A form cannot be deleted from a client's form list if the client's records are still open. Closing each page of the form individually will not close the client's records. You can click the Close All Forms/Clients icon (the folder with the arrow pointing up) or choose the dropdown menu of the same description. Then, return to the Client Form List, highlight the form, and click Delete.

The Skip calculated fields setting is marked under Options | Define Data Field Preferences on the Tab Key tab. This option causes the tabbing to skip all yellow and green fields, whether calculations are enabled or not. You can always click your mouse in a yellow field to access it, regardless of the option setting.

You may find the need for a form that is not currently available on the DVD. To request information on a particular form or to find out when a form will become available, please fill out the Product Enhancement Request Form. This can be found in Help and in the Federal Forms section of the e-Form Product as WKST Product Enhancement Request. Follow the instructions on the Product Enhancement Request.

If other fields on the same form compute, check the wording on the form. It might say something like "If line 23 is greater than 5000, add lines 25 through 30" which means we don't compute the field unless the condition is met. If the field is green (marked as a limitation field), we may be only computing a result in certain cases but not in others, such as when the income is high enough that a limitation worksheet should be used.

Yes. Fill out a Product Enhancement Request Form and attach the form you want added. Fax this information to us and we will consider adding these forms to our product depending on availability and approval status. (Please note we do not add "drafts" of forms because they cannot be filed. When the State releases the final version, we will include it.)

If you have reason to believe there has been a change or revision on a form, complete the Product Enhancement Request Form and fax us a copy of the form in question (if available) showing the changes or the revision date. We will review this information and make the necessary changes.

Many of our forms have fields that do not have lines above or below them because this information is machine readable by the specific taxing jurisdiction. Specifically, the data in these fields must be placed and formatted exactly as specified by the taxing jurisdiction. If these are not done correctly, we cannot guarantee that your form will be accepted.

In most cases, the agency where the form is to be filed requires that the original form be used, in other words, the form that is mailed to you. There are some forms that are required to be hand written.

Also, in some situations, we are not able to meet all the specifications required to get approval for a particular form. If the form is designed to be machine readable, the completion instructions must be followed exactly, including calculating the check digit. We have done everything we can to ensure acceptance, but if the user doesn't follow the instructions exactly, the state may reject the form.

Many times, the form itself is part of the instruction file. To save storage space, we deleted the form image from the instruction file. Some pages contain multi-colored graphics that we remove to save space and printing time. This is why the page numbers of the instruction files appear to have pages missing.

You can't. The reason is that most taxing authorities require Courier or Helvetica type font and can reject a form with data entered in any other font. We use Courier New for normal data entry. In cases where OCRA or OCRB is required, we set the field to display the proper OCR font.

You can search on any part of the form description, but the form number is the fastest way to search for a particular form. The more "generic" your search string, the better the chance of finding the form, so if the form has a dash between two characters and you leave a blank space, it probably won't make the match. Any characters entered in the search string after a blank are ignored. Searching for "lim" will find more matches than "limited partnership" and will also find forms that have abbreviated "limited."

A client's data cannot be deleted if that client is currently "active," or when that client's name is in the title bar on the top of the client console. From the Client List tab, double-click a different client, or click once and click Select Client (so that the new active client's name is showing in the title bar), highlight the client you want to delete by clicking once on the line, and click Delete on the screen. You will be asked to confirm the delete, but after you click Yes the client's profile data and forms will be unrecoverable.

Most Forms providers lock or password protect their programs' client database data to make it harder for their customers to switch vendors. Therefore, we are unable to write a conversion utility to easily convert that data. If you have your client data in another format (such as Database or Spreadsheet), we have a specially formatted blank MS Access database that you can import that data into, which you can then use to transfer it into our Forms program.

Yes, it is recommended that you update your e-Forms DVDs in sequential order.

To update your e-Form software:

1. Insert the first DVD to be updated into your DVD drive.
2. Click on Start, then Programs, then e-Form.
3. Locate and click on the Update Forms 07 (year) icon from the e-Form menu.
4. When the automatic update has completed, repeat the process for each skipped disc.

Be sure to run SETUP07.EXE (where 07 is the year) for the initial installation. SETUP07W.EXE is for a workstation installation of e-Form from a network.

The easiest way to tell is to click "About Forms…" on the Help menu. The second line on the dialog box will show you the release date of your installation of e-Form, as well as other important information.

