User's Manual - Drake Software

Drake Software User’s Manual
File Maintenance
Unlocking Client Files
Figure 11-7: Enter the SSN, and then enter the eight-character password twice.
3. Enter an eight-character password in the Enter Password field. Passwords are
case-sensitive and can consist of any combination of letters and numbers.
4. Enter the password in the next field to confirm it.
5. Click Continue.
6. Click Yes to confirm that you want to password-protect the file.
7. Click Exit.
If a password has already been entered for an SSN or EIN, the Current Password
field (Figure 11-7) is activated. Once you’ve entered the correct password, you can
change or remove it using the bottom two text boxes on the screen.
If files are automatically locked upon e-file acceptance, they can be viewed but not
changed after e-filing. (The option to lock files automatically is available in Options
Setup; see “E-filing” on page 32.)
To unlock a client file that has been locked:
1. From the Home window, go to Tools > File Maintenance > Unlock Client
Files.
2. Enter the SSN or EIN of the return.
3. Click Continue. The file can now be modified in data entry.
Deleting Files from the Program
A client file is created when a return is prepared. A print file is a temporary file that is
created when a return is calculated. Print files are used for e-filing and are automatically
removed from the system after the designated number of days. (See Table 2-6 on
page 29 to view or change the number of days to store print files.)
Deleting
Print Files
To manually delete print files:
Tax Year 2012 297