User's Manual - Drake Software

Drake Software User’s Manual
Online EF Database
Manage
Suppressed
Returns
When running Returns reports, you are offered the option of hiding rejected returns.
(See Figure 8-11)
Figure 8-11: Click hide to delete rejected returns from a Returns report
To return the rejected returns to the report, go to Tools > Manage Suppressed
Returns and click Show. (See Figure 8-12)
Figure 8-12: Click Show to restore hidden returns to a Returns report
ABCvoice
Files
Also in Tools, the option to Download ABC Voice applies to preparers using the
ABCvoice File tool. For more information, call Versicom at (937) 438-3700.
NOTE
If using ABCvoice, go to the ABCV screen to indicate whether the taxpayer
has signed the Consent to Disclosure of Tax Return Information.
Generate
Contact Lists
To build lists containing contact information for your clients:
1. From the online EF database toolbar, click Tools.
2. Click Generate Contact List.
3. Enter report criteria by selecting or clearing the check boxes.
4. To further restrict the results, enter start and end dates to search.
5. Click Run Report.
6. (optional) To export the report into a spreadsheet, click Download. You are asked
whether you want to open or save the file. Click Open or Save as desired. If you
click Open, you will have another opportunity to save the report from within
Excel.
Multi-Office Manager (MOM)
The Multi-Office Manager (MOM) is the online version of the Client Status Manager
(CSM). (See Chapter 9, “Client Status Manager.”) Designed for the multi-office environment,
MOM allows you to track workflow of multiple offices, providing a snapshot
of your entire business. Reports and statistics on demographics, return status,
return type, bank, payments, fees, and billing information are available.
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