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Current Version List

Adoption, Ohio Forms

Amortizer, Mortgage & Loan

Bankruptcy, Official Forms

Business Dissolution Kit, Ohio

Child Support, Revised Ohio Guidelines

Cuyahoga County Probate Forms

Deed & Document Pro, Ohio

Family Law Practitioner's Apprentice, Ohio

Franklin County Probate Forms

Hamilton County Probate Forms

HUD Forms - Settlement Statements

Living Trust & Estate Planner

Loan Amortizer

Minor's Claims & Wrongful Death, Ohio

Office Management, Law

Ohio Business Forms

Ohio Estate Tax

Ohio Fiduciary Tax - IT1041

Ohio Guardianship Forms

Ohio Probate Forms

Spousal Support/Alimony, Ohio

Uniform Domestic Relations Forms

U.S. Estate Tax

U.S. Generation-Skipping Transfer Tax

U.S. Gift Tax

U.S. Income Tax for Estates & Trusts

Worker's Compensation, Ohio


Amortizer2

Amortizer2

2.03

Version 2.01 - Correct splash screen; fix automatic update function (Version 2.00 users will need to use the manual upgrade function on Help menu); increase trapping for illegal entries and associated error messages. Version 2.02 & 2.03 - Add missing schedule.rtf and schedule.dat files to installation (corrects error on Display Schedule).
 
Basic Ohio Probate Forms

WBOPF6

6.31

Version 6.01 & 6.02 - Fix Display menu; Forms 1.0, 5.0; Fix transfer of data to certain two-page forms, i.e., 2.0, 4.0, etc.; Fix 12/31/1899 date insertion for adult kin; Expand co-fiduciaries treatment. Version 6.03 - Fix transfer of info to Form 4.0. Version 6.04 - Fix Send Kin Worksheet routine. Version 6.05 - Add double-click file to open feature; enable splash screen; modify close window behavior; add non-alphabetize feature to all worksheets; fix Form 13.1 category retention. Version 6.06 - Fix refresh for Form 12.0/12.1; reformat RTF for Form 12.1; fix Modify Templates command; update prompt in Download Upgrade dialog; adjust Shrink to Fit feature. Version 6.07 & 6.08 - Fix omission of personalty proceeds from Form 13.0/13.1; revise category ids checks (global). Version 6.09 - Schedule I checkbox of Asset Worksheet; Asset Worksheet printing fix; adjust all worksheets for printing; manual revisions. Version 6.10 - Remove several incorrect Version 5 references; fix problem with Form 1.0 back side. Version 6.11 - Fix Time & Services/Fee Exhibit Worksheet printouts. Version 6.12 - Remove revision dates from all page 2s; add statutory cite to Waiver on Form 4.0; change handling of continuation pages in multiple form dialog. Version 6.13 - Adjust print function for compatibility with certain network systems; transfer permanent parcel number to Form 12.1 (reverse). Version 6.14 - Correct typo on back side of Form 6.0. Version 6.15 - Correct typo (statutory cite) on front side Form 12.0; correct typo (missing text) on back side of Form 5.10; change date field font sizes on form 12.0 to avoid wrapping; allow blanks in worksheets; Main Window scroll to top on startup; automatically transfer fiduciary title to Form 4.5.Version 6.16 - Trap for illegal RTF characters in worksheet Description boxes; fix Form 6.0 category list box. Version 6.17 - Trap for no input fields on a page; trap for more than 40 children or beneficiaries. Version 6.18 - Correct 3 typos on Form 12.0; modify handling of excessive beneficiaries on Form 1.0. Version 6.19 - Add missing text for Form 13.8. Version 6.20 - Correct RTF file for back side of Form 5.1. Version 6.21 - Trap for deleting the last record in a table; correct typographical error in generic Fiduciary's Acceptance form; fix printing of expense worksheet. Version 6.22 & 6.23 -  Fix anomoly selecting Display items when worksheets are on desktop 2; implement drag & drop in all worksheets; change registry to HKEY_CURRENT_USER. Version 6.24 - Update IRS form SS-4; add automatic updating capability. Version 6.25 - Add new Confidential Personal Information Form (CR 45); add persistent registry entries; restructure WB6 file (pre/post 6.25). Version 6.26 - Continue 6.24 update to allow asset worksheet distributee field population. Version 6.27 - Continue 6.24 update sequence to allow printing worksheets. Version 6.28 - Continue 6.24 update to allow Form 5.1 auto values. Version 6.29/6.30 - Allow assets without values in inventory, accounting and assets remaining. Version 6.31 - Enable personal property total on Form 13.2.
 
