Select the workstation to be removed from the list then click Remove

3. Click OK to close the utility.

To add a new user, run the workstation setup at the new workstation.

Note. This operation can only be performed by the Network Administrator or someone who has access to the BNA 706 Preparer 2015 Network License Administrator shortcut icon. Make sure to place your program CD in a safe place in case you need to restore this icon to the desktop in the future.

How do I create a new return using a template?

1. From the Options menu, select Preferences. On the General tab of the Preferences dialog, select Show Templates for New Returns, then click OK.

2. From the File menu, select New. On the New 706 Return dialog, select From a Template, highlight a template from the list, then click OK.

Note. To set a template as the default, select Set as default for future returns on the New 706 Return dialog.

What are the different types of diagnostic messages in the Messages pane?

The messages are ranked according to severity as:

Error Messages Warning Messages

“Incomplete” Messages

“Informational” Messages

What keyboard shortcuts does BNA 706 Preparer offer?

You can access any menu or command using the standard Windows shortcut (Alt+

underscored letter of the command or menu). BNA 706 Preparer also provides several other keyboard shortcuts that allow you to bypass the menu system by pressing one or more keys to run program functions.

The shortcut keys shown in the following table are organized by subject. Note that many commands can also be executed by clicking the appropriate button on the toolbar.

Operation Shortcut Operation Shortcut

Return

New 706 Re turn Ctrl+N Open Existing Return Ctrl+O

Auto Calc Mode Ctr+A Round to Dollars Ctrl+R

Apply Entries on Data Entry Pane

to Form Pane F5 Recalc Return F9

Run Diagnostics F10 Save Return Ctrl+S

Print Current Form Page Ctrl+P Save Return As Template Ctrl+T Navigation

Previous Page in the Return Ctrl+Up Arrow Next Page in the Return Ctrl+Down Arrow Previous Data Entry Pane Ctrl+Left Arrow, or

Alt+P, or Ctrl+Shift+P

Next Data Entry Pane Ctrl+Right Arrow, or Alt+N, or

Ctrl+Shift+N Grid Rows

Insert Row Alt+Shift+I Append Row Alt+Shift+A

Sort Rows Alt+Shift+S Asset Mover F8

Go to Row Ctrl+G Delete Row Alt+Shift+D

Comments

New Comment Alt+Shift+N Edit Comment Alt+Shift+E

Move/Resize Comment Alt+Shift+M Remove Comment Alt+Shift+R

Field Properties Select Font for Field Properties Alt+Shift+F

Text Editing

Copy Ctrl+C Cut Ctrl+X

Paste Ctrl+V Undo Ctrl+Z

Redo Ctrl+Y

Miscellaneous

Help F1 Exit Program Alt+F4

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INDEX

A

Adding

Attachments 48

Continuation schedules 47 Form 706-CE or 712 47

Forms and continuation schedules, FAQs 47 Forms using return editor dialog 47

New row in grid 46

New workstations (network version) 20 Note in the client file 48

Space between grid rows 47 Sticky note 48

Users (network version) 55

Workstation ID (network version) 20 Adjusting state death taxes 51 Alternate valuation 43

Date 43, 45 Printed date field 53 Undecided 44

Append grid row command 57 Appending row 46

Asset allocation dialog 42, 45 Asset mover command 57 Assets

Alternate valuation date 45

Bequesting to a specific beneficiary 45 Community property 44

Date of death 45

Entering on Schedule B 43 Excluding assets from interrelated

calculation 50

Excluding from probate inventory report 45 Included on probate inventory report 53 Moving asset data 47

Auto calc mode command 57

B

Beneficiaries calculation report 33 Beneficiary

Changing assignment to an asset 42 Specifying assets bequested to 45 BNA license card 11

BNA Software

Address and web site 5

Technical support phone number 54 Buttons, toolbar 30

Size of form pane 41 Sort order of grid rows 46

Clearing yes and no answers 42 Configure network for program 16 Continuation schedule

