mins 44 o neces a a 45 AGGING Adaitional FOM S ria ic 45 Understanaing the Direct Input Layos dei 46 AdditonalFeatures DIFect Apt A ia 47 CUSTOMIZING the Direct Input La OU tarada A tas 48 Work Padero EAN N tisiads 49 Override Fear N a E E ene ela tialamioata tat 49 Srne a State RECU ioaea AAN A 50 AllOCAtINE Between Multiple States ni 51 Running a Return Diagnostic and Completing a Return aiseee n n a a A 52 Jsme the NCCI VIE w put suena aid tara eicte cla 54 Editing an EXISTIA Return ds 57 Deletine a Ta RN oa 58 Amending Inr ACCeD LEG Return dida 60 PE CIM MA A A Gidivns 62 Pantune Al FORMIScat One TNCs sate aaa 63 PRINCING individual FOr MS 2 a tna ain and banana oni adnan 63 Baer ih GMCs On CCUM o a A 65 Chapter Five E File Management ansia 66 A ai atl O MI wevccerc nese cosacteas she ctssnsadew casas atacgeaatvaubensavauncna anaes wiansesdatinasdeouatsauoasauecnes miaeassanieiesden uisauensabeusats waaueaneocaboowaate 66 Waking a Payment lok a REUNIR AS 67 Selectine Tan SialSSIOM WY OG sac decease ences recente ce iio 69 Gettine E FITS ACKHOWIECS ME
64. NPAD Select the DOWNLOADS folder in the network 11192 168 0 11DOWNLOADS EN A O O OO O Check here for multiple instances For Citrix Server Only C Check here if you have Dialup Connection 18 If you have prior year information to pull forward select lt Yes gt otherwise select lt No gt then lt Save Continue gt a x T7 aj oep 2011 VILODO we OOO STEP 2 Prior Year Data Conversion Prior Year Data Conversion You have used OLTProDesktop2010 last year Do you want to import your 2010 tax year Account and Preparer details Yes E No Select the data path of OLTProDesktop2010 C ONLINE TAXES OLTPRODESKTOP2010 DATA Admin Account Name Password KI Note Select Yes if you wish to set the data path to your prior year data and login using the Save amp Continue Username and Password set for the prior year data Alternatively click No to create a new account 19 Downloading Account Information If you already have account information setup through www oltpro com you can download that information in this screen otherwise select lt No want to set up new administrator account information now gt and create a new account Di OLTProDesktop 2010 V1 0 0 5 o e STEP 3 Download account information Select Yes if you wish to download your account information from the OLTPRO com website if not select the No option and click Save and Continue to cr
65. ON LINE TAXES INC OLTPro Professional Tax Software 2011 User Guide This page left intentionally blank Contents Desktop User GUIAS ata na 7 chapter One Getting Starter ta 8 WHO AOS 8 System Requirements DESKTOP smart a 8 Quick Reference GUI ina 9 Chapter Two OLTPro Desktop SetuP ini 11 OLIPrO Desktop INS TAa LO coat ptos tes cerebelo rocas 11 Usine the Auto Ubaate Features toalla iba 16 setine UD VOUNSOTLW ARC ias 18 Downloading Account INTO MAIN A A A A Ai 20 creatine a New Accor A AS A A 21 Creating Admin Prepare il ol 22 A acseeendoeleen dees E 23 Wid Stine PRICING Morna O Messina a tier suse aa a a 24 Adding a New Preparer Editing Preparer Privileges cccccccccccccccccsseeeseseseeeeccccccsceeeeeeeuueeeeessseeeeeececsssseeeesseuuueeensseeeness 25 MPpOrtine Pror Year Cienc 26 NAMCO a o telat tle tar 26 BUSINGSS Re tU bn 28 setine up TNE Appointment acabe Tecos 30 Custom Configurations sasoina E sd 31 Default alMReturasto 1040 ia Ai 31 SWitenineto Nte view tir 32 EIN Data Se A E A RAR 33 Chapter Three Network Installation Guide ccsccscscecsccscsceccccscsccccccecscsccccecscncescececsceccececscssescecscscescecscuceseesecnces 35 Determining Server Computer NAME cccscccssccseceseccscccseccseccseccseccaeeteecesseecescaescessceuscessceuscessceseeeseceseeeaeesseesseetaeetes 35 Sharing Server Directores a dali 36 Running the Server Computer SOM Wale sciatic eer A AAA 38 Work Station
66. ORMATION Oct 25 CREATE PREPARER Preparers 1 1 of 1 S No PREPARER NAME SSN PTIN G O PREPARER TESTING Admin Preparer PO 1122334 En a AS Create the preparer login information and set allowed privileges Click lt Create New Preparer gt CREATE USER Pore CREATE USER NAME User names and Passwords must be atleast 6 characters amp no spaces Create User Name testnewpreparer E promt eesse Conton Puan seeeeee JE Retype your password Password Hint testing hint 2 O USER PRIVILEGES Select All CLIENT EFILE SCHEDULER LETTERS Cl BANK C REPORTS FORMS O SETUP TOOLS a ESTA 97 Enter the preparer information and determine their delete modify privileges Click lt Save and Continue gt PREPARER INFORMATION Oct 2 ct 25 PREPARER INFORMATION Preparer First Name Po Preparer Middle Initial Preparer Last Name AAA prn E Preferred ID Number for Returns ssN OPTIN Paid Preparer Information PREPARER ID O FIRM ID LTP LTC Number E For Oregon State Preparers only New York Tax Preparer Identification Number NYTPR IN For New York State Tax Preparers only Phone Number g Area Code Phone Number PREPARER OPTIONS Do you want to list all the users to this 9 Ows Ono preparer Preparer privileges O Delete Client Records O Delete Firm Records O Modify Invoice Pricing Ce e NOTE Each preparer must have a valid PTIN to be entered as a preparer Preparer ID vs
67. ORMS amp SCHEDULES STATEMENTS MO 1040 MO 0493 Back NOTE Pop up blocker must be disabled and Adobe Reader installed to view forms 109 Completing a Return By saving from the State Return Tab the final page of the return inputs is to mark the return as Complete Simple Fast Accurate gt O L Back to OLTPRO OnLine Taxes Tax Year 2011 OLTPRO COMPLETE RETURN b hark this return as completed and ready for efile OLTPRO COMPLETE RETURH Are you ready to Mark the Return as Completed ves No FILE RETURH File this return as 7 Paper File Electronically REVIEW RETURH Are you ready to Mark the Return as reviewed ves No Indicate that Yes the return is Complete Then indicate how you are filing the return Paper File or Electronically and that you have reviewed the forms Click lt Save amp Continue Return gt 110 Understanding the Client Manager The Client Manager will be used to e Access any existing client return e Edit and complete an existing client return e Viewing client forms e Marking a return as paid 0 Amending a return already filed through the software From the lt Client Manager gt Tab select lt Manage Return gt O A MANAGE RET OLTpro Professional Tax Software Welcome TESTINGSOFTWARE Logout Client Manager Scheduler _ Letters Bank Reports Forms Setup Tools _ Support _ AccountiD GNITS70281ET My Offi
68. Option Do You Want to E File this return now Make Payment now Invoice Only 68 Selecting Transmission Type Next select how to transmit the returns OLTPro offers the option to file in the following methods Federal with State Federal Only or State Only After selecting the type of transmission click the button lt Transmit Now gt 24 Payments Summary Of Charges E File Transmission Select your E File Transmission Option O Federal with State Federal Only Select PiggyBackState GA State Only Available States Unselect the state s which you won t transmit now GA Note Only selected states will be KY KY queued for transmission NOTE Selecting the option lt Add to Queue gt will move the specific return to the location E File gt Ready to Transmit 69 Getting E File Acknowledgements E File Acknowledgement from Client Manager To get E File Acknowledgements there are two options available The first is from within the lt Client Manager gt Click the link to lt Get Status gt to see the latest status of the tax return DH OLTProDesktop 2011 V1 0 0 0 olala a2 O ig ee cont ID TTECIA962RW Welcome JUSTIN LOGOUT Mode Direct Input Customer Support 1 877 OLT 4 PRO 1 877 658 4776 Delre ares Prodessbonal Software Client Manager 2010 Gea FE a A EB amp Edit View Print Coupon Delete View Input PW Protect DM Docs Prior Year Lette
69. R Welcome TESTING Mode Direct Input LOGOUT Search By SSN SSN 111 11 1111 single TESTING PREPARER Ready to Convert i MISSOURI TESTING 222 22 2222 hoh TESTING PREPARER Ready to Convert COLORADO TESTING 333 33 3333 single TESTING PREPARER Ready to Convert GEORGIA TESTING 444 444444 joint TESTING PREPARER Ready to Convert Show All MICHIGAN TESTING 555 55 5555 single TESTING PREPARER Ready to Convert MARYLAND TESTING 888 88 8888 single TESTING PREPARER Ready to Convert A A single TESTING PREPARER Ready to Convert 0 Simple single TESTING PREPARER Ready to Convert Oc Ln single TESTING PREPARER Ready to Convert Ready to Convert Ready to Convert Select All Pages Clear All Sort by Primary First Name NOTE You may also choose to leave the clients in the Client Organizer then go to Client Manager gt New Return and enter the SSN Now you will have the option to lt Import gt and select the Import Type A Client Return Lx Basic Information Warning 111 11 1111 already exists in prior year database Click lt IMPORT to pull forward prior year data Simple Comprehensive Business Returns To import Business Returns go to Business gt Tools gt Business Client Organizer Account ID AETAE29971RC Welcome TESTING Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Individual Setup Client Organizer Search By TY 2010 Data Path C ONLINE TAXES OL
70. Return has been corrected and lt Marked Complete gt you can resubmit the return by navigating to E File gt Queue For Transmit Now click lt Transmit gt next to the customer name that you need to resubmit Client Manager Scheduler Queue For Transmit Get e file Status Get Extensions Status Get State Extensions Status SELECT RETURN FOR EFILE ov 02 FIND SEARCH SS e NE me E SEARCH RESULT Select All for Transmission Transmit Selected Return O E E SO ESO FG STATUS Sa 1 GEORGIA TESTING 444 44 4444 Federal State View ele gt Customer Service user manual IRS Website OnLine Taxes Inc Ph 1 877 658 4776 Fax 1 816 232 1591 Reference P2 p2 p2 126 Chapter Twelve Features Scheduler The Scheduler is a feature that allows you to manage your existing or prospective customer s appointments NOTE The Scheduler Settings must be set in order to schedule appointments Use Tabs for New Client Returning Client or Existing Client to set appointment Input the appointment information and click lt Make Appointment gt Client Manager _e file__ _Scheduler_ Letters Bank Reports Forms Setup Tools Support New Client Returning Client Existing Client APPOINTMENT SCHEDULER ce APPOINTMENT SCHEDULER Date ozs E Time AT october 2011 SSN 234 11234 Duration min Sun Mon Tue wed Thu Fri Sat 1 HE Preparer TESTING PREPARER vw 2 3 AS 6 7
71. Select Date 08 24 2011 Gy Select vacation date of every year Select Date 08 24 2041 Dv STEP 2 Configure your scheduler Applicable till 08 24 2011 Ev STEP 3 Scheduler View Setup Default appointment time to minutes Default scheduler times to 15 minute increments Save Scheduler View Setup Setup your Work Days and set your Default Appointment and Default Scheduler Times then click lt Save Scheduler gt NOTE Repeat steps for all preparers by selecting Preparer Name from the Select Preparer Name drop down menu 10 LT Account ID AFTAF29971RC Welcome TESTING hameen l PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Individual Business Mode Direct Input Preparer Firm Pricing Settings EINDataBase Backup Scheduler Settings gt Select Preparer Name TESTING PREPARER Ea STEP 1 Manage your vacation periods and days off On specified date on A e Select date 08 24 2011 lv E Vacation Period From To 08 24 2011 E 08 24 2011 Ev Select vacation day of every week sees at Select vacation date of every month Select Date 08 24 2011 Ev Select vacation date of every year IIIR Select Date 08 24 2011 Ey STEP 2 Configure your scheduler Applicable till 08 24 2011 y STEP 3 Scheduler View Setup EN Default appointment time to minutes Default scheduler times to 15 y minute increments 30 Custom Configuration To update the Custom Configur
72. TE LOGOUT Mode Direct Input Print Letters Select Preparer Name SELECT ALL PREPARERS W Select Letter Type LOCEN Preview GH Print this Letter Select All Clear All Showing PreSessionLetter 1 to 4 o nn E a ea at E ad SSN COLORADO TESTING 333333333 970 3333333 TESTING PREPARER Show AM Search GEORGIA TESTING allllllll 122 2121212 TESTING PREPARER MISSOURI TESTING 151 5515151 MISSOURI OLTPRO COM TESTING PREPARER Sample Letter NEWYORK TESTING 111111111 212 2121212 APPLE OLTPRO COM TESTING PREPARER Select Sample Letter Type Preseason a ir Preview Sample Letter amp Print Sample Letter Note To Print Letter Please check box and Select Check Box and Click Print Preview Print sample Letter Link OLTPro provides 8 Standard Letters that you can print for the taxpayer To print all taxpayer letters at one time select the Letter Type from the Drop Menu then check the box es next to the taxpayer name Click lt Print This Letter gt Welcome TESTING LOGOUT Mode Direct Input 10 LT Account ID AETAE29971RC PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE DeLee lanes Protesshonal Software Select Preparer Name SELECT ALL PREPARERS M Search By Select Letter Type Preseason Print Preview Eh Print this Letter Select All Clear All __ Preseason Showing PreSession SchedulingLetter Print Letters