Cuyahoga County Probate Forms

Cuyahoga2

2.06

Version 2.01 - Fix caption on CPID form; trap for deleting the last record in a table; fix Form 6 Inventory posting of total. Version 2.02 - Add signature lines to Form 5.0 front; add caption text fill to Form 5.1 front. Version 2.03 - Fix auto-fill of Form 3774 continuation pages 2; move registry settings to HKEY_CURRENT_USER. Version 2.04 - Move download location to CY2Directory. Version 2.05 - Fix Commissioner's Report. Version 2.06 - Correct totals on Form 13.2. 2; correct transfer of information to Form 6.3; modify formatting of Form 6.3 (underlining case number); add automatic updating.
 
Deed & Document Pro

WDeed5

5.04

Version 5.01 - Corrections to Warranty Deed. Version 5.02 - Replace Transfer on Death Succession Affidavit with new Transfer on Death Confirmation Affidavit; enable splash screen; modify main window interface for better compatibility with all monitor sizes and screen resolutions. Version 5.03 - Correct typo in Item 3 of Residential Lease 2; modify download upgrade function. Version 5.04 - Modify language of Durable Power of Attornrey, paragraph (e).
 
Family Law Practitioner's Apprentice

FLPA2

2.07

Version 2.01 - 1. Update all worksheets; Version 2.02 - Change Separation Agreement Wizard to remove child questions; change all document routines to allow "zero" (no) dates. Version 2.03 - Fix Dissolution J/E wizard to avoid error for certain input. Version 2.04 - Main Window scroll to top; trap for illegal RTF characters in Asset Worksheet Description box; trap for pages with no input fields; update InstallShield Wizard for Vista/7. Version 2.05 - Trap for deleting the last record in a table; move registry entries to HKEY_CURRENT_USER; fix transfer of information to Clerk of Court's Instructions for Service. Version 2.06, 2.07 - Fix calculation on Pretrial Statement; adjust page 1 fields.
 
Franklin County Probate Forms

Frank10

7.09

Version 7.01 - Correct total on inventory. Version 7.02 - Reformat Form 12.0; correct action of checkboxes on Form 12.1. Version 7.03 - Fix back side of Form 5.6A for transfer of worksheet info. Version 7.04 - Update error message program references; correct tabbing order on Form 2.0 back side; eliminate appearance of ampersand under signature line; enable transfer of data to WOET8. Version 7.05 - Additional revisions to transfer data to WOET8. Version 7.06 - Add signature lines to Form 2.0; correct transfer of worksheet info to Form 5.1. Version 7.07 - Modify page refresh algorithm for better updating. Version 7.08 - Add missing totals to Form 13.2. Version 7.09 - Change Judge's name on all probate forms; add automatic upgrade capability; update IRS Form SS-4 and correct tx of information from worksheet(s); change date format on Form 1.0; fix tx of SCtRegNo to Form 1.R.
 
Hamilton County Probate Forms

Hamilton2

2.02

Version 2.01 - Automatic version upgrade. Version 2.02 - Update About dialog; enable Exit command on File menu.
 