Adding 47 Printing 52

Continuation schedule item not previewing (fix) 51

Conventions used in guide 6 Copy

Cutting and pasting fields 42

D

Data entry and editing, FAQs 41 Data entry pane

Accessing help from 55 Changing size of 41

Cutting and pasting fields’ information 42 Defined 28

Exclude from probate inventory report field 45 Lead or remainder option 49

Overriding calculated fields 43

Printed alternate valuation date field 53 Printed alternate value field 53

Printed valuation at date of death field 53 Residuary or nonresiduary option 49 Restoring calculated fields 43 Showing calculated fields 43 Suppress item number field 46 Treat as community property field 44 Treat as jointly owned property field 45 Date of death, valuation of assets 45 Date, deleting 45

Death taxes 51

Delete grid row command 57 Deleting

Date 45

Workstation ID 20

Description fields, entering lengthy text into 41 Diagnostic messages 36

Report 33 Types 56 Updating 57

Direct bequest, entering 45

Downloading updates from web site 54

E

Edit preparer information database dialog 19 Setting up preparer profile 53

Entering

Interrelated calculations 50 State return access key 22 Equipment requirements 6 Excluding assets from interrelated

calculations 50

Field Properties, shortcut keys 56 File

Finding data entry field for a field on 42 Form 706-CE, adding 47

Form 712, adding 47

Forms and schedules Adding 47 IRS 32

Keeping from printing 51

Moving to the next page of a form 41 Printing 52 Fund type, annuity trust 49

G

Generating interrelated calculations 50 Getting started, installation 6

Go to grid row command 57 Grid

Add a new row 46

Add space between rows 47 Changing sort order 46 Enter securities 43 Go to a row 47 Scroll through 47 Grid rows, shortcut keys 56 Grids, FAQs 46

Guide, overview 5

H

Hard disk

Space required 6

Hard disks, installing program updates 23 Help

Access help for a specific field 55 Access preparer database for the BNA 709

Preparer 54

Add a continuation schedule 47 Add a note in the client file 48 Add a sticky note 48

Add Form 706-CE or 712 47

Add forms or schedules to a return 47

Add space between grid rows 47 Add users (network version) 55

Adjust the state death tax calculated amount 51 Assign another beneficiary to asset 42

Calculate a residuary charitable remainder annu-ity trust 49

Change the order of items on a grid 46 Change the size of the form pane or data entry

pane 41

Change where an attachment prints 49 Check for program updates on the Web 55 Clear both the yes and no answers 42 Correct the appearance of on-screen IRS

form 53

Create a new return using a template 56 Create a sticky note 48

Cut and paste between schedules 42 Delete an already entered date 45 Delete users (network version) 55 Display and print zeros 53

Dollar-round the values on the estate tax return 49

Enter a direct bequest 45 Enter a new row on a schedule 46 Enter an interrelated calculation 50 Enter assets on Schedule B 43 Enter community property 44

Enter lengthy text in description fields 41 Enter the degree symbol 52

Exclude an item from the Probate Inventory Report 45

Exclude assets from interrelated calculation 50 Find a data entry field 42

Find the latest program release or patch 54 Generate an interrelated marital or charitable

calculation 50 Go directly to a row 47 Grid

Add a new row 46

Add space between rows 47 Change sort order 46 Enter on Schedule B 43 Go to a row 47

Print separators 46 Scroll through 47 Jump to a schedule item 46 Move asset data 47

Move to the next page of a form 41 Override a calculated field 43

Prevent an item number from showing on a schedule 46

Prevent Form 712 from printing with return 51

How to (continued)

Prevent unused forms from printing 51 Print

Continuation schedule 52 One form 52

Separating lines on a grid 46 Zeros 53

Recalculate the return 49

Restore calculated amount to an overridden field 43

Round to dollars 49 Scroll through the grid 47

Select a state to calculate estate taxes 50 Set up a preparer profile for the practice 53 Show calculated fields 43

Specify a preparer for a return 54 Specify which assets are bequested to a

beneficiary 45

Treat an item as jointly owned property 45 Update Section 7520 rates 54

Use the shortcut keys 56

Use value based on alternate valuation date 45 Use value based on date of death 45

