1 / 9 Introducing the Tax Estimator. © 2006, Universal Tax Systems, Inc. All Rights Reserved. The Tax Estimator Objectives –In this chapter you will learn: What is the Tax Estimator How to open and configure the Tax Estimator How to enter Direct Deposit Information How to finish the Estimated Return

2 / 9 Introducing the Tax Estimator. © 2006, Universal Tax Systems, Inc. All Rights Reserved. The Tax Estimator What is the Tax Estimator?

3 / 9 Introducing the Tax Estimator. © 2006, Universal Tax Systems, Inc. All Rights Reserved. Open the Tax Estimator File menu –Enter SSN

4 / 9 Introducing the Tax Estimator. © 2006, Universal Tax Systems, Inc. All Rights Reserved. Using Tax Estimator Customer Information –Address –Date of Birth

5 / 9 Introducing the Tax Estimator. © 2006, Universal Tax Systems, Inc. All Rights Reserved. Using Tax Estimator W-2 –Wages –Withholding

6 / 9 Introducing the Tax Estimator. © 2006, Universal Tax Systems, Inc. All Rights Reserved. Using Tax Estimator Type of return –Form filed –State –E-file –Paper

7 / 9 Introducing the Tax Estimator. © 2006, Universal Tax Systems, Inc. All Rights Reserved. Direct Deposit Information Direct Deposit Section

8 / 9 Introducing the Tax Estimator. © 2006, Universal Tax Systems, Inc. All Rights Reserved. Estimate Tab Estimates: –Earned Income –Adjusted Gross Income –Taxable Income –Estimated Income Tax –Withholding –Estimated Earned Income Credit –Estimated Refund

9 / 9 Introducing the Tax Estimator. © 2006, Universal Tax Systems, Inc. All Rights Reserved. Finish Do not print until the tax return is completed –Click the Close button –Save the Return