HUD Forms

WHUD3

3.14

Version 3.00 - New forms effective 1/16/09. Version 3.01 - Save field without tabbing; Vista compatibility changes. Version 3.02 - Fix Send To Word Processor button. Version 3.03 - Add additional (3) blank lines to HUD-1 Sections 800, 1000, 1100; update Form 1099-S. Version 3.04 - Main Window scroll to top on startup; trap for no input fields on a page; modifications to Form 1A. Version 3.05 - Allow entry of per diem interest at greater than 2 decimal places. Version 3.06 - Update InstallShield Wizard for Vista/7. Version 3.07 - Correct line 801 error in Form 1-A; add more blank lines; add more address lines. Version 3.08 - Add more fields.; add math to adjusted loan original field line 803. Version 3.09 - Correct RTF changes made in V 3.08; allow negative GFE "increases". Version 3.10 - Correct RTF Form 1, Page 2, line 1109. Version 3.11 - Adjust proration table to use banker's year uniformly 365.25 days per year; add field to flood certification line 807. Version 3.12 - Remove Form 1, lines 801 & 802 from total tally to avoid duplication via line 803; same for Form 1A. Version 3.13 - Series of changes involving lines 1101, 1201 & 1203 to enhance compliance with standard practices; automatic updating. Version 3.14 - Update to 2011 IRS Form 1099-S.
 
Law Office Management

LOM5

5.23

Version 5.01 - Modify auto upgrade function; fix BBase5 file autoload function. Version 5.02 - Fix help file links and manual; timer link. Version 5.03 - Adjust BillB5 paths to avoid file not found errors on certain systems when printing bills. Version 5.04 - Fix itemized statement function; add Set Default Hourly Rate to Options menu. Version 5.05 - Fix itemized statement delete function; add menus; add trapping. Version 5.06 - Avoid BillB5 print error on reinstalls. Version 5.07 - BillB5: Automatic backup for itemized statements; fix calculation of total hours on itemized statements; add horizontal space to bill address areas; CBase5: Remove memMemo label from memo component; address issues related to mem file synch errors. Version 5.08 - CBase5: Fix Select All/None commands to eliminate invalid pointer error; modify Restore command. Version 5.09 - CBase5: Fix Show/Hide Column function; add accelerator commands for; additional mods to backup/restore. Version 5.10 - BillB5 - Clear bill image between successive bills to prevent overprinting. Version 5.11 - CBase5: Don't find deleted records; skip deleted records when scrolling; modify Pack function; avoid errors deleting multiple records. Version 5.12 - CBase5: Fix auto client numbering whebn adding more than 100 names in a day; fix exporting filtered names; fix filter restoring deleted names . Version 5.13 - BBase5 - Stop accessing deleted CBase5 records; fix cancel filter from undeleting records; BillB5 - Stop accessing deleted CBase5 & BBase5 records. Version 5.14 - BillB5: add traps for missing itemized statements; fix bill repeat on periodic billing; add client name to itemized statement. Version 5.15 - All: Add Registry persistency for updating; BillB5: Fix deleted itemized statement entries appearing in bills. Version 5.16 - CBase5: Start new range error fix; BBase5: Present windows on last entry, sort filter client number drop down, expand file exists filename definition. Version 5.17 - CBase5: Add memolist error trapping; BBase5: Improve auto completion; BillB5: Alphabetize client selector drop down; set active control in client drop down; credit balance designation; add shorthand feature; modify import calendar function of itemized statement. Version 5.18 - BillB5: retain itemized statement references after period printing. Version 5.19 - BillB5: Fix deleted IS from bill totals; sorting by last name after save. Versions 5.20/5.21 - BillB5: Fix deleted IS from bill totals; changing bill labels to reflect "credit" balances. Version 5.22 - CBase5: Fix laser label printing function. Version 5.23 - BillB5: Modify calendar backup/restore function.
 
Living Trust & Estate Planner

WTrust2

2.04

Version 2.01 - Successful auto update test. Version 2.02 - Add second Revocable Living Trust; fix Wizard jump function. Version 2.03 - Replace Trust, Revocable DAT file. Version 2.04 - Re-enable open and save functions.
 