73. TPRODESKTOP2010 DA4 Calculator EIN SSN Value SelectAll Select All Pages Clear All Showing 1 to 1 of 1 Client ey ee SEE IES IEEE TESTING S CORP 125515151 11205 TESTING PREPARER Ready to Convert 11208 tmporttoOrganizer 28 Now select the Return Type from the Drop Down Menu Then select the Business Returns to Import Click lt Import to Client Manager gt ee OLTProDesktop O LT Account ID AFTAF29971RC PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE Dele loses Professbonal Software Ml Client Organizer Search By TY 2010 Data Path C ONLINE TAXES OLTPRODESKTOP2010 DATA EIN SSN E Value SelectAll Select All Pages Clear All Showing 1 to 1 of 1 Client me SSNVEIN Return Type Prepared By Availability Status TESTING S CORP 125515151 1120S TESTING PREPARER Ready to Convert 29 Setting up the Appointment Scheduler Under the lt Setup gt tab select lt Settings gt then click lt Scheduler gt a 2 OLTrro Account ID AETAE29971RC Welcome TESTING Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Individual Business Mode Direct Input Configuration Marketing Coupon Select PreparerName TESTING PREPARER periods and days off Lt Date Comments Work Hours Letter Head Custom Letter Select vacation day of every week scence e Select vacation date of every month
74. X no Fed Ext 4868 NOT FILED Payment Details Receive Latest Checks Return History Note Showing Last 2 Actions Invoicing E File Bank Product Date amp Time IP Actions Make a Payment nvoice Ready to E File Checks Printed 10 19 2011 12 09 24 PM 192 168 0 27 Edit Return by JUSTIN WRIGH View Print Existing Invoice Get Status Authorized Checks 10 14 2011 12 24 51 PM 192 168 0 27 Return was imported from prior 58 Click lt Yes gt to confirm the deletion of the tax return DH OLTProDesktop 2011 V1 0 0 0 O LT Account ID TTHCGI4962RW PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 Dele Tones Protessbonal Software Client Manager gt Je E Welcome JUSTIN LOGOUT Mode Direct Input A E o la Ela BE e 4 B is Cc Edit View Print Coupon Delete View Input PW Protect DM Docs Prior Year Letters PrintLabel Notes Appointments Backup Client CALIFORNIA TESTING Personal Details Address Details Primary Spouse Address 123 STREET Name TESTING CALIFORNIA WIFE CALIFORNIA City SAINT JOSEPH 876 76 5654 765 76 5765 DOB 02 02 1970 02 02 1972 A E eee Filing Status joint PhoneNo HOME 234 234 2342 Dependency Info 1040 0 EIC o 2441 0 cic o Are you sure you want to delete this return Federal State Extension and SBBT Details Dc Preparer JUSTIN WRIGHT 9 Electronic File Mark Incomplete Paper File Mark Complete Income Info AGI 2 556 00 Taxable Income
75. You can also click the link lt Select All gt and then click the button lt Get Current Status of the Return gt to get the Status of all returns There are options to sort each of the Status s by selecting the links on the left LT Account ID AETAE29971RC Welcome TESTING gt PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Business Setup Mode Direct Input or E File Get current return status for all clients SelectAll ClearAll PrintPreview Print this List Showing 1 to 2 of 2 Get Ally Status a Queued Returns 444 44 4444 08 24 2011 12 54 55 PM Federal QUEUED Double Click here TESTING PREPARER Transmitted Returns 111 11 1111 01 01 1900 12 00 00 AM _ Federal ACCEPTED Double Click her TESTING PREPARER Accepted Returns Rejected Returns Declined Returns Unfinished Returns Federal Not Filed Search By SSN dl Value Note gt Click Get Current Status of the Return to get current status of federal and state return 71 Rejected Returns To view Rejected Returns navigate to E File gt Get E File Status and click lt Rejected Returns gt Then either Double Click on the client name or click lt Select All gt and click the button lt Get Current Status of the Return gt to get all return status s De ES ali OLTProDesktop 2010 V1 0 0 6 a ri A a coe 0 LT Account ID AFTAF29971RC Welcome TESTING a PRO Customer Support 1 877 OLT 4 PRO
76. abs mouse over the primary tab and sub tabs to make the form selection Example To navigate to the W 2 entry page using the navigation tabs mouse over the lt INCOME gt Tab curse down to Wages Salaries Tips and select W 2 from the sub menu The software will bring you directly to the W 2 page Simple Fast Accurate OL I Back to OLTPRO OnLine Taxes Tax Year 2011 Primary Information Income Adjustments Deductions Taxes Credits Other Taxes Payments Miscellaneous Tax Summary 4 Income Checklist Wages Salaries Tips Bj w 2 Interest and Dividend Income gt Foreign Employer Compensation FEC FEP Investment Income gt Guam age and Tax Statement 4Y 2GU Retirement Fund and Pension Income Scholarship Household Penal Deferred A E WE ONO A UG anu E e income Miscellaneous Income 1099 MISC i Business Income Schedule C Supplementary Income Schedule E Farm Rental Income and Expenses Form 4835 Farm Income Schedule F Depreciation And Amortization Form 4562 Self Employment Tax Schedule SE Start Other Investment Income gt sE Unemployment Compensation 1099 G a Start Gambling VVinnings Information YW 2G Start Other Income b in itution nal Institution Deferred Start Compensation Income Using Section Checklists If you choose not to use the Drop down sub tabs as shown above you can make entries based on each section
77. ade nondeductible contributions to __ these IRAs for 2009 also see Pub 590 You received a distribution from a Roth IRA But if either a or b below applies enter 0 on line 15b you do not have to see Form 8606 or its instructions a Distribution code T is shown in box 7 of Form 1099 R and you made a contribution including a conversion to a Roth IRA for 2004 or an earlier year b Distribution code Q is shown in box 7 of Form 1099 R You converted part or all of a pa po or SIMPLE Form 1040 Schedule C EZ Schedule SE Form 1040V Form 8867 Federal Worksheet Income Report Summary Work Pad AW Client Return 876 76 5654 CALIFORNIA TESTING oie 2 Ow A 2 niba A Complete Change Query Rejected SignPad Assets Credits Overrides MFJ MFS DM Docs Library Backup Marketing States to File Individuals Alaska Not Installed MS Mississippi Federal Alabama MT Montana Arkansas NC North Carolina American Samoa Not Installed ND North Dakota Arizona Nebraska California New Hampshire Not Installed Colorado NJ New Jersey Connecticut New Mexico District of Columbia Nevada Not Installed Delaware New York Florida Not Installed Ohio Georgia Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Not Installed Kansas Tennessee Not Installed Kentucky TX Texas Not Installed Louisiana UT Utah Name CALIFORNIA TESTING SSN 876
78. ard drive ofthis computer and this computer is not on a network Network Software Choose this option ifthis comp on enables the Indicated Server the Server machine need to be SERVER NAME USER NAME ine name Enter the Server Name Na Select the DATA folder in t Select the IMAGES folder i Select the BACKUP DATA Select the DOCUMENTS fo Select the SIGNPAD folder in the network 192 168 0 1 SIGNPAD Select the DOWNLOADS folder in the network 192 168 0 1 DOWNLOADS E Check here for multiple instances For Citrix Server Only E Check here if you have Dialup Connection 39 If entered correctly the required paths will auto fill fj Product Configuration Product Configuration This setup option determines where the application accesses and stores the data files The Configuration area is used to tell the application what kind of setup the computer is running There is an option for every scenario Choose the appropriate configuration setting based on the installation method used to install the application These settings should not be changed during the season Select your product Stand alone Computer no Network Get Server Configuration Choose this option ifthe software was installed to the hard drive ofthis computer and this computer is not on a network Network Software Choose this option ifthis computers access data files are stored on another computer This option enables the Indicated Server
79. ate Messages Print Preview Print this page Name GEORGIA TESTING SSN dddidildd Click Here to Fix Spouse PIN information is not available in Form 8879 Click Here to Fix Please correct the following error s in this return FEDERAL PAPER FILING REASON Practitioner PIN Form 8879 is required for efiling Not recommended NOTE You have the option to lt Ignore amp Continue gt however it is NOT RECOMMENDED 52 Once the diagnostic has completed you will have the option to lt Complete gt the return Click lt Save gt Complete Return Are you ready to Mark the Retum as Completed No Review Return Are you ready to Mark the Retum as reviewed O Yes No File Return File this retum as O Paper File Electronically Note If you want to Paper file both federal and all the states of this return please select Paper File Option else select Electronically file option You can select State s to paper fle only when the File Return option is elected as Electronically Select State s to Paper file State Name Description State GA Ready to set as paper file State KY Ready to set as paper file You are now ready to close the return To do so click the lt Close gt in the upper right corner au Client Return 876 76 5654 CALIFORNIA TESTING e le e amp 2 Ow Ds yla Complete Change Query Rejected SignPad Assets Credits Overrides MFJ MFS DM Docs Libra
80. ation of your OLTPro Software navigate to Setup gt Settings gt Configuration There are many customizable configurations available to set as default 10 Ti Account ID AETAE29971RC Welcome TESTING Pr l PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Mode Direct Input expanded collapsed Locate Form window Expanded collapsed Form Tree window to expanded collapsed Refund Meter window xpanded collapsed Instruction window to expanded collapsed Return Preview window Interview Input Check Uncheck to create edit a return in interview screen Form Fill in Pull federal wages to box 16 for state wages Check Uncheck to Auto Pull Block Auto Pull federal wages to box 16 for state wages Configuration Setup Select All Clear All Note u Check the below boxes to exclude the Y Locate Form E Default all Retums to 1040 following in view or print returns Y Form Tree Y Use current date as signature date Lote Chenin V Refund Met F m er V Show Fim Name i R Y Instruction Y Include Detailed Invoice 7 5 ede al Al alyzer 7 Retum Preview 7 Show Blank Invoice Y Pull federal wages to box 16 for state wages 7 No Invoice for Bank Product unt Federal Accepted C All Worksheets E Round every money field to the nearest dollar El interview Input Y Double entry of SSN IN Show Entry Mode Dial E Hide E Exclude perform
81. bel Notes Appointments Backup Back Client CALIFORNIA TESTING Preparer JUSTIN WRIGHT Personal Details Address Details Electronic File Mark Incomplete Primary Spouse Address 123 STREET Paper File Mark Complete Name TESTING CALIFORNIA WIFE CALIFORNIA Income Info SAINT JOSEPH A 876 76 5654 765 76 5765 2 AGI 50 556 00 DOB 02 02 1970 02 02 1972 wert ewe aoe Taxable Income 31 556 00 Filing Status joint Phone No HOME 234 234 2342 EIC 0 00 Dependency Info Pa Computed Tax 3 886 00 Resident State Missouri 1040 0 EIC o Tax Withheld 5 700 00 Forms E Wi 2441 0 cic o Jerke View Forms List Federal State Extension and SBBT Details Send to Tech Support ee i e n AS NOT FILED Filed Form 1040 1 476 00 E CA NOT FILED Direct State Where s my Refund 820 00 Fed Ext 4868 NOT FILED Payment Details Receive Latest Checks Return History Note Showing Last 7 Actions View Full Histo Invoicing E File Bank Product Date amp Time IP Actions Make y Payment invoice to E File Checks Printed 10 19 2011 1 26 08 PM 192 168 0 27 Elected for E File by JUSTIN W View Print Existing Invoice Get Status Authorized Checks 10 19 2011 1 22 58 PM 192 168 0 27 Elected for Paper File by JUST Payment Summary 10 19 2011 1 22 52 PM 192 168 0 27 Return removed from Queue b z le on 10 19 2011 01 21 48 PM by Casi 10 19 2011 1 22 04 PM_ 192 168 0 27 Return Transmitted by JUSTIN 10 19 2011 1 21
82. ce Manager Return availability Status Manage Return File Prior Year Return Amended Return Paper Filed List Mark Return As Paper File Completed List Incomplete List DCAM DI Oct 27 FIND SEARCH SSN Im E Search for a client by using the lt Search gt Box or select to lt Show All gt client returns Once the client return information is searched to access the Client Manager click lt Manage gt OLTpro Professional Tax Software Welcome TESTINGSOFTWARE Logout Client Manager efile Scheduler Letters Bank Reports Forms Setup Tools Support AccountlD GNITS70281ET My Office Manager Return availability Status MANAGE RETURNS ae FIND SEARCH TT operaron OOO IE SEARCH RESULT Clients 1 1 of 1 FILING RETURN REFUND 1 LAS TAXPAYER NAME 123 45 6789 SINGLE 1040EZ 149 Incomplete 816 2329095 111 The Client Manager is listed with Sub Tabs for accessing certain data OL Tero AccountID GNITS70281ET My Office Manager Return availability Status Professional Tax Software Client Manager e file Scheduler _ Letters Bank Reports Forms Setup Tools Support Personal Details Return Details Payment Details History Details Preparer Notes Return Status O OnLine Taxes NAME NAME O TAXPAYER SSN 123456789 PERSONAL DETAILS Name NAME O TAXPAYER SSN 123456789 Date of Birth 03 03 1970 Thank You On Line Taxes Jne Client
83. ck here for multiple instances For Citrix Server Only Check here if you have Dialup Connection NOTE You must complete this step for each computer that will be attached to the network 42 Chapter Four Preparing a Tax Return Creating a New 1040 Return To create a new return simply click lt Client Manager gt and click the option lt New Return gt 0 V oDesktop 201 10 LT Account ID AFTAF29971RC Welcome TESTING a PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Setup Business Mode Direct Input 4 OLTPri per a Y U Manage My Returns Search By Edited Date and Time ly Az Za select Preparer Name SELECT ALL PREPARERS W SSN Paper Filed List Value Amended List of Accepted Clients as SSN Day Time Phone Number Primary Email Prepared By Show Al Se Unpaid Invoices 333333333 970 3333333 TESTING PREPARER Complete List 151 5515151 MISSOURI OLTPRO TESTING PREPARER ae j 111111111 212 2121212 APPLE OLTPRO COM TESTING PREPARER 7 Hide Client List Incomplete List Mota Paid Client List gt To manage a return please Double click the return gt Indicates Protected Clients gt Indicates note gt Clients Hidden Click the Show All button or use the Search filter to list the respective return Creating 1040 1040 SS 1040X 1040NR Returns You then have the option to se
