User's Manual >>> - Drake Software Support

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Installation 2011 Client Write-Up Installation Stand-Alone Installation Installation procedures for Client Write-Up are virtually identical to those used for Drake Tax Software. Install to a stand-alone PC or a network. To install Client Write-Up for single computer use, complete the following: 1. Close all programs. 2. Insert the Drake Software CD into the CD drive. Use the latest release of the program. 3. Autorun displays a screen with installation selections. If the screen does not open automatically, from the Start menu, click Start > Run. In the Open field, type d:\setupcwu.exe (substitute the correct drive letter of your CD drive if not 'd') and click OK. The installation must be done to the root drive (for example C:). 4. Choose to install Client Write-Up. 5. When the Client Write-Up installation program begins, click Continue. 6. Follow the instructions to complete installation. Install Client Write-Up directly to the C: drive (root drive). A Client Write-Up icon appears on your desktop once the installation is complete. IMPORTANT The Backup path and Data path are Drake-recommended settings. Please do not change these without first consulting Drake Support. Network Installation NOTE Drake supports the software on networks that are properly configured. Drake cannot provide technical support for the network itself. Please consult an IT professional for network setup and support. To install Client Write-Up for network use, complete the following: 1. Close all programs. 2. Install Client Write-Up to the C: drive of the server. The installation to the server follows the same basic steps as the stand alone installation. The program can be installed either directly on the server, or to the server from a workstation. Be sure to select the correct server drive. 3. Insert the Drake Software CD into the CD drive. Use the latest release of the program. NOTE If you are installing to a network, click Print from the opening installation dialog box to print these instructions. 4. Autorun displays a screen with installation selections. If the screen doesn’t open automatically, from the Start menu click Start > Run. In the Open field, type 6
2011 Client Write-Up Installation d:\setupcwu.exe (substitute the correct drive letter of your CD drive if not ‘d’) and click OK. The installation must be performed to the root drive (C:). 5. Choose to install Client Write-Up. 6. When the Client Write-Up installation program begins, click Continue. 7. Follow the instructions to complete installation. Install Client Write-Up directly to the C: drive (root drive). A Client Write-Up icon appears on your desktop once the installation is complete. WARNING Map the workstations to the C: drive of the server where Client Write-Up was installed. Use the same network drive letter for each workstation. Please consult an IT professional to help map these drives. Next, from each workstation, run NWClient. 1. Go to Start > Run. 2. In the Open field, type f:\ (substitute your network drive letter for ‘f’) and press Enter. 3. Double-click the CWU2011 folder. 4. Double-click NWClient. 5. Click OK on the Shortcut Installed Successfully window. The Client Write-Up icon is placed on the desktop. This icon opens CWU from the server. 6. Repeat all five steps above on each computer workstation that will be running CWU. 7. Verify that a Drake CWU shortcut exists on the desktop of each workstation. The caption should say Drake 2011 CWU — 'f' Drive where 'f' is the drive letter mapped in step 2 above. After installation, the client data path and the backup data path defaults are to the following locations on both the server and workstations: Data Path:\CWU2011\clients\ Backup Path:\CWU2011\clients\backups\ WARNING Please do not change these paths. If you change the Backup or Data path, it changes for all computers and could prevent opening a client file. You can verify these paths by opening Client Write-Up and going to Firm > Firm Info./Global Settings. If you have any questions about setting up CWU on a network, please call our support staff at (828) 349-5547. 7
Page 1: User’s Manual >>> Client Write-Up
Page 4 and 5: 2011 Client Write-Up
Page 6 and 7: Table of Contents 2011 Client Write
Page 8 and 9: Table of Contents 2011 Client Write
Page 10 and 11: Features 2011 Client Write-Up • A
Page 12 and 13: Support 2011 Client Write-Up • Im
Page 16 and 17: Activate Client Write-Up 2011 Clien
Page 18 and 19: CWU Manual and Help Updates 2011 Cl
Page 20 and 21: Navigation 2011 Client Write-Up •
Page 22 and 23: Navigation 2011 Client Write-Up 14
Page 24 and 25: Firm Info/Global Settings 2011 Clie
Page 26 and 27: Security Set Up 2011 Client Write-U
Page 28 and 29: Direct Deposit 2011 Client Write-Up
Page 30 and 31: Direct Deposit 2011 Client Write-Up
Page 32 and 33: MICR Check Set Up 2011 Client Write
Page 38 and 39: Forms Alignment 2011 Client Write-U
Page 40 and 41: Setting Up a New Client 2011 Client
Page 48 and 49: PIN Applications for Electronic Fil
Page 54 and 55: Chart of Accounts (COA) Setup 2011
Page 56 and 57: MICR Bank Accounts 2011 Client Writ
Page 58 and 59: Check Setup 2011 Client Write-Up Cl
Page 60 and 61: Check Setup 2011 Client Write-Up 2.