Official Bankruptcy Forms

WBank7

7.30

 Version 7.01 - Modify help and manual to explain sorting creditors; implement sorting in creditor worksheet; fix copy/paste in creditor worksheet; fix & modify Master Creditor database behavior. Version 7.02 - Vista download upgrade fix; correct caption on Send To group box from probate reference; default Creditor Matrix box to checked status; allow inserting records in Property Worksheet. Version 7.03 - Correct caption of Master Creditor Database Worksheet; change saving mechanism for Master Creditor Database; change centered alignment of Master Creditor Worksheet. Version 7.04 - Main Window auto scroll to top on start; activate splash screen; fix automatic exemption calculate function. Version 7.05 - Reset print margins for native printing function; add signature line to Statement of Financial Affairs; trap for Attorney signature on page 2; fix Main Window link to Exhibit D page 2. Version 7.06 - Add new forms effective 12/1/09; add Get Credit Report function; correct label in Schedule H dialog (Creditor to Codebtor); fix transfer of info from B22A, B or C to Statistical Summary; fix Form 8 (Stmt of Intentions) leased and assumed; save the sorted state of creditor table. Version 7.07 - Fix alignment of items in Main Window - 1 off at end; update Vermont homestead exemption; update for ECF Version 3.1.6 and greater (party role 3 character limit); fix transfer of signatures to Schedules Declaration. Version 7.08 - Trap for illegal RTF characters in all worksheet memo boxes; trap for no input fields on a page; add pages 144 and 145 RTF to the InstallShield image. (print worksheets); correct potential Schedule E errors related to checkboxes & error messages. Version 7.09 - Add Form 201B item to Main Window; add Form 201B item to Print Select Dialog. Version 7.10 - New means test data; correct several minor references to WBank6; add missing page142.dat file to InstallShield (caused a I/O error #103). Version 7.11 - Allow deletion of HWJC selection in Creditor Worksheet. Version 7.12 - Correction to debtor signature line field of Form B3A - payment of filing fee in installments; update IRS & Census Bureau info incorrectly posted by Trustees office for 3/15/2010. Version 7.13 - Update official forms: 1, 6C, 6E, 7, 10, 22A & 22C. Version 7.14 - Update National Ownership Cost of Autos. Version 7.15 - Eliminate spurious Schedule E-related error message; correct Schedule E continuation page count & multi-page dialog. Version 7.16 - Correct paging buttons for Vol Petition, Exhibit D. Version 7.17 -  Correct 2 typos in Sched B line item 24. "teh" & "houshold"; trap for deleting the last record in a table; update Federal exemption file; rearrange column ids in exemption editor; add record change test to exemption editor; other misc changes to exemption editor; route free credit report to annualcreditreport.com. Version 7.18 - 8/29/10 1. Addendum to 7.17 exemption editor changes. Version 7.19 - New Census Bureau data for means test; update forms effective 12/1/10 (9A, 9C, 9I, 20A, 20B, 22A, 22B, 22C, & 23); change registry settings from LOCAL_MACHINE to CURRENT_USER changes for better Windows 7/Vista compatibility. Version 7.20 - Add automatic update function. Version 7.21 - Correct typo in Form B23 changing 45 day period to 60; update Ohio consumer price index exemption changes. Version 7.22 - Update means test effective 3/13/11. Version 7.23 - Correct means test median income more than 4 children factor. Version 7.24 - Fix problem with auto upgrade function. Version 7.25 - Eliminate harmless range check error on Save As. Version 7.26 - Add Georgia exemption files. Version 7.27 - Modification to automatic upgrade function for compatibility with non-standard installations. Note: we are continuing to work on the automatic upgrading feature. If your system downloads but does not install the new version, please do so manually as you have in the past. Version 7.28 - Modification to Alabama & North Carolina District Multipliers; new forms effective 12/1/11 - Form 1, Forms 9A-9I, Form 10; new means test information; allow for clearing priority type once selected; trap against deleting statement of affairs entries. Version 7.29 - Additional form changes to Form B3B; additional form changes to Form B201A; modification to calculation of Form B22C, Line 50. Version 7.30 - Reformat Form 8 dialog; update Form 22A, Line 52 calculatory amounts. Version 7.31 - Update revision date on pages 2 and 3 of Voluntary Petition.
 

