ProfitPress Mega CDROM2 Shareware Freeware (MSDOS)(1992)(Eng)

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1099 Series IRS 1098, 1099 Forms Preparation Version 1.4 Released 08-21-90 Herron Software P.O. Box 1288 Battle Ground, Washington USA 98604 COPYRIGHT 1987-1990 Phil Herron. ALL RIGHTS RESERVED. DISCLAIMER OF WARRANTY __________________________________________ THIS PRODUCT IS PROVIDED FOR EVALUATION, AS IS AND WITHOUT WARRANTY OF ANY KIND. THE AUTHOR MAKES NO EXPRESS OR IMPLIED WARRANTIES, INCLUDING BUT NOT LIMITED TO MERCHANTABILITY OR FITNESS FOR ANY PURPOSE. IN NO EVENT SHALL THE AUTHOR BE LIABLE FOR LOSS OF PROFIT OR ANY OTHER COMMERCIAL DAMAGE ARISING FROM EITHER THE USE OF OR THE INABILITY TO USE THIS PRODUCT. This product should be thoroughly evaluated using backed up or noncritical data and files. ______________________________________________________________ Evaluation Preface Section ______________________________________________________________ Shareware.............................................. 0.1.0 What it is........................................... 0.1.1 License Terms........................................ 0.1.2 Registration......................................... 0.1.3 Benefits, Forms, Fees, Quantity discounts Evaluation............................................. 0.2.0 Evaluation Version................................... 0.2.1 Evaluation Menu...................................... 0.2.2 Virus Prevention..................................... 0.2.3 _____________________________ 0.1.0 Shareware _____________________________ 0.1.1 The SHAREWARE Concept _____________________________ "Shareware" is a software distribution method which enables the potential user to obtain software at very low initial cost, for evaluation on a trial basis. You can evaluate the software in your own environment, on your own machine, with the programs and data that you normally use. You're not required to become a registered user unless the software meets your needs. Another benefit of Shareware is lower pricing. By minimizing the marketing and advertising expenses associated with more traditional software distribution methods, Shareware products can be priced lower. You don't pay for what you don't need or use. You are encouraged to share the evaluation version of this software with others, so long as you follow the limitations set forth in the LICENSE TERMS section below. 0.1.2 LICENSE TERMS _____________________ This product and its documentation are copyrighted and owned solely by the author, who reserves all rights to any benefits derived from it. It is distinctly separate from, and should not be confused with, those categories of software known as "public domain" or "freeware." You are granted the right to use the evaluation version of this software on a trial basis for a limited amount of time, to decide whether to continue using (and therefore whether to register) the product. You can transmit this evaluation version to associates by copying on diskette or uploading to electronic bulletin board or other online services, so long as the program, documentation and any associated files are distributed together, and not altered in any way. 0.1.3 REGISTRATION ____________________ When you send in the registration form and fee, you'll receive by return mail a diskette containing the latest REGISTERED version of the program and documentation. BENEFITS OF REGISTRATION The registered version WILL NOT include the Evaluation Menu front end, start-up time delay or forms printing sections of this version. Thus it will be more convenient to use, from either the DOS prompt or from batch files. It will also be 12K-15K bytes smaller, for more efficient disk storage and faster loading. The registered version WILL include any new functions or enhancements made to date. You will receive notification of future updates and new products. You will be able to upgrade to newer versions at a reduced cost. REGISTRATION FORM The registration form and a pre-addressed mailing cover can be printed from the "Forms Printing" selection of the Evaluation menu, discussed in section 0.2.2 below. FEES The single-quantity registration fee is displayed on the initial Evaluation Menu screen. Higher quantities are discussed below. QUANTITY DISCOUNTS Each registered copy of this software will be licensed for operation at a single location (on a single terminal or computer) at any one time. If you need to run the software on more than one terminal or computer at the same time, the appropriate number of registrations must be made. Multiple-quantity registration fees are displayed in the "QUANTITY DISCOUNT" section of the Evaluation menu. You can take advantage of quantity discounts by ordering multiple registrations of one program or single registrations of several different programs at the same time. You also save on shipping and handling charges by registering several products together. _____________________________ 0.2.0 Evaluation _____________________________ 0.2.1 EVALUATION VERSION __________________________ This software contains the complete and fully functional version of the program, the latest available at the time of this release. The program itself is identical to the REGISTERED version. An Evaluation Menu and forms printing section were added to ensure that: (a) Registration information and forms will not become separated from the program file. (b) Users who might be unfamiliar with the process of displaying a file's contents on the screen or printer will have no difficulty learning about, evaluating or registering this product. 