User's Manual - Drake Software

Drake Software User’s Manual
Other Resources at Drake Support
RTRP Study
Registers tax return preparers must take and pass a Registered Tax Return Preparer
(RTRP) competency test, as mandated by the U.S. Congress. The test focuses on the
ethical responsibilities of federal tax return preparers and on the preparer’s ability to
complete Form 1040 and related schedules and forms.
To help prepare you to take this test, Drake is offering two study courses: the RTRP
Test Study Course, and the RTRP Test Overview and Tips. You earn CPE credits for
taking either course, credits that apply toward your annual CPE requirements.
For details on the two Drake courses, or to register for either course, from the sidebar
menu of the DrakeETC window, click RTRP Study.
Report Card
Admin
Click Report Card from an ETC sidebar menu to view training progress, test and
quiz results, and CPE credits earned for a selected year. To reprint a CPE certificate,
scroll down to the CPE Credits section and click Print for the desired certificate.
The Administration page is available only for users logged in as Admin. To access
this ETC page, click Administration. Displayed are a list of students, buttons for adding
and searching student records, and a drop list for displaying Active Students,
Inactive Students, or All Students. (Figure 10-12).
Figure 10-12: Admin page displays list for student information
Click to view a student’s Report Card, or click Edit to view and edit a student’s
information. (Click Save to save it.)
Logging Out
To log out of Drake ETC, click Sign Out. You are returned to the ETC login page.
IMPORTANT
For information on the IRS’s continuing education upload system,
and how Drake reports CE credits for Registered Tax Return Preparers
(RTRPs) and Enrolled Agents (EAs), click the Important!
link available on ETC Home page, the Administration setup
page, or when editing a student account.
Other Resources at Drake Support
The Drake Support site offers a wealth of additional resources, such as information
about webinars, trade shows, live training sessions, preparer regulations, state and federal
tax laws, 1040.com e-mail and webpage account, update schools, GruntWorx,
SecureFilePro TM , and CWU. You can also view helpful publications and download
prior-year Drake programs, prior-year release notes, and software for converting data
Tax Year 2012 269