AMERICA
`
`BE T-SELLING TAX SOFTWARE
`
`
`
`
`
`Turbofax
`
`The Easiest Way Eggfidgjour Taxes
`
`1*:
`
`as ;2_
`
`,
`
`
`
`SKYHAWKE Ex. 1008, page 1
`
`

`

`ChipSoft Technical Support
`
`Regular Yearly Hours
`Weekdays, 8:30 am. — 5:00 pm, Pacific Time
`
`Extended Hours from January 18, 1993 through April 15, 1993
`Monday through Friday, 6:00 am. - 7:30 pm, Pacific Time
`Saturday and Sunday, 8:30 am. — 2:00 pm, Pacific Time
`(limes subject to change)
`
`
`
`Technical Support (DOS) ............................................................... (619) 453-4842
`Toll—Free Support FAX (24 hours) .................................................. (800) 766—8890
`Overseas Support FAX (24 hours) .................................................. (619) 587-3933
`Electronic Bulletin Board (2400 baud) ............................................ (619) 453-5232
`Electronic Bulletin Board (9600 baud) ............................................ (619) 453—4165
`Personal Product Sales ................................................................. (619) 453-8722
`Toll—Free Order Services FAX (24 hours)
`............................. (800) 756—1040
`Customer Service ......................................................................... (619) 453-1604
`
`0hip$oft
`
`Mailing Address
`ChipSoft, Inc.
`DOS Personal Technical Support Department (or other departments listed above)
`6330 Nancy Ridge Drive, Suite 103
`San Diego, California 92121
`
`SKYHAWKE Ex. 1008, page 2
`
`

`

`|4>LJ|\)U1I\JUJL)I\J[
`
`EEEEEE aX®
`
`Personal/1040
`
`For Tax Year 1992
`
`User Manual
`
`Version 10.0
`
`F2-M—O-R
`
`SKYHAWKE Ex. 1008, page 3
`
`

`

`Copyright Notice
`
`This manual and the accompanying diskettes are ©Copyright 1992,1993 by ChipSoft, Inc.
`All rights reserved. The software describedin this document18 furnished under a license
`agreement. The software may be used or copied only per the terms of the agreement
`
`ChipSoft, Inc.
`6330 Nancy Ridge Drive, Suite 103
`San Diego, CA 92121—3290
`
`is a registered trademark of ChipSoft, Inc.
`TurboTax
`' EasyStep TM is a trademark of ChipSoft, Inc.
`CompuServe ® is a registered trademark of CompuServe Incorporated
`Epson ® is a registered trademark of Epson America, Inc.
`GEnie TM is a trademark of General Electric Company
`IBM ® is a registered trademark of International Business Machines Corporation
`Microsoft ® and Windows ® are registered trademarks of Microsoft? Inc.
`Quicken ® is a registered trademark of Intuit, Inc.
`Other brand and product names are trademarks or registered trademarks of their
`respective holders.
`
`First Printing, October 1992
`10987654321
`
`LICENSE AGREEMENT
`
`IMPORTANT - READ BEFORE INSTALLING
`
`Read this agreement carefully before installing the Software. By installing the Software,
`you accept the terms of this agreement. If you do not accept the terms of this agreement, do
`not install the Software, and promptly return the entire package and your receipt to your
`place of purchase within 30 days for a full refund.
`
`ChipSoft US. Inc. grants you a non-exclusive “single—user” license to use the enclosed
`computer application and any final edition thereof (the “Software”) and the related
`documentation (the “Documentation’) according to the terms set forth in this agreement.
`ChipSoft reserves all rights, including ownership of all copies of the Software notexpressly
`granted to you. You may:
`
`3. Use the Software on only one computer at a time.
`
`b. Make one backup copy of the Software, which is automatically subject to
`this agreement, in support of your use of the Software.
`
`c.
`
`Transfer the Software, including all copies and the Documentation, to
`another party if the other party agrees to accept the terms and conditions
`of this agreement and if you notify ChipSoft you have done so. Your
`transfer of the Software terminates your license from ChipSoft. In no
`event may you transfer the Software within 180 days of your use of it.
`
`SKYHAWKE Ex. 1008, page 4
`
`