0.2.2 EVALUATION MENU _______________________ The program is invoked from the DOS prompt by typing its name and pressing the RETURN or ENTER key. The initial screen displays the warranty section and some information about the program: Program name, Version number, Release date, Single-quantity registration fee. It next displays the Shareware Product EVALUATION MENU. A single key press will select the following functions from the menu: ESC - EXIT to DOS without evaluating this program R - READ the documentation (THIS file) x - EVALUATE this program Q - QUANTITY Discount information F - FORMS printing menu - registration & mailer When you press "R" to READ the documentation, this file will be shown one screen at a time. The display pauses whenever the screen becomes full, and prompts... <downArrow> or Esc The <downArrow> character is similar to the "MORE" prompt in other DOS utilities. It indicates that more is available. Press ESCape to exit back to the Evaluation Menu, or any normal typing key to continue (space bar is a convenient key to use). 0.2.3 VIRUS PREVENTION ________________________ If you'd like to evaluate this software but you're not sure where it's been, you can order a copy straight from the source. See the SHAREWARE PRODUCT CATALOG section at the end of this file. _________________________________________________________________ Table of Contents Section _________________________________________________________________ 1099 Series................................................ 1.0 Introduction............................................ 1.1 Explanation............................................. 1.2 System Requirements..................................... 1.3 Installing........................................... 1.3.1 Help.................................................... 1.4 Operating Screen........................................ 1.6 Menu Selections......................................... 1.7 Entering data........................................... 1.8 Notes................................................... 1.9 Version History......................................... 2.0 Support.................................................... 9.0 Problem Resolution...................................... 9.1 Before Reporting........................................ 9.2 Reporting a problem..................................... 9.3 Custom Modifications.................................... 9.4 Correspondence.......................................... 9.5 Shareware Product Catalog................................. 10.0 ****************************************** NEW in this version ****************************************** *** Left/Right justification, Upper/Lower case conversions for individual lines. *** Function to delete word to right of cursor. *** Functions to move cursor to top or bottom data screen. *** Selectable printer number. _________________________________________________________________ 1099 Series 1.0 IRS 1098, 1099 Forms Preparation _________________________________________________________________ 1.1 INTRODUCTION __________________ This product series provides quick, easy data entry and printing for a number of Internal Revenue Service (IRS) forms. It provides efficient forms preparation for single or multiple clients, using data from manual or other accounting systems that do not generate the appropriate forms. Since printing placement is handled automatically (after alignment in the printer), forms can be prepared much faster and more accurately than by manual methods. All entered data can be quickly reviewed before printing, and edited if necessary. Editing features include erasure by line, screen or form; line copying; cursor movement or deletions by character or word; insert or overwrite mode; upper/lower case conversion; left or right justification. Each program follows, as closely as possible, the layout of its associated form. Prompting text on each data entry line is condensed from that of the associated IRS form; line/box numbers are presented where applicable. Data entry lines are arranged into logical groupings such as payer information, recipient information, and amounts. Each program prints on standard pre-printed IRS forms, which are available in quantity from most tax forms suppliers. 