User's Manual - Drake Software

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Accepted Forms and Schedules: Drake Software User’s Manual This page intentionally left blank. xxviii Tax Year 2012
1 Introduction Thank you for choosing Drake Software. The Drake Team has been hard at work in 2012 to help ensure that your firm has a successful, rewarding filing season in 2013. We appreciate the time you’re taking to familiarize yourself with the Drake Software User’s Manual for the 2012 tax year. Please read the following introduction that includes information on how to use your manual and describes the software’s new features for tax year 2012. About Your Drake Software User’s Manual The electronic Drake Software User’s Manual has been developed for Drake clients to provide clear, up-to-date, easy-to-find instructions and guidelines for using the software. Use this manual in conjunction with other Drake resources such as the online and onscreen help features, tutorials, training, and phone support. Be sure to take advantage of our extensive index and the “search” feature, both of which will help you locate information more efficiently in the 2012 manual. This manual is also available as a paper manual that can be ordered from the Drake Support site (Support.DrakeSoftware.com > Training Tools > Manuals). To keep your manual updated, Drake Software publishes addenda pages as the tax season progresses. Check Appendix F, Addenda Pages, regularly with each CD shipment and throughout tax season so you’ll know which pages in the manual have been updated. Addenda pages are shipped with each software CD and are available on the Drake Support site. NEW FOR 2012 See the new “Quick Reference” section where you’ll find contact information for the Internal Revenue Service, Drake Support, and Drake’s banking partners, tables of shortcut keys and their uses, and a list of the forms that are eligible for e-file with Drake Software. Tax Year 2012 1
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