User's Manual - Drake Software

Online EF Database
Drake Software User’s Manual
Using the Database for Multiple EFINs
If your company has multiple EFINs, you can provide different levels of access to the
online EF database for different EFINs.
NOTE
Hierarchies are built and maintained through the Enterprise Office Manager
(EOM). Access the EOM through the Drake Support webpage
(Support.DrakeSoftware.com) by selecting My Account > Bank Application
from the toolbar. An EOM manual and video tutorial are available;
on the opening window of the EOM website, click Help.
Setting Security Levels
Security settings allow you to password-protect reports in the online EF database. To
define security settings:
1. Log in to the online EF database. (See “Online EF Database” on page 241.)
2. Click Options.
3. Click Configure Report Security.
4. Enter an e-mail address and password and click Add/Update Security Password.
• From the Tab Security section, click False or True for a whole report category.
(False leaves the report unprotected; True requires the password for
access.)
• From the Report Security section, click False or True as desired for a specific
saved report.
To exit the report security screen, choose another report option from the blue sidebar
menu.
Tools
94x Reports
Four functions are available from the Tools option: Run 94x Report; Manage Suppressed
Returns; Download ABC Voice; and Generate Contact List.
If you use Drake’s Client Write Up to e-file 940, 941, and 944 reports and returns, the
online EF database allows you to run reports on those clients. To run a report:
1. From the online EF database sidebar menu, click Tools > 94x Report.
2. Choose the Return Type and Date Range.
3. Select a Status. The available statuses are:
• A — Include only returns with “A” (accepted) acks
• P — Include only returns with “P” (pending) acks
• R — Include only returns with “R” (rejected) acks
• S — This status not active for these reports
4. Click Run Report.
244 Tax Year 2012