`

`You may not:
`
`a. Make the Software or the Documentation or copies thereof available in any
`manner or form or use, copy or transfer the Software, in whole or in part,
`except as provided above.
`
`b. Alter, merge, modify, adapt, de—compile or reverse engineer the Software.
`
`c.
`
`Remove, obscure or alter any ChipSoft patent, copyright or other
`proprietary rights notices.
`
`The license granted to you by this agreement is effective until terminated. You may
`terminate it at any time by destroying all copies of the Software and the Documentation.
`ChipSoft may terminate your license if you Violate any part of thisagreement. In the event
`of termination, you must immediately destroy all copies of the Software and the
`Documentation or return them to ChipSoft.
`-
`
`A ChipSoft warrants that for a period of 90 days after your receipt of the Software, the disks
`- on which the Software is distributed will be free from defects in materials and workmanship
`under normal operating conditions. ChipSoft will replace defective disks 'at no charge
`provided you return the defective disks, along with a copy ofyour receipt, to ChipSoft within
`90 days of the date you received the Software. ChipSoft warrants the accuracy of the
`calculations on every form prepared using the Software. Ifyou are assessed an IRS penalty
`solely because of a miscalculation on a form prepared using the Software (and not as a result
`of, among other things, your failure to enter all required information accurately), ChipSoft
`will reimburse you for the amount of the penalty.
`
`THESE ARE YOUR. SOLE REMEDIES FOR ANY BREACH OF WARRANTY.
`EXCEPT FOR THE EXPRESS WARRANTIES SET FORTH ABOVE, AND SUBJECT
`TO ANY CONTRARY PROVISIONS OF APPLICABLE STATE LAW, THE
`SOFTWARE IS PROVIDED “AS IS”, AND CHIPSOFT DISCLAIMS ALL OTHER
`WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF
`. NONINFRINGEMENT OF THIRD PARTY RIGHTS, QUALITY, PERFORMANCE,
`MERCHANTABILITY OR FITNESS, FOR A PARTICULAR PURPOSE. EXCEPT AS
`EXPRESSLY SET FORTH ABOVE, YOU ASSUME THE ENTIRE RISK AS TO THE
`QUALITY AND PERFORMANCE OF THE SOFTWARE.
`IN NO EVENT SHALL
`CHJPSOFT OR ITS SUPPLIERS, DISTRIBUTORS OR DEALERS BE LIABLE FOR
`ANY INDIRECT, SPECIAL OR CONSEQUENTIAL DAMAGES. IN THE EVENT ANY
`LIABILITY IS IMPOSED ON CHIPSOFT, CHIPSOFI" S LIABILITY TO YOU OR ANY
`THIRD PARTY SHALL NOT EXCEED THE PURCHASE PRICE YOU PAID FOR THIS
`PACKAGE.
`
`In developing the Software, ChipSoft has attempted to offer the most current, correct and
`clearly expressed information possible Nonetheless, errors can occur. Except as expressly
`set forth above, ChipSoft does not warrant that the Softwareis free from bugs, errors or other
`program limitations.
`'
`
`‘
`
`Furthermore, tax laws and regulations change frequently and their applications can vary
`widely based on the specific facts and circumstances involved. Users are encouraged to
`consult with their own professional tax advisors concerning their specific tax circumstances.
`ChipSoft does not warrant that the user will enter all items required for a complete tax return.
`ChipSoft disclaims any responsibility for the accuracy or adequacy of any positions taken
`by users in their tax returns
`
`SKYHAWKE Ex. 1008, page 5
`
`