Ohio Adoption Forms

WAdopt3

3.11

Version 3.00 - New BDE-less release. Version 3.01 - Vista compatibility changes. Version 3.02 - Add fast find function to expense worksheet; add additional hot keys to expense worksheet. Version 3.03 - Improve mouse responsiveness and shrink text to fit. Version 3.04 - Change sort algorithm for actual cost column of Accounting Worksheet; update worksheet. Version 3.05 - Fix transfer of information to Foreign Petition. Version 3.06 - Add new forms effective 12/1/09 and 1/1/10 - Forms 18.0, 18.2, 18,4. Version 3.07 - Main Window scroll to top on start up; trap illegal RTF characters in worksheet NameAdrs box; update Installshield Wizard for Vista/7. Version 3.08 - Add error trap for deleting last record in worksheet; added printer compatibility. Version 3.09 - Fix send to word processor function; enhanced network printing compatibility; reformat multiple forms; more printing changes; change HKey from LOCAL MACHINE TO CURRENT USER; automatic updating; add Option for RTFWork Directory; fix default directories. Version 3.10 - Correct transfer of information to Form 18.4. Version 3.11 - New Supreme Court Form 18.9.
 
Ohio Business Dissolution Kit

OBDK

1.06

Version 1.01 - Modify installation directory; new install for preserving registry entries. Version 1.02 - Restyle enclosure letters/notices. Version 1.03 - Update Form 563; change non-expedite post office box on all SOS forms. Version 1.04 - Minor changes; correct Form 561 checkbox; change letterhead for certain notice letters; correct "severely" typo in two letters. Version 1.05 - Main Window scroll to top at start; correct heading field of Secy of State enclosure letter; correct date of incorporation field on Form 561; correct 9-digit zip code in Form D-5 instructions. Version 1.06 - Update Installshield Wizard for Vista/7,
 
Ohio Business Forms

OBF2

2.02

Version 2.01 - Update/revise most RTF templates. Version 2.02 - Main Window scroll to top on start up; add trap for no input fields on page; update Installshield Wizard for Vista/7.
 
Ohio Estate Tax

WOET8

8.18

Version 8.01 - Change handling of cotenant designations on Schedule E, Part 2. Version 8.02 - Allow non-alphabetizing of worksheets. Version 8.03 - Make corrections to Import Probate command; handling of personal identifiers. Version 8.04 - Enable paging on Form 12. Version 8.05-8.06 - Fix Schedule M, Parts 1 & 2. Version 8.07 - Modify print routine for compatibility with certain network printers; modify import probate routine for empty cotenant worksheets. Version 8.08 - Modify shrink to fit function to stabilize font size in schedules. Version 8.09 - Fix transfer of alternate value from page 2 to page 1. Version 8.10 - Reformat forms 12 & 14 for multi-line descriptions; fix Send To button for all continuation pages; allow import of empty WB6 files. Version 8.11 - Main Window scroll to top on start up; trap for illegal RTF characters in worksheet memo box; trap for no input fields on a page; clarify rounding confusion re: Sched E, Part 1. Version 8.12, 8.13 & 8.14 - Change Form 34, page 3 calculation for lines 6a-d. Version 8.15 - Trap for deleting the last record in a table; trap for importing WB6 file with no kin; automatic updating. Version 8.16 - Adjustment to the calculation of Form 34 (CAUV), page 1, Line 4(a) amount. Version 8.17 - Move registry entries to HKEY_LOCAL_MACHINE. Version 8.18 - Modification to allow importing new probate (effective 9/1/11) files.
 
Ohio Fiduciary Tax

WIT1041_11

11.08

Version 11.01 - Automatic upgrade release. Version 11.02 - Update Start Here content; reformat Estimated Tax Worksheet; trust - Schedule F calculation fix. Version 11.03 - Change registry from HKey_Local_Machine to HKey_Current_User; fix paging buttons for ES worksheet & voucher; add default, sample and test ot1 files to install. Version 11.04 - New user inteface. Version 11.05 - Fix persistency of override function; reformat all rft files; change font handling in Installshield. Version 11.06 - Fix override function. Version 11.07 - Modify override handling; quit without tabbing save; close active window function. Version 11.08 - Modify handling of numeric entries; handle carriage returns; zero suppression.
 
