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1 / 9 Introducing the Tax Estimator. © 2006, Universal Tax Systems, Inc. All Rights Reserved. The Tax Estimator Objectives –In this chapter you will learn:

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Presentation on theme: "1 / 9 Introducing the Tax Estimator. © 2006, Universal Tax Systems, Inc. All Rights Reserved. The Tax Estimator Objectives –In this chapter you will learn:"— Presentation transcript:

1 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 2 / 9 Introducing the Tax Estimator. © 2006, Universal Tax Systems, Inc. All Rights Reserved. The Tax Estimator What is the Tax Estimator?

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

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

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

6 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 7 / 9 Introducing the Tax Estimator. © 2006, Universal Tax Systems, Inc. All Rights Reserved. Direct Deposit Information Direct Deposit Section

8 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 / 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


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