User's Manual - Drake Software

Adding a Client to the CSM
Drake Software User’s Manual
Setting a Status from Data Entry
To set the status of a return from within data entry, click the CSM button from the
Data Entry Menu toolbar to display a status list, and then select a return status from
the list. The status is automatically updated in the CSM.
Adding a Client to the CSM
If your client has a data file in Drake, he or she will have a record in the CSM. New
client records can be added to the CSM in two ways:
• From the Home window, click Last Year Data > Update 2011 to 2012 and
update the return. The client’s record goes into the 2012 version of the CSM.
• Create the return using the File > Open menu from the Drake Home window.
Opening a Return from the CSM
Returns can be opened or created from the CSM.
Shortcut: Press
CTRL+O to open a
return in data
entry.
To open a return from within the CSM, highlight a client record from the list and click
Open (or double-click the record to open in Client Quick View, and then click Open.
See “Quick View” on page 238.) The return is opened to the General tab in data entry.
When you exit the return, you are brought back to the CSM.
To create a return from within the CSM:
Shortcut: Press
CTRL+N to open
the Open Client
File dialog box.
1. Click the arrow next to the Open button and select New Client.
2. Enter the SSN or EIN for the return in the Open Client File dialog box.
3. Press Open, and then click Yes.
When prompted, you can begin entering data for the new return.
Customizing the Display
Because custom views are saved and displayed according to the logged-in preparer,
each preparer can set his or her own display.
Shortcut: Press
CTRL+D to open
the Customize
Display dialog
box.
NOTE
Changing the custom view in the CSM does not change the custom
view in the PCM. To change the PCM’s custom view, right-click within
the PCM window and select Customize Display from the right-click
menu. This action opens the Customize Display dialog box. This dialog
box is also used for the CSM, as described in the following steps.
To customize the CSM display:
1. Click Customize. In the Column Layout tab of the Customize Display dialog
box, Available Columns are listed in the left pane, and Columns in Current
View are listed in the right. (Figure 9-3 on page 253.)
252 Tax Year 2012