1.2 EXPLANATION _________________ Programs are currently available for the following IRS forms: 1099-MISC Miscellaneous income statement 1099-INT Interest income statement 1099-S Real Estate Transactions statement 1098 Mortgage Interest statement 1.3 SYSTEM REQUIREMENTS _________________________ PC, XT, AT or compatible. DOS version 2.1 or later. 1.3.1 INSTALLING __________________ The program can be run from diskette or from hard disk. No installation is necessary, other than copying the files to a drive and directory of your choosing. 1.4 HELP __________ Can't remember the command line syntax? Programs in this series have no optional parameters; just enter the program's name from the DOS prompt. 1.6 OPERATING SCREEN ______________________ An operating screen appears whenever the program's name is issued from the DOS prompt (or from a batch file). 1099-MISC screens are shown below; other programs in the series have similar screens, varying only in data entry prompts and number of lines per screen. The screen displays a copyright block, data entry section and horizontal menu: __ 1099M _______________________________________________________ |________________________________________________________________| ▓▓▓▓▓▓ Screen 1 - Payer ▓▓▓▓▓▓▓▓ Void ........ [ ] Corrected ... [ ] PAYER NAME .................... ▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒ Address 1 ............... Address 2 ............... City, State, ZIP ........ Federal ID # ............ ░F1-help Alt-░Print -░Erase -░Mark -░Copy -░Quit or ░Esc Each data entry section begins with a title in reverse video, followed by prompting text on the left side, and data entry area on the right. Any unused space in the active line (the line containing the cursor) contains a shaded pattern to indicate maximum field length. The main menu at the bottom of the screen lists actions that can be initiated by pressing highlighted keys, most in conjunction with the ALT key. Other screens in 1099M: ▓▓▓▓▓▓ Screen 2 - Recipient ▓▓▓▓ RECIPIENT ID # ............... ▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒ Name - 1st,mid,last ..... Address ................. City, State, ZIP ........ Acct # (optional) ....... ▓▓▓▓▓▓ Screen 3 - Amounts ▓▓▓▓▓▓ 1. Rents ....................... $▒▒▒▒▒▒▒▒▒▒▒▒ 2. Royalties ................... $ 3. Prizes & Awards ............. $ 4. Fed Income Tax W/held ....... $ 5. Fishing Boat Proceeds ....... $ 6. Med & health care pmts ...... $ 7. Nonemployee compensation .... $ 8. Substitute pmts in lieu of .. $ 9. Direct Sales >=$5k/resale ... [ ] 1.7 MENU SELECTIONS _____________________ NOTATION: Alt-x means the ALT key is held while pressing another key. HELP - F1 or Alt-H Function key F1 displays a number of help screens containing summaries of Menu selections, Editing and Movement keys. PRINT - Alt-P The Print submenu contains selections related to printing: P - Print form: sends a completed form to the printer. A - Alignment pattern: prints a form containing X's in each position of each data field. F - Formfeed/Pagefeed submenu: F - sends a FormFeed (22 lines, the length of one 1099-series form) to the printer. P - sends a PageFeed (66 lines, standard page length) to the printer. S - Select printer number 1, 2 or 3 (1 is default). M - Margin setting: selects left margin to be used when printing forms. Esc - return to prior menu. ERASE - Alt-E The Erase submenu provides selectable data screen erasure: E - Erase all data screens. 1 - Screen 1 erase. 2 - Screen 2 erase. 3 - Screen 3 erase. Esc - return to prior menu. MARK - Alt-M Alt-M marks the current line as the source for one or more copying operations. COPY - Alt-C The Copy submenu allows you to select a line to be copied. Besides the following prompts, each associated line of text (if one exists) is displayed. C - Copy marked line (one selected with Alt-M), or F - copy line from prior Form (the form previously entered and erased). Esc - return to prior menu. QUIT - Alt-Q or Escape This selection terminates the program after receiving confirmation. The prompt is Quit? (y/[n]) Any entry other than "Y" or "y" allows the program to continue. 