`

`
`
`TurboTax Registration
`
`Please take a moment to fill out and return the TurboTax Registration Card that
`accompanies this manual (unless you purchased your program directly from
`ChipSoft). At ChipSoft, we’re committed to bringing you quality customer
`service and technical support in a timely, courteous manner. Our Customer
`Assurance Plan ensures all registered TurboTax customers receive:
`
`Money-Back Guarantee. If you are not completely satisfied with
`TurboTax when purchased directly from ChipSoft, return the entire package to
`us and we will refund your purchase price in full. We must receive your return
`no later than April 15,1993.
`
`Free Technical Support. Ayailable seven days a week from January 18
`through April 15, 1993, and Monday through Friday the balance of the year.
`_
`Call (619) 453-4842 to talk to a Technical Support representative. See the
`Customer Assurance Plan in Chapter 10 for additional details.
`
`Free Disk Replacement. If your program disks are damaged, we will
`replace them free of charge. Call (619) 453-1604. (See the License Agreement
`on the preceding pages for details).
`
`Free Electronic Bulletin Board. All users With modems have free
`access to our electronic Bulletin Board Service (BBS) to obtain product
`information, release dates, send a technical question, or converse with other
`TurboTax users. The BBS numbers are (619) 453-5232 (for 300.1200 and
`2400 baud transmissions) and (619) 45 34165 (for 9600 baud transmissions)
`
`Special Software Offers. We’ll provide you with a number of special
`offers on software that you11 find to be exceptional values. You’ll also receive
`special renewal and upgrade offers on ChipSoft products.
`
`Toll-Free 800 Fax. The TurboTax fax machines are available for you to
`send a question to our Technical Support staff. Your fax will receive priority
`treatment so we’ll get your problem solved quickly. The toll—free fax number is
`(800) 766—8890.
`
`If you’ve purchased the HeadStart Edition of TurboTax, program
`registration is essential for you to receive the Final Edition ! You
`must use the Final Edition to finalize your tax return for the IRS.
`
`The Final Edition is shipped free to all registered HeadStart purchasers.
`
`SKYHAWKE Ex. 1008, page 6
`
`

`

`
`
`Table of Contents
`—
`
`Copyright Notice .......................... ii
`License Agreement ......................... ii
`TurboTaX Registration .......................'
`iv
`
`Introduction
`
`1
`
`TheEasyStepSystem......................:..1
`The Classic Approach ........................ 1
`About TurboTaX ............................ 1
`
`Program Registration ......................... 2
`The HeadStart Edition and the Final Edition ........... 2
`
`Hardware and Software Requirements ............... 3
`Road Map for the User Manual ................... 4
`
`Chapter 1
`
`Installing TurboTaX .
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`5
`
`Installing TurboTax .......................... 5
`If You Used TurboTaX Last Year ............. 6
`
`If You’re Using Microsoft Windows ........... 7
`Solving Installation Problems .................... 7
`
`Chapter2 Getting Started .
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`9
`
`Starting TurboTaX ............ , ............... 9
`If you Have a Problem Starting TurboTax ........ 9
`Beginning Your Tax Return ............. . ....... 10
`Buttons ........................... 10
`
`EasyStep Approach and Classic Approach ............ 12
`Choose the Right Approach for You .......... 12
`
`Chapter3 Using EasyStep .
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`. .13
`
`The 10 Easy Steps to Prepare Your Return ........... 14
`The Forms Interview ................... 15
`
`Data Entry Tips ...................... 17
`Getting Tax Assistance .................. 17
`Quitting TurboTax and Saving Your Data ............ ‘18
`
`SKYHAWKE Ex. 1008, page 7
`
`

`

`
`
`Chapter 4 The Classic Approach .
`
`.
`
`.
`
`.
`
`.
`
`19
`
`Starting Your Tax Return ..................... 19
`
`Navigating the Screen ....................... 20
`Data Fields ............................. 20
`EnterTextFields................;....21
`Transferred Text Fields ................. 21
`Enter Amount Fields ................... 2]
`Calculated Amount Fields ................ 22
`The Standard Buttons ....................... 22
`
`23
`.
`.
`; .................. p
`.
`.
`Help Button .
`Override Button ..................... 23
`Note Button ........................ 23
`
`Itemize Button ...................... 23
`CrossRef Button ..................... 24
`
`Calc Button ............. i........... 24
`Forms Button ....................... 24
`Menu Button ....................... 24
`
`Navigating the Forms ....................... 25
`Menus and Commands ...................... 26
`
`To Display the Main Menu ............. 26
`To Choose a Command from a Menu ....... 27
`
`To Exit the Menu System ............. 27
`Exit Menu ......................... 28
`Tools Menu ........................ 28
`
`Edit Menu ......................... 28
`
`Files Menu ........................ 29
`
`Help Menu ........................ 30
`
`Prepare Return Menu .................. 31
`Entering Your Tax Return Data ................. 32
`
`Step 2 — Transfer .......................... 33
`Step 3 — Import ........................... 34
`Importing Data From Quicken Version 5 or Greater
`34
`Step 4 — Select Forms ........ ................ 3 5
`Special TurboTax Features ........ p ....... 36
`TurboTax Worksheets ................ 36
`
`Indicators ....................... 37
`Codes ......................... 37
`Comment Lines ................... 37
`
`Using the EasyStep System ............... 38
`Step 5 - File Cabinet ........................ 38
`Quitting TurboTax and Saving Your Data ........... 40
`
`vi
`
`SKYHAWKE Ex. 1008, page 8
`
`

