Getting Familiar with the Program

[Kathleen Reynolds]

#3581

General Functionality

• How to Navigate the Different Input sections?
• How to Save and Clear Data inputs?
• How to Import an Existing Data file?
• How to get Generic Help, such as Technical Support?
• How to get Help for Inputs in a Specific Section?
• Where is the Dedicated Input Area for each Input Section?
• Are there Onscreen Reports Available, or do I have to always Print to PDF to get results?
• What are the Available Report Options?
• How do I Print Results?

Screen Specific Topics

• Details
• Beneficiaries
• Assets
• Strategies
• Cash Flow
• Conversions
• Life Insurance
• CRUT
• CRAT
• Qualified Charitable Distributions (QCD)

Printing Reports (PDF)

• View Sample Report
• Types of Information Included

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