84. d select your link to lt File Amended Return gt Professional Tax Software gt OLTrPro Personal Details AccountiID GNITS70281ET My Office Manager Return availability Status Welcome TESTINGSOFTWARE Logout Client Manager e file __ _Scheduler_ Letters Bank Reports Forms Setup Tools Support _ Return Details Payment Details History Details Preparer Notes NAME NAME O TAXPAYER FEDERAL TAX SUMMARY Print Return Marked Return Selected For Form Type Total Income Total Adjusted Gross Income Standard Deduction Taxable income Total Credits Total Tax Total Payments Amount Owe Amount Owe Type Return Status File Amended Return File Prior Year Return File Estimated Payment Voucher Edit State Information In Federal STATE TAX SUMMARY State State Return Type MO State Return Status Return Status Schedule Appointment OnLine Taxes OLT SSN 123456789 Completed Electronic File 1040EZ 27300 27300 5800 17800 0 2249 2100 149 Pay with a check to the IRS directly by Mail Owe tax of 149 Federal e file return has been accepted Return Status View Print Forms View Input Details Uploaded Documents MISSOURI FULL YEAR RESIDENT More details File Amended Return State forms Due a MISSOURI state refund of 195 MISSOURI e file has been accepted File Another State Return Letters 115 Alternative Amending Option Amending
85. database simply click on the lt Client Manager gt and select lt Manage My Returns gt then double click on the taxpayer name Lastly click the lt Edit gt button DH OLTProDesktop 2011 V1 0 0 0 o amp 2 JO LT Account ID TTHGI4962RW Welcome JUSTIN 2 PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 LOGOUT Mode Direct Input p 2010 amp U b Ed al va o BD ks s Edit View Print Coupon Delete View mi PW Protect DM Docs Prior Year Letters PrintLabel Notes Appointments Backup Back t CALIFORNIA TESTING Preparer JUSTIN WRIGHT rsonal Details Address Details Electronic File Mark Incomplete imary Spouse Address 123 STREET Paper File Mark Complete me TESTING CALIFORNIA WIFE CALIFORNIA Income Info City SAINT JOSEPH AGI 2 556 00 SSN 876 76 5654 765 76 5765 sl DOB 02 02 1970 02 02 1972 O ie cll EE ENS Taxable Income 0 00 Filing Status joint Phone No HOME 234 234 2342 ea 197 00 Dependency Info game Computed Tax 0 00 Resident State Mi i 1040 0 EIC 0 a Tax Withheld 0 00 2441 0 CTC o ea View Forms List Federal State Extension and SBBT Details Double click to view the Paper Filing Reason Send to Tech Support Refund or Owe 141 00 neither OWE TAX no Payment Details Receive Latest Checks Return History Note Showing Last 2 Actions Invoicing E File Bank Product Date amp Time IP Actions Make a Paymentiinvoice Ready to E File Checks Printed 10 19 201
86. e Schedule C Schedule E Schedule F Form 4835 Depreciation and Amortization Form 4562 Other Investment Income 1099 A 1099 C Form 4797 Form 6252 Form 4684 Form 8824 Unemployment Compensation 1099 G Guam Wage and Tax Statement W 2GU Other Income Form 2555 Taxable Refunds Alaska Permanent Fund Alimony etc ss Back MEE Seve Conine Roam Income Report Summa BHOEEBRROR000eg Click lt Add gt to enter a new form Once all forms have been added click lt Save amp Continue Return gt Mode Interview Input Review Documents Backup this return Clients Query SignPad Search SSN 666666666 Forms amp Instructions Rejected View Errors Marketing SearchTips Customer Service Live Help Name WASHINGTON TESTING Income Refund W 2 Summary Federal Forms TESTING WASHINGTON TESTING ORG Form 1040 Schedule M Federal Worksheet Income Report Summa To add a State Return select the required state Then click lt Prepare New State Return gt Once all states are complete click lt Save amp Continue Return gt Mode Interview Input Review Documents Backup this return Clients Query SignPad Search SSN 666666666 Forms amp Instructions Rejected View Errors Marketing SearchTips Customer Service Live Help Name WASHINGTON TESTING Federal RETA General Information State Information Select Prepare New i State Apina for the You are a resident of State with no State Inco
87. e JB Downloads Le data Neturak File and Folder Shesing Share this folder y Recent Places Lo documents bad dida Settings Je downloads Not Shared Share name G Libraries Ji Exception Network Path backup data Documents faq Not Shared aT Adc Remove A Music Le images Share o Pictures di eee Limit the number of simultaneous users to 20 E Videos J OLTClassLibrar Advanced Sharing de original Set custom permissions create multiple shares and set other 3 Homegroup B QYTFN advanced sharing options jE Computer I references amp Local Disk C e Reserved Password Protection gt DVD RW Drive E O J Resources People must have a user account and password for this d Returns computer to access shared folders Cu Network e signpad To change this setting use the Network and Sharing Center d Temp W Tools P TT Y PUBIS A E aan ps li backup data Date modified 3 1 201 Cancel Apply Lila faldar Last click Full Control gt Allow Click lt OK gt to finish sharing this directory Share Permissions Group or user names Permissions for Everyone Allow Deny Full Control Change Read Leam about access control and permissions mmm ox Caress ony NOTE This must be done for all six directories listed below Data Images Backup Data Documents Signpad PRA oe A Downloads 37 Running the Server Computer Software Before setting up your Workstation computers ensure that your ser
88. e Return View Print Forms File Prior Year Return Uploaded Documents Mark return Complete Mark Return Reviewed STATE TAX SUMMARY File The State Return Thank You On Line Taxes Jne 113 Deleting a Tax Return To Delete a Tax Return from the Client Manager gt Return Details Tab click on the option to lt Delete Return gt Client Manager e file Scheduler _ Letters Bank Reports Forms Setup Tools Support _ Personal Details Return Details Payment Details History Details Preparer Notes Return Status Schedule Appointment Letters OOLT Mark Return Complete Select To Paper File NAME NAME O TAXPAYER SSN 123456789 FEDERAL TAX SUMMARY Print Return Marked Incomplete Return Selected For Electronic File Return Status Federal return not yet completed EditComplete Return File Prior Year Return View Print Forms Uploaded Documents Mark return Complete Mark Return Reviewed STATE TAX SUMMARY File The State Return Thank You On Line Taxes Ine NOTE In order to have the ability to delete a tax return the return must be marked lt Incomplete gt not be marked as paid and not transmitted at ANY time 114 Amending an Accepted Return Amending a previously Accepted Return filed through the software can be done by going to the Client Manager Tab gt Manage Return After searching for the client choose Manage on the right of the client data Navigate to the Return Details Tab an
89. e application what kind of setup the computer is running There is an option for every scenario Choose the appropriate configuration setting based on the installation method used to install the application These settings should not be changed during the season Select your product Stand alone Computer no Network Get Server Confiquration Choose this option if the software was installed to the hard drive of this computer and this computer is not on a network a Network Software Choose this option if this computers access data files are stored on another computer This option enables the Indicated Server Drive Letter for Sharing Data Files selection Selectthe drive letter ofthe computer storing the shared data files In Network software Data Images Backup Data Documents Signpad and Downloads folders in the Server machine need to be shared manually with all File permissions Read Write Delete The data folder path must not be a mapped path It should contain full machine name e g machine name Enter the Server Name SERVER COMPUTERNAME Select the DATA folder in the network 192 168 0 1 DATA Select the IMAGES folder in the network 192 168 0 1 IMAGES Select the BACKUP DATA folder in the network 192 168 0 1 BACKUP DATA TELL Select the DOCUMENTS folder in the network 192 168 0 1 DOCUMENTS Select the SIGNPAD folder in the network 192 168 0 1 SIGNPAD Select the DOWNLOADS folder in the network 192 168 0 1 DOWNLOADS Che
90. eate a new desktop account Determining Site Account Details If you currently have an online account at www OLTPRO com and you want to use the same Administrator Account information to access this desktop product please follow the steps below Do you want to use account information you have already setup 5 No I want to set up new administrator account information now In order to download your Administrator Account information from OLTPRO com your system must be connected to the internet Please verify your internet connection before continuing with your account download Site Account Name Site Password Site Firm Name Account ID fields are mandatory NOTE If you have account information already setup it will be listed on your Shipping Statement that was mailed with your software 20 Creating a New Account Once you have created your Account Name Password and Firm Name click lt Create Account gt a OLTProDeskton 2010 V1 0 F T VOCAL LUU LULU Y F i Pa A A ai l ii a STEP 4 Administrator Account Information Enter an account name of your preference All information in this page is to be filled Account name once saved cannot be changed Click Create Account once you are done Administrator Account Information In order to create an Administrator Account this system needs to be connected with the Internet Please verify the Internet connection before
91. eck here if you conducted business in a name other than your name Employer Identification Number EIN Line D T e aman restine Caroma Exployor D Member 99 Federal Forms BA Total Income 50 Check here if your business address is different than your home address Form 1040 Adjustments SO _ RS seer ere a ameter AAN se seer eee ste este AAA Total AGI 0 E Business Address 123 STREET Income Report Summa Deduction 11 600 Taxable Income so Total Tax so Tax Credits 0 F Net Tax 0 aye EIC 0 G Materally Participate in 2017 ooococicicnicnnic O Yes ONo Total Payments s0 E Check here If you started or acquired this business during 2011 you make any payments in 2011 that would require you to file Form s 1099 Name SSN 876 76 5654 Mode Direct Input NOTE If you do not have these sections please see lt Understanding the Direct Input Layout gt 46 Additional Features Direct Input o ts A Ce Docs Lbwy Beckupe Muir mardatarg custorrer or chent For example A A retailers of parana of real estate tr A Props Rares Tan pe Premed o Serna far ae lendeg Net Lon Oei f haren NOTARY PUSU pos once e pro a E boren Po Ea et EIN hme 0 i Deck vers f you conducted Dare n a nans other fur pou mame ee A C Rares Mara TESTy CouPomARe D Enpe O fete E mm OB Cheon here f ros baren siban s diemi Par ros hora are form 64
92. ed States Responsible for filing more than one million returns to date On Line Taxes Inc offers comprehensive tax services to meet the needs and demands of today s tax preparer On Line Taxes Inc was founded in 1999 by the late William White an entrepreneur with more than two decades of experience in both computer programming and public accounting The company s president Premkumar John joined On Line Taxes Inc in 2002 John s experience includes eight years at Cerner Corp the world s leading supplier of health care information technology On Line Taxes Inc is based in St Joseph MO System Requirements Desktop Computer IBM or compatible Pentium processor 1 0GHz and above Operating System XP XP PRO Vista Windows 7 Memory Minimum 2GB of RAM Monitor Supports SVGA color monitors high color 16 bit 1024x768 screen resolution recommended CD ROM Drive 2X CD ROM minimum 4X CD ROM or DVD R W Internet Connection 28 8 Kbps or faster modem or direct Internet connection required to obtain updates complete electronic filing or access customer service Third Party Software Microsoft Internet Explorer 7 0 or higher Mozilla Firefox 3 7 or higher Adobe Acrobat 8 0 or higher Printer Works with any windows compatible inkjet or laser printer with 1 MB or more memory Quick Reference Guide The Quick Reference Guide is used for short cuts when utilizing the Direct Input Mode of the software Shift Tab or
93. elcome TESTING ri l PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Individual Business Mode Direct Input Preparer Preparer User Management Preparer Login Information User Preparer Account Summary Account Name min 6 max 25 Char Password min 6 max 25 Char EXI EA Confirm Password gt Privileges 1 CREATEACCOUNT ADMIN Password Hint T Select All F Delete Firm Preparer Information E Disable this __ Records First Name Initi Last Name Account A Modify Invoice E Show All Clients Pricing Paid Preparer Information PREPARER ID FIRM ID to Preparer Lt File Amended generated on all tax forms Client Manager Remove Print SSN Efile SSN Setting ider ha Scheduler NONE LTP LTC Number Fi Letters Oregon state Preparers Only F Bank NYTPRIN es For NY State Tax Preparers only Check Printing I ature _ Reports E Mail Address Forms Tools Ph No F Support Power Of Attorney Information F Delete Client Preparer Designation Records CAF Number RERS Note Jurisdiction In order to create Preparer User Account this system should be connected to the Internet Please verify the Internet connection before you create an account Check Uncheck the Delete Client Records Delete Firm Records to enable disable delete privilege option NOTE When selecting PREPARER ID or FIRM ID the following will show PREPARER ID Shows the specif
