User's Manual - Drake Software

File Maintenance
Drake Software User’s Manual
Exporting Data from Drake
The exporting tool allows you to transfer client data and the EF database files to either
a text file or a CSV (spreadsheet format) file. You can then import that information
into other programs, such as Microsoft Word, Excel, or Access.
To export data files:
1. From the Home window, go to Tools > File Maintenance > Export Client/EF
Data. The Export Client/EF Data box provides several choices (Figure 11-6).
Figure 11-6: Export Client/EF Data dialog box
2. Select to either Export client data files or Export e-file data files.
• If you choose Export client data files, the path to the location of the exported
client data files is displayed. Change the default path as needed.
• If you choose Export e-file data files, the path to the location of the exported
e-file data files is displayed. Change the default path as needed.
3. (optional) Click Export to CSV (Comma Separated Values) if you want to
export the data to a spreadsheet.
4. (optional) Click Include test returns if you want to include Drake test returns in
the export.
5. Click Continue.
6. Click Exit when the export is complete.
Password-Protecting Client Files
The Password Protect tool protects files from unauthorized access. A protected file
cannot be opened in data entry until it is unlocked with a password.
To password-protect a file:
1. From the Home window, go to Tools > File Maintenance > Password Protect
Files.
2. In the Password Protect Client Data Files dialog box (Figure 11-7 on page 297),
enter the SSN or EIN of the client file to password-protect.
296 Tax Year 2012