E-FORM GETTING STARTED GUIDE THE COMPLETE ELECTRONIC TAX FORM DVD
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1 E-FORM GETTING STARTED GUIDE THE COMPLETE ELECTRONIC TAX FORM DVD Updated November 2014
2 Copyright Thomson Reuters. All Rights Reserved. Thomson Reuters disclaims any and all liability arising from the use of this document and does not guarantee that any information contained herein is accurate or complete. This document contains information proprietary to Thomson Reuters and may not be reproduced, transmitted, or distributed in whole or part without the express written permission of Thomson Reuters. Acknowledgement is made to all other brand or product names referred to in the text that are registered trademarks, trademarks, or trade names of their respective owners.
3 WELCOME CONTENTS WHAT S NEW FOR REQUIREMENTS DVD SYSTEM REQUIREMENTS... 1 PRINTER REQUIREMENTS... 2 PREPARING FOR INSTALLATION BEFORE YOU BEGIN INSTALLING E-FORM UPDATING E-FORM STARTING AND EXITING E-FORM ESTABLISHING PREFERENCES AND PREPARER INFORMATION SETTING UP PREFERENCES SETTING UP PAID PREPARER INFORMATIONS SUPPORT E-FORM SUPPORT IF YOU NEED ADDITIONAL HELP SOFTWARE LICENSE AGREEMENT
4 WELCOME 1 WELCOME e-form is an electronic tax form library that allows you to view, complete, and print the following documents from your workstations: federal and state tax forms instructions IRS publications This guide provides general installation information about e-form and guides you through the installation process. WHAT S NEW FOR 2014 REQUIREMENTS DVD SYSTEM REQUIREMENTS ENVIRONMENT Operating System 1 Microsoft Windows Hardware Minimum Hard Drive Memory Minimum Screen Resolution Adobe Acrobat Professional or Adobe Reader CURRENT SUPPORT Microsoft Windows 7 Professional or Ultimate SP1 (32 or 64 bit with 2 GB RAM or higher) Microsoft Windows 8 (32 or 64 bit with 2 GB RAM or higher) Intel Dual Core Processor 100MB available SVGA Monitor with 1024 x 768 or higher Adobe Acrobat Professional or Adobe Reader version 6, 7, 8, 9 and Local machine administrator rights are required for the initial installation each year.
5 PREPARING FOR INSTALLATION 2 PRINTER REQUIREMENTS e-form supports Windows printers with their latest native drivers. Although InkJet printers capable of printing within 1/8 of the paper edge may work, we recommend one of the following printer configurations for high-volume printing. PRINTERS SUPPORTED DRIVERS MEMORY FOR 600DPI HP Laser Printers HP Universal Printer Driver for Windows (PCL 5 or 6) Consult manufacturer guidelines. Non HP Laser Printers Native PCL 6 driver Consult manufacturer guidelines. Note: Supported environments can change throughout the year. To check for updates, please visit the e-form Support web site at: PREPARING FOR INSTALLATION You must have an account number and password to access the installation software. If you do not know your account number and password, contact e-form Support at , option 4. BEFORE YOU BEGIN INSTALLING E-FORM You must close all open applications before installing e-form. In addition to Read, Write, File Scan and Modify rights, users must have Create and Erase rights in the directory where ec14.mdb (the client database) resides. 1. Insert the e-form DVD-ROM in the appropriate drive. Note: Depending on your Windows configuration, the setup program could begin automatically. If not, proceed to Step Click Start, and then select Run. The Run dialog box opens. 3. Enter?:\CLR\FORMS14\SETUP14.EXE in the Open box, where? represents the drive letter for the DVD-ROM drive. 4. Click OK, and then click Next. 5. Click First Time, and then click Next.