1.8 ENTERING DATA ___________________ When first run, each program's evaluation version displays descriptive text in most of the data entry fields. The registered version starts up with all data fields blank. Old data can be deleted by overwriting (typing in new data), by using ^E or ^Y to erase each individual line, or by using the Alt-E key combination to erase one or more screens. The quickest method when entering the first form is to use Alt-E E Hold down the ALT key and press E to get the ERASE submenu, then press E again (the ALT key is not needed with the second E) to erase the data from all screens. With subsequent forms, you may want to use Alt-E with one of the other erase options to clear only certain screens. For example, if you are processing a number of forms containing the same payer information but different recipient data, after printing a completed form you can retain payer data for the next form by using Alt-E 2 and Alt-E 3 to erase only the recipient data and amounts. [ ] CHECKBOXES To "mark" a box, enter an "X" in it. Any non-space character can be used, and will be automatically converted to an uppercase "X" when the cursor is moved to the next position. To "UNmark" a box, enter a space character in it with the spacebar. If you leave the NUMLOCK key set (on) to enable use of the numeric keypad, press the «Shift» key to gain access to the Arrow, Home/End, PgUp/PgDn keys. After ENTERing or EDITing a data line, the Return (or Enter) key can be used, but is not necessary. ANY of the MOVEMENT keys can be used to go up or down to the next line to be edited. Editing and Movement keys are summarized in several help screens and below. CURSOR MOVEMENT KEYS ─ ─ ─┘ move the cursor one line or character at a time. ^─ or Tab - move right to next word ^─ or Shift-Tab - move left to prior word Home, End - move to beginning or end of line ^Home, ^End - move to top or bottom of screen PgUp, PgDn - move to prior or next screen ^PgUp, ^PgDn - move to top or bottom screen of form NOTATION: ^ means the CTRL key is held while pressing another key. EDITING KEYS INSert - Switch between Insert and Overwrite mode. Insert mode moves existing characters to the right as new ones are typed, and is indicated by a tall cursor. Overwrite mode (the default) overwrites existing characters with new ones typed, and is indicated by a short cursor. BackSpace - Erase character to left of cursor DELete - Erase character under cursor ^E or ^Y - Erase current line ^W or ^T - Erase word to right of cursor ^U - Uppercase/Lowercase conversion (current line only) ^J - Justify Left/Right conversion (current line only) NOTE: ^Y and ^T above are included for users familiar with WordStar commands. 1.9 NOTES ___________ DUPLICATING LINES Repetitive data such as City, State, Zip can be duplicated from a marked line or from the prior form. FROM MARKED LINE * Move cursor to line to be duplicated. * Press the Alt-M key combination to MARK that line. * Move cursor to destination line. * Press Alt-C, then C to Copy marked data. FROM PRIOR FORM * Move cursor to destination line. * Press Alt-C, then F to copy prior Form's data. DEFAULT SETTINGS Several prompts display a default/current value in brackets. In each case, the default value can be retained by pressing the Return key, as in these examples: Printer number (1 .. 3): [1] The current setting is printer 1; enter 1, 2 or 3, or press Return to retain the current setting. Printer left margin (0 .. 99): [4] The current left margin setting is 4; enter any new value from 0 through 99, or press Return to retain the current setting. FORMS ALIGNMENT The Print submenu selection "A" prints an alignment pattern consisting of "X" characters in all possible printing positions on the form. The printer margin may need adjustment, either at the printer or by changing the Margin from the Printing submenu. The exact margin setting will depend on the printer being used and on the source of the blank forms; forms from different sources may vary somewhat in their positioning of the form on the page. 2.0 VERSION HISTORY _____________________ 1.00 Initial release. 1.1 Added printer ready check and alignment pattern. 1.2 Redesigned menu and help screen; disabled ^Break. 1.3 Added selection of printer number and margin, and ^PgUp, ^PgDn to move to top or bottom data screen. 1.4 Added editing keys for justification, case, word delete. _________________________________________________________________ 9.0 Support _________________________________________________________________ 9.1 PROBLEM RESOLUTION ________________________ Please document and report any anomaly in program operation, whether it's a genuine "bug" or just some feature of the program that particularly "bugs" you. If you're the first person to document and report a problem that we agree needs attention, you'll receive a free upgrade with the correction when it's been made. If you're a registered user, you'll get the upgraded registered version; if you haven't yet registered, you'll get the upgraded evaluation version. 9.2 BEFORE REPORTING ______________________ Things to try prior to reporting a problem: 1 - Reread the documentation to make sure you understand what we thought we understood when we wrote it. 2 - If the system reports "Bad command or file name" when you attempt to run the program, its executable file (or at least the file name you specified) was not found. First, make sure no typos or misspellings have crept into your command line; next, try changing your PATH setting, or make the drive & directory where the program resides the "current" drive & directory. 