User's Manual - Drake Software

Online EF Database
Drake Software User’s Manual
Transferring
Data to MOM
For CSM data to be transferred to MOM, the software must be configured to send
CSM data to Drake during the e-filing process. Each Level-1 and Level-2 EFIN office
in a multi-office environment must complete the following steps:
1. From the Home window of Drake Software, go to Setup > Options, EF tab.
2. Under Session Options, select Transmit return data to Drake for multi-office
web reports.
3. Click OK.
Any changes made in CSM will be transmitted to MOM during e-file transmissions.
Running a
MOM Report
To run a MOM report:
1. In the online EF database sidebar menu, click MOM to view filters. (Figure 8-13).
Figure 8-13: Multi-Office Manager (MOM) filters
2. Select an option from each filter and click Run Report.
The report displays all of the data columns available in the CSM. Scroll down or
across the report screen to view all the available data.
If a report contains more than a specified number of rows (default is 25), it is paginated.
Page numbers appear in the upper- and lower-left corners. The number of rows
displayed per page can be changed via the Rows Per Page drop list above the report.
• To print the report, click Print. Only the data on the report is printed.
• To sort data based on the column selected, click a column header.
• To view e-filing details for a particular return, click the record’s ID number.
• To export the report into a spreadsheet, click the 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 it from within Excel.
All data for the given report criteria is saved—not just the data shown on the current
page. Once the report is exported and saved as a worksheet, access it from either Excel
or Access.
246 Tax Year 2012