6 UPDATING E-FORM 3 6. Click Yes to accept the Software License Agreement. 7. Enter your Name, Account Number, and Password. 8. Click Next. The Company Name field is optional. Note: If you previously installed e-form, you will not be prompted for an account and password. This information is entered automatically and the login screen is bypassed. If you previously used a temporary account, you will be prompted for login. 9. Select either DVD Server or Hard Disk Server, and then click Next. 10. Select the application and client database directories, and then click Next. 11. Select the program folder, and then click Next. 12. Select Shortcuts, and then click Next. 13. Verify product purchases, and then click Next. The installation program begins to copy files. 14. f you are installing to a network, you will be prompted to set up the workstations by running SETUP14W.EXE on each workstation from the install directory. Note: The SETUP14W.EXE file does not appear until you complete the e-form installation. 15. Click Next. UPDATING E-FORM 16. he Convert Client Profile screen allows you to convert 2013 client profiles to the 2014 client database. Click Yes if you want to convert now, and then click Next. Follow the on-screen instructions. 17. When the Installation is complete, click OK. 18. A message appears, and prompts you to install Adobe Acrobat Reader if it has not been previously installed. You must have Adobe Acrobat Reader to view the form instructions and publications. Click Yes to install Acrobat Reader You must perform updates to e-form must sequentially. If you are updating?e-form to the current version, the previous version must be installed. Note: You must close all other applications before installing e-form. IF YOU ACCESS THE PRODUCT FROM THE DVD: 1. Insert the e-form DVD-ROM in the appropriate drive. 2. Double-click the e-form 2014 icon. 3. To automatically update, select Yes, Update Now on the prompt.
7 STARTING AND EXITING E-FORM 4 OR IF YOU ACCESS THE PRODUCT WITHOUT THE DVD: 1. Click Start, then click Run. 2. Enter?:\CLR\FORMS14\SETUP14.EXE in the Open box, where? represents the drive letter for the DVD-ROM drive, and then click Next. 3. Click Update, and then click Next. 4. Follow the instructions on the screen to complete the update. STARTING AND EXITING E-FORM TO START E-FORM 1. Open Microsoft Windows. 2. Click Start and then select the e-form program folder. 3. Click e-form. TO EXIT E-FORM On the File menu, click Close. OR Click the X in the upper right corner of the e-form window. ESTABLISHING PREFERENCES AND PREPARER INFORMATION After you install e-form, we recommend that you set up user preferences and Paid Preparer information.establishing this information creates shortcuts that can reduce the time it takes to complete forms. You can set up the following items: Tab keys Currency fields Number fields Data displays Additional preferences. SETTING UP PREFERENCES On the Options menu, click Define Data Field Preferences.
8 SUPPORT 5 SETTING UP PAID PREPARER INFORMATIONS 1. On the Options menu, click Add/Edit Preparer Info. 2. On the Preparer Listing screen, click Add. 3. Complete the requested information. 4. On the Options menu, click Include Preparer On/Off. This option directs the information to flow to the forms automatically. 5. Click OK twice to close. Note: At least one entry must remain in the Preparer Info listing. Do not delete the sample entry unless you have added another entry. If you do not want to use Preparer Information, on the Options menu click Include Preparer Info On/Off to clear the check box. SUPPORT E-FORM SUPPORT Dial , option 4 to call the Support Center. e-form Support answers questions regarding the installation and use of the e-form product. Note: The phone prompt can change. For updated information, please refer to the e-form Support web site at the following URL:? IF YOU NEED ADDITIONAL HELP The following online tools provide additional information about e-form: Online Tutorial teaches navigation techniques. Online Help System provides help for each product screen. Online Guide contains detailed information about the e-form product and offers the option to download and print a hardcopy manual Online Support site provides new information for times between releases.
9 SOFTWARE LICENSE AGREEMENT 6 SOFTWARE LICENSE AGREEMENT The right to use the software product described in this e-form Getting Started Guide is specifically conditioned upon your execution of and compliance with an on screen agreement with Thomson Reuters. e-form is a registered trademark of Thomson Reuters. Acrobat Reader copyright Adobe Systems Incorporated. All rights reserved. Adobe, Acrobat, and the Acrobat logo are trademarks of Adobe Systems Incorporated which may be registered in certain jurisdictions. Microsoft and Windows are registered trademarks of Microsoft Corporation. All other brands and product names are trademarks or registered trademarks of their respective owners Thomson Reuters. All rights reserved.
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