94. er click Letters gt Client Organizer Account ID AETAE29971RC Welcome TESTING PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Mode Direct Input Client Q Blank Organizer Include Preseason Letter Report Showing 1 to 4 of 4 Clients t Preview GH Print Organizer Select All Clear All New Clients Fling Status Returning Clents 111111111 SINGLE TESTING PREPARER PA MISSOURI TESTING HOH TESTING PREPARER A COLORADO TESTING 333333333 SINGLE TESTING PREPARER Search By GEORGIA TESTING Aetetitas JOINT TESTING PREPARER SSN Value To Print a Client Organizer click the box es for the customers and click lt Print Organizer gt Dele lanes Protessional Software Letters 2010 Organizer Cit Organizer for New Clients Blank Organizer l Bude Preseason Letter amp Print Organizer Select All Clear All Report ing 1 to 4 of 4 Clients New Cients SSN Filing Status Returning sans 111111111 SINGLE TESTING PREPARER 2009 Year Clients 333333333 SINGLE TESTING PREPARER 444444444 JOINT TESTING PREPARER SSN E Value 10 L Ten o Account ID AETAF29971RC AE Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE TS Mode Direct Input 76 Standard Letters To access the Standard Letters click Letters gt Print Letters Account ID AETAE29971RC Welcome TESTING Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREA
95. ers PrintLabel Notes Appointments Backup LIFORNIA TESTING Preparer JUSTIN WRIGHT Address Details Electronic File Mark Incomplete Spouse Address 123 STREET 9 o Paper File a Mark Complete Name TING CALIFORNIA WIFE CALIFORNIA Income Info City SAINT JOSEPH P SSN 876 76 5654 765 76 5765 noi ee pata AGI 50 556 00 DOB 02 02 1970 02 02 1972 die Taxable Income 31 556 00 Filing Status joint Phone No HOME 234 234 2342 EIC 0 00 Dependency Info PA 7 Computed Tax 3 886 00 Resident State Missouri 1040 0 EIC o Tax Withheld 5 700 00 E Forms amp Vi E 2441 0 CTC o ds View Forms List Federal State Extension and SBBT Details Send to Tech Su Where s my Refund Payment Details Receive Latest Checks Return History Note Showing Last 7 Actions View Full Histo Invoicing E File Bank Product Date amp Time IP Actions Make a Payment Invoice Ready to E File Checks Printed 10 19 2011 1 22 58 PM 192 168 0 27 Elected for Paper File by JUST View Print Existing Invoice Get Status Authorized Checks 10 19 2011 1 22 52 PM 192 168 0 27 Return removed from Queue b Payment Summary 10 19 2011 1 22 04 PM 192 168 0 27 Return Transmitted by JUSTIN P le on 10 19 2011 01 21 48 PM by Cast 10 19 2011 1 21 48 PM 192 168 0 27 Payment Made by JUSTIN WR 10 19 2011 1 21 37 PM 192 168 0 27 Marked As Return Completed 10 19 2011 1 21 32 PM 192 168 0 27 Marked as Return Completed 10 19 2011 1 21 32 PM 192 16
96. erview Input Review Documents Backup this return Clients Query SignPad Search SSN 666666666 Forms amp Instructions Rejected View Errors Marketing Search Tips Customer Service Live Help justments a Ee et Taxpayer Information Taxpayer Name SSN Date of Birth and Occupation J Address Information Taxpayer Home Address and Resident State J Filing Status Under what status will you be filing your tax retum ex Single Mamied etc Dependents List children and other qualifying individuals Federal Forms Income Report Summa Select Preparer Name TESTING PREPARER Search Mode Interview Input Review Documents Backup this return Clients Query SignPad SSN 666666666 Forms amp Instructions Rejected View Errors Marketing SearchTips Customer Service Live Help Name WASHINGTON TESTING E Federal Forms ages Salaries Tips etc W 2 W 2G Other Wages Scholarship Income Form 1040 W 2 W 2 Information Foreign Employer Compensation Compensation not reported in W 2 Gambling Winnings Information 2G Other Wages Salaries Tips Scholarship Household Penal Deferred Interest and Dividend Income 1099 1INT 1099 SF 1099 01D 1099 DIV Form 8814 Form 8815 Investment Income 1099 B 1099 S Form 2439 Form 6781 Schedule K 1s Retirement Fund and Pension Income 1099 R CSA 1099 R RRB 1099 RRB 1099 R SSA 1099 Miscellaneous Income 1099 MISC Business Rental Royal and Farm Incom
97. etecctenees Check Here if you are self employed Change EFIN Update DCN Start 23 Updating Pricing Information The Pricing Information can be updated here This will be the fee s that you charge to your taxpayers and while it is not required that you setup this information now it is recommended STEP 7 Pricing Information Enter Pricing information and Discount and Additional for both Individual Federal and State and Business Federal and State Pricing Information can be imported or exported for Federal Individual and State Pricing Setup Individual Pricing Setup Individual Federal payment settings State payment settings Set price manually after every return Set price manually after every state return Fixed Rate for all returns lo 9 Fixed Rate for all state returns 0 Set price for each State Set price as Per Form Item and Property Set price for all Forms in each State Select State Main Forms Worksheets Forms starts with Y Schedules Others 12345 6 78 9 ShowAll Basic Information Warning Do you went to setup pricing now Federal State 24 Adding a New Preparer Editing Preparer Privileges Under the lt Setup gt Tab you will see the option that says lt Preparer gt and you can add your Sub Preparer s information You can also edit the privileges of your sub preparers using the Privileges Section D OLTProDesktop 2011 V1 0 0 0 ola js O LT Account ID AETAE29971RC W
98. f Printing Exporting to Excel or Previewing are available 24 OLTProDesktop 2010 v1 0 0 5 bo 3 LOGOUT Mode Direct Input OLT Account ID AETAE29971RC Welcome TESTING a i PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE Refund Advantage Category N Print Preview amp Print this Report All Reports fot Based on ER Queued z Show all E preparers clients Bank Product Partners Bank Products allow the taxpayer to pay the ERO fee s out of the refund and receive the refund disbursement after all fees have been deducted All OLTPro Bank Product Partners can be found at http www oltpro com main pro bank as 89 OLTPro Professional Tax Software OnLine User Guide 90 Chapter Nine Setting Up Online Software Creating an Account From OLTPRO com homepage select lt Create an Account gt Click lt Create Web Account gt OLTpro Toll Free Sales 1 877 OLT 4 PRO Get the POWER of PRO OnLine Taxes Professional Software Home AboutUs Products Customer Service States Tax Corner OnLine Taxes Professional Tax Preparation Software ONLINE TAXES PROFESSIONAL EVALUATION RETURNS Thank you for your interest in OLT PRO OnLine Taxes Professional Software Our online evaluation account is FREE and will allow you to prepare and e file up to 3 returns This includes prep software for both individual 1040 returns and all states that require a tax return to be filed
99. fee on Invoice E Auto Save Sort By Option Block Excel export option Preparer Preferences Default all Returns to 1040 To generate each return on a 1040 click lt Default all Returns to 1040 gt the click lt Save gt oJ a aa 10 LT Account ID AFTAF29971RC Welcome TESTING ka eens PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Business Mode Direct Input Configuration Basic Notes Locate Form Check Uncheck to expanded collapsed Locate Form window Form Tree Check Uncheck to expanded collapsed Form Tree window Refund Meter Check Uncheck to expanded collapsed Refund Meter window Instruction Check Uncheck to expanded collapsed Instruction window Return Preview Check Uncheck to expanded collapsed Return Preview window Interview Input Check Uncheck to create edit a return in interview screen Form Fill in Pull federal wages to box 16 for state wages Check Uncheck to Auto Pull Block Auto Pull federal wages to box 16 for state wages Configuration Setup Select All Clear All Note z Check the below boxes to exclude the Y Locate Form Y Default all Retums to 1040 following in view or print returns Y Form Tree 4 Use current date as signature date E Letter Heading V Refund Meter F gt 4 Show Firm Name i R Y Instruction 7 Include Detailed Invoice All Worksheets Y Pull federal wages to box 16for state wages 3 No Invo
100. formation as requested the click lt Add gt 10 LT Account ID AETAE29971RC Welcome TESTING o 4 PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Business Mode Direct Input Edit EIN Database Search By Employer s name address City State and ZIP iy Employer Name GENERIC COMPANY Employer identification number 21 4444411 Employer Address 12 STREET City State LOS ANGELES CA Zip Code 90001 11 20 Employers Summary Showing 1 to 4 of 4 Employer Details 31 40 125551515 BANK CO ATLANTA GA 30303 41 50 125555555 BUSINESS 12 STREET LOVELAND co 80538 51 60 125515151 EMPLOYER 12 STREET ATLANTA GA 30303 ee 122222222 TEST CO 12 STREET SAINT JOSEPH MO 64501 71 80 81 90 91 100 Note gt To Edit EIN Database please click the record 33 To edit an EIN in the EIN Database use the links to the left to find the EIN Click on the specific Employer Edit the EIN in the field above and click lt Save gt 10 LT Account ID AFTAF29971RC Welcome TESTING fer 4 PRO Customer Support 1 877 OLT 4 PRO 1 877 6 6 ACCOUNT CREATE LOGOUT Individual Business Mode Direct Input Preparer Firm Pricing Settings EIN DataBase Edit EIN Database Employer s name address City State and Busin me Employer Name EMPLOYER Employer identification number 12 5515151 EY Employer Address 12 STREET City State ATLANTA EIN with Zip Code 30303 01 10 11 20 Empl
101. from Queue b 10 19 2011 1 22 04 PM 192 168 0 27 Return Transmitted by JUSTIN 10 19 2011 1 21 48 PM 192 168 0 27 Payment Made by JUSTIN WR 10 19 2011 1 21 37 PM 192 168 0 27 Marked As Return Completed The window that opens will have the latest Return Status Current Return Status Name GEORGIA TESTING Federal 8 24 2011 12 54 55 PM GA 8 24 2011 12 54 55 PM KY 8 24 2011 12 54 55 PM Summary Remove From Queue For Edit For Retransmission 70 Get E File Status from E File Tab Click lt E File gt then lt Get E File Status gt 13 j J pet 10 LT Account ID AFTAF29971RC Welcome TESTING ordelo AA Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Business Setup Mode Direct Input Get current Ready to Transmit Select All Clear All Print Preview Ej Print this List Showin d Ready to Transmit Extension EJ Get All Retues gf 4 EES i RG Advanced Get E File Status 4444 08 24 2011 12 54 55PM_ Federal QUEUED Double Click here TESTING PREPARER Transmitted Returns Extension Status Accepted Returns Get Bank Disbursement Details Rejected Returns Get Check Details Declined Returns Federal Error Code Unfinished Returns State Error Code Federal Not Filed Search By SSN La Value Note gt Click Get Current Status of the Return to get current status of federal and state return You can Double Click on each individual name to get the latest Status
102. g Exporting to Excel or Previewing are available Account ID AFTAF29971RC Welcome TESTING Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Mode Direct Input Category i Client Contact Based on Print Mailing 2 Avery 30 Per Pa Print Preview Labels O Avery 8167 80 Print this Report Ft Name AE preparers clients 111 11 1111 APPLE OLTPRO C 12 STREET Advanced Options 222 22 2222 MISSOURI OLTPR 12 STREET Day 333 33 3333 12 STREET Client Data alle Llll 12 STREET aa for Contact 555 55 5555 MICHIGAN OLTPR 12 STREET i Return result al Refund Balance Due Zer Due Return Both Completed Incompleted E File Data Report To access the E File Data Report navigate to Reports gt E File Data Report Account ID AETAE29971RC Welcome TESTING d Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Business Setup Mode Direct Input Category E File Data Report with Federal Accepted Lisi All Reports dl Total Number of Returns 1 EE atar Da Ronee Print Preview Print Preview Be Print Label Print this Report Federal Accepte Eal Office Revenue Report Se Show all SSN EIN Form Type Filing Status Accepted Date DCN preparers clients i 111 11 1111 NEWYORK TESTING 1040 single 00125555000031 Advanced Options Next click on the drop down menu for the Category of Report you wish to generate Then spec
103. gate to Tools gt Batch Printing Returns 10 LT Account ID AETAE29971RC Welcome TESTING PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Business Setup Mode Direct Input Client Manager Manage My Returns Quick Estimator Search By Bank product Quick Estimator A Ai SSN Preparer Preferences Sortby Last Edited Date and Time Az Zal Select Preparer MFJ vs MFS Comparison Chart 5 al El PS Showing 1 to 4 of 4 Clients Document Manager Financial Calculator Day Time Phone Number GEORGIA TESTING 444444444 122 2121212 NEWYORK TESTING 111111111 212 2121212 COLORADO TESTING 333333333 970 3333333 Download Font Data Conversion Hide Client List 151 5515151 Calculator T Integrate with Site gt To manage a Depreciation Summary return please Double click the return Archive Client Return gt Indicates Protected Clients gt Indicates note gt Clients Hidden Click the Show All button or use the Search filter to list the respective return Next select the returns you wish to Print then click lt Generate amp Print Returns gt SSN Value 111111111 Note gt gt Click Generate amp Print Returns or Double click any return to print the selected returns ES Account ID AETAE29971RC Welcome TESTING ustomer Support 1 877 OLT 4 PRO 1 877 658 4776
