User's Manual - Drake Software

Drake Software User’s Manual
Online EF Database
Leaving the EF Database
4. (optional) Click Print to print the code explanation.
To search for a state reject code for an individual return, select 1040, and then select
the state from the Category drop list before entering the reject code.
To view bank product status, select Bank Codes (wording varies by bank). Explanations
are displayed in the lower box.
To view Bank Decline Reasons, select that option, and then choose a bank from the
drop list. Explanations are displayed in the lower box. (Not all bank have codes
listed.)
Take one of the following actions to close the EF database or access another application
from within it.
• To close the EF database and return to the Drake Home window, click Exit.
• To open the Online EF Database (an Internet connection is required), click F10 -
Online DB (or press F10). The EF database in Drake remains open.
• To close the EF database and access data entry for a selected return, click F5 -
Data Entry (or press F5).
IMPORTANT
Peer-to-peer networks only: For non-transmitting workstations to
view the EF database, you must select the drive letter of the
transmitting machine from the Select a network drive for Drake
2012 drop list on the Setup > Directories and Paths window.
See “Directories and Paths Setup” on page 18.
Online EF Database
The online EF database displays real-time data on e-filed returns. You can run reports
on returns bank products, and checks; search for e-filing information for a single SSN
or EIN; access the Multi-Office Manager (MOM); view CSM data for one or multiple
offices; and check the status of each IRS Service Center.
To access your online EF database from within the software:
1. From the Home window, click Support. (If you are already in the EF database,
click F10 - Online DB.)
2. Enter your EFIN and password and click Log In.
3. Go to My Account > EF Database.
By default, the database displays information for the current tax year. To view another
tax year, select the year from the Tax Year drop list under the blue sidebar menu on
the left side of the page.
Tax Year 2012 241