View the interrelated residue charitable proof report 52

I

Insert grid row command 57 Inserting row 46

Interrelated calculation proof report 33 Interrelated calculations 52

Entering 50

Excluding assets from 50 Generating 50

Interrelated marital or charitable calculation 50 Interrelated residue charitable proof report,

viewing 52

Interrelated residue marital and/or charitable cal-culation, defined 26

IRS forms and schedules, see Forms and sched-ules

Item number, suppressing 46 Items, changing the order of 46

J

Jointly owned property 45

K

Keyboard

Conventions used in guide 6 Shortcuts 56

L

Lead or remainder option 49 List button 31

Lists 33

Lock/unlock calculated field indicator 31

M

Marital and Charitable calculations, FAQs 49 Marital/charitable deduction wizard, fund

adjust-ment area 50

Mouse pointers and insertion points 25–26 Move, resize comment command 57 Moving

Attachment from return pane 49 To next form page 41

N

Navigating to next page 41 Navigation, shortcut keys 56

New 706 return dialog 56 New comment command 57 Next data entry pane button 30 Next page

Button 30 Navigating to 41 Non tax year updates 23 Note

New return using template 56 Options menu

Preferences 46, 49, 56 Preparer database 53 Round to dollars 49 Show calculated 43 Tax and interest rates 54 Override option 36

Overriding calculated fields 43

P

Parts of the program window 27 Paste

Button 30 Command 57

Pre-defined attachments 33

Preferences dialog, round to dollars 49 Preparer database

Accessing for the BNA 709 Preparer program 54

Setting up 18, 53 Preparer database, FAQs 53 Previous data entry pane button 30 Previous page button 30

Print command 51

Print current form page command 57 Printing

Continuation schedule 52 Features 38

Lines separating schedule items 46 One form 52

Selected forms 51–52 Zeros 53

Printing and display, FAQs 51 Probate inventory report 33

Entering state return access key 22 Field indicators 31

Download from web site 54 Installing 23

Section 7250 rate 54 Window, Parts of, illustrated 27 Program window, FAQs 41

Q

Quitting the program 23

R

RAM required 6

Random access memory required 6 Recalc all button 31

Residuary charitable remainder annuity trust 49 Residuary or nonresiduary trust 49

Restoring calculated amount in calculated field 43

Return pane Round to dollars command 57 Row

Adding space between 47 Appending and inserting 46 Changing the order of 46 Run diagnostics button 30

S

Save

Button 30 Command 57

Save as template command 57 Saving file to disk 21

Schedule B

Entering assets on 43 Entering securities 43

Schedules included on probate inventory report 53

Schedules, IRS schedules prepared 32 Section 7520 rate, updating in program 54 Select font command 57

Set up preparer database 18 Shortcut keys 56

Show data validation messages button 31 Show/hide calculated fields button 30 Show/hide calculated fields command 31 Show/hide messages pane button 31 Showing calculated fields 43 Single-user installation 7 Smart data entry, features 36 Sort grid rows command 57 Sorting items/rows 46

Special field indicator, defined 29

Specially designed forms, see Forms and sched-ules

Specially designed reports, see Reports Starting the program 22

State death tax calculations report 33 State death taxes 51

Adjusting 51 Selecting a state 50

State return access key, entering 22 State taxes, FAQs 50

Status bar, defined 29 Sticky note, adding 48

Support services, BNA Software 5 Suppress item number 46 System icon, defined 29 System requirements 6–7

T

Technical support 5, 54

Template, using to create a new return 56 Text editing, shortcut keys 56

Title bar, defined 29

Types of diagnostic messages 56

U

Undo command 57

Uninstalling the program 24 Updates

Check for on web 55

Downloading from web site 54 FAQs 54

Users (network version), adding 55 Utilities menu

Interrelated calculator 50 State death tax calculator 51

V

Values, dollar-rounding 49 Viewing workstation ID 20

W

Web site, BNA Software 5 Workstation ID (network version)

Adding 20 Deleting 20 Used on a PC 21 Viewing 20 Workstations 23

Workstations, changing the number of 21

Y

Yes and no answers, clearing 42

Z

Zero Federal Tax (ZFT) calculation, defined 26 Zeros, printing and displaying 53

Zoom in button 31 Zoom out button 31 Zoom settings button 31

In document BNA ESTATE & GIFT TAX 706 PREPARER QUICK START GUIDE (Page 56-66)