`

`. 41
`.
`.
`.
`Chapter 5 Reviewing Your Return .
`Final Review Categories ...................... 42
`Data Examiner .............. .......... 42
`
`. 42
`Tax Savings Suggestions ............... ‘.
`IRS Audit Flags ...................... 42
`US. Averages ....... t ............... .. 42
`List Overrides, Statements and Notes ......... 42
`
`. 43
`.
`.
`.
`.
`Chapter 6 Printing Your Return .
`Your Printed Tax Return and the IRS ............... 43
`
`. 44
`.
`.
`IRS Requirements for Your Printed Tax Return .
`Printer Setup ............................. 45
`Printing Your Tax Return ...................... 46
`The Print Menu ........................... 47
`One form .
`.
`.
`'....................... 47
`
`Tax return & worksheets ......... ..... ,.
`
`.
`
`.
`
`. 47
`
`Tax return (for IRS) .................... 48
`All itemized statements .................. 48
`This itemized statement ...... I ........... 48
`All reminder notes ..................... 48
`
`This reminder note .................... 49
`Potential Printing Problems and Solutions ........... 49
`Printer Setup Menu ......................... 51
`Select Printer ........................ 51
`
`Setup printer string .................... 51
`Edit printer codes ..................... 51
`Left margin adjustment ................. 52
`Lines per page ....... , ................ 52
`Control which forms print ................ 53
`Select copies to print ......... , .......... 53
`Graphic 1040/1040A ................. '.
`. 53
`Single sheet printing ................... 53
`Print to a disk file .................... 53
`Includeitemizestmts...................54
`
`Printing-Related Error Messages ................. 54
`
`. 55
`.
`.
`.
`Filing Your Tax Return .
`Chapter 7
`Filing Your Tax Return by Mail .................. 55
`Filing Your Tax Return Electronically .............. 56
`Electronic Filing Procedure ............... 57
`Final Procedures ...................... 60
`Technical Support .................. 60
`Electronic Filing Eligibility Factors to Check .
`.
`.
`. 6O
`
`vii
`
`SKYHAWKE Ex. 1008, page 9
`
`

`

`63
`.
`.
`Chapter 8 After Filing Your Return .
`Backing Up Your Tax Return Data File ............. 63
`Preparing a State Tax Return ................... 63
`TurboTax State Programs ................ 63
`1993 Tax Planning ......................... 64
`Calculate the Correct Amount of Withholding .
`.
`.
`.
`64
`Compute Estimated Tax Payments for 1993 ..... 64
`Perform 1993 Tax Planning ............... 65
`1993 Tax Planning Menu .............. 65
`Next Year Command ................... 66
`Analyze Different Tax Scenarios ................ 67
`What-If? Menu ...................... 67
`Prepare Data for Transfer to Your 1993 Return ........ 68
`
`69
`.
`.
`.
`.
`.
`.
`.
`Chapter 9 Troubleshooting .
`If the Program Won’t Start .................... 69
`If You Have a Problem While Using TurboTax ........ 69
`ErrorMessages......................- ..... 71
`
`75
`.
`Chapter 10 Customer Assurance Plan .
`Technical Support ......................... 75
`Telephone ......................... 75
`Toll—Free 800 Fax .................... 76
`Mail ............................ 76
`Electronic Bulletin Board ................ 76
`Customer Service ......................... 77
`Personal Product Sales ...................... 77
`Professional Referral Service .................. 78
`Money—Back Guarantee ...................... 78
`CompuServe and GEnies ..................... 78
`Special CompuServe Offer for ChipSoft Customers
`78
`.
`Special GEnie Offer for ChipSoft Customers
`.
`.
`.
`78
`TurboTax Situation Report .................... 79
`
`Index....................... 81
`
`TurboTaX Order Form .
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`.
`
`87
`
`uuuuu
`
`SKYHAWKE Ex. 1008, page 10
`
`