104. he following path YOURCOMPUTERNAME then complete the requested folder name Once completed click lt Save Configuration gt Al OLTProDesktop 2011 V1 0 0 0 lea STEP 1 Select your Mode of Configuration Select your product configuration type from the two options given below Note Make sure to have a LAN connection if you opt for the Network Software mode Product Configuration This setup option determines where the application accesses and stores the data files The Configuration area is used to tell the application what kind of setup the computer is running There is an option for every scenario Choose the appropriate configuration setting based on the installation method used to install the application These settings should not be changed during the season Select your product Stand alone Computer no Network Get Server Confiquration Choose this option if the software was installed to the hard drive of this computer and this computer is not on a network 2 Network Software Choose this option ifthis computers access data files are stored on another computer This option enables the Indicated Server Drive Letter for Sharing Data Files selection Selectthe drive letter ofthe computer storing the shared data files In Network software Data Images Backup Data Documents Signpad and Downloads folders in the Server machine need to be shared manually with all File permissions Read Write Delete The data folder
105. ic preparer information on the bottom of the 1040 FIRM ID Shows the firm information at the bottom of the 1040 NOTE A preparer must have a valid PTIN to be entered as a preparer 25 Importing Prior Year Clients Individual Returns You can pull forward your prior year clients from the prior year database To do so click Letters gt Client Organizer then click 2010 Year Clients from the left column Welcome TESTING ACCOUNT CREATE LOGOUT Mode Direct Input O IT nol Account ID AETAE29971RC PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 Daire Lies Protesseonal Software Business Setup 2011 Organizer Client Organize y Bank Oraanizer aos Data Path CIONUNETAX PrintLettes pArA Change Paii Importto Organizar Report Mailing Labels o New Clients Returning Clients 2010 Organizer 2010 Year Clients Preparer Preferences Sort by Primary First Name 5 Azi Za Print Preview Gp Print Organizer select all SelectAll Pages Clear All Include Preseason Letter A 4 to 11 of 11 Clients Se ee Availability Status TESTING PREPARER Ready to Convert Search By SSN NEWYORK TESTING 111 11 1111 TESTING PREPARER Ready to Convert E MISSOURI TESTING 222 22 2222 TESTING PREPARER Ready to Convert COLORADO TESTING TESTING PREPARER Ready to Convert GEORGIA TESTING TESTING PREPARER Ready to Convert Show All Search MICHIGAN TESTING TESTING PREPARER Ready to Convert MARYLAND TESTING TESTING PREPARER Ready to Convert
106. ice Work Hours e Indicate the office Days Off e Schedule Vacation Days e Set Scheduler View Settings to determine default schedule time slot settings Click lt Save and Continue gt for each tabbed setting 100 Setting the IP Security Ensure reliable security by setting a specific allowed IP address for preparer logins From the lt Setup gt Tab select lt Add New IP Security gt Setup l rar Pricing Pricing Details Add New IP Security View All IF Enable Disable IP Security Preparer s Login Summary The software by default will identify the current IP of the computer you are logged in to Verify the IP enter a description and click lt Add New IP Address gt ADD YOUR IP ADDRESS Oct 25 NEV IP 4ADDRESS gt TIT Input the Administration Login password to authenticate the IP setting Click lt Check and Update gt AUTHENTICATION Oct 25 YOUR ACCOUNT PASSWORD Enter yourpassword gt TTT NOTE You can add as many IP addresses as needed to the software 101 Viewing and Deleting IP Addresses From the lt Setup gt Tab select lt View All IP gt Pring view ue Preparer s Login Summary Here you can edit delete an already setup IP Address IP ADDRESS LIST Oct 25 IP ADDRESS LIST ONE IP 99941111 Edit DEFAULT IP 99 1 11 110 Edit Delete NOTE To EDIT or DELETE an existing IP Address the Admin Preparer Password must be entered to confirm the edit or delete
107. ice for Bank Product until Federal Accepted 7 Round every money field to the nearest dollar El interview Input Y Double entry of SSN FN Sana Enay Moda Chl E Hide E Exclude perform fee on Invoice 7 Auto Save Sort By Option Block Excel export option Preparer Preferences gt Switching to Interview Input To switch all Individual Returns to the Interview Input check the box indicating lt Interview Input gt then click lt Save gt 10 LT Account ID AETAE29971RC Welcome TESTING gt 4 PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Individual Business Mode Direct Input Preparer Firm Pricing Settings Configuration Basic Notes Locate Form Check Uncheck to expanded collapsed Locate Form window Form Tree Check Uncheck to expanded collapsed Form Tree window Refund Meter Check Uncheck to expanded collapsed Refund Meter window Instruction Check Uncheck to expanded collapsed Instruction window Return Preview Check Uncheck to expanded collapsed Return Preview window Interview Input Check Uncheck to create edit a return in interview screen Form Fill in Pull federal wages to box 16 for state wages Check Uncheck to Auto Pull Block Auto Pull federal wages to box 16 for state wages Configuration Setup Select All Clear All Note z Check the below boxes to exclude the Y Locate Form Default all Retums to 1040 following in
108. ick on the Work Pad icon to open the Work Pad Screen AH Client Return 876 76 5654 CALIFORNIA TESTING Loleza o o 2 Ou DW 21 nba B28 Complete Change Query Rejected SignPad Assets Credits Overrides MFJ MFS DM Docs Library Backup Marketing Search Help CSR Close All By Section Filed Forms Earned Income Credit Educator Expenses E Estimated Payments Health Insurance wksh Minister Tax Free Income Insolvency Worksheet IRA Deduction Puerto Rico wksh Other Adjustments Other Income Payments Preparer Notes Qualified Tuition Program E Sale of Main Home SEP SIMPLE worksheet Schedule A Schedule B Schedule C C EZ Federal Tax Summary A 2 750 194 2 556 11 600 0 so 0 338 197 197 Amount You Owe 141 Part III Cost of Goods Sold Override Feature 33 r business advertising Truck Expenses Line 9 deduct the actual expenses 53 y your car or truck or take ard mileage rate You must al expenses if you used le for hire such as a Check If you are subject to the Department of Transportation DOT hours of service limits SSN 876 76 5654 pr you used five or more simultaneously in your such as in fleet s You cannot use actual 6 for a leased vehicle if you used the standard mileage at vehicle ake the standard mileage 008 only if you ed the vehicle and used Schedule C EZ Schedule SE
109. ied Tuition Program E Sale of Main Home SEP SIMPLE worksheet Schedule A Schedule B EET s0 s0 s0 11 600 s0 so s0 s0 0 Materially Participate in 2011 so M Check here If you started or acquired this business during 2011 E Check here did you make any payments in 2011 that would require you to file Form s 1099 Name CALIFORNIA TESTING SSN 876 76 5654 E Minister Tax Free Income Mita Tac Fran SEE de E 2 Es Search Help CSR Close Business or Professional Activity 5 Line A Describe the business or professional activity that provided your principal source of income reported on line 1 If you owned more than one business you must complete a separate Schedule C for each business Give the general field or activity and the type of product or service If your general field or activity is wholesale or retail trade or services connected with production services mining construction or manufacturing also give the type of customer or client For example wholesale sale of hardware to retailers or appraisal of real estate for lending institutions Employer Identification Number EIN Line D Form 1040 Income Report Summa 48 Work Pad The Work Pad allows for itemization of a specific field that is auto calculated by the software The Work Pad will display with the Federal Forms when ready to print NOTE Double cl
110. ify how to sort the Report by selecting from the Based On drop down menu Once the report has been selected click the button lt Make Report gt After the report has been generated the options of Printing Exporting to Excel or Previewing are available 10 LT Account ID AFTAF29971RC Welcome TESTING e PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Mode Direct Input Category All Reports Based on Print Mailing 5 Avery 30 Per Page Labels A 8167 80 Per P Print Label Federal Accepte 5 O Avery r Page rint Labe Show all preparers clients 111 191 1111 NEWYORK TESTING 1040 single Print Preview Advanced Options 85 Office Revenue Report To access the Office Revenue Report navigate to Reports gt Office Revenue Report Account ID AETAE29971RC Welcome TESTING 2 OLTero Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Business Setup Mode Direct Input SAY Office Revenue Report for Non Banking List Client Data Report All Reports Efile Data Report Indicates Number of Payments Print Previ 3 Print thie Report Based on ntage eport rint Preview Print this Report Total Number of Record s 1 aed ae mek Non Banking al Show all oy uas j nmo O e Total Amount Y preparers clients TESTING PREPARER CREATEACCOUNT AD 2 105 0 0 0 o 105 Office Revenue Report for Non Banking List Include Period Period
111. le if you previously used the standard mileage rate for that vehicle You can take the standard mileage rate for 2008 only if you Owned the vehicle and used the standard mileage rate for the first year you placed the vehicle in service or e Leased the vehicle and are using the standard mileage Form 1040 Schedule C EZ Schedule SE Form 1040V Form 8867 Federal Worksheet Income Report Summary Work Pad 49 Starting a State Return To start a New State Return select the State Tab to the left Client Return 876 76 5654 CALIFORNIA TESTING oie Ss b O D 2 nib a A Complete Change Query Rejected SignPad Assets Credits Overrides MFJ MFS DM Docs Library Backup Marketing All By Section Filed Forms A 1040 NR Page 2 1040 NR Page 3 Sch A 1040 NR Page 4 1040 NR Page 5 1040 NR Payments 17 Rental real estate royalties partnerships S corporations trusts etc Schedule E Page 1 Federal Tax Summary A Total Income 2 750 Adjustments 194 Total AGI 2 556 Deduction 11 600 Taxable Income so Total Tax so Tax Credits so Net Tax 338 EIC 0 197 Total Payments 197 Amount You Owe 141 SSN 876 76 5654 Then click on the State you wish to complete e le 3 e M2 Es Search ae CSR Close fom an IRA other than a Roth IRA and you made nondeductible contributions to any of your traditional or SEP IRAs for 2009 or an earlier year If you m
112. lect what type of return you wish to create NOTE Double entry of the Social Security Number is required Start A New Return al Security Number E Apply W 7 Enter Your Social Security Number the Return Type FORM 1040 10404 1040EZ U S Individual Income Tax Return O FORM 1040 SS U S Self Employment Tax Return FORM 1040 Amended U S Individual Income Tax Return H FORM1040NR U S NonresidentAlien Income Tax Return Note FORM 1040 55 Tax Return including the Additional Child Tax Credit for Bona Fide Residents of Puerto Rico FORM 4868 Federal Extension available on Filing status Interview Section You can not file extension for 1040 X or 1040 55 Select Preparer Name TESTING PREPARER 43 Creating a New Business Corporate Return To create a Business Corporate Return click on the lt Business gt Tab then select which type of return to create Account ID TTHCI4962RW Welcome JUSTIN Customer Support 1 877 OLT 4 PRO 1 877 658 4776 LOGOUT Individual Setup OLTrro Osaline Manes Protessional Software Preparer Preferences Sortby C Corporate Name a Ad Z4 Select Preparer Name SELECT ALL PREPARERS E Value Showing 1 to 1 of 1 Client BASIC CORP 12 3123123 122 5542123 JUSTIN WRIGHT E Hide Client List gt To manage a return please Double click the return gt Indicates Protected Clients gt Indicates note gt Clients Hidden Click the Sh
113. ll tax forms E Client Manager the Delete Client SSN F Efil Records Delete eme Firm Records to PTIN a E Scheduler enable disable LTP LTC Numb z delete privilege ad F Letters option Oregon state Preparers Only NYTPRIN Bank For NY State Tax Preparers only E Check Printing PIN Signature Number F Reports E Mail Address E Forms Number of Years as CPA Ph No E Tools Power Of Attorney Information C Support i y F Delete Client Preparer Designation Records CAF Number F Delete Firm Jurisdiction Records E Modify Invoice Pricing E File Amended To create a Custom Letter name the letter and enter the information to generate the letter There are Custom Fields that can be auto inserted into the letter by clicking the preferred field and clicking the button gt gt Once the letter is complete click lt Save Letter gt NOTE Check the box reading lt Check here to show letter on view or print gt to include with Standard Letters Account ID AETAE29971RC Welcome TESTING Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Individual Business Mode Direct Input Preparer Firm Pricing Settings Generate letter on view or print Custom Letters Summary Note Checkt box to include letter s on view or CUSTOM LETTER races to show letter on view or CUSTOM LETTER print E PreSession Letter E Scheduling Letter F PrivacyNotice CUSNAME
