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1990-02-05
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1989 PREP 'N' SEND FAST REFUND USERS GUIDE ver 1.10A
========Nexus Direct Technical Support (607)-771-6397=========
***************************************************************
IMPORTANT INSTRUCTIONS:
1. PRINT the READ.ME file from the DOS prompt to become
aware of last minute changes.
2. FAILURE TO READ THIS ENTIRE USERS GUIDE before YOU USE
THE PROGRAM can DELAY YOUR REFUND.
3. Follow the CHECK LIST to assure that you follow
IRS requirements....
****************************************************************
TABLE OF CONTENTS
1.0 INTRODUCTION
1.1 OVERVIEW
1.2 USING THE PROGRAM
1.3 TAX FORMS INCLUDED
2.0 PREP 'N' SEND VERSIONS
3.0 HARDWARE REQUIREMENTS
4.0 PAYMENT
5.0 INSTALLATION
5.1 BACK-UP COPIES
5.2 HARD DISK INSTALLATION
5.3 FLOPPY DISK INSTALLATION
6.0 TECHNICAL SUPPORT
7.0 USING PREP 'N' SEND
7.1 MENU SELECTIONS
7.1.1 ADD A RETURN
7.1.2 EDIT AN EXISTING RETURN
7.1.3 DIRECT DEPOSIT FORM INSTRUCTIONS
7.1.4 VALIDATING AND BUILDING YOUR RETURN FOR TRANSMISSION
7.1.5 PRINT A RETURN AND AN 8453 FORM
7.2 XMIT A RETURN
7.2.1 XMITTING YOUR RETURN BY MODEM
7.2.2 SUBMITTING YOUR RETURN ON DISKETTE
8.0 VERIFICATION OF IRS ACCEPTANCE
9.0 ERRORS AND ERROR CORRECTION CHARGES
APPENDIX A INTERNAL REVENUE SERVICE DOCUMENT REQUIREMENTS
A1 IRS REQUIREMENTS
A2 IRS RESTRICTIONS AND LIMITATIONS
A3 IRS REQUIREMENTS FOR ENTERING YOUR NAME AND ADDRESS
ON VARIOUS FORMS
A4 PREP 'N' SEND CAPABILITY
A5 FAST REFUND CHECK LIST
1.0 INTRODUCTION:
Prep 'n' Send (PNS) is a simple, easy to use menu driven
computer program that will let you electronically submit 1989
personal income tax returns and obtain a FAST REFUND.
YOU CAN MAKE COPIES OF Prep 'n' Send for your friends, who will
pay a filing fee (Section 4) for each tax return that is filed
electronically for a FAST REFUND.
The IRS has advised us that direct deposit refunds will be in
your hands within two weeks; paper check refunds within three
weeks. Some users have obtained refunds in less time than this.
We will notify you by mail when we receive confirmation that your
return has been accepted by the IRS.
**************************************************************
Although we have done all we can to isolate users from the
technical and regulation complexity of electronic filing,
there are some important IRS requirements that you MUST
read before completing your electronic return. PLEASE READ
APPENDIX A before you proceed with data input to avoid
delaying your refund.
**************************************************************
1.1 OVERVIEW
Before you start, you MUST make a working copy of the PNS disk
you have received. Refer to Section 5.1 for instructions.
FAILURE TO DO THIS CAN DELAY YOUR REFUND!
Use the working copy to install Prep 'n' Send. See Section 5.
1.2 USING PREP 'N' SEND:
First complete your return on paper, or with the aid of tax
preparation software. Then copy your return information on
to Prep 'n' Send's on-screen tax forms. You must copy your W-2's
to on-screen forms, as well.
For Electronic Filing enter Whole Dollars ONLY (no cents)
The IRS requires you to: Round 0 to 50 cents to ZERO
and 51 to 99 cents to ONE DOLLAR.
********************************************************************
The IRS requires your Name and Address to be entered differently for
electronic filing, than for a paper tax return. If you FAIL TO
FOLLOW the simple instructions in section 7.7.1 regarding the way to
enter this information, your refund will be delayed !!!