`

`Introduction
`
`TurboTax® for DOS is simply the best way to do your taxes. This
`award—winning program sets new standards of excellence each year
`and 1992 is no exception. Version 10.0 of TurboTax introduces the
`innovative EasyStepTIYI system that guides you through the entire
`tax return process, an attractive new look with easy-to—use buttons,
`and more tax forms and calculations than ever before.
`
`TurboTax offers you two ways to prepare your tax return this year —
`the EasyStep approach or the Classic approach. We recommend
`you choose the EasyStep approach because that Will allow the
`program to do as much as possible for you.
`‘
`
`The EasyStep System
`
`The EasyStep system is just what the name implies — a series of
`easy to understand steps that take you through the entire tax return
`process. All you have to do is read TurboTax’s instructions on the
`screen and respond to them. All you need to know is how to use
`on-screen buttons and how to enter the information the program
`asks for. Since the EasyStep system takes care of everything else
`, for you, your tax return will be completed quickly and easily.
`
`The Classic Approach
`
`We recommend the EasyStep approach because it’s specifically
`designed to make tax preparation easy. However, if you’re
`knowledgeable about taxes and software—(perhaps because you’ve
`been using TurbOTax fora few years), you might prefer to use the
`Classic approach. We’ve added features to the Classic approach
`that make it easy to prepare your tax return.
`
`About Tu rboTax
`
`Each year we develop accurate, informative and easy to use
`computer programs. TurboTax makes the preparation of your
`federal income tax return as pleasant as possible, but remember
`TurboTax relies on the information you enter. While the program
`offers you a tremendous amount of assistance, you are ultimately
`
`SKYHAWKE Ex. 1008, page 11
`
`

`

`Program Registration
`
`responsible for the completeness of the tax return you submit to the
`Internal Revenue Service.
`
`Read the License Agreement at the beginning of this manual before
`you install TurboTax on your computer. When you install
`TurboTax, you accept the terms of the License Agreement.
`
`If you have a question abd'ut TurboTax, consult the program, the
`README file and this manual to see if we’ve answered your
`question. If we haven’t, contact our Technical Support staff as
`explained in Chapter 10. For information about our TurboTax for
`Windows program that’s designed for the Microsoft Windows®
`environment, contact our Personal Product Sales department as
`explained in Chapter 10. For information about our TurboTax
`ProSeries/ 1040 program that’s designed for the professional tax
`preparer, call our Professional Sales department at (619) 453—6860.
`I
`
`Program Registration
`
`If you purchased TurboTax from a dealer, please take a moment to
`fill out and return the TurboTax Registration Card that’s included
`in your package or the TurboTax Registration and Order Form
`that’s included in the program. Registered TurboTax users:
`
`0
`
`a
`
`,
`
`"are guaranteed access to free services and technical support
`
`receive immediate notification of any last—minute major tax
`law changes
`
`a qualify for discounts on special offers and upgrades
`
`If you purchased TurboTax directly from us, don’t send in the
`Registration Card unless it’s to inform us of a change in your
`address. We registered your program when we received yOur order.
`
`The HeadStart Edition and the Final Edition
`
`We complete the HeadStart Edition of TurboTax in October, based
`on preliminary information from the Internal Revenue Service. It’s
`intended for those who want to get a head start learning the
`program or preparing their tax return. It’s also intended for those
`who want to do 1992 or 1993 tax planning before 1992 ends.
`
`
`'I__'__._ .'._
`The Internal Revenue Service does not accept the tax
`forms and schedules produced by the HeadStart
`Edition. You cannot file your tax return with the IRS
`until you have the Final Edition of TurboTax.
`
`
`
`
`
`'
`
`SKYHAWKE Ex. 1008, page 12
`
`