3 - If the program is being run from a batch file, try deleting lines previous to the line that actually invokes the program, to see if some prior activity is causing the problem. 4 - If you have any memory-resident or "TSR" utilities installed (pop-up calculators/note pads, keyboard enhancements, etc.), try removing them from memory and running the program again to see if the problem reoccurs. 9.3 REPORTING A PROBLEM _________________________ If the problem persists, please document it as completely and accurately as possible; we have to be able to duplicate it before we can begin to resolve it. Include at least the following: 1 - Version of DOS you are using. 2 - Machine type, drives, memory, etc. 3 - Programs executed prior to the problem. 4 - Problem program's name and version number. 5 - Where and how you obtained the problem program. 6 - Address and/or phone number where you can be contacted. 7 - Anything you can think of that might relate to the problem; for example, listings of your AUTOEXEC.BAT and CONFIG.SYS files, or any batch files used to run the program. 8 - Any relevant printouts. NOTE: If you're a registered user, you'll find the utility UserResp.Exe on the distribution diskette; it can be used to print a pre-addressed mailer and a problem report. If you have not yet registered, send problem reports to the address below (or print the pre-addressed mailer from the Evaluation Menu). 9.4 CUSTOM MODIFICATIONS __________________________ If you need custom modifications to this software for your particular application, please write to the below address with complete details of your requirements. 9.5 CORRESPONDENCE ____________________ We welcome any comments or suggestions you might have concerning improvements and future enhancements to this product. Send all correspondence and orders to: Phil Herron P.O. Box 1288 Battle Ground, Washington USA 98604 _________________________________________________________________ 10.0 Shareware Product Catalog _________________________________________________________________ This section contains a list of our other Shareware products; it may be updated whenever products are added or changed. ____________________________________________ If you'd like to try any of the programs in this catalog, but can't find them locally, you can order evaluation disks straight from the source... Each disk (5.25" DSDD 362K) holds up to five programs and associated documentation files. Include $4.00 for the first disk, shipping and handling. Add $2.00 for each additional disk of programs you want to evaluate (Example: $4.00 for 1 to 5 programs, $6.00 for 6-10, $8.00 for 11-15, etc.). All payments in U.S. funds; Washington State residents must add 7.6% of the total for sales tax. If your address is outside the U.S. and Canada, include an additional $6.00 for shipping. Include your mailing address and the names of the programs you want to try. By return mail you'll receive the latest versions for evaluation. ____________________________________________ Or, you can download them from several online services... GENIE - in the IBM PC Software Library (menu 616) DELPHI - in the GROUP/PC compat/ DATABASE/GEN area Once in the download areas, search for keyword HERRON. ____________________________________________ PROGRAM SPECIFICATIONS AND REGISTRATION FEES MAY CHANGE WITHOUT NOTICE. ____________________________________________ 1099 Series - Entry/editing/printing of IRS forms: 1099M - 1099-MISC Miscellaneous income statement 1099i - 1099-INT Interest income statement 1099S - 1099-S Real Estate Transactions statement 1098 - 1098 Mortgage Interest statement ChkD - Check_Disk_space reports disk drive space usage. It reports drive cluster size, then drive space TOTAL, FREE and USED by actual value and by percentage. Faster and more convenient than the DOS "dir" or "chkdsk" utilities for displaying drive information. ChkM - Check_Memory_space reports standard system memory (RAM) space usage. It reports memory space TOTAL, FREE and USED by actual value and by percentage. Faster and more convenient than the DOS "chkdsk" utility for displaying system memory information. CleanOut - Clean_Out_files searches all directories of the default drive for file(s) specified on command line (wildcards * and ? are legal). Each time a matching file is found, the user is prompted for disposition: Delete or Save. File contents, either text or binary, can be VIEWED before deciding. A single press of the "S" key saves a file; a double press of the "D" key deletes it. An optional mode allows deletions without confirmation. Useful for cleaning out .BAK file leftovers, among others. CleanTxt - Clean_Text converts WordStar text files to straight ASCII. It strips out certain control characters, and will optionally expand tab characters to the appropriate number of spaces. CleanZ - Most text editors won't read files beyond the first control-Z