********************************************************************
If you want to speed your refund by requesting its direct deposit
to your checking account, be sure to enter the direct deposit
form, 1 page down from the last screens of the 1040, 1040A and 1040EZ
forms. (Refer to Section 7.1.3 for instructions).
Select "Validate and Prepare an Xmit File" from the main menu.
Prep 'n' Send performs IRS mandated tests of your electronic
return. Any errors are listed, so that you can correct them.
When you have an error-free return, select "Validate and Prepare
an Xmit File" once more, then select "Xmit a Return" to send your
FAST REFUND return to Nexus Direct for re-transmission to the IRS
- or you can mail the disk to Nexus.
Next print a copy of your return and the necessary IRS 8453
form. (Refer to paragraph 7.1.5 for instructions.)
(A copy of the 8453 form is included with each copy of the
program ordered from Nexus Direct for those that do not have a
compatible printer.)
The 8453 form that you print will include direct deposit
information that you previously entered from the on-screen forms.
The 8453 form supplied in the PNS disk package may be completed
Manually IN INK. Refer to the Direct Deposit instructions in
Sec. 7.1.3
Leave the Declaration Control Number at the top of the form BLANK.
In either case, make sure that the 8453 is complete and signed.
(2 signatures are required for joint returns.)
If you want your FAST REFUND to be direct-deposited in your bank
account, complete the direct-deposit section of the form. (see
paragraph 7.1.3 for instructions.)
Have you paid the filing fee of $19.95? (or $15.00 each for 5 or
more ordered at the same time) See Section 4 for payment
instructions.
Mail your completed 8453 form and all necessary attachments
(See attachment B) to Nexus Direct, PO Box 1912, Binghamton,
New York 13902-1912.
Use Priority Mail. The IRS will not allow us to transmit your
return to them until we receive the 8453!
If you would rather use UPS Blue -- send to Nexus Direct,
164 Court Street, Binghamton, New York 13901.
1.3 TAX FORMS INCLUDED IN PREP 'N' SEND
1.3.1 Prep 'n' Send
All the forms and schedules authorized for electronic
filing:
Form 1040, U.S. Individual Tax Return
Form 1040A U.S. Individual Tax Return
Form 1040EZ Income Tax Return for Single filers with
no dependents.
Schedule A, Itemized Deductions
Schedule B, Interest and Dividend Income
Schedule C, Profit or Loss From Business
Schedule D, Capital Gains and Losses
Schedule E, Supplemental Income and Loss
Schedule F, Farm Income and Expenses
Schedule R, Credit for the Elderly or the Disabled
Schedule SE, Social Security Self Employment Tax
Form W-2, Wage and Tax Statement
Form W-2G, Statement for Certain Gambling Winnings
Form W-2P, Statement for Recipients of Annuities,
Pensions, Retired Pay or IRA Payments
(when there is tax withholding)
Form 2106 Employee Business Expenses
Form 2119 Sale of Your Home
Form 2441 Child and Dependent Care Expenses
Form 3903 Moving Expenses
Form 4136 Computation of Credit for Federal Tax on Fuels
Form 4137 Computation of Social Security Tax on
Unreported Tip Income
Form 4255 Recapture of Investment Credit
Form 4562 Depreciation and Amortization
Form 4684 Casualties and Thefts
Form 4797 Sales of Business Property
Form 4835 Farm Rental Income and Expenses
Form 5329 Return for Additional Taxes Attributable to
Qualified Retirement Plans (Including IRAs)
Annuities, and Modified Endowment Contracts
Form 6198 Computation of Deductible Loss From an
Activity Described in Section 465(c)
Form 6251 Alternative Minimum Tax - Individuals
Form 6252 Installment Sale Income
Form 8283 Noncash Charitable Contributions
Form 8582 Passive Activity Loss Limitations
Form 8606 Nondeductable IRA Contributions, IRA Basis,
and Nontaxable IRA Distributions
Form 8453 US Individual Income Tax Decl