Navigating the Program – (RPA)

[Kathleen Reynolds]

#4465

View the Quick Start Menu topic.

The program’s navigation bar is located on the left.

• Client Inputs
• Alternatives
• Taxes
• Roth IRA Conversions
• Insurance
• Income, Expenses, Contributions, and Distributions
• Donee Exclusion Gifting

 

Additional Navigation can be found at the top of the program.

• View Reports and Graphs
• Case Analyzer
• Support Ticket this will create an online technical support ticket.

Additional items found using the Windows File system near the top (Quick Calcs, File Menu)

• Pre 59½ Calculations
• Printing
• Roth IRA Conversion Optimizer
• Fact Finder
• Input Assumptions

Sample Reports

• Inherited Report
• Insurance
• Roth Conversion

 

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