User's Manual - Drake Software

Drake Software User’s Manual
Viewing and Printing a Return
5. (optional) To have the program open Adobe once the PDF document is created,
click Settings and mark Launch Adobe after creating a ‘Drake PDF.’
6. Select any other options, as desired, from the Print Selection dialog box.
NOTES
Among the options in the Print dialog box is the DDM/Portal Options
for sending a PDF copy of the printed forms to the SecureFilePro TM portal.
For more, see Chapter 13, “Suite Products.”
If you are using a PDF printer besides the Drake PDF Printer, you also
will have the option storing the PDF document in the Document Manager.
7. Click Print to open the Save As dialog box.
8. If necessary, assign a filename and select a location for the document (the default
location is the current-year folder in the Document Manager).
9. Click Save.
If you password-protected the PDF document, the password will be required for anyone,
inside or outside of Drake, who tries to open the file.
Printing
Printer Sets
Default printer sets are established in Printer Setup (see “Printing Sets” on page 51)
but you can override the defaults from Enhanced mode.
To print specific sets of a return from Enhanced mode:
1. Select the Sets tab. All sets in the return are shown in the tree view (Figure 6-9).
Figure 6-9: Example of a return that has five printer sets
2. Select the sets to print.
3. Click Print to open the Print Sets dialog box. (If you click the arrow next to the
Print icon, select Print Selected Forms.)
4. (optional) Select any printing options shown in the Print Sets dialog box.
5. To change the number of forms to be printed, click Sets Setup to open the Copies
Per Set dialog box. (A change here changes the number globally (for all returns).
For more information see “Printing Sets” on page 51.) Click Save.
6. Click Print again. All of the selected items are printed.
Quick-
Printing a
Single Form
Enhanced mode allows you to print the document currently in view. Printing a single
form in this manner is referred to as quick printing.
To quick-print a single form from Enhanced mode:
1. Click a form or document name to display it in the viewer pane. In the example in
Figure 6-10 on page 202, the 1040 form is selected for viewing.
Tax Year 2012 201