Crank Posted January 12, 2011 Report Share Posted January 12, 2011 TRX documentation shows that the "Advanced, Lite & EZ Buttons" are on the top of the "General Information" center pane of the program but I only have "espanol" button. Does anyone have these buttons? They are on TaxWorks. Quote Link to comment Share on other sites More sharing options...
Mike D Posted January 13, 2011 Report Share Posted January 13, 2011 The software that was provided to us from TRX is called 1040 Works, not Tax Works. It is a lighter version of Tax Works but most of the differences that I can find appear to be cosmetic and/or functionality. For example fixed asset manager vs fixed asset tracker, real time 1040 vs need to invoke peek, view prior years returns along side current years vs open prior year and flip back & forth. I can't find any other significant differnces although I was quite disappointed with the asset tracker as they advertised fixed asset manager. I am further disappointed in the delivery dates of business conversion software now scheduled for 1041 01/14/11 and all other business 01/18/11. This is very late to be first converting clients. I voiced my opinion with TRX. Otherwise they have been pretty responsive with tech support. Hope this helps. Mike Dubin CPA Quote Link to comment Share on other sites More sharing options...
Terry D EA Posted January 13, 2011 Report Share Posted January 13, 2011 TRX documentation shows that the "Advanced, Lite & EZ Buttons" are on the top of the "General Information" center pane of the program but I only have "espanol" button. Does anyone have these buttons? They are on TaxWorks. I agree with Mike that TRX is a lighter version of TaxWorks. I don't have those buttons at the top of the general screen either. To the left are XPert, Express, Type & Used. I used TRX for the first time last year and always used the Xpert tab. I guess the buttons you mention might be used to choose the type of return you are completing or maybe the form used. I have always just used the 1040 for all returns and adjust the pricing accordingly. A one size fits all attitude. Overall, the program is pretty good. The FAM does have quirks. Quote Link to comment Share on other sites More sharing options...
Terry D EA Posted January 13, 2011 Report Share Posted January 13, 2011 Oaky after watching some of the training video, I realize that the buttons you mention indicate which version of TaxWorks you have. TRX does not display what version we have. I watched the video for the Tax Planner and that is not available to TRX users unless you purchase it. Obviously not part of the 299.00 plan. Quote Link to comment Share on other sites More sharing options...
Crank Posted January 13, 2011 Author Report Share Posted January 13, 2011 "The TRX Pro 1040 Reference Manual" addresses these buttons on page 69 (page 83 of the actual pdf) so thats why I asked about them. They probably just copied the TaxWork manual and forgot to omit these buttons. Quote Link to comment Share on other sites More sharing options...
Terry D EA Posted January 18, 2011 Report Share Posted January 18, 2011 That would be my guess as well. I am going to check into the planner. I think it will be more important than ever for folks to have a five year forecast. Quote Link to comment Share on other sites More sharing options...
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