User's Manual - Drake Software

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Drake Software User’s Manual
Table 10-3: Drake ETC Resources
Item
Drake Resources >
Tutorials
Drake Resources >
Practice Returns
Drake Resources >
Videos and
Recorded Webinars
Webinars > Available
Webinars
RTRP Study
Report Card
Administration
Instructional slide shows teach the basics of Drake Software. Topics include tax
and CWU subjects. Many topics are available in Spanish.
Hands-on data entry and e-file training.
Description
Recorded webinars cover such subjects as Drake setup and tools, data entry, and
e-filing. Some topics from previous years include Drake installation, required setup,
data entry, View/Print, e-filing, letters and bills, bank products, and split, extension,
and amended returns. Past-years’ videos for Client Write-Up include such subjects
such as spreadsheet importation and end-of-year e-filing.administration.
Covers such topics as: Drake 101, “Kiddie” tax, federal tax law update, IRAs, filing
statuses, EITC due diligence, and continuing education requirements. More webinars
are added each month. Panelists are available to answer your questions. CPE
credits are available (no test required). Also keeps track of webinars you’re
attended through Webinars > My Webinars.
Study courses to help preparers pass the IRS’s Registered Tax Return Preparers
competency test.
Track students’ progress in the tutorials and in the tax courses, including dates of
completion, quiz results, and CPE credits earned.
Available only when logged in with an Admin account, this section allows you to
create student accounts and view student report cards.
When a course unit, tutorial, practice return, recorded webinar, or video has been
viewed, a green check mark replaces the red “X” next to the completed item. (See
Figure 10-8.)
Tax Courses ETC offers basic return preparation courses for forms 1040, 1120, 1120S, and 1065.
An intermediate 1040 course is also available. CPE credits are available for the successful
completion of each course. There is a fee for printing the completion certificate.
Check the Drake ETC website (DrakeETC.com) for details and pricing.
For a list of available courses and units, from the sidebar menu, click Tax Courses.
The Tax Courses page displays the units of the Basic Tax Course (Figure 10-8).
Figure 10-8: Units of the Basic Tax Course
264 Tax Year 2012