User's Manual - Drake Software

Drake Software User’s Manual
EIN Database
EIN Database
The program stores all EINs and related data in the EIN database for later retrieval.
Use the Edit EIN Database tool to add, edit, or delete an employer’s information.
Adding or Editing Employer Information
To add or edit an employer’s EIN database information:
1. From the Home window, go to Tools > Edit EIN Database.
2. (If editing) Enter or select the EIN to edit, or begin typing the name of the
employer and select it when it appears in the list below.
3. Click New (if adding) or Edit (if editing).
4. Modify or complete the fields in the Edit EIN/Employer Listing dialog box.
5. Click Save.
Deleting Employer Information
Printing a List of EINs
To delete employer data from the EIN database:
1. From the Home window, go to Tools > Edit EIN Database.
2. Enter or select the EIN to delete, or begin typing the name of the employer and
select it when it appears in the list below.
3. Click Delete.
4. Click Yes when prompted to confirm the deletion.
5. Click Exit to close the EIN/Employer Database dialog box. (Depending on your
changes, it might take several seconds to close as the database is updated.)
To print a list of EINs from the EIN database:
1. From the Home window, go to Tools > Edit EIN Database.
2. Click Print. The Print EIN/Employer Listing dialog box displays sorting
options.
3. Select to sort the list by EIN, Company Name, City, State, or Zip Code.
4. Click OK. A preview of the list is displayed in the Report Viewer.
5. Click Print to open the Print ‘Drake Report’ dialog box.
6. Click Print.
NOTE
Export EIN data to another program if desired. From the Report Viewer,
click the arrow on the Export icon and select a format. If you click the
Export icon (not the arrow), the program automatically exports the data
into Excel.
Tax Year 2012 307