Index for ToolBox CS

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A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z

A

Amortization

Custom Loan Payment Schedule Calculator

Exporting a custom loan payment schedule

Standard Loan Payment Schedule

B

Backing up data

C

Client handouts

Inserting your company logo into client handouts

Overview of client handouts

Clients

Creating a new client

Importing clients from other CS Professional Suite applications

Overview of clients

Saving an item to a client

Using the program to fill in client information on a form or document

Creative Solutions Accounting

exporting amortization schedules to

importing clients from

CS Connect

Deleting and reinstalling updates

Downloading and applying updates

Downloading and installing licenses

Frequently asked questions

Overview

Setting communication options

Testing connections

Troubleshooting application update errors

Troubleshooting connection issues

F

Financial calculators

Copying loan payment and investment schedules and pasting them into other applications

Creating a new financial calculator

Exporting a custom loan payment schedule

Opening a saved financial calculator

Overview and list of financial calculators

Printing a financial calculator

Producing a personal financial statement

Saving a financial calculator to a client

Firm dialog

Frequently asked questions (FAQs)

G

Getting Started guide

H

Help

About ToolBox CS

Accessing frequently asked questions (FAQs)

Contacting Support

Copyright information

Finding answers to your ToolBox CS questions

Getting help

Installation information

Keyboard shortcuts and function keys

License information

Terminal server environment, installing in

User bulletins

Video library

Viewing or printing the Getting Started guide

I

Importing clients from other CS Professional Suite applications

Integration with other CS Professional Suite software products

Inserting your company logo into client handouts

Items

Creating a new item

Opening a saved item

Printing an item

Removing old or obsolete items in ToolBox CS

Saving an item to a client

L

Loan application

Personal Financial Statement Calculator

O

Office documents

Creating a new office document

Opening a saved office document

Overview of office documents

Printing an office document

Saving an office document to a client

Using the program to fill in client information on a form or document

P

Practice CS, importing clients from

Printing

Printing an item

Viewing or printing the Getting Started guide

R

Restoring data

S

Saving

Backing up data

Opening a saved item

Saving an item to a client

Staff

Creating a new item

Overview of staff

Setting a default staff member

T

Tax flowcharts

Creating a new tax flowchart

Opening a saved tax flowchart

Overview of tax flowcharts

Printing a tax flowchart

Saving a tax flowchart to a client

Tax forms

Creating a new tax form

Obtaining tax form instructions from the IRS

Opening a saved tax form

Overview of tax forms

Printing a tax form

Saving a tax form to a client

Using the program to fill in client information on a tax form or office document

Tax organizers

Overview of tax organizers

Creating a new tax organizer

Opening a saved tax organizer

Printing a tax organizer

Saving a tax organizer to a client

Tax worksheets

Overview of tax worksheets

Creating a new tax worksheet

Opening a saved tax worksheet

Printing a tax worksheet

Saving a tax worksheet to a client

U

UltraTax CS, importing clients from

Updating your application

User Bulletins

V

Video library

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