User's Manual - Drake Software

Drake Software User’s Manual
Repair Index Files
Figure 11-3: Blank Forms window
Click a column
header to sort
forms in ascending
or descending
order.
2. Pick a form category (default is Federal) and tax package (default is Individual.)
3. Scroll through the form list to locate a form.
4. Select a form and click View or Print.
NOTE
IRS Rev Proc 96-48 requires the Paperwork Reduction Act Notice to be
distributed with federal forms. When providing a blank copy of a federal
form, you must include a copy of the notice. Access it from Tools >
Blank Forms > Federal. Under Individual, select PAPERWRK.PG.
Repair Index Files
An index file is a comprehensive list of data on the client files in Drake. Keep index
files current by repairing them regularly as part of your general file maintenance routine.
Table 11-1 lists specific instances that could require repair of index files.
Table 11-1: Situations that Might Require Repairing of Index Files
Situation
Files were restored using Tools > File Maintenance > Restore.
A client record was deleted through Tools > File Maintenance > Delete
Client Files.
The EF > Search EF Database function does not seem to work properly.
Records were added to the EIN database.
The Client Status Manager (CSM) index was updated.
What To
Repair
Name Index
Name Index
EF Index
EIN Index
CSM Index
Tax Year 2012 291