BRS Tax Preparer - Features List

Features

General features:

Intuitive user interface:

Navigation:

Open a form or schedule by simply selecting it in the Table of Contents
Back and Forward buttons provide web browser like navigation between form pages.
Navigate along the flow of the data using the Drill-Down and Drill-Up buttons
- Drill Down from the active summary field to the field where it gets it value
- Drill Up from the active field to the associated summary field where its value is carried
Switch between open case files using the workbook tabs along the bottom.
Page through the return using Page-Up and Page-Down
Go to the next field using the Tab key.
Use the arrow key to navigate between grid cells on a schedule.

Calculations:

Simple and complex calculations are performed instantly as data is entered
Any calculated field can be overridden to so that an entered value is used in its place
Worksheets can be attached to a field to calculate its value

Help System is extensive and complete:

Provides a help topic for every dialog, toolbar button, menu command, and situation
The help system doubles as an online manual that can be read from front to back
The Context Help cursor provide direct access to the help topic for any button or field
Shows context specific instruction text in the bottom pane as you work.
The Guide Me Wizard helps the new user to find an execute any operation in the program.

Simplifies working with grid based schedules:

Allows editing of all schedule items (item-rows) on the main schedule
- Shows a scroll bar when more rows exist then can be shown on the main schedule
Continuation schedules are automatically generated at print time.
Simply Copy and/or Move a schedule item between any two schedules
Quickly sort schedule items using a simple button click
Scroll through the list of schedule item-rows as fast as you can click
Shows the current schedule item’s row number on the status bar
Automatically calculates the item number for schedule items
- You can suppress the item number for selected rows
Automatically adjusts the item-row’s height to that of its description
Automatically aligns the amount values to the bottom of the schedule row
Allows the vertical alignment of any column field in any item-row to be changed
Draw lines to separate the items in a schedule

Power and Flexibility:

Multiple case files can be open at the same time (Power)
Multiple forms can be included in the same file (Flexibility)
All available forms are prepared in a single program (Simplicity/Centralization)
Runs from your computer even without an internet connection (Laptop Freedom)
Saves customer data as files to any local or removable folder (Accessibility)
Uses the power of your computer to perform instant calculations and provide crisp graphics
Allows custom formatting of any field (font, alignment, etc.)

Purchasing and installing forms:

Worksheets:

Worksheets provide the detail to perform complex calculations.
All worksheets are optional.
Worksheets found in the instructions booklet are implemented to assist in calculations.
Custom worksheets are provided to assist in the calculation of complex values
Custom worksheets are also provided to illustrate details requested by the instructions
A Details List worksheet can be attached to any amount field to calculate is value as the total of a list of detailed amount rows.
A Extended Description worksheet allows a detailed description to be made on an attached page while showing the abbreviated description in the main field.
The Blank Attachment worksheet adds a blank page for a free form attachment page.