Ohio Guardianship Forms

WOGF4

4.18

Version 4.00 - Initial Release. Version 4.01 - Activate calculations disabled in initial release. Version 4.02 - Fix Time/Services Worksheet Send To... function. Version 4.03 - Add persistency to default hourly rate; make part of file save. Version 4.04 - Update three database worksheets. Version 4.05 - Enable Recapitulation on Form 15.5 & guardian's signature. Version 4.06 - Change handling of no-dates in date field appearing as 12/31/1899. Version 4.07 - Allow blank or incomplete entries in both worksheets. Version 4.08 - Fix column transposition on 2d page of Time/Services printout. Version 4.09 - Modify print routine for compatibility with certain network printers; add Form 15.8 page 2 access to Display menu. Version 4.10 - Avoid table locking error that occurs the sorting on the date field and dates are not being entered. Version 4.11 - Remove blank record auto delete function from all three worksheets. Version 4.12 - Main Window scroll to top on start up; trap for illegal RTF characters in all worksheet memo boxes; trap for no input fields on a page; correct refresh lag from Expense & Time Worksheets. Version 4.13 - Fix continuation page of Time/Services printout (3-column version, c.f.. 4.08 above). Version 4.14 - Add ability to insert records into database worksheets; modify alphabetizing characteristics; add "other" function to set word processor. Version 4.15 - Implement row drag and drop in all worksheets. Version 4.16 - Fix Time Worksheet V4.15 update; move registry key to HKEY_CURRENT_USER. Version 4.17 - Add missing RTF folder to InstallShield for Send To Word Processor function; automatic updating. Version 4.18 - Enable Add at End button on Time/Services Worksheet; move registry entries to HKEY_CURRENT_USER.
 
Ohio Spousal Support Calculator

MA_2011

14.01

Version 14.01 - Auto update test revision.
 
Ohio Worker's Compensation

WComp2

2.08

Version 2.01 - Correct functionality of first Form C-30 field. Version 2.02 - Add Form Form BWC-1113/C-9; change date fields to input; correct minor type on C-86; fix field mismatch on FROI. Version 2.03 - Change set word processor preference; fix send single form to word processor function. Version 2.04 & 05 - Make most fields overrideable; correct minor typographical error; add <CTRL><T> to place "today's" date in date fields; speed calc routines. Version 2.06 - Correct extension on imported WCM files. Version 2.07 - Add new forms and revise: BWC 1205, 1208, 1372 (C-240), 1372 (C-241a), 1373. Version 2.08 - Correct "generaged" v. "generated" typo on Form 1214; Main Window scroll to top on start up; trap for no input fields on a page; update Installshield Wizard.for Vista/7.
 