`

`Hardware and Software Requirements
`
`If you have the HeadStart Edition of TurhoTax, make sure you’re
`registered with us. This ensures that you’ll receive the Final
`Edition of the program at no additional charge when it becomes
`available around mid—January. When you receive the Final
`Edition, simply install it and continue with your tax return.
`Information you entered with the l-leadStart Edition will not need
`to be entered a second time.
`
`
`
`N All the tax forms and schedules produced by the Final
`Edition of TurboTax are approved for submission by
`the IRS, except Form 8453 in substitute format.
`
`Be sure you’re using the Final Edition of TurboTax when you
`finalize your tax return for submission to the IRS. If you’re not
`sure which version you’re using, check to see whether “HeadStart
`Edition” or “Final Edition” appears on the TurboTaX title screen.
`
`Hardware and Software Requirements
`
`To use TurboTax, you need:
`
`0 ‘ an IBM Personal Computer (PC, XT, AT, PS/l or PS/2), or a
`compatible
`
`0
`
`0
`
`a hard disk drive with at least 4.0Mb of space available
`
`a 5.25" or a 3.5" disk drive
`
`0 DOS Version 3.0 or greater
`
`0
`
`0
`
`o
`
`0
`
`at least 640K of RAM, with at least 512K of user-available
`memory
`
`a computer monitor and screen memory that is consistent
`with the various IBM PC compatible video adaptors
`
`a computer keyboard
`
`an impact printer, laser printer or ink jet printer (with
`additional software or hardware when necessary)
`
`Note
`
`A mouse (or similar device) is optional, but recommended.
`A modern can be used for electronic filing, but isn’t. required to file
`your return electronically. See Chapter 7 for details.
`
`3
`
`SKYHAWKE Ex. 1008, page 13
`
`

`

`Road Map for the User Manual
`
`Road Map for the User Manual
`
`® Installing TurboTax
`
`page 5
`
`®
`
`0
`0
`Getting Starting
`
`page 9
`
`1
`
`@ T
`
`he
`
`Classic
`
`® T
`
`he
`
`
`
`
`EasyStep
`
`Approach
`
`
`
`page 19
`page 13
`
`If you Choose the
`EasyStep approach,
`read Chapter 3
`
`If you choose the
`Classic approach,
`read Chapter 4
`
`Read about the IRS
`
`requirements at the
`start of Chapter 6
`
`Includes electronic
`
`filing information
`
`1993 tax planning
`information is
`
`found in Chapter 8
`
`Approach
`
`
`
`
`
`<5) Reviewing Your Return
`
`page 41
`
`®
`
`.
`.
`Pr1nt1ng Your Return
`
`page 43
`
`
`
`
`
`<7)
`
`Filing Your Return
`
` After Filing Your Return
`
`page 55
`
`page 63
`
`(9)
`
`page 69
`Troubleshooting
`
`I
`
`Customer Assurance Plan page 75
`
`Many services are
`available to you
`
`SKYHAWKE Ex. 1008, page 14
`
`

`

`Chapter 1
`
`Installing TurboTax
`
`The files on your TurboTax master disks contain a copy of
`TurboTax that’s been compressed. The installation program on
`DISK 1 decompresses these files while it copies them to your
`computer’s hard disk drive. When the brief installation procedure
`is finished, Tu'rboTax is ready for your use-
`
`Installing TurboTax
`
`
`
`Use the installation program on DISK 1 to install
`'InrboTax on‘your computer’s hard disk drive.
`
`
`
`This section explains how to install the HeadStart Edition or the
`Final Edition of TurboTax. If you’re installing the Final Edition
`after you’ve been using the HeadStart Edition, install the Final
`Edition in the directory that contains the HeadStart Edition. The
`tax return data you entered while using the HeadStart Edition will
`remain intact, so you will not have to enter that data a second time.
`
`These instructions apply to both 3.5 " disks and ‘5. 25" disks. If you
`must install TurboTax from Drive B instead of Drive A, replace the
`letter “A” with the letter “B” in Step 2 and Step 3.
`
`The installation program is set up to install TurboTax on Drive C in
`a directory it will create and name TTAX93. If you want to install
`TurboTax on a different drive or in a different directory, follow the
`instructions the installation program displays on the screen.
`
`1. Make sure the cursor is at a DOS prompt (for example C:\>).
`
`2. Place DISK 1 in Drive A.
`
`3. Type A:
`A:\> prompt
`
`then press the Enter key to display the DOS
`.
`
`INSTALL
`4. Type
`installation program.
`
`then press the Enter key to start the
`'
`
`5. Follow the instructions on the screen.
`
`5
`
`SKYHAWKE Ex. 1008, page 15
`
`(D
`
`(J
`
`

