User's Manual - Drake Software

What’s New in Drake for 2012
Drake Software User’s Manual
SecureFile-
Pro Changes have been made to SecureFileProTM :
• E-mail customization will allow clients to:
– Change certain text within the automatic e-mails
– Add/remove a logo
– Customize instructional paragraph for new and existing clients
– Add additional paragraphs, and add footer information to e-mails
• File expiration settings will allow our clients to set a date to expire all files. To
help keep their portal size managed automatically.
• Move/Copy feature has been added so clients can move/copy to a new target location.
There have been behind the scenes changes to make PDF file sizes smaller. This will
help with storage sizes in SecureFilePro and lag time in create, copy, and move of
PDF files.
For more on SecureFilePro, see Chapter 13, “Suite Products.”
GruntWorx
We’ve streamlined the process of uploading and downloading documents to and from
GruntWorx, making it easier to select and upload documents from one or many clients.
From one window, you choose the clients, choose the documents, scan new documents,
and transmit to GruntWorx. We’ve also made it easier to access GruntWorx,
allowing you to begin the process from the Data Entry Menu.
For more on using GruntWorx, see Chapter 13, “Suite Products.”
Online
Resources
Resources included on the Drake CD (software manuals, practice returns, shipment
letters, informational brochures, and IRS publications) are now available through the
software. From the Home window in Drake, go to Help > Online Resources. (Internet
access is required.)
Upgrading from PPR
Data Entry/Calculation
Screen Changes
Pay Per Return customers who purchase 85 returns during the 2012 tax season are
now switched automatically from the PPR package to the unlimited package without
having to call Drake Support. PPR customers who purchase fewer than 85 returns can
still update to the full package after the tax season ends.
This year’s changes and enhancements include new data-entry and calculation features,
screen changes, and improved letter functionality, EF messages, and notes.
Some of the screen changes and enhancements you’ll see this year in Drake:
Required
Fields
Fields that require completion before a return is eligible for e-file are highlighted in
blue. (Figure 1-1 on page 5) You can change the colors at Setup > Colors. and turn off
the warnings at Setup > Options > Data Entry tab.
4 Tax Year 2012