114. me Tax You don t need to Pibare a resident state you want to file state return If you want to prepare another state s income tax return clicifMPrepare New State Return Click Edit to correct that state s information Click Delete to remove Please Select New State the corresponding state GEORGIA Click View to view the HAWAII filed return IOWA IDAHO ILLINOIS INDIANA KANSAS KENTUCKY 55 To mark the return Complete click lt Yes gt To finish the return click lt Save amp Continue Return gt Mode Interview Input Review Documents Backup this return Clients Query SignPad Search co x SSN 666666666 Forms amp Instructions Rejected View Errors Marketing SearchTips Customer Service Live Help Name WASHINGTON TESTING Federal State File MyReturn Verify and File My Return Complete Return Are you ready to Mark the Return as Completed gesecessseseeg Besseseersered Review Return Are you ready to Mark the Return as reviewed Yes No File Return Paper File Electronically Note If you want to Paper file both federal and all the states of this return please select Paper File Option else select Electronically file option You can select State s to paper file only when the File Return option is elected as Electronically Select State s to set Paper file No states were filed 56 Editing an Existing Return To edit an existing return that s already in your
115. minal penalties and will be prosecuted to the maximum extent gt possible under law Installation Wizard After reviewing the User Agreement select the checkbox o Yes agree with all the terms of this license agreement Then click lt Next gt 13 OLTPRODesktop2 License Agreement Please read the following license agreement carefully Please closely read the following license agreement Do you accept all the terms of the following license agreement This Agreement Agreement is a legally binding contract made by and between On Line Taxes Inc On Line Taxes and you you which governs your use of On Line Taxes web site the Web Site tax preparation software the Software and the services that On Line Taxes offers on the Web Site the Services BY CLICKING THE I AGREE BUTTON See Below OR ACCESSING OR USING NY PART OF THE WEB SITE YOU AGREE THAT YOU HAVE READ UNDERSTAND ND AGREE TO BE BOUND BY THIS AGREEMENT IF YOU DO NOT AGREE TO BE SO BOUND YOU SHOULD SELECT THE I DO NOT ACCEPT BUTTON AND DO NOT CCESS OR USE ANY PART OF THIS WEB SITE IATA OT TORI ACS TASI AO ARIS THI Me ARIS MOO ATI www oltpro com Click lt Next gt 1 OLTPRODesktop20 0 Readme Information Please read the following information about the OLTPAODesktop2010 carefully E Important information about OLTPRODesktop201 0 OnLine 7 aves provides federal and state online tas
116. nd or amount owed based on the information entered Client Manager Scheduler_ Letters Bank Reports_ Forms _ _Setup _ _Tools _ __Support__ NAME TESTING QUICKESTIMATOR DESCRIPTION SINGLE JOINT SEPARATE WIDOW TOTAL INCOME TOTAL ADJUSTMENT TOTAL ADJUSTED GROSS INCOME STANDARD DEDUCTION EZEMPTION TASABLE INCOME TA TOTAL TAs CREDITS TOTAL TAs ETE TOTAL PAYMENTS REFUND AMOUNT YOU OYE QUICK ESTIMATOR 10000 T 10000 35800 00 O O O O 3094 3994 3094 19000 O 19000 11600 a a O O O O 3094 4344 4544 10000 O 10000 a200 400 O O O O 3094 3994 agag SSN 45675901 2 QUICK ESTIMATOR TAX RETURN DETAILS 10000 o 10000 35800 400 O O O O O and S00 O 10000 T 10000 11600 00 O O O O 3094 3994 soo 133 MFJ vs MFS Comparison Chart The MFJ vs MFS Comparison Chart is located from the lt Tools gt Tab Click lt Compare gt after searching the needed client return Client Manager e file Scheduler_ Letters Bank Reports Forms Support Estimator MFJ VS MES VALUE State Reject Codes earch MFJ Ys MFS FIND SEARCH CS SEARCH RESULT ShowAll Customers 1 1 of 1 1 TAXPAYER NAME O 123 45 6789 816 2329095 Email olt com m The Comparison Chart can be used for already input MFJ or MFS tax returns This chart will breakdown the difference between the two filing status based on the current
117. ne Standard and CUSTOM Letter ant di da 130 PRINTING the Client ORS ANZ ON rl cabioiaS 131 Quid eX Wily y ho o O ae ir 132 MELYS MES COM PASO CA o o 134 Preparers Logn REIR A cemaunar Na 135 Chapter Thirteen Repo ina a ued aa 136 Stand ara REPOSO o iia 136 CUSTO Repo iii 137 Office Revenue Reportan a 138 Chapter Fourteen Fee Collect Options ccscsnconcsncsnscnccnconcscnscncensonccnconcsnecscencsscsscnacnscnccnconconesncencsncsscvacsscnscnccnas 139 Processing a Bank Product Return cccssssccsosssscsssssvescossvsctensescneoussestenessencusssentoussscueussseneosssesteuesseneussseneoussestenssseneues 139 Bank Product Partners racial ee eens ote ae 142 Chapter Fifteen OLTPro Professional Tax Software SUPPOFt cccscsssccscscecsccscsceccccccscsccecccscscecsecscscescecscscecessececes 143 Bank Product Parner it E a ais 143 Chapter Sixteen Gloss aer 144 OLTPro Professional Tax Software Desktop User Guide Chapter One Getting Started OLTPro is designed to Maximize Your Bottom Line by offering an efficient affordable and reliable professional tax software for any type of tax office We offer comprehensive user friendly tax software for CPAs and Tax Professionals that is sure to increase revenue and efficiency to help grow your tax business Who We Are On Line Taxes Inc provides federal and state preparation and electronic filing for professional tax preparers serving thousands of customers throughout the Unit
118. nt to install O LTPRODesktop2010 To install to a different location click Browse and select another folder Select installation folder C Online Taxes OLTPRODesktop20n 0 Specify how to create the shortcuts For current user only O For all users Disk space usage Wi O pro com 13 Click lt Next gt Program Group Select the program group where the Installation Wizard will install application shortcuts Select program group OLTPRODesktop2010 F ZIp Accessornes Administrative Tools AlM ArcSott Magic i Visual Effects 2 ArcSoft WebCam Companion 3 Evernote for Al0 Games Intel Intel Corporation Intel FAO Set Wireless Maintenance Microsoft Office Click lt Next gt Ready to Install the Program The Installation Wizard is ready to install the OLTPRODesktop2010 fou are now ready to install O LTPRODesktop201 0 Press the Next button to begin the installation or the Back button to re enter the installation Information Wait for installation to complete Setup Status Please wait OLTPRODesktop2010 installation i in progress IF You want to interrupt installation process press the Cancel button But in this case correct working of the program is hot guaranteed Copying file C Online T ases OLTPRODesktop 07 Dhoriginalde_ 8453 pdf pau wa oltpro com Cancel Once the Installation is complete click lt Finish gt Installation Complete OLTPRODesktop201
119. ntments Backup Back Client CALIFORNIA TESTING Preparer JUSTIN WRIGHT Personal Details Address Details Electronic File 3 Mark Incomplete Primary Spouse Address 123 STREET Paper File Mark Complete Name TESTING CALIFORNIA WIFE CALIFORNIA Income Info SAINT JOSEPH E SSN 876 76 5654 765 76 5765 ae Mer eee En A ara DOB 02 02 1970 02 02 1972 State Zip Taxable Income 31 556 00 Dependency Info 2 Computed Tax 3 886 00 Resident State Missouri 1040 0 EIC 0 Tax Withheld s 5 700 00 r Forms amp WV 2441 0 CTC o Schedules View Forms List Federal State Extension and SBBT Details Send to Tech Support CA S QUEUED FOR TRANSMISSION Filed Form 1040 1 476 00 wae CA QUEUED FOR TRANSMISSION Direct State 820 00 Where s my Refund Fed Ext 4868 NOT FILED Payment Details Receive Latest Checks Return History Note Showing Last 7 Actions View Full Histo Invoicing E File Bank Product Date amp Time IP Actions Make a Payment invoice Ready to E File Checks Printed 10 19 2011 1 27 33 PM 192 168 0 27 Return Transmitted by JUSTIN View Print Existin Get Status Authorized Checks 10 19 2011 1 26 08 PM 192 168 0 27 Elected for E File by JUSTIN W Payment Summary 10 19 2011 1 22 58 PM 192 168 0 27 Elected for Paper File by JUST 10 19 2011 1 22 04 PM 192 168 0 27 Return Transmitted by JUSTIN 10 19 2011 1 21 48 PM 192 168 0 27 Payment Made by JUSTIN WR 10 19 2011 1 21 37 PM 192 168
120. or Quick Estimator Tax Return Details Single Joint Hoh Separate Widow Total Income 25000 25000 25000 25000 25000 Total Adjustments so so so so so Total Adjusted Gross Income 25000 25000 25000 25000 25000 Standard Deduction 5700 11400 8400 5700 11400 Exemption 7300 10950 7300 7300 7300 Taxable Income 12000 2650 9300 12000 6300 Tax 1385 266 933 1385 633 Total Tax Credits 1050 so 933 1050 633 Total Tax 335 266 so 335 so Earned income credit so so so so so Total Payments 400 800 400 400 400 Refund Amount Owe 65 534 400 65 400 MFJ vs MFS Comparison Chart The MFJ vs MFS Comparison Chart can be accessed by going to Tools gt MFJ vs MFS Comparison Chart al Y pa Account ID AETAE29971RC Welcome TESTING Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Business Setup Mode Direct Input OLTrro Quick Estimator Bank product Quick Estimator Married Filing Joint Vs Married Filing Separate Select P Showing 1 to 1 of 1 Client pes PhoneNo GEORGIA TESTING 44hedddde 122 2121212 FA Download Font Data Conversion Calculator Integrate with Site Depreciation Summary Archive Client Return Batch Printing Returns Signature Pad Double Click on a taxpayer s name to open the chart The chart will show the breakdown between the two filing status s Total Income Total
121. or viewing printing or saving NOTE Pop Up s MUST be enabled to view forms 118 Chapter Eleven E File Management E File Preparation Marking a Return Complete To electronically file a return the return must be marked as lt Complete gt and selected for lt Electronic File gt During the tax return inputs the final page of the interview allows you to make this selection O l T Simple Fast Accurate Back to OLTPRO OnLine Taxes Federal state Tax Year 2011 OLTPRO COMPLETE RETURN b Mark this return as completed and ready for efile OLTPRO COMPLETE RETURN Are you ready to Mark the Return as Completed O vos Ca O Ho FILE RETURN File this return as O Paper File Electronically REVIEW RETURN Are you ready to Mark the Return as reviewed Yes Ho Back Save amp Continue Return Click lt Save amp Continue Return gt on this page Our software will bring you to the Client Manager gt Payment Details Tab to mark the return as paid and to electronically file 119 Making a Payment for the Return Click lt Make Payment gt gt OL Tero AccountlD GNITS70281ET My Office Manager Return availability Status Professional Tax Software Welcome TESTINGSOFTWARE Logout Client Manager e file Scheduler_ Letters Bank Reports Forms Setup Tools Support Personal Details Return Details Payment Details History Details Preparer Notes Return Status Schedule A
122. ord must match data from the IRS Master File Note Form 1099 R is ONLY required when federal income tax is withheld Ecitictu G erase After viewing the Rejection click lt Edit Return gt 72 Resubmitting a Rejected Return Client Manager After the Rejected Return has been corrected the return can be resubmitted from the Client Manager and clicking on the Rejected Return Then click Ready to E File BLY Ol TProDesktop 2010 VL0 06 AAA OLTrro Oale lares Protessional Software Account ID AETAE29971RC Welcome TESTING Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Business Setup Mode Direct Input Client Manager Client GEORGIA TESTING Preparer TESTING PREPARER a i i A Mark ncompl Protect thi t 2 ns CES Sa roam Edit Return View Print Return Manage Letters Print Mailing Label Backup this return Paper File Mark Complete Document Manager E Delete Return Manage Appointment Manage Notes View client data Coupon Personal Details Address Details Time Spent H M S Primary Spouse Address 12 STREET 00 42 50 Name TESTING GEORGIA SPOUSE GEORGIA Income Info ATLANTA 444 44 4444 444 44 5555 e dia a z TESTA DOB 12 15 1970 12 04 1971 Taxable Income 23 672 00 Filing Status joint Phone No HOME 122 212 1212 EIC 0 00 Dependency Info PA 2 gt 7 Computed Tax 2 7 14 00 Resident State Georgi 1040 0 EIC o ae Tax Withheld 4
123. ow All button or use the Search filter to list the respective return Enter the EIN then click lt Create New Return gt Start A New Return Employer Identification Number IBAJE FORM 1120S U S Corporation Income Tax Return FORM 1120S Amended U S Corporation Income Tax Return Select Preparer Name TESTING PREPARER EE iestenow Rar 44 Adding Personal Information Once the return has been selected you will be prompted to enter all Personal Information au TY 2011 Client Return 876 76 5654 CALIFORNIA TESTING 3 Ok M 2 as o lt j O Complete Change Query Rejected SignPad Assets Credits Overrides MFJ MFS DM Docs Library Backup Marketing aes a000 First Name E All By Section Filed Forms E ET Personal Information Enter the first name of the primary E Dependent Info Primary Taxpayer Information taxpayer 1040 Page 1 Initial initial 1040 Page 2 ee 1040 NR Page 1 Enter the middle initial of the primary 1040 NR Page 2 taxpayer 1040 NR Page 3 Sch A o irom hermetic edal t 1040 NR Page 4 Gp e Last Name 1040 NR Page 5 Theft Identification Pi 1040 NR Payments EELA ao ny cl Enter the last name of the primary 104088 Note This pin is different from your self select pin taxpayer 104059 Other Income Disabled F Blind Suffix 1040ES 1045 bo FEC so so 0 11 600 so so 0 so so Total Payments 0 IN TE U S
124. ower Of Attorney Information J Delete Client Preparer Designation E Records CAF Number Jurisdiction y In order to create Preparer User Address Information Account this system should be connected to Preparer s Address 12 STREET the Internet Please verify the Internet connection a before you create an account Preparer s City NEW YORK Check Uncheck the Delete Client ees Stata NY A Zip Code 10101 Records Delete Firm Records to enable Fax Number disable delete privilege option d You can now add additional Sub Preparers if you would like or click lt Save amp Continue gt Updating Firm Information The Firm Information will need to be updated next Once complete click lt Save amp Continue gt STEP 6 Firm Information Enter your Firm Information and click update For self employed users Firm EFIN Number alone is mandatory Select the Yes option in the Service Bureau to enter your master EFIN Firm Information Firm Address Information Contact Person s Name Firm Business Name Firm s Address Firm s City Firm s State Zip Code E mail Address Firm Information Federal EIN State ID Number Firm EFIN Number Firm s DCN Start Number Phone Number Firm Fax Number Service Bureau Information Is firm associated with Service Bureau PREPARER ACCOUNT ACCOUNT CREATE 12 STREET NEW YORK ny E 10101 OLTPRO OLT COM 125555555 125555 365 365 5555 seeeeeeseeey N