Page 62 and 63: Reporting Options 2011 Client Write
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Reporting Options 2011 Client Write
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Reporting Options 2011 Client Write
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Setting Up Employee Payroll 2011 Cl
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Employee Setup 2011 Client Write-Up
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Change Employee Codes 2011 Client W
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Live Employee Payroll 2011 Client W
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ATF Employee Payroll 2011 Client Wr
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Printing Employee Pay Checks 2011 C
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Reprinting Employee Pay Checks 2011
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Check Alignment 2011 Client Write-U
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Transmitting Employee Direct Deposi
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Calculating 94X Series Tax Deposits
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Producing 94X Series Tax Returns 20
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Producing 94X Series Tax Returns 20
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W-2 Processing 2011 Client Write-Up
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W-2 Processing 2011 Client Write-Up
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Portals - Processing Employee Payro
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Portals - Processing Employee Payro
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Setting Up Contractor Payroll 2011
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Contractor Setup 2011 Client Write-
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Contractor Setup 2011 Client Write-
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Change Contractor Codes 2011 Client
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Live Contractor Payroll 2011 Client
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ATF Contractor Payroll 2011 Client
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ATF Contractor Payroll 2011 Client
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Printing Contractor Pay Checks 2011
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Reprinting Contractor Pay Checks 20
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Check Alignment 2011 Client Write-U
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Transmitting Contractor Direct Depo
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1099/1096/1098 Processing 2011 Clie
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Portals - Processing Contractor Pay
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Portals - Processing Contractor Pay
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Adding Accounts to a Chart of Accou
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Entering Journal Transactions 2011
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Entering Journal Transactions 2011
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Journal Options 2011 Client Write-U
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Bank Reconciliation 2011 Client Wri
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Posting Transactions 2011 Client Wr
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Special Considerations for Fiscal Y
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Special Considerations for Fiscal Y
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W-2 On the Fly 2011 Client Write-Up
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W-2 On the Fly 2011 Client Write-Up
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1099s and 1098s On the Fly 2011 Cli
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94X Series Tax Returns On the Fly 2
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Forms 941, 940, 944, & 941SS 2011 C
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Uploading W-2s and W-3s 2011 Client
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Uploading W-2s and W-3s 2011 Client
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Uploading 1099s, 1096s, and 1098s 2
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Filing a 1099 Extension 2011 Client
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Filing a 1099 Extension 2011 Client
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Vendor Bookkeeping Setup 2011 Clien
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Entering Invoices 2011 Client Write
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Entering Invoices 2011 Client Write
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Searching for Invoices 2011 Client
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Editing Invoices 2011 Client Write-
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Scheduling Live Payments 2011 Clien
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Recording ATF Payments 2011 Client
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Printing Vendor Checks 2011 Client
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Reprinting Vendor Checks 2011 Clien
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Editing ATF Payments 2011 Client Wr
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Check Writer 2011 Client Write-Up D
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Check Writer 2011 Client Write-Up I
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Check Writer 2011 Client Write-Up 7
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Check Writer 2011 Client Write-Up 4
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Viewing 1099 Information 2011 Clien
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Payables Check Alignment 2011 Clien
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Entering Receivables Options 2011 C
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Entering Sales Tax Records 2011 Cli
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GL Account Setup for Receivables 20
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Customer Setup 2011 Client Write-Up
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Entering New Invoices 2011 Client W
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Printing an Invoice 2011 Client Wri
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Entering Service Charges and Penalt
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Applying Receivables Payments 2011
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Applying Receivables Payments 2011
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Posting Receivables Transactions Ma
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Report Options 2011 Client Write-Up
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Report Types 2011 Client Write-Up R
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Report Details 2011 Client Write-Up
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Update Prior Year Clients 2011 Clie
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File Maintenance 2011 Client Write-
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File Maintenance 2011 Client Write-
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Rebuild Client List 2011 Client Wri
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Where to File Tax Returns 2011 Clie
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Spreadsheet Imports 2011 Client Wri
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Exporting from CWU 2011 Client Writ
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Additional Tools 2011 Client Write-
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PIN Applications for e-Filing 94X R
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Process 1099s, 1096s, and 1098s on
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Appendix B - W-2/W-3 PIN Applicatio
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Appendix C - IRS “FIRE” Website
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Appendix C - IRS “FIRE” Website
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Appendix E - Client Write-Up Menus
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Appendix E - Client Write-Up Menus
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Appendix F - InterceptEFT Holidays
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Appendix G - Portals 2011 Client Wr
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Appendix H - Home Screen Shortcuts
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Appendix H - Home Screen Shortcuts
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Appendix J - Preparing to e-file W-
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Appendix L - E-Filing Quick Referen
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2011 Client Write-Up Benefits — E
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2011 Client Write-Up Form 941C —
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2011 Client Write-Up Retained Earni
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Index 2011 Client Write-Up Bank Rec
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Index 2011 Client Write-Up Payroll
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Index 2011 Client Write-Up Process
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Index 2011 Client Write-Up xx
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