1040Works can import a K-1 from any 1041, 1065 or 1120 return into a 1040 return. Reference 1040 line 17 helps for details.
If a Detail Statement has been entered in a field on a return, double click the field or press F6 to open the detail statement.
Useful Keyboard Shortcuts:
F2 – Federal Forms
F3 – Flip
F4 – State Forms
F5 - Asset Manager
F6 – Detail Statements
F7 – Review Return
F8 – Advanced Form Delivery
F9 – Erase/Delete
F12 – Client Selection
Esc – Closes Window
Ctrl + Y – Clears formats to allow any text (example SSN/PTIN)
T – Auto-fills today's date
Press the F1 key on any entry field to display important tools and helpful tips.
Print and archive a return by Reviewing the return, then clicking the Advance button.
Multiple monitors save valuable time toggling between past and current 1040Works programs. Try it! You'll love it!
Any return can be archived instantly to ArkWorks. If you're not using ArkWorks, call 1-800-230-2322 to get started.
With 1040Works you can prepare and e-file multiple state returns for each client. Click the State button on the button bar; click the State button above the forms list. Select additional states from the drop down box or enter the two-letter state code.
Import information from Excel into a client's return to save re-entry time for Schedule D and other transactions. Make sure the spreadsheet columns correspond to the super grid, then Import Excel Spreadsheet.
1040Works' upload and download features allow you to move client files between multiple-offices or peer review situations without leaving your desk!
Access federal and state publications by pressing the F1 key.
1040Works lets you customize invoices and client letters.
Pressing Ctrl+R opens a calculator that computes and pastes amounts into fields in the 1040Works program.
Click the Audits button for helpful information for correcting erroneous entries and items you may have overlooked. Audits link to referenced fields.
1040Works' Refund Calculator computes and estimates a client's refund in a matter of seconds! Entries can be imported into a client's return.
View your client's real-time e-file and bank status from the 1040Works Client Selection screen. Click the Refund EF Status link to update statuses.
1040Works converts and integrates returns from software competitors into the 1040Works program online. Contact your sales representative to learn about this timesaving tool.
If you prepare a limited number of returns, pay as you go with the 1040Works Per Unit Processing (PUP) system. To retrieve PUP codes, click the PUPs button, or click the Clients button, then Get Pups.
1040Works offers input screens for Miscellaneous 1098 and 1099 forms.
1040Works' security package protects sensitive client data. Enable this feature under the Workbench menu and rest assured that your client data will be protected.
1040Works can store client files on removable media devices.
During tax season, upgrade your 1040Works program every day to ensure you are working with the most current form and program versions. On the Installations Menu, select Upgrade Systems.
