.OR 70 README.1ST (updated Dec. 30, 1987) The various tax templates appearing on this disk are copyrighted and no commercial use is authorized without written permission. FOG is expressly permitted to publish this disk, as are any FOG-affiliated user groups. (signed) Ed Smith 1. Make a copy of this entire disk. DON'T USE THE ORIGINAL! 2. Print a directory of the disk. 3. Print this file and the TAXTMPL.DOC file (or at least read them.) 4. Delete this file and the DOC file from work disk AFTER printing them. 5. Look over the directory and delete all the files of schedules you are sure you will not use. You will need all the space you can get on this disk and besides, you can always obtain any files you want from the original disk which you stored away after copying it. 6. Place SuperCalc disk into your A: drive and a copy of this tax disk into your B: drive. 7. Load SuperCalc into memory. Then load an original, fresh template of any schedule from the B: drive onto your screen. It will look similar to the IRS form. Have an IRS original at hand to refer to. 8. Enter data in any of the unprotected (bright) cells which have a ? and which are pertinent to your tax situation. 9. When you have entered as much data as you wish (at that time), save the filled-in template WITH A DIFFERENT NAME from the original. To use the Execute files discussed in the following section, you must save the files using the names suggested below. 10.Then you may delete the original, blank file from your work disk to give you disk space. Remember, you still have the ORIGINAL disk with all original files available whenever you want one. 11.Whenever you wish to add more data to any of your own templates it may be called up using its new filename which ends with: .MYN * * I have added two EXECUTE files to the tax disk which will, after you have loaded a file such as PG1+A.MYN, go to other files on your disk (Schedules B, C, D, E & 2106) to look up data, and bring it back to and properly enter on the Page 1 template the data from the other files (assuming that you have already done the other files so there is an amount available to be brought back to Page 1). In previous years it has been necessary for the user to make a note of the amounts on these other Schedules and manually enter them into Page 1. It may still be done manually but can be done with the Execute files if you wish. Would you like to know how? Load B:PG1-A.MYN in the normal manner. Then type the following: /X SuperCalc will add the word: /X (execute), You then type: B:P1 The bottom lines on your screen will now read: /X (execute),B:P1.XQT (the final .XQT having been added by SuperCalc). Amid some whirring and screen action which you may watch on the bottom lines of your screen, Execute is busy reading the pertinent files on your disk for the amounts to be brought back to Page 1. When theseamounts are found they are entered on the Page 1 template in the proper places. Then a Recalculation is done three times and all screen action stops. Execute is finished and you may now enter your own data in all the places where a bright ? is displayed. I hope you like this additional feature of the tax template disk (on the double density disk it looks up Schedules D and E also). Now you need some advanced information. The names of the original, unused SuperCalc files on this disk all end in a .CAL suffix. When you enter data into them and save them, you should save them with a slightly-changed filename. Then delete the original, blank file in order to have sufficient disk space. Now here is your "naming" method. In order for the Execute file to go to another file, extract information and enter it in the proper place, the Execute file must know what you have named the file it is searching for. So if you wish to take advantage of the Execute files, you MUST MUST MUST name the files you save as follows, or Execute cannot operate. PLEASE SAVE YOUR FILES USING THE ORIGINAL NAME --- EXCEPT FOR THE " .CAL ". INSTEAD OF THE .CAL, PLEASE USE " .MYN ". I have programmed the Execute files to search for Schedule A, B, C, D, E, & 2106 files ending in .MYN and to disregard those ending in .CAL. This means that after you have loaded a file, for example, SCH-B.CAL and have filled in the required data, that you then save it with the save command: /S and the filename B:SCH-B.MYN After you have finished the schedules which are pertinent to your taxes, load PG1-A, begin to complete it, then rename it PG1-a.MYN. Now use the Execute file P1.XQT. The Execute file P1.XQT will look for your completed file under the name: SCH-B.MYN (etc) then extract the data and enter it properly into PG1+A.MYN, assuming it is on the screen and that it has been correctly renamed. One of the Execute files is named P1.XQT. It brings data from other files into the Page 1 spreadsheet. Once the Page 1 spreadsheet using the name PG1-A.MYN is on the screen, the screen will display the name of the Execute file you MAY use. If all this seems too complicated, disregard it and load in your data manually as you did in previous years. Otherwise, while your Page 1 spreadsheet is on the screen, just type: /X B:P1 and watch the action at the bottom of your screen. * * * * * The programs this year have been augmented with some new schedules and now will handle: Federal Form 1040, page 1 & 2 Schedule A, Sch. B, Sch. C, Sch. D, Sch. E, Sch. R Form 2106, Form 8582 California Form 540, p. 1 & 2 Schedule CA Schedule D plus Soc Sec calculations included at the bottom of the 1040 Page 1 template which will be of great assistance to any of you who must figure out the amount of Social Security benefits received which are taxable. If you use theSoc. Sec. portion, the data produced is automatically entered onto the correct lines of the Page 1 template. This worksheet does some involved calculations for you and enters the results automatically. .pa Schedule D (Capital Gains) this year has the Alternative Tax computations on page 2 so to save you from manually looking up the alternative tax amount in your IRS booklet, I have installed the rather complicated tax schedules in Sch. D (as well as on the Form 1040 Page 2). This should save you some cumbersome paperwork. Schedule G (Income averaging) is no longer legal in 1987, nor is Sch. W (Working spouse). If you catch a bug in one of these files, please call Ed Smith at (818) 347-9394 or write to 