User's Manual - Drake Software

Drake Software User’s Manual
State Returns
The program saves the MFS data shown in the reports only if you save the split
returns. If you are not planning to save the MFS versions of the returns but want to
show the reports to your client later, print the reports now for your client’s records.
If the MFS versions are saved, both the completed MFS_COMP and OH_COMP
reports can be viewed after calculating the return. If they are not saved, only the
“Joint” column will be completed on these reports.
NOTE
Billing for this report is done through Setup > Pricing (use item 350).
For more on setting up pricing in Drake, see “Pricing Setup” on
page 37. To suppress the charge for an individual return, use the BILL
screen. (See “Overriding the Bill Amount” on page 56.)
Screen
Captures
Screen captures can be taken in data entry and sent to the clipboard, a printer, or a file.
To capture a data entry screen:
1. Right-click any open screen (not within a field or text box).
2. Select Screen Shot. The program offers three choices for screen captures:
• To File — Save the screen as a bitmap (.bmp) file to a location you select.
• To Printer — Open the Print dialog box and print an image of the screen.
• To Clipboard — Copy an image of the screen to your clipboard in order to
paste it into another program, such as Microsoft Outlook.
3. Save, print, or copy the image as directed, according to your selection.
Calculator
Macros
A calculator feature is available in every numeric field in data entry. To access it, press
F10 from within a field. Once results are calculated, press F1 to insert those results
into the field. When the calculator is active, the NUM-LOCK status is activated.
NUM-LOCK is disabled when the calculator is closed.
Macros are shortcuts that allow you to enter frequently used data entry items with
minimal keystrokes. This feature is described in detail in the “Macros Setup” on
page 38.
Heads-Down Data Entry
State Returns
Heads-down data entry provides an efficient method of data entry when working from
a proforma interview sheet. Information on this method is provided in the “Headsdown
Data Entry” section of Chapter 4, “Preseason Preparation.”
When a return is prepared, Drake automatically generates state returns based on data
entered for the federal return. Calculation is based on the state entered on screen 1 for
Tax Year 2012 75