User's Manual - Drake Software

Drake Software User’s Manual
Software Support In Drake’s Tax Software
• Call (828) 488-1950, extension 203
• Go to DrakeSoftware.com, and from the blue sidebar menu bar, select Partner
Program > Business Planning Group. When the Business Planning Group
window is opened, from the right side of the window, click Business Planning
Group.
Blank Forms
Beyond 415 TM
Several blank banking and checking forms are available through Drake Support,
including state-specific bank disclosures, cancellation requests, lost check affidavits,
check registers, and voided check lists.
Beyond 415, an automated system of managing such post-filing issues as IRS notices,
letters, audits, account balances, and unpaid balances, is available through the Drake.
The Beyond 415 technology is designed to help tax practitioners understand, handle,
and settle IRS issues quickly. The system includes step-by-step instructions and provides
images of the specific IRS letter for download. The system allows tax professionals
to customize their responses to IRS issues, and automatically fills in applicable
IRS forms, customized cover letters, worksheets, cover sheets, and document request
forms, all in the IRS’s accepted formats.
Drake customers can get a free trial and access to some of the features in Beyond 415.
For more information, see the Beyond 415 website at https://www.beyond415.com, or
from the Drake Support website, click Resources > Download Center, and on the
right side of the Download Center window, in the Product Developments section,
click Beyond 415 TM .
Software Support In Drake’s Tax Software
Several support resources are available from within the Drake program itself. Access
Frequently Asked Questions, searchable help, data entry help, and broadcast e-mails.
Frequently Asked Questions (FAQs)
Searchable Help
An FAQ screen is included with each tax software package in Drake Software, accessible
from any tab on the Data Entry Menu or by typing FAQ into the selector field
and pressing ENTER. FAQ screen content varies by state and package.
All Drake windows (except the data entry screens) have a clickable Help icon or button
for accessing the Drake Help System—a searchable “Drake encyclopedia,”
arranged in “books” and an index. The Help System answers many of the most commonly
asked questions about the software.
Tax Year 2012 273