User's Manual - Drake Software

Drake Software User’s Manual
E-filing a Return
Testing Transmission
Once you have an EFIN, Drake strongly recommends that you run an initial transmission
test to become familiar with the e-filing process and ensure that your system is
working properly. Open a test return and calculate it before testing transmission.
NOTE
Your account number must be entered in ERO Setup in order to transmit
returns. See “ERO Setup” on page 13.
To test system transmission:
Shortcut: CTRL+S
1. From the Home window, select EF > Select Returns for EF.
2. From the EF Return Selector, select the test returns to transmit.
CAUTION
Select only the returns in the 400-00 or 500-00 series provided in the
software. All other returns are processed as actual (“live”) tax returns
and can result in a charge of filing fraudulent returns.
Shortcut: CTRL+T
3. Click Continue. The Report Viewer displays the selected returns.
4. Click Exit to close the Report Viewer.
5. From the Home window, select EF > Transmit/Receive.
6. Click Send/Receive in the Transmit/Receive dialog box that is opened.
NEW FOR
2012
A green progress bar appears, assuring you that the transmission is
proceeding normally during the transmittal of large files.
7. When the process is complete, return to the Home window and select
EF > Process Acks to view acknowledgments.
An IRS acknowledgment of “T” indicates a successful test transmission.
NOTE
TIP
Transmission unsuccessful? Go to Setup > ERO and add or correct
your ERO information as needed and re-transmit. If transmission is still
unsuccessful, make sure your Internet connection is working properly.
You can save time—and mouse clicks—by combining the previous
seven steps into one. From the Home window, go to Setup > Options,
EF tab. In the Session Options section, select Combine EF Steps
(Select, Transmit, Post Acks). You can still view the reports by going
to Reports > Reports Viewer from the Home window.
E-filing a Return
The e-filing process can be said to consist of up to five main steps, starting with return
calculation and ending with the processing of bank products.
Tax Year 2012 229