User's Manual - Drake Software

Drake Software User’s Manual
Tax Planner
– Click OK. (For details on using SecureFilePro TM , see “SecureFilePro” on
page 362.)
NOTE
You can also select a document and then click the Portal button from
the toolbar.
Tax Planner
Opening the Tax Planner
The Drake Tax Planner helps you assist your clients in planning for the future. By
comparing the client’s current tax situation to different scenarios that could occur—
such as marriage, the birