QUICK REFERENCE GUIDE - Drake Software Support

data entry hot keys
Right-click the gray area in data entry to access a list of commonly used functions and hot keys.
Desired Action
print mode hot keys
Hot Keys
For field help during data entry F1, or Shift + ?
or to verify a Social Security Number
Insert today’s date in any date field
Calculate a return
View a return
Print a return
Return to data entry from view or print mode
Split MFJ return to MFS return
Open a Detailed Worksheet; Access Form 4562
from the Depreciation field
View preparer notes
Enter the Preparer note pad (PAD screen)
Increase Declaration Control Number (DCN)
Toggle heads-down and standard data entry
Delete a data entry screen
Carry data to an amended screen
Reset the screen
Exit screen without saving changes
Alt + D
Ctrl + C
Ctrl + V
Ctrl + P
Ctrl + E
Ctrl + S
Double-Click, Ctrl + W, or
Right-Click > Add Worksheet
Ctrl + R
Ctrl + Shift + N
Ctrl + M
Ctrl + N
Ctrl + D
Ctrl + X
Ctrl + U
Shift + Esc
Open Help Ctrl + ?
Flag a field for review
Clear a flagged field
Clear all flagged fields on the screen
Open the Drake Document Manager
Open the Tax Planner
Open the Set Client Status menu
Go to EF database
Activate the calculator
E-mail a client data file
Exit data entry
Desired Action
Toggle in and out of classic mode
Edit properties of the selected form
Select all forms to print
Deselect all forms to print
Select federal forms to print
Select state forms to print
Select miscellaneous forms to print
Print the selected form(s)
F2
F4
Ctrl + Shift + Spacebar
F6
F7
F8
F9
F10
F11
Esc
Hot Keys
Ctrl + C
F9
F2
F3
F5
F6
F7
Enter
client status manager (csm) hot keys
Desired Action
Open the CSM from the Home window
Open the selected client in the CSM
Search for a client record
Customize the display
Refresh the display
Filter the client list
View information for the currently selected return
Generate reports
Export to Excel
Help
Exit CSM
frequently used codes
Field Code Application
TS or T Assigns data to the primary taxpayer. The program defaults to T if the field is left blank.
TSJ
F
search ef database
Key Function
Instructions
F1 General information View basic EF information about the taxpayer: taxpayer information, federal
and state acknowledgement codes, acknowledgement dates, transaction date,
filing status, refund amount, or balance due.
F2 Bank information Access detailed loan information, direct deposit information, Declaration
Control Number, etc.
F3
F4
F5
F10
S
J
Fees/miscellaneous
information
Reject code lookup
Return to data entry
Online Database
Assigns data to the spouse.
Assigns data to both the taxpayer and spouse.
0 (zero) To exclude data from the federal return, enter 0 (zero).
ST State For a state return, enter the appropriate two-letter state code (postal service abbreviation).
Code If the field is left blank, the program defaults to the resident state.
0 (zero) To exclude data from any state return, enter 0 (zero).
PY
For multi-state returns, use PY as the resident state code on screen 1. Do not use PY on
any other screen.
C City For city returns, enter the appropriate city code to indicate the source of income.
Code
Multiple 1-99
Hot Keys
Ctrl + L
Ctrl + O
Ctrl + F
Ctrl + D
For Form 4562 (depreciation), indicate the appropriate schedule for the depreciated item in the
For field. Indicate where the information should be carried when there are multiple schedules.
F5
Ctrl + L
Ctrl + Q
Ctrl + R
Ctrl + E
Access miscellaneous information, including Earned Income Credit and AGI,
MISC field data, firm and preparer numbers, and tentative fee distribution
details.
Access the reject code lookup feature, which allows you to search for federal
and state reject code descriptions, loan status codes, and bank decline reasons.
Opens return data entry for the client.
F1
Esc
View your online database from data entry or from your EF Database.