125. oyers Summary Showing 1 to 4 of 4 Employer Details na oa 31 40 125551515 BANK CO ATLANTA GA 30303 41 50 125555555 BUSINESS 12 STREET LOVELAND co 80538 125515151 EMPLOYER ee 12 STREET ATLANTA GA 30303 oe 122222222 TEST CO 12 STREET SAINT JOSEPH MO 64501 71 80 81 90 91 100 Note gt To Edit EIN Database please click the record 34 Chapter Three Network Installation Guide NOTE The Server Computer should already have OLTPro Professional Tax Software INSTALLED and SET UP as a Stand Alone Computer before beginning the installation on the workstation s NOTE The first two steps should be completed BEFORE installation begins on the workstations Determining Server Computer Name If the lt Computer Name gt of the SERVER COMPUTER is unknown click the lt Start Button gt and open the lt Control Panel gt on the SERVER COMPUTER or Microsoft Outlook 2010 Sa Trillian f s justin KI Microsoft Excel 2010 Documents ete HUD 3 0 wi Microsoft Word 2010 Music E Mozilla Firefox Computer c Google Chromg Control Panel Ye OLTProDesktop2010 o Devices and Printers e Internet Explorer 64 bit Default Programs w Snagit 10 Help and Support we OLTProDesktop2010Demo eed O gQ Snipping Tool Ca Pictures Calculator i _ DBMgmtTool gt All Programs Click lt System gt then find the Computer Name NOTE The Computer Name should be wrote down and saved for later f
126. p can be used for two reasons 1 If you want to electronically file multiple returns at the same time instead of e filing returns individually 2 Ifthe tax return has been rejected you will re file the return from this tab as you will not need to go through the payment section again Within the Payments Details page select NO for the question Do you want to e file this return now To E file the return s go to your e File Tab gt Queue for Transmit OL daio AccountiD GNITS70281ET My Office Manager Return availabili Status Welcome TESTINGSOFTWARE Logout Professional Tax Software Letters Bank Reports Forms Setup Tools Support Client Manager e file Scheduler Jp Queue For Transmit SELECT RETURN FOR EF Get Extensions status Get State Extensions Status Oct 26 FIND SEARCH TT OOO o vae OOOO OOO OOOO E Sear Seva SEARCH RESULT pu O Select All for Transmission Transmit Selected Return 1 ANOTHER TESTING 234 56 7890 Federal State View e file Status m 2 TAXPAYER NAME O 123 45 6789 Federal State View e file Status Either check the box to the right of the client information to transmit a single return or lt Select All for Transmission gt and choose to lt Transmit Selected Returns gt 123 Removing a Return from Queue To remove a return from Queue go to the lt E File gt Tab and select lt Get E File Status gt Select lt All Queued gt A GET EFILE STATUS Accountl
127. path must not be a mapped path It should contain full machine name e g machine name Enter the Server Name SERVER COMPUTERNAME Select the DATA folder in the network MSERVERCOMPUTERADATA Select the IMAGES folder in the network SERVER COMPUTER IMAGES Select the BACKUP DATA folder in the network SERVERCOMPUTER BACKUP DATA LLLI Select the DOCUMENTS folder in the network SERVERCOMPUTER DOCUMENTS Select the SIGNPAD folder in the network SERVERCOMPUTER SIGNPAD Select the DOWNLOADS folder in the network MSERVERCOMPUTERIDOWNLOADS Check here for multiple instances For Citrix Server Only Check here if you have Dialup Connection me sore Coni 1 NOTE You must complete this step for each computer that will be attached to the network 41 Alternative Networking Option 2 Rather than use the SERVER COMPUTER NAME the IP ADDRESS of the SERVER COMPUTER can be used as well NOTE Click lt Save Configuration gt when complete NOTE Replace 192 168 0 1 with the IP Address of your SERVER COMPUTER ay OLTProDesktop 2011 V1 0 0 0 fol es te STEP 1 Select your Mode of Configuration Select your product configuration type from the two options given below Note Make sure to have a LAN connection if you opt for the Network Software mode Product Configuration This setup option determines where the application accesses and stores the data files The Configuration area is used to tell th
128. ppointment Letters OLT OnLine Taxes NAME TESTING ANOTHER SSN 234567890 PAYMENT SUMMARY MASTER PAYMENT Amount to be paid for Federal Return 50 00 Amount Paid 0 00 Payment Status Invoice Make Payment Thank You On Line Taxes Jne NOTE The software will auto fill the pricing details based on your Pricing Settings 120 Select to lt Pay Fed Only gt lt Pay State Only gt or lt Pay Federal amp State gt To add additional fees or discounts select to Modify Charges CLIENT PAYMENT DETAILS Oct 26 SUMMARY OF CHARGES TESTING ANOTHER 234567890 MASTER PAYMENT FEDERAL Total amount for Federal Return 50 STATE MO 0 TOTAL Total amount for both Federal amp State 50 Account Summary Total filing amount 50 Preparer Fee s Amount to be Paid ii Preparer s Federal Discount 0 Preparer s State Discount 0 Preparer s Total Discount 0 Federal Additional Charges 0 State Additional Charges 0 Total Additional Charges 0 Amount Already Paid 0 gt O PayFedOnty PayState Only Pay Federal amp State MODIFY CHARGES Payment Option Non Banking O Banking Amount to be Paid gt oT Choose how the taxpayer will make payment Non Banking or through a Bank Product Banking Click lt Continue gt 121 Select the form of payment made Click lt YES gt to E File the return now then lt Save and Continue gt NOTE To E File the return at a later time selec
129. ption Yes No Yes No Print Preview amp Print Estimator Quick Estimator Tax Return Details Single Joint Hoh Separate Widow Total Income Total Adjustments Total Adjusted Gross Income Standard Deduction Exemption Taxable Income Tax Total Tax Credits Total Tax Earned income credit Total Payments Refund Amount Owe The Quick Estimator will generate a basic estimation of the anticipated Refund or Amount Due Enter as much information as the taxpayer gives then click the button lt Calculate gt The Quick Estimator can be Printed using the lt Print gt link 10 Ti Account ID AETAE29971RC Welcome TESTING gt i PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE LOGOUT Business Setup Mode Direct Input Quick Estimator Client Information Income Adjustment and Payment Information s Primary Spouse First Name TESTING ER Date of birth o Mo Ml 1973 MN mM F Last Name ESTIMATOR ass a os Advance EIC From W 2 50 0 SSN 789 89 8989 3 Retirement Income 1099R 0 0 Dependents Information Unemployment 0 Total Number Dependents Children 1 Schedule C EZ Net Profit Loss 0 How many qualify for Child Tax Credit 0 Schedule F Net profit Loss o E EIG o K 1 Form 1065 box 14 code A 0 Other Income 0 How many qualify for childcare 0 Social Security 0 Total childcare expenses 3500 a 0 Withholdings and Payments 0 Claiming Exemption Yes No Yes No Print Preview Print Estimat
130. r Owe NOT FILED Filed Form 1040 1 476 00 Where s my Refund E CA NOT FILED Direct State 820 00 Fed Exd 4868 NOT FILED Payment Details Receive Latest Checks Return History Note Showing Last 7 Actions View Full Histo Invoicing E File Bank Product Date amp Time IP Actions Make a Payment Invoice Ready to E File Checks Printed 10 19 2011 1 26 08 PM 192 168 0 27 Elected for E File by JUSTIN W View Print Existing Invoice Get Status Authorized Checks 10 19 2011 1 22 58 PM 192 168 0 27 Elected for Paper File by JUST Payment Summary 10 19 2011 1 22 52 PM 192 168 0 27 Return removed from Queue b E t made on 10 19 2011 01 21 48 PM by Cash 10 19 2011 1 22 04 PM 192 168 0 27 Return Transmitted by JUSTIN 10 19 2011 1 21 48 PM 192 168 0 27 Payment Made by JUSTIN WR 10 19 2011 1 21 37 PM 192 168 0 27 Marked As Return Completed 10 19 2011 1 21 32 PM 192 168 0 27 Marked as Return Completed 66 Making a Payment for a Return After completing a return and before electronically filing the return you must indicate how the taxpayer will pay for the return by clicking the link lt Make a Payment Invoice gt DH OLTProDesktop 2011 V1 0 0 0 ele Is O O LTpr O Account ID TTHGI4962RW Welcome JUSTIN LOGOUT Mode Direct Input eines Customer Support 1 77 OLT 4 PRO 1 877 658 4776 dl 2010 a y ss a E a BO amp E ik e Edit View Print Coupon Delete ViewInput PW Protect DM Docs PriorYear Letters PrintLa
131. r Mana Preparer Login Info l User Preparer Account Summary Account Name min 6 max 25 Char Password o ij min 6 max 25 Char Confirm Password Privileges Password Hint Select All Delete Firm Preparer Info Disable this Records First Name o Account Modify Invoice Show All Clients Pricing Paid Preparer Informatio r File Amended generated on all tax forms L Client Manager Remove Print Sia Efile SSN Setting Tie i Scheduler mne B LTP LTC Number Letters Oregon state Preparers Only Bank NYTPRIN i ae For NY State Tax Preparers only Check Printing PIN Signature Number Oo Reports E Mail Address Forms F Tools Number of Years as CPA Ph No uppo Power Of Attorney Information m Delete Client Preparer Designation o Records CAF Number Jurisdiction ae In order to create Preparer User Account this system should be connected to the Internet Please verify the Internet connection before you create an account Check Uncheck the Delete Client Records Delete Firm Records to enable disable delete privilege option Now you can upload your logo in the Recommended Dimensions and change the color scheme Click Apply amp Save Je js O LT Account ID TTHGI4962RW Welcome JUSTIN ended dll BLA Customer Support 1 877 OLT 4 PRO 1 877 658 4776 LOGOUT Mode Direct Input es ae e A OLTpro OnLine Taxes Professional Software Recommended
132. required for transmission If you skip this page you cannot efile this return PRIMARY ID INFORMATION Primary Application ID Type Primary Application ID State Primary Application ID Issue Date EA TE MMIDDIYYYY Primary Application ID Expiry Date A 73 MMIDDIVYYY FEES DETAILS Preparer s E File fee Preparer s filing fee 1 Preparer s filing fee 2 Po Transmitter Fee OTHER DETAILS Taxpayer is a service member O Yes O No Bypass withholding limit O Yes O No Nearest relative s phone number po Area Code Phone Number Credit Check Authorization PIN po gt Saan Continuei Bank Product Partners Bank Products allow the taxpayer to pay the ERO fee s out of the refund and receive the refund disbursement after all fees have been deducted All OLTPro Bank Product Partners can be found at http www oltpro com main pro bank as 142 Chapter Fifteen OLTPro Professional Tax Software Support We pride ourselves in offering fast and dependable customer and technical support Our experienced customer support team is readily available to assist your needs all year long Toll Free Customer Support Line Live Chat E Mail Knowledge Base Helpful Links Tools within the Software Customer Support is Always FREE Bank Product Partners Bank Products allow the taxpayer to pay the ERO fee s out of the refund and receive the refund disbursement after all fees have been deducted
133. rges 75 Net Preparer Fee s 100 Net State Charges 25 100 ISR Refund Advantage 9 RA ER O RA RAL Check Debit Card 9 Direct Deposit Check here for SRT State Refund Payment Invoice Option Do You Want to E File this return now a The screens that follow will guide you through generating the necessary documents and provide all disclosure documents before allowing e filing of the tax return 88 Bank Product Reporting To access Bank Product Reports navigate to Reports gt Bank Partner Data Report NOTE The name of the Registered Bank will be displayed Aj OLTProDesktop 2010 V1 0 0 5 Lo O E OLT Account ID AETAE29971RC Welcome TESTING PRO Customer Support 1 877 OLT 4 PRO 1 877 658 4776 ACCOUNT CREATE OGOUT OaLine taxes Professional Software LOGOUT Business Setup Mode Direct Input y Office Manage ent Manager e schedule tter ank eck Printing r Refund Advantage Client Data Report Efile Data Report Category gt Total Number of Returns 0 int Preview Print this Report All Reports tu Based on Office Revenue Report ER Queued z Show all E preparers clients Next click on the drop down menu for the Category of Report you wish to generate Then specify how to sort the Report by selecting from the Based On drop down menu Once the report has been selected click the button lt Make Report gt After the report has been generated the options o
134. rs PrintLabel Notes Appointments Backup Back Client CALIFORNIA TESTING Preparer JUSTIN WRIGHT Personal Details Address Details 9 Electronic File O Mark Incomplete Primary Spouse Address 123 STREET Paper File 9 Mark Complete Name TESTING CALIFORNIA WIFE CALIFORNIA Income Info City SAINT JOSEPH B SSN 876 76 5654 765 76 5765 at AGI 50 556 00 DOB 02 02 1970 02 02 1972 eee E A Taxable Income 31 556 00 Filing Status joint Phone No HOME 234 234 2342 EIC 0 00 Dependency Info m e Computed Tax 3 886 00 Resident State Missouri 1040 0 EIC o Tax Withheld 5 700 00 E Forms amp vi 3 2441 0 CTC 0 Schedul View Forms List Federal State Extension and SBBT Details Send to Tech Support a A QUEUED FOR TRANSMISSION Filed Form 1040 1 476 00 Where s my Refund CA QUEUED FOR TRANSMISSION Direct State 820 00 Fed Ext 4868 NOT FILED Payment Details Receive LatestChecks Return History Note Showing Last 7 Actions View Full Histo Invoicing E File Bank Product Date amp Time IP Actions Make a Payment Invoice Ready to E File Checks Printed 10 19 2011 1 27 33 PM 192 168 0 27 Return Transmitted by JUSTIN View Print Existin Get Status Authorized Checks 10 19 2011 1 26 08 PM 192 168 0 27 Elected for E File by JUSTIN W Payment Summary 10 19 2011 1 22 58 PM 192 168 0 27 Elected for Paper File by JUST Pp le on 10 19 2011 01 21 48 PM by Cast 10 19 2011 1 22 52 PM 192 168 0 27 Return removed
