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Using the Microsoft Money Tax Estimator

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Before Starting Tax Estimator

If you have not set up categories in the Microsoft Money Tax Line Manager, run and print out a Microsoft Money Category Report to use as a reference when entering the information Microsoft Money Tax Estimator asks for. Be sure to customize the report to show six months or more of transactions.

If you have set up categories in the Tax Line Manager before running the Microsoft Money Tax Estimator, you probably will not need to enter any information but will need to review the information that Microsoft Money shows in each step ensure accuracy.

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