User's Manual - Drake Software

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Client Status Manager (CSM) Reports Drake Software User’s Manual 4. Select a sorting option from the drop list on the right. Choose to print a Full Schedule, to sort By Department, to sort by Form/Schedule, or to sort by Asset Category. (Not all of these sorting options are available for every tracking format.) 5. Click Run Report. 6. In the Asset Manager Client Selection dialog box, create a report for one or more specific clients or create a filtered report based on all clients. • One or more clients — Enter SSN/EIN in the blank field and click Add Client. Repeat for all desired clients then click Next. • Filtered report — Click Next to open the Asset Manager Filter Selection dialog box. Select a filter or sort option then click Next to open the Basic Search Conditions dialog box. Edit settings as desired (see “Search Conditions” on page 319) and click Continue. 7. Select an option for displaying the depreciation list. • Print — Send the list to the printer. When the Print dialog box is opened, choose and printer and click Print. • Export to File — Save the report as a .CSV file. To open the saved file, go to your Drake12\Reports folder. Click OK. Using Fixed Asset Manager Macros Use the Fixed Asset Manager macros to run a set of standard reports at one time. To set up a macro in the Fixed Asset Manager: 1. From the Home window, select Reports > Fixed Asset Manager. 2. Click Edit Macros to open the Fixed Asset Manager Macros dialog box. This box has three columns of drop lists: one for type of Report, one for Depreciation method, and one for Style. 3. Select a report type, depreciation method, and style for each report to be printed under the macro. 4. Click Save to save your changes and return to the Fixed Asset Manager dialog box (Figure 12-8 on page 325). To run the macro, select Auto Code Print as the report type (in the left-most drop list) and click Run Report. Client Status Manager (CSM) Reports Hash Totals For information on running CSM reports, see Chapter 9, “Client Status Manager.” The Hash Totals report displays the number of forms and schedules generated on a selected return. By consulting these totals, the data entry operator can be reasonably sure that the correct values have been entered into the fields. To generate a report of hash totals: 326 Tax Year 2012
Drake Software User’s Manual Hash Totals 1. From the Home window, select Reports > Hash Totals. 2. Enter the SSN or EIN of a return. 3. Click Continue. The report is displayed in the Report Viewer. 4. Click Exit to return to the Home window. Tax Year 2012 327
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1 Introduction Thank you for choosi
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7 Banking For tax year 2012, Drake
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User's Manual - Drake Software

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