`

`Installing TurboTax
`
`
`
`‘
`
`If you’re installing the Final Edition after you’ve been
`
`using the HeadStart Edition, use the same directory. The Final Edition will replace the HeadStart Edition in
`
`that directory, but your data file willnot be affected.
`
`. After TurboTax has been successfully installed, the DOS prompt
`for your TurboTax drive and directory will appear. This is the
`directory-and DOS prompt that you’ll always go to when yOu want
`to start TurboTax. Store your TurboTax master disks now that the
`program is on yOur hard disk drive and ready to go. If you’re
`ready to start TurboTax, go on to Chapter 2. If you need additional
`installation information, continue reading this chapter.
`
`If You Used TurboTax Last Year
`
`If last year’s TurboTax program is still on your hard disk, install
`this year’s program. in a different directory. This will allow you to
`run last year’s program and this year’s program.
`You’ll probably want to transfer information from last year’s data
`file into. this year’s tax return. If you also want to continue using
`last year’s program, don’ t do anything with the files1n last years
`TurboTax directory. When you run Transfer in this year’s
`program, remember last year’s data file is in last year’s directnry.
`
`If you don’t want to Use last year’s program any more and you’d
`like to “free‘up” space on your hard disk, first use the DOS Copy
`command to copy last year’s data file (or files, if you prepared
`more than one return) from last year’s directory to this year’s
`directory. An example of this command is:
`
`COPY C:\TTAX92\TAXDATA*.91F C:\TTAX93
`
`The exact command depends on the drive and directory location of
`last year’s program and this year’s program. When you run
`'
`Transfer1n this year’s program, remember last year’s data file1s
`in this year’s TurboTax directory
`
`
`Do not copy or delete files unless you’re sure- aboutwhat
`you’re doing. Make sure you delete the files from last
`
`year’s directory, not this year’s directory!
`
`After you’ve copied last year’s data file(s) to this year’s TurboTax
`directory, use the DOS Del command to delete all the files from
`last year’s TurboTax directory; An example of this command is:
`SDEL C:\TTAX92\*.*
`
`‘31—.
`
`SKYHAWKE Ex. 1008, page 16
`
`

`

`Solving Installation Problems
`
`Once again, the exact command depends on the drive and directory
`of last year’s program. After you’ve deleted all the files from last
`year’s directory, use the DOS Rd command to remove last year’s
`directory from your hard disk. An example of this command is:
`RD C:\TTAX92
`
`If You’re Using Microsoft Windows
`To set up TurboTax for Microsoft Windows®, version 3.0 or
`greater, first run the installation program from the DOS prompt as
`explained above. After the installation procedure is complete:
`1. Start Windows, then select the Program Manager.
`
`2. Open the Non—Windows Applications group or create a new
`group for TurboTax.
`
`Select the File Menu.
`
`4. Choose “New”.
`
`5. Select “Program Item” from the New Program Object box
`and click on “OK”.
`
`6. Type “TurboTax 1040” or a similar description in the
`“Description” box.
`
`7. Type C:\TTAX93\TTAX.EXE in the “Command Line” box.
`
`If you installed TurboTax on a different drive or in a different
`directory, enter the appropriate command line. An example
`is D:\FEDTAX92\TTAX.EXE.
`
`8. Choose “OK”.
`
`An icon for TurboTax will appear in the group you selected. When
`you want to run TurboTax, double click on the appropriate program
`group in the Program Manager, then double click on the TurboTax
`icon in that group.
`
`Solving Installation Problems
`
`If you have a problem installing TurboTax, make sure your
`computer is operating normally, then try the steps listed on the next
`page.
`
`If you are unable to resolve the problem yourself, contact
`ChipSoft’3 Technical Support department as explained1n Chapter
`10. Our Intellisystem of recorded informationis available 24
`hours a day, 7 days a week, if you’ re using a touch tone phone.
`Follow the simple instructions to hear useful information about
`program installation.
`
`7
`
`SKYHAWKE Ex. 1008, page 17
`
`

