H&R Block DeductionPro 2007 ReadMe File Contents 1. Welcome to H&R Block DeductionPro 2. Importing Data from DeductionPro 2006 3. Importing Your DeductionPro Data into TaxCut 4. Folder Naming Issue 5. Getting Technical Support 6. Updating DeductionPro 7. Viewing and Printing the ReadMe File 8. Security 9. Thank You 1. Welcome to H&R Block DeductionPro H&R Block DeductionPro is designed to allow you to track and value your charitable donations so that you can maximize your tax savings. In addition, it helps you track some other hard-to-track Schedule A deductions. 2. Importing Data from DeductionPro 2006 (Windows and Mac versions) If you used DeductionPro 2006 last year and you entered 2007 deductions into it, you can import that data into DeductionPro 2007. When you launch DeductionPro for the first time, the Welcome screen is displayed. To import data, select Import from DeductionPro 2006, and follow the on-screen instructions. DeductionPro will import your account information, charities, and all the 2007 deductions that you entered. 3. Importing Your DeductionPro Data into TaxCut (Windows and Mac versions) You can easily import your charitable donation and expense entries into TaxCut by clicking the Review & Finish tab to display the TaxCut Import subtab. Follow the on-screen instructions to complete the export process. To import your data into TaxCut, open TaxCut and start creating your return. When you get to the "Charitable Donations" topic under Deductions, follow the on-screen instructions to complete the import process. 4. Folder Naming Issue (Mac users only) Do not include slashes (/) when naming a folder in which you plan on storing DeductionPro application files because it may affect DeductionPro's ability to run. Specifically, do not include a slash (/) in the names of folders that you will use to install DeductionPro or to save your account data file(s). 5. Getting Technical Support If you need assistance, we recommend checking our Web site first at http://www.taxcut.com/dprohelp. On our site, you can search for commonly asked questions or submit a question via e-mail directly to Technical Support. If you are unable to find the solution to your problem online, you can call Technical Support directly at 1-888-4-TAXCUT. Be sure to explain that you are using the DeductionPro application, and have your computer on and ready when you call. 6. Updating DeductionPro To check for program updates, Select Update DeductionPro from the Tools menu. DeductionPro automatically checks for program updates and prompts you to download one if necessary. 7. Viewing and Printing the ReadMe File Windows Users To display this ReadMe file later, follow these steps: 1. On the Windows Taskbar, click the Start button. 2. Point to Programs, DeductionPro 2007, and then click ReadMe. To print a copy of the ReadMe file: - With the document open, click Print on the File menu. Mac Users To display this ReadMe file later, follow these steps: 1. Navigate to Applications, locate the DeductionPro 2007 folder, and double-click it to display the contents. 2. Double-click the document named "DeductionPro 2007 ReadMe" to open it. To print a copy of the ReadMe file: - With the document open, click Print on the File menu. 8. Security Recognizing the importance of security to our clients, we are sharing the following tips to help you ensure that your personal information remains private. The more you know, the better equipped you are to protect your privacy. You might be surprised to learn that the home or office computer where you used this software to prepare documents may not be as secure as you think. Consider this: - If you do not have an active firewall on your computer and/or network connection, hackers may be able to inspect the contents of your hard drive. - If you do not have up-to-date anti-virus software on your computer, your machine may be infected with a virus or similar malicious software that gives third parties access to your passwords and other files. - If you have accidentally or unknowingly downloaded "spyware" onto your computer, you may also be transmitting your personal information to third parties. - If you have an Internet file-sharing program such as Kazaa, Limewire(r) or Bearshare on your computer that is used to exchange music and other digital content over the Internet, you may be making all or part of your hard drive's contents available to others. As a result of using the DeductionPro software, you may have stored your personal information on the computer used to prepare your documents. We encourage you to ensure that the folder where this information is stored is not shared and/or is password protected by your program. This extra precaution only takes a moment, and helps ensure that other users of your computer cannot open and view your tax file without your permission. For more information about how to determine and set folder properties, check your computer operating system's built-in Help files, or check with the operating system vendor. Windows information is available at http://www.microsoft.com. Mac information is available at http://www.apple.com. 9. ...and thank you for choosing H&R Block DeductionPro!