You can convert the same database multiple times, or convert several prior year client databases into one current year database by changing the prior year database path name in the data-entry box of the first window that appears. When the next window appears, you can then select individual records for conversion, or you can select all records.

Each time you run the conversion program, the conversion appends all selected records onto the current year database. For example, if you run a conversion three times on the same set of client information from the same prior year client database, the current year client database will have three sets of duplicate client information.

Note: The conversion does not overwrite the old records.

Running the update installation (by clicking the Update icon in the e-Form group) copies new files for each release. Since the listing of available forms changes with each release, you might want to take advantage of all our work in this area.

If the application is installed to a network, (with workstations that leave all files on the network) only the network needs to be updated, not each workstation.

If each workstation has program files on it (look for a "CLR\FORMS99\" (year) directory on the hard drive) each workstation should be updated. Running a workstation update, or one where the forms files remain on the DVD, takes just a few minutes.

View the About Forms dialog box (by clicking About Forms… on the Help menu) to see where your client database directory is located. Then go to that directory and copy the file named "EC99.MDB" (or other year) to another directory or file server.

It's best to do this every week, keeping the last two versions in different places, if possible. Be sure you don't move the file, just copy it. At the same time, back up the file Ppr.lst. This file contains your paid preparer information.

Windows Vista was not initially supported for e-Form 2006, but an upgraded Form executable is available to resolve issues with Vista. Vista is supported for e-Form 2007 which released December 2007. You will need admin rights to install it for the first release.

Click here to download the new executable file and instructions for discs 06-1 through 06-8.
Click here to download the new executable file and instructions for the 2 disc sets 06-9 or 06-10.

No. You will need a DVD drive. You can purchase drives that can read DVDs at a minimal price, and they will fit in the same space where your DVD drive resides now.

Numerous additional forms and instructions have been added to the eForm program. Because of the increase in new forms, the files will no longer fit on one CD-ROM. A CD-ROM holds approximately 650 to 700 Meg of storage space where as a DVD holds approximately 7 Gig of storage space.

No, you cannot be sitting at the server to install the network version. You should sit at a workstation that has the same mapping to the server as the other workstations that will be using the program. Run the network install from that workstation. Then go to each of the other workstations and run the workstation setup from the Server Forms directory.

The IRS does not re-issue every publication every year, so we have included the latest final versions that were available. These will be updated as the IRS releases newer information.

Print only the relevant pages that you need, instead of the entire document. Since instruction files now contain all the graphics and fonts included in the original document, they print more slowly than plain-text documents.

Adobe Acrobat Reader has several ways to enlarge the text on the screen. You can maximize the window so that it fills the entire screen, and also change the viewable form by clicking one of the three display icons or selecting a larger setting under the "View" menu. Clicking the magnifying glass icon with the + on it will also enlarge the text. See Adobe Acrobat Reader help for further details.

If other fields on the same form compute, check the wording on the form. It might say something like "If line 23 is greater than 5000, add lines 25 through 30" which means we don't compute the field unless the condition is met. If the field is green (marked as a limitation field), a result is computed only in certain cases but not in others, such as when income is high enough that a limitation worksheet should be used.

To request information about a calculation, please fill out the "Product Enhancement Request Form." This form is located in "Help" and in the Federal Forms section of the e-Form Product, entitled "WKST Product Enhancement Request." For fastest response time, please circle the item(s) you have a question or comment about in bold ink and fax the page to FORM QUESTIONS at 1-972-250-8235. Please include your name and phone number on the cover sheet, and we will contact you as soon as we have researched the issue. You don't have to send us all the pages of the form, but it helps if we can easily identify it.

If you are sending us page 4, please note the form name or number on the cover sheet. (Note: Only calculation issues will be addressed this way. Other issues should go through the regular support phone lines.)

Check your calculations. It could be that the result is a negative number. If this is the case, the parentheses do not display when you have a situation where there are 'cent' fields and the result is a negative number. Turning off the decimal will allow the dollar amount only to show the parentheses.

If result fields do not update automatically when you tab off a field or hit the Enter key, Auto Calculation under the Calc dropdown menu is probably turned off. Either turn it on or trigger a manual calculation by clicking the calculator icon or by selecting Recalculate All Pages under the Calc dropdown menu.