end-of-file character. Control-Z's can become embedded in a text file when several files are combined using the DOS "type" command. CleanZ will strip out each control-Z, or it will optionally replace each with a seldom-used character, to ease the task of locating the former boundaries in combined files. DiskInit - Diskette_Initialize erases all files and subdirectories on a 5.25 inch 362k DSDD diskette in about two seconds. It does not initialize marked bad sectors, but tells you to reformat instead. ErrLev - ErrLev is a utility for testing batch file "if errorlevel" statements. During testing, executable program calls are commented out and replaced with "ErrLev nn", where nn is the DOS errorlevel to be simulated. The simulated errorlevel then exercises branching commands in the batch file under test. FindD - Find_Directory searches the default drive for specified subdirectory names, and lists the complete path to those found. FindF - Find_File searches the default drive for specified files, and writes the file information to screen or disk. Useful for locating misplaced files or for generating a listing of all files and subdirectories on the default drive. FreqCh - Letter-frequency analysis of text or binary files; handles the full 256-character extended Ascii set; display is sorted in order of Ascii code or frequency of occurrence. Gen - Generate_file replaces several trial-and-error methods of building specific-sized files for printer, storage or timing tests. It generates files of any size from zero to twenty million bytes, much faster than typing random characters into a text editor. Besides generating files on disk, it can send characters directly to the console screen, printer or other DOS device. Index - Text file INDEX word list utility. Strips punctuation, digits, whitespace, trivial words and words shorter than a specified minimum, then writes remainder to disk file, one word per line. KeyCode - KeyCode responds to each press of a key or combination of keys by displaying the key or combination pressed, its associated Ascii character (if any), key type (normal or extended), Ascii code and Scan code. KeySet - KeySet's interactive mode displays the current settings of the CapsLock, NumLock, ScrollLock and PrtSc (Print Screen) keys, and allows them to be changed. The command line mode directly sets the keys to specified states, allowing use of a batch file for presetting at system boot-up or between applications. PhLBL - Ph_Label prints label text stored in easily-maintained ASCII files. Each label/card/tag can contain embedded commands for date, time, left margin, and selectable printer attribute for each line; 5, 8.5, 10, 12, 17 or 20 characters per inch pitch, normal/bold/ underlined on Epson compatible dot-matrix printers. PrinTest - PrinTest repetitively displays the status of ports assigned to parallel printer interfaces. It can be used to isolate problems to the printer interface card, the cable or the printer itself. It reports printer and port number, status byte and status condition. Qscr - QuickScreen converts a single text screen to an executable file for more rapid display. The resulting .COM file will write a screen of text much faster than batch file ECHO statements. Useful for setting up compact menu systems, demos and tutorials. ScanF - Scan_File speeds up the search for ASCII text strings within executable files. It filters out the unintelligible control and extended characters, allows user definition of minimum string length for display, and pauses after each screen of information. ScanM - Scan_Memory speeds up the search for ASCII text such as ROM copyright statements and machine identification, anywhere within standard system memory space. It filters out the unintelligible control and extended characters, displays each string longer than three characters, and pauses after each screen of information. Split - Split_file breaks huge text files down into smaller ones that will fit into your text editor or onto a diskette. Useful for working on large files with a limited filesize memory-resident notepad utility. StoRm - STOrage_RooM reports the amount of disk space required for storage of a specified file or group of files on any disk, using any version of DOS. It takes into account all of the factors involved in determining file storage size. It locates files specified on the command line and determines their actual total size and the amount of room needed to store them. Useful for determining the number of files that will fit on a disk. _____________ Future releases ______________ AcctSort - Fast entry of dollar amounts & assignment to user-designed charts of accounts; user-selected limit checking of $ and account numbers. _______________________________________________________________ | | | COPYRIGHT 1990 Phil Herron. ALL RIGHTS RESERVED | |_______________________________________________________________|