135. ry Backup Marketing Search Help Close Locate All By Section Filed Forms E Personal info Personai odos Enter the first Dependent Info Primary Taxpayer Information name of the 1040 Page 1 i iti primary 1040 Page 2 i 7 taxpayer 1040 NR Page 1 E 1040 NR Page 2 1040 NR Page 3 Sch A Enter the 1040 NR Page 4 i j middle initial 1040 NR Page 5 of the primary 1040 NR Payments nie l taxpayer L 104088 Note This pin is different from your self select pin 1040SS Other Income First Name E METI Federal Initial Last Name Disabled Blind E Deceased o Enter the last E U S Armed Forces E Surviving Spouse name of the Claiming Exemption ney taxpayer Suffix lt oom i Initial Last Name Federal Tax Summary A r e 2 750 194 2 556 Schedule C EZ 11 600 l Schedule SE so z r H 0 j H Form 1040V 0 E Disabled Blind f Form 8867 338 ME 197 E U S Armed Forces E 197 Y Claiming Exemption Check here if foreign Address State and Country Name CALIFORNIA TESTING Form 1040 Work Pad m SSN 876 76 5654 53 Using the Interview Input To navigate the Interview Input of an Individual 1040 return simply complete the requested information screen and click lt Save amp Continue Return gt OLTPro Interview Input will guide you through the Federal Return before prompting you to create any State Return Mode Int
136. setup will determine the fee s that you charge to your taxpayers This setup is not required to start a tax return but must be setup in order to file a client tax return We recommend this information be setup now Select which pricing you will set first then click lt Save and Continue gt PRICING INFORMATION Pere Pricing Options Set Price for Federal Return Set Price for State Return Discount Additional Charges Set Discount Amount Set Additional Charges gt Pe Determine your price setting and click lt Save and Continue gt Set pricing as a Fixed Rate for all returns to Manually Set pricing within each return or to set a Price Per Filed Form The pricing can be edited at any time from this Setup Tab PRICING INFORMATION ee Pricing Options for Federal Fixed Rate for all returns Set price as Per Form Set price manually after every return gt Se Follow these steps for setting Federal Pricing State Pricing and any Discounts or Additional Charges for your pricing structure 96 Adding a New Preparer Editing Preparer Privileges Under the lt Setup gt Tab select the option for lt Preparer Info gt From this tab you can add your Sup Preparers and edit their privileges Setup ATTE l Prens Pricing Details Add New IP Security 1 Enable Disable IP Security Preparer s Login Summary Click lt Create New Preparer gt PREPARER AND FIRM INF
137. sewhere Start 106 Starting a State Return To start a New State Return either navigate through the Federal input pages or click on the lt State gt Tab The software will pull any state that is affected by income or resident entries To start the listed state click lt Start gt next to that state To file another state return not listed on this page click lt Start a New State Return gt Filing a state return is not required If no state will be filed click lt Save amp Continue Return gt and lt Agree gt to not file the state O l T Simple Fast Accurate gt Back to OLTPRO OnLine Taxes STATE INFORMATION e Start vour state return by clicking Start on the state line State with will be filed Ifyou do notwantto file that particular state at this time uncheck the box Missouri Haven t started Start To file another State Return Click Start a New State Return _Back REE Save amp Continue Return NOTE Navigation Input options for State are the same the Federal return 107 Adding Additional States Once a state return is completed the software will navigate back to the State Information page allowing you to start a new state return Click the link lt Start a New State Return gt After all states are completed lt Save amp Continue Return gt T Simple Fast Accurate o L Back to OLTPRO OnLine Taxes Tax Year 2011 P Startyour state return by clicking Start on the state line
138. t NO to E File At any time by using the E File Tab gt Queue for Transmit you can E file this return See Filing from E File Tab below o KM PRO AccountlD GNITS70281ET My Office Manager Return availabilitv Status Welcome TESTINGSOFTWARE Logout Professional Tax Software Client Manager e file _ Scheduler Letters Bank Reports Forms Setup Tools Support CLIENT PAYMENT DETAILS Oct ct 26 PAYMENT OPTION Make Payment Now a Invoice Only BYCASH CHECK Enter the amount paid Enter the Check No MONEYORDER Do You Want to Efile this return now Yes O No gt ST Check the box to Federal E File or check to file the State Only E File If filing Federal and State together verify the state that will Piggyback E file with Federal Click lt Save and Continue gt and this tax return will be Queued for Transmission to the IRS OLTrro AccountID GNITS70281ET My Office Manager Return availability Status Welcome TESTINGSOFTWARE Logout Professional Tax Software Client Manager e file Scheduler Letters Bank Reports Forms Setup Tools Support __ TRANSMIT RETURNS ve EFILE TRANSMISSION FEDERAL EFILE STATE PIGGYBACK EFILE State Only e file O mo E Scan Continue 122 E Filing from E File Tab Returns marked as lt Complete gt and lt Paid gt are eligible for e file and will display within the E File gt Queue for Transmit section of the software This ste
139. tallation gt install the Server Computer as Stand Alone NOTE For adding Workstations to the Network Installation see Chapter Three Network Installation Guide Product Configuration This setup option determines where the application accesses and stores the data files The Configuration area is used to tell the application what kind of setup the computer is running There is an option for every scenario Choose the appropriate configuration setting based on the installation method used to install the application These settings should not be changed during the season I Select your product a Stand alone Computer no Network Choose this option ifthe software was installed to the hard drive ofthis computer and this computer is not on a network Network Software Choose this option ifthis computers access data files are stored on another computer This option enables the Indicated Server Drive Letter for Sharing Data Files selection Select the drive letter of the computer storing the shared data files In Network software Data Images Backup Data Documents Signpad and Downloads folders in the Server machine need to be shared manually with all File permissions Read Write Delete The data folder path must not be a mapped path lt should contain full machine name e g machine name SERVERCOMPUTERNAME 11192 168 0 11DATA 11192 168 0 11IMAGES l 11192 168 0 11BACKUP DATA 1 11192 168 0 11DOCUMENTS 11192 168 0 11SIG
140. tate Discount 0 Preparer s Total Discount 0 Federal Additional Charges 0 State Additional Charges 0 Total Additional Charges 0 Amount Already Paid 0 O PayFed Only Pay State Only lO Pay Federal State MODIFY CHARGES Payment Option Non Banking EEE Eakin Amount to be Paid gt 140 Select the product you will use through the listed Bank Partner NOTE For Direct Deposit the Direct Deposit information must be input within the tax return inputs and will be pulled to the bank product section for the taxpayer Click lt Save and Continue gt Client Manager e file Scheduler _ Letters Bank Reports Forms Setup Tools Support CLIENT PAYMENT DETAILS Oct 26 Banking RCB River City Bank PAYMENT RCB ERC RET O RCB RAL CHECK ERC CHECK DIRECT DEPOSIT RET State ERC RET O State ERC RET Do You Want to Efile this return now Yes O No gt pra 141 Input the information required for the Bank Partner you are working with Click lt Save and Continue gt NOTE After this page all necessary documents and disclosure documents will be presented for review signatures before e filing the return Client Manager _e file__ _Scheduler_ _Letters_ Bank Reports Forms Setup Tools Support _ RCB River City Bank PRIMARY APPLICATION INFORMATION Oct 26 RCB River City Bank TRANSMISSION INFORMATION Warning The information given below is
141. tters LE IRERS SELECTION Oct 26 LETTER TYPES Select the appropriate letter you want to send to Client PreSessionLetter SchedulingLetter PrivacyNoticeLetter Invoice Letter ReturnStatusLetter gt Ty Click lt Show Letter gt next to the client needed Client Manager exile Scheduler Letters Bank Reports Forms Setup Tools Support LETTERS PA FIND SEARCH TS INE IT OOOO E pm En SEARCH RESULT 1 ANOTHER TESTING 234 56 7890 10 25 2011 2 TAXPAYER NAME 123 45 6789 10 25 2011 Show Letter The letter will display and be available to print or email to your client 130 Printing the Client Organizer Select Letters gt Client Organizer to display Client Organizers Letters Reports client Organizer am Client Manager e file Scheduler New Client Organizer Existing Client Organizer Prior Forms Setup Tools Support OLTPRO NEW CLIENT ORGANIZER a ct 26 FIND SEARCH TT 5770 IA UT OOOO SEARCH RESULT Add New Client Print Blank Organizer da There is no Customer in your List Print a Client Organizer for New Clients Existing Clients or Prior Year Clients NOTE Printing a blank organizer is also available by clicking lt Print Blank Organizer gt Printing an organizer for an existing client allows you to select a client and print the organizer with their general data Client Manager exfile Scheduler Letters Bank
142. usted Gross Income 27300 Standard Deduction 5800 Taxable income 17800 Total Credits 0 Total Tax 2249 Total Payments 2100 Amount Owe 149 Amount Owe Type Pay with a check to the IRS directly by Mail Return Status Owe tax of 149 Federal e file return has been accepted File Amended Return Return Status File Prior Year Ret View Print Forms File Estimated Payment Voucher View Input Details Edit State Information In Federal Uploaded Documents TATE TAY CUBABRSAIYS Displayed will be all forms and schedules related to the tax return to view and or print 117 Print All Option Will print all forms schedules worksheets letters and bank documents for the Client Preparer and Filing copy OR Check the needed boxes to print multiple forms and click lt Print Selected Forms gt COMPUTED FORMS amp SCHEDULES C Peer a Ga CO CLIENTCOPY O INCLUDE LETTERS O INCLUDE BANK DOCUMENTS O PREPARER COPY O FILING COPY FEDERAL RETURH FEDERAL FORMS amp SCHEDULES STATEMENTS amp WORKSHEETS O 1040EZ O Carryover Worksheet Information O 1040 OF orm 8879 O Form 9325 STATE RETURH MISSOURI STATE STATE FORMS amp SCHEDULES STATEMENTS NLA OMO 1040 OMO 8453 PRINT SELECTED FORMS PRINT TAX SUMMARY ONLY FEDERAL TAX SUMMARY MO TAX SUMMARY To view a selected form or to print a single form click on the underlined form name which is a hyperlink The form will display in PDF Format f
143. ver computer is set as Stand Alone Computer Then click Generate Server Configuration to initialize the software for Network Installation Click lt Save Configuration gt and finish the server setup BH Product Configuration Los Product Configuration This setup option determines where the application accesses and stores the data files The Configuration area is used to tell the application what kind of setup the computer is running There is an option for every scenario Choose the appropriate configuration setting based on the installation method used to install the application These settings should not be changed during the season Select your product Stand alone Computer no Network EE lt lt nerate Server Configuration Get Server Configuration Choose this option ifthe software was installed to the hard drive of this computer and this computer is not on a network Network Software Choose this option if this computers access data files are stored on another computer This option enables the Indicated Server Drive Letter for Sharing Data Files selection Select the drive letter of the computer storing the shared data files In Network software Data Images Backup Data Documents Signpad and Downloads folders in the Server machine need to be shared manually with all File permissions Read Write Delete The data folder path must not be a mapped path lt should contain full machine name e g machine name SERVER
144. ze Burn to disc B Y Favorites Name Date modified Type HZ Desktop 4 Files Currently on the Disc 2 m Downloads Desktop2011UserGuide pdf 9 2 2011 9 15 AM Adobe Acrobat D 5 848 KB S Recent Places El OLTPRODesktop2011 exe 10 13 2011 10 13 Application 445 722 KB PS 4 Files Ready to Be Written to the Disc 1 Documents E desktop ini 10 19 2011 12 05 Configuration sett al Music Pictures Ed Videos 2 Homegroup Ma Computer amp Local Disk C DVD RW Drive E O ge justinw 192 168 0 Eu Network w Follow the instructions on the screen See attached images Click lt Next gt To cancel the installation click lt Cancel gt fi OLTPRODesktop20 x Language Selection e Select a language you would like the wizard to proceed with Choose installation language English United States www oltpro com Welcome to the Installation Wizard Welcome to the OLTPRODesktop2010 Setup program This program will install OLTPRODesktop2010 on your computer It is strongly recommended that you exit all Windows programs before running this Setup program Click Cancel to quit Setup and close any programs you have running Click Next to continue with the Setup program WARNING This program is protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and cri

user manual - OLTPRO.com

Contents

Download Pdf Manuals

Related Search

Related Contents