User's Manual - Drake Software

Drake Software User’s Manual
File Maintenance
• Setup Files — Pricing and setup information files
• System Files — CSM, EF database, IRS, bank, and Scheduler files
6. Click Save. Click Exit to close the Backup dialog box.
NOTE
The amount of free disk space is indicated in the lower-right section of
the Automated Backup Settings dialog box. If an attempt at automatic
backup is unsuccessful due to lack of disk space, the backup is
stopped and you receive a message stating that disk space is insufficient.
Once automatic backup is activated, the backup icon is added to the system tray at the
bottom of your screen. You can click this icon to view the latest backup information.
The automated backup program is also added to the Startup menu and will continue to
be in operation after the machine is rebooted.
Disabling
Automated
Backup
There are two ways to turn off automatic backup:
• Go to Tools > File Maintenance > Backup, click the Automatic button, and
clear the Activate Automatic Backups check box.
• Click the icon in the system tray, click Stop, and click OK.
Changing a Client’s ID Number
Changing a client’s SSN or EIN in the program requires more than simply making the
change in data entry. To change a client’s SSN or EIN in the software:
1. From the Home window, go to Tools > File Maintenance > Change SSNs on
Return.
2. In the Incorrect SSN/EIN box, enter the ID number that is currently in the system.
3. In the Correct SSN/EIN box, enter the new ID number.
4. Click Continue.
5. Click Exit (or click Continue again to change another SSN or EIN).
6. As directed in the program, repair the index files. (See “Repair Index Files” on
page 291.)
CAUTION
PPR clients: If you change an SSN or EIN – even on a practice return
– you will be charged for another return.
Clearing Drake Update Files
Use the Clear BBS Files feature in File Maintenance to delete Drake update files after
they have been downloaded to the computer. To delete update files:
1. From the Home window, select Tools > File Maintenance > Clear BBS Files.
2. Click Continue.
3. When the deletion process is complete, click Exit.
Tax Year 2012 295