User's Manual - Drake Software

File Maintenance
Drake Software User’s Manual
1. From the Home window, select Tools > File Maintenance > Delete Print Files
and wait for the program to scan the day’s files. Print files are listed in the Return
Selector.
2. Select the file to delete. To delete all files, click Select All.
3. Click Delete.
4. Click Yes to continue.
5. Click OK to return to the Home window.
TIP
Since print files appear on the EF transmission selection list, you may
want to delete print files for returns that are not ready for e-file.
Deleting
Client Files
To manually delete a client file from the database:
1. From the Home window, select Tools > File Maintenance > Delete Client Files.
2. Enter the SSN or EIN of the client file to delete.
3. Click Continue.
4. Click Yes to continue.
5. Click OK.
6. Click Exit to return to the Home window.
NOTE
If you are not accessing files on a network, the deleted files go to the
recycle bin.
Changing Return Types
A return can be changed to another file type without your having to create a new file.
When a return type is changed, the following information is transferred:
• Name, address (including county), and telephone number
• Fiscal year
• All depreciation data, including screens 6, 7, 8, 9, and 10
When a corporation return is converted to an S corporation return, the balance sheet
and Schedule A information are also transferred.
IMPORTANT
Not all data is transferred. Before using Change File Type, back
up the original file. (See “Backup” on page 292.)
To change a return type:
1. From the Home window, select Tools > File Maintenance > Change File Type.
2. Enter the SSN or EIN of the file to convert, and click Continue.
3. Select the new file type (Individual, Corporate, Sub-S Corp, Fiduciary, Partnership,
Tax Exempt, Estate, or Heir) (See Figure 11-8 on page 299).
4. Click Continue.
298 Tax Year 2012