23716 Stagg St., West Hills, CA 91304 so we can correct it and pass on the benefits of your sharp eyes to other users. Thanks! These programs will run on SUPERCALC, version 1.12 or later, meaning also on SUPERCALC 2, 3 and 4, BUT NOT ON SUPERCALC VERSION 1.05 or the 1.06 that came out for KayPro computers. Be forewarned that if you even "Save" one of these files using any version of SuperCalc later than 1.12, it may no longer run on the earlier version. All these computer programs for Federal returns have 1987 tax table and 1987 tax rate schedules as well as correct line numbers and approximate text for current forms. Just copy the results these templates will provide onto official IRS forms. The simulated forms may be printed if you wish or results obtained could be hand-copied onto official forms from your monitor if no printer is available. Again, all line numbers are accurate for 1987 forms and simulate actual forms. Repeating, the forms available are: Form 1040, page 1; and also Schedule A - (Deductions). Form 1040, page 2; plus the somewhat invisible tax tables where your taxes are looked up and computed. Schedule B - (Interest and Dividends) Schedule C - (Profit from Business or Profession) Schedule D - (Capital Gains) (and Alternative Tax) Schedule E - (Rental & Royalty Income) Schedule R - (Elderly or Disabled) Form 2106 - (Employee Business Expenses) Form 8582 - (Passive Income) Calif Form 540, Page 1 Calif Form 540, Page 2; plus the tax tables. Calif Schedule CA - (California Adjustments) [new form] Calif Schedule D - (California Gain or Loss Adjustments) Instructions for use: Load SuperCalc version 1.12 or SuperCalc 2, 3, or 4 into the computer on Drive A. (Files are written in SC-1 but later versions will read.) Place this disc in Drive B. Type /L(oad) B:SCH-D Type A (for "all" when screen asks the question) After the usual whirring a 1987 template will appear on your screen. You merely fill in requested information everywhere you see an unprotected "?" All text and formulas which you are not to tamper with have been protected in the file as you receive it and will appear dimmed. You cannot do damage to the file by entering data in the wrong place as the file will not accept data except in the unprotected places. Do not unprotect anything else except at your own risk. After you load a file and fill in the blanks (question marks), you will have a form somewhat similar to the official form. It is strongly suggested you SAVE IT WITH A DIFFERENT FILE NAME. That way you will always have the original fresh file for your own use or to furnish to a friend. To save it with a different file name, just type the normal name of the file but change the .CAL to .MYN (short for mine). For example: /S(ave) B:SCH-D.MYN (or use any file name you like, but the Execute files will only look for .MYN). Type A (for ALL, when asked how much to save). You can now delete the original, blank template file from this disk by typing: /D F(ile) B:SCH-D.CAL You may always recall your own worksheet by typing: /L(oad) B:SCH-D.MYN After you have typed in data in place of a few bright question marks, and always when you have completed entering data, it WILL be necessary to press the shift key and exclamation key together (!) in order to force a calculation. DO SO AT LEAST THREE TIMES! (especially on Page 2 templates where the tax is actually computed. On these templates you may continue the exclamation marks even longer.) Continue until you no longer see changes taking place in final figures on your form, as the "Page 2" file in particular refers to complicated lookup methods in the tax tables to produce your answers. (Each looks up data and stores it in new places then looks again to place it into your file. You may look at the tables if you wish. They are located at the far, far right of the "Pg2" spreadsheet - and are protected. You can't hurt them, and their complexity may surprise you. To see the complex formulae, type: /GF and to go back to the normal condition, retype /GF. This feature of SuperCalc is an important thing for those of you who are not familiar with all the SuperCalc commands, because if you look at your screen after you have made a few entries and it appears that your figures are not being accepted or computed (and you see formulas being displayed), just press: /GF (meaning Global & Format). This is a command that activates a toggle which either shows all the built-in formulas the program uses, or shows the results each formula obtains. You may not care about the looks of the formulas which do the job, as long as the results are correct, but remember that IF ALL THE FORMULAS ARE SHOWING INSTEAD OF THE RESULTS, the program is computing the results but not showing them to you until you give the /G F command. On the "Pg2" file when you are asked if you are using the TAX TABLE, TAX RATE SCHEDULE, SCHEDULE D, OR FORM 8615, remember the tax table is mandatory on Federal tax returns for persons with taxable incomes of less than $50,000, (WE PEONS). Although SC does require that you type in text like your name and address using a quotation mark as the first entry of the text, DO NOT USE THE QUOTATION MARK WHEN ENTERING NUMBERS. If you do so, SC thinks the numbers are text instead of numbers and it will not compute them at all. IRS allows us to disregard money entries containing from zero to 49 cents if we increase the dollar entry by one when the cents are 50 to 99. These tax templates take advantage of this provision, and do not plan for your use of cents. This allows the templates to use fewer columns for the display, thereby making it easier for you to read on your screen. If you insist on using cents, you will have to increase the width of some columns. One last suggestion - it is easier to fill in the templates if there are not so many confusing numbers on the screen. The command /GB turns the border on or off every time it is entered. Why not leave it off while entering data? You should have a copy of your blank IRS tax form to look at as you fill in each template. The SuperCalc border numbers would just make the template look more confusing and would be a hindrance to you in comparing the correct tax form line numbers found on your screen. Try making the entries with the border turned off; I think you'll like it better. (It should be properly set when you receive the disk.) December 30, 1987 Ed Smith