User's Manual - Drake Software

e-Filing Preparation
Drake Software User’s Manual
Once you are in the Report Viewer, you can print or export the report output.
NOTE
The New Client List report does not pull data from other areas of
Drake; it pulls data only from the Scheduler itself. To designate a client
as a new client, select New from the Client Type drop list (in the middle
of the Appointment Detail dialog box).
e-Filing Preparation
For details regarding preseason tasks for e-filing, see Chapter 8, “e-File.”
96 Tax Year 2012