User's Manual - Drake Software

Online EF Database
Drake Software User’s Manual
Below the tax year drop list is the SSN/Last Name Search field. To find information
on a specific return, enter the SSN or last name in this field and click the blue arrow.
TIP
Any available checks and outstanding acknowledgments appear on the
opening window of the online EF database every time you open it.
Most of the options in the blue sidebar menu of the online EF database screen are for
viewing and running reports. You can also access these options by scrolling down the
screen and clicking the blue headings. Reports available are listed in Table 8-4.
Table 8-4: Reports Options Available from Online EF Database
Category
Returns
Bank Products
Checks
Fees
Summary
Description
Filtered by: type, status, date, with and without bank products, EFIN
Filtered by: type, status, date, EFIN
Filtered by: Disbursement, status, date, EFIN
Filtered by: status, date, EFIN, preparer (and as summary)
Filtered by type (EF, preparer, Zip code, returns, returns by Ack date)
and by date
Tools 94x reports (for Client Write-Up users; see “94x Reports” on page 244);
manage suppressed returns; download ABCvoice Files, generate client
contact information lists
Options
MOM (Multi-
Office Manager)
Configure report security, manage check suppression, manage saved
reports
Multiple office reports; see “Multi-Office Manager (MOM)” on page 245.
To select a report category, click one of the report categories from the blue sidebar
menu (item #1 in Figure 8-10 on page 243) or scroll down the Overview page and
click a blue heading (item #2 in Figure 8-10 on page 243):
242 Tax Year 2012