User's Manual - Drake Software

Organizers and Proformas
Drake Software User’s Manual
2. Enter the proforma code numbers, one in each text box. The Figure 4-6 example
shows that a “2” and a “6” would be entered to access the W2 screen.
Figure 4-6: Example: Type 2 and 6 to access the W2 screen.
3. Press ENTER. The applicable screen is displayed for data entry.
Heads-down
Data Entry
Combine the proforma codes and heads-down mode to move efficiently to the proper
areas of a screen for data entry.
To work in heads-down mode:
1. Open a screen in data entry.
2. Press CTRL+N. Numbers appear beside each field, as shown in Figure 4-7.
Figure 4-7: Numbered fields in heads-down mode
3. In the Heads Down Mode box at the top of the screen, enter a field number in the
first text box and press ENTER.
4. Enter data for the field in the second text box and press ENTER. The data is placed
in the proper field and the system returns you to the first text box.
5. Repeat for all other fields, pressing ENTER after the data for each field is entered.
To return to the Data Entry Menu, press ESC.
TIP
Use CTRL+N to toggle between heads-down and data-entry modes.
Printing Organizers and Proformas for Clients
To print organizers or proformas for selected clients:
1. From the Home window, click Last Year Data and select either Organizers or
Proformas.
2. Do one of the following tasks:
• Enter the client’s SSN or EIN and press Add Client. Repeat for additional clients,
and then click Next and wait for the program to scan the client files.
82 Tax Year 2012