User's Manual >>> - Drake Software Support

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PIN Applications for Electronic Filing 2011 Client Write-Up To complete the 94X PIN application, complete these steps: 1. Go to Setup > Client Information > EF Setup. Complete the fields on the right side of the screen. Figure 3-7: 94X PIN Application • Name Control for E-File — This must match the name issued to the client by the IRS or the application will be rejected. This name appears on all the client’s mailing labels from the IRS. If you are unsure what to put in the Name Control for E-File field, call the IRS EIN verification line at (800) 829-4933. • Transmitter EFIN — This defaults to the firm’s EFIN. • Signature Name — This is the name of the “signer” of the tax return. • Application Date — Enter the date of the application for the PIN. 2. Select the Business Taxpayer option button. 3. Click Save. The Create PIN File button is activated. 4. Click Create PIN File. Next, transmit the PIN application to Drake: 1. Go to E-Filing > 94X E-Filing > Select/Transmit PIN Applications. 40
2011 Client Write-Up PIN Applications for Electronic Filing Figure 3-8: Transmit PIN Application 2. Select the appropriate quarter from the Select Quarter drop list. 3. Click the box in the Client Code column of the application you wish to transmit. 4. Click Transmit. An acknowledgement (ACK) is received from Drake. To view ACKs: 1. Go to E-Filing > 94X E-Filing > View Results. 2. Select the PIN box at the top of the window. 3. Select the Drake Status check box. 4. Choose the applications to review from the Status section. Select All, Accepted, or Rejected. 5. Click View Status. The Drake statuses are displayed. If an application is listed as Rejected, double-click on the line and view the rejection information. Correct any errors and retransmit the PIN application. Once the application is accepted, the business taxpayer will receive a 10-digit PIN in the mail from the IRS within 10 days. Use this PIN when transmitting the 94X. To complete electronic filing setup: 1. Go to Setup > Client Information > EF Setup. 41
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 14 and 15: Installation 2011 Client Write-Up I
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 50 and 51: PIN Applications for Electronic Fil
Page 52 and 53: 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
Page 68 and 69: Setting Up Employee Payroll 2011 Cl
Page 80 and 81: Employee Setup 2011 Client Write-Up
Page 94 and 95: Change Employee Codes 2011 Client W
Page 96 and 97: Live Employee Payroll 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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