User's Manual - Drake Software

Interactive Support
Drake Software User’s Manual
Figure 10-20: Attaching prior-year returns
6. Select the drive where your prior-year Drake files are kept.
7. Select a tax year.
8. Click a return (circled in Figure 10-20).
9. Click Attach. The prior-year return appears in the Attachments pane to the right
side of the Email - Attachments dialog box.
Attaching
Other Types
of Files
Other file types can be attached to an e-mail message from the Attachments dialog
box in the Drake e-mail program. (See Step 3 of prior procedure and Figure 10-19 on
page 279.)
• To attach Document Manager files, enter an SSN or EIN in the Document
Manager Files fields of the Email – Attachments dialog box. Click Search
to open the Add Attachment - Document Manager window. Select a file
and click Open. File is shown in the Attachments pane of the Email –
Attachments dialog box. Click Done.
• To attach a Drake program file, click Browse for Drake Software program
files. Locate the file in the Attach File window, and then double-click it (or
select the file and click Open). The file is shown in the Attachments pane of
the Email – Attachments dialog box. Click Done.
• To attach a file other than the types described above, click Browse for All
other files. Locate the file in the Attach File window, and then double-click it
(or select the file and click Open). The file is shown in the Attachments pane
of the Email – Attachments dialog box. Click Done.
Removing an
Attached File
Diagnostic
Attachments
Address
Books
To remove an attached file, select it in the Attachments list (see Figure 10-19 on
page 279) and select Remove from the right-click menu.
Use these only at the direction of Drake Support.
You have several options for storing e-mail addresses in an address book. To access
these options, click New to open the Compose Message window and click the To button
on the tool bar (Figure 10-21 on page 281) or click the To button to the right of the
Send button. Address books are shown the Address Book drop list.
280 Tax Year 2012