`

`Solving Installation Problemsm“
`
`If the installation
`
`Check to make sure:
`
`program won’t start
`
`If you have a problem
`running the
`installation program
`
`If “Not enough
`available disk space
`on drive. Press any
`key” appears
`
`you placed DISK 1 in Drive A,
`the disk is fully inserted in the drive,
`the drive door is closed,
`.
`you typed Install at the DOS A:\> prompt, and
`you pressed the Enter key.
`
`The following steps explain how to run the
`installation program from your hard disk, which
`might solve the problem. This approach requires
`at least 5.5 Mb of free space on your hard disk.
`
`1. Use DOS to create a temporary directory on
`your computer’s hard disk drive.
`
`2. Use the DOS COPY *.* command to copy all
`the files on each of your TurboTax master
`disks from Drive A (or B) to that directory.
`
`3. Run the installation program from that
`temporary directory. Make sure you install
`TurboTax in a different directory.
`
`4. After TurboTax has been successfully installed,
`' delete all the files from the temporary
`directory, then use DOS to remove the
`temporary directory from your hard disk.
`
`This means less than 4.0 Mb of space is available
`on the hard disk drive on which you are
`attempting to install the program. Press any key
`to exit the installation program, then delete
`unneeded files from the hard disk drive until at
`
`least 4.0 Mb of space is available. Re—start the
`installation program after you’ve made sufficient
`space available on the drive.
`
`If the installation
`
`program can’t read
`one of the master
`disks
`
`Make sure the correct disk is properly inserted in
`Drive A, then press R (for retry) to tell the
`installation program to try again.
`
`If you have trouble
`starting TurboTax
`after you’ve installed
`the program
`
`Read Chapter 2.
`
`SKYHAWKE Ex. 1008, page 18
`
`

`

`
`
`3Chapter 2 Getting Started
`
`
`
`This chapter explains how to start TurboTax and begin your tax
`return. The chapter concludes with a discussion of the EasyStep
`approach and the Classic approach so you’ll have a good idea
`which approach is best for you.
`
`Starting TurboTax
`
`These instructions assume you installed TurboTax on Drive C in a
`directory named TTAX93. If you installed the program in a drive
`Other than Drive C, replace the letter “C” with that drive’s letter in
`Step 2. If you installed the program in a directOry other than
`‘ TTAX93, replace “TTAX93” with the name of that directory111
`Step 3.
`1.
`Make sure the screen cursor is at a DOS prompt.
`
`2.
`
`C:
`Type
`C:\> prompt.
`
`then press the Enter key to display the DOS
`
`CD\TTAX93
`. Type
`the TTAX93 directory.
`
`then press the Enter key to move to
`
`TTAX then press the Enter key to start the 7
`Type
`program. The TurboTax title screen will appear.
`
`. Press the Enter key when the message “Press Enter To
`Begin” appears on the title screen. You’ll see the screen that
`introduces this year’s TurboTax program.
`
`If You Have a Problem Starting TurboTax
`
`If the program starts but your screen doesn’t look right, hold down
`the Alt key and press the X key to quit TurboTax, then try starting
`the program by typing:
`
`TTAX C
`
`for a Color monitor
`
`TTAX B
`
`for a “Black & White” graphics monitor
`
`TTAX B
`
`for an LCD monitor
`
`TTAX M
`
`for a Monochrome monitor
`
`TTAX E
`
`for an EGA or VGA monitor
`
`9
`
`SKYHAWKE Ex. 1008, page 19
`
`

`

`Beginning Your Tax Return
`
`If TurboTax doesn’t start at all, make sure your computer is
`operating properly and that you followed the instructions in the
`previous section. If these steps don’t resolve the problem, refer to
`the troubleshooting suggestions in Chapter 9.
`
`Beginning Your Tax Return
`
`As you read the welcome message on the first screen, you’ll notice
`a button labelled Next and a button named Exit 'IilrboTax.
`Buttons are a convenient new feature of TurboTax. You’ll be
`
`seeing buttons on the screen a lot, so let’s see what they are and
`how you use them.
`
`
`
`Uelcone to TurboTax.
`
`l—l lExit TurboTaxl
`
`If you hauen’t done income taxes on a computer
`before, don‘t uorry.
`Ue have.
`TurboTax is the
`best selling tax software in the country.
`The
`main reason is that we happen to do this well.
`
`So hang on. Ue’ll make this as easy as the IRS
`allows. First let‘s decide how you want to do
`this.
`Press an-n for the Next screen or HIT-x to
`exit the program —- or click on either button.
`
`
`
`Select the Next button
`
`Select the Exit TurboTax
`
`to see the next screen
`
`button to quit the program
`
`Buttons
`
`Buttons provide a quick and easy way to interact with Tur