Revised Ohio Child Support Guidelines

WROCSG6

6.41

Version 6.01 - 1st set of court-suggested revisions. Version 6.02 & 6.03 - Modify calculation of CMS to use "combined" income; correct typo in worksheet; fix tx of info to statutory worksheet. Version 6.04 - Correct typo line 26, statutory sole printout; allow line 28 Col II calc when mother obligor; remove CMS from abbreviated breakdown; remove parenthetical, line 21 split worksheet; modify line 20b in accordance with ODJFS memo. Version 6.05 - Remove Name field activation; strike line 31 parenthetical; align line 31 fields to right. Version 6.06 - Change Copy/Get menu labels; implement Get/Copy. Version 6.07 - Color correction of page 6 of sole/shared worksheet; fix abbreviated short form breakdown. Version 6.08 & 6.09 - Redesign Sole/Shared Line 27 annotation (gray box) and help topic; make lines 20b and 27 overrideable; add testing for incorrect Split worksheet deviation entries (line 25); adjust split worksheet page 7 colors. Version 6.10 & 6.11- Revising calculation of line 20b consistent with ODJFS letter. Version 6.12 & 6.13 - Allow data entry on statutory and short forms; short split rtf typo; choose obligor menu item added; add more worksheet checks. Version 6.14 - modified conversion routines for statutory & abbreviated worksheet; add ability to print Main Window instructions; correct typo in error notice. Version 6.15 - Add basic support table to Help menu; make Print Select dialog smart to active worksheet; fix line 24 shared parenting; change Ohio child care credit calc. Version 6.16 - Continue data enabling of abbreviated & statutory worksheets; add help topics; allow qualifying expenses to child care computation; handle excess deviations; update Ohio income tax tables; return to last open worksheet feature; add file name to all rtfs; modify Default.WR6. Version 6.17 - Change text of child care annotation, fix line 20b for 6 or more children; reformat deviation text; correct misc typos in worksheets. Version 6.18 - Adjust federal tax exemption to 3650 for 2009; unify sole/shared line 23b/26b to one entry; unify split parental line 22b-22e/24b-24e to one entry; modify "Send This Worksheet" command to include all pages of selected forms that are multi-page forms; putting Version number on printouts; parsing the name "Andrew" (has the word "and" in it); modify wording re: including Ohio child care credit; move split line 26 to page 7; minor rtf formatting changes; CGI>$150,000; change interface & help topics. Version 6.19 - Correct action of new Ohio child care credit checkbox; eliminate nuisance error on closing support scheduler. Version 6.20 - Modify line 17 interpolation routine. Version 6.21 - Update Health & Human Services Poverty Guidelines for 2009. Version 6.22 - **New Support Scheduler; remove Borland Database Engine dependency. Version 6.23 - Make line 8 overrideable from worksheet (sole & split); implement save field without tabbing on exit; modify/clarify filing status abbreviations for child care credit; update cgi>$150T help topic & form checkbox; enable ability to open files by double-clicking file in Explorer; add gray highlight to line 19 non-statutory text; remove harmless error message re: split parental dad's child care exps and re-saving pre-6.22s files; add separate processing charge field (sole & split). Version 6.24 - Vista compatibility changes. Version 6.25 - Adjustment for mouse accuracy. Version 6.26 - Adjust logic of calculation when using the "with adjustments" checkbox on line 27b. Version 6.27 - Move file location of Check Worksheet function for improved Vista compatibility. Version 6.28 - Vista modification for >$150,000 check worksheet function. Version 6.29 - Main Window scroll to top on start up; trap for users mis-selecting then correcting shared obligor; correct transcription error in qualifying expenses when moving back & forth between abbreviated worksheet and annotated. Version 6.30 - Trap for no input fields on a page; update for release of 2010 state & fed income tax info. Version 6.31 - Update calculation of Ohio Child Care Credit; move Shared/Obligor field from page 4 to page 1 of worksheet; change tabbing order of various screens; add increased precision to mouse-click routine; reformat certain RTF files; update copyright on all RTF files; change Default.WR6 version id. Version 6.32, 6.33 & 6.34 - Fix incorrect comment regarding shared obligor when using Check Worksheet button; fix sole/shared selection boxes; carry tx of shared obligor to page 6 check box; modify open file routine to automatically convert shared obligor selection information. Version 6.35 - Special trap for 50/50 split custody arrangments with deviations; change registry key to HKEY_CURRENT_USER for better Win7 compatibility. Version 6.36 - Auto updating; update for 2011 IRS Personal/Dependency Exemption & other miscellaneous 2011 income tax data; update 2011 HHS Poverty Guideline amount; correct parsing error of surnames beginning with "And"; correct error in 6.35 move of registry settings from HKEY_LOCAL_MACHINE to HKEY_CURRENT_USER; adjust input box length for better rendering at all resolutions. Version 6.37 - Update ODJFS 2011 Cash Medical Support table. Version 6.38 - Fix help file link to ODJFS table; enable better startup of unconnected computers; add 150% of Poverty Level fields to Sole and Split annotated worksheets. Version 6.39 - Remove $5,000 amount that appears on line 1a (mother) in default file; trap for tree view sizes of zero. Version 6.40 - Update 2012 federal dependency exemption amount to $2,800. Version 6.41 - Update 2012 federal poverty level.
 
