User's Manual - Drake Software

Drake Software User’s Manual
Viewing and Printing a Return
Figure 6-7: If the EF tab is selected, only
the EF–specific documents are shown in tree view.
Category tabs and descriptions are provided in Table 6-2.
Table 6-2: Category Tabs and Descriptions
Tab
All Forms
Items Shown in Tree View
Every form generated during production of the return
Sets Forms as distributed into the printer sets selected in Setup > Printing >
Printer Setup
EF
Federal
Worksheets
Miscellaneous
Notes/Messages
State
Gift tax
All forms for e-filing, in addition to any EF messages
All forms for filing the federal tax return
All worksheets produced with the return
Such items as W-2 forms, letters, overflow statements, depreciation
lists, bill summary, direct deposit summary, notes, etc.
Notes and EF messages only
All forms for filing the state tax return
Form 709 documents, if applicable
Tree View
Directory
Viewing
Panel
A tree view directory of all forms, worksheets, and other documents in a return allows
you to view, at a glance, the components of a return. Expand or collapse the tree as
necessary for your viewing needs.
The viewing panel (item #5 in Figure 6-5 on page 197) provides a preview of a
selected document within the return. To preview a document, click the document
name in the tree view.
Printing a Return
You can print selected forms, selected sets of forms, or individual forms in a return.
The instructions in this section refer to Enhanced mode. If you are using Basic mode,
see the F1-Help resource in the program for printing instructions.
TIP
As explained in the procedure that follows, you can opt to open Adobe
when the PDF is created. This option prevents your having to go to the
Document Manager to locate the new PDF for viewing.
Tax Year 2012 199