Uniform Domestic Relations Forms

UDRF

1.04

Version 1.01 - Fix gender checkbox on Affidavit 3, Child "c". Version 1.02 - Stop printing empty child pages on Affidavit 3 - Parenting Proceeding Affidavit. Version 1.03 - Fix extra child #3 caption fields on Affidavit 3 - Parenting Affidavit 2; move registry entries to HKEY_CURRENT_USER. Version 1.04 - Update About dialog; correct Main Window help topic; allow 2 periods in dollar fields; implement automatic updates.
 
U.S. Income Tax for Estates and Trusts - Form 1041

W1041_11

15.08

Version 15.01 - Auto upgrade test. Version 15.02 - Fix Import 2010 function; update Option menu items. Version 15.03 - Not final yet; reformat all rtf screen templates for better compatibility with all monitors. Version 15.04 - Additional formatting for rtf files; add margins for printed forms. Version 15.05 - Modify date entry handling; checkbox entry re-formatting; reformat all rtf templates; update Form 1041-ES; update Form 1041-QFT. Version 15.06 - Year reference fixes to Form 1041, page 1, lines 24 & 29; update Download Upgrade dialog; Schedule D worksheet updates; IRS "final" version. Version 15.07 - Change date fields to unrestricted input on Sched D. Version 15.08 - Attach error trapping to dollar fields.
 
U.S. Estate Tax - Form 706

W706_11

13.05

For Dates of Death in 2010. Version 13.01 - Successful verification of auto upgrade function. Version 13.02 - IRS publication of final version forms. Version 13.03 - Corrections to Sched E2, Sched M, Line 7 worksheet; more. Version 13.04 - Addition of IRS Form 706 pdf file; correction of dates on Form 706 caption. Version 13.05 - Update and reformat Form 706, page 1.
 
U.S. Estate Tax - Form 706

W706_11b

14.02

For Dates of Death in 2011. Version 14.01 - Successful verification of auto upgrade function. Version 14.02 - IRS publication of final version forms (note that the instructions and worksheets have not yet been finalized by the IRS).
 
U.S. GST Tax - Form 706-GS

W706-GS_10

13.00

Version 13.00 - New release for trust distributions and terminations made in 2010.
 
U.S. Gift Tax - Form 709

W709_11

15.03

Version 15.01 - Auto upgrade test version. Version 15.02 - Modification to auto upgrade feature. Version 15.03 - Final version of IRS forms published.
 
Wrongful Death & Minor's Claims

WMinor4

4.08

Version 4.00 - Initial release. Version 4.01 - Add Done dialog to fast find feature. Version 4.02 - Minor change to Accounting Worksheet to check for deleting blanks; correct minor typo in Main Window; change install to better compute default worksheet column widths; improve mouse accuracy; improve shrink to text function. Version 4.03 - Fix persistency of WM4 file location (Options menu); repair context-sensitive help links. Version 4.04 - Minor change to Kin Worksheet (delete blank routine); allow saves on Asset Worksheet table. Version 4.05 - Update operation of database worksheets. Version 4.06 - Main Window scroll to top on start up; trap for illegal RTF characters in all worksheet memo boxes; trap for no input fields on a page; trap for deleting the last record in a table; add 9/1/11 form changes & CPID form; expand program for additional pages & dual open function; no automatic sorting of worksheets; reformating name lists (justification & font size) on certain forms; eliminate default appearance of 1899 as year zero. Version 4.07 - Add missing RTF & DAT files to install process (affected ability to print worksheets). Version 4.08 - Add Next Page button to Form 14.3; fix printing page 2 of Form 14.3.


Upgrades - Free vs. Pay

The above list includes all of our current programs and contains the full product name, abbreviated name, current version and miscellaneous notes. The information contained in this list is subject to change without notice.

Minor upgrades are reflected in changes in the version number to the right of the decimal. Major upgrades usually, but not always, involve a change to the left of the decimal in the version number. Unless otherwise noted, minor upgrades are free until the release of a subsequent major upgrade. For example, upgrading from Version 5.10 to Version 5.30 of Basic Ohio Probate Forms is free. However, upgrading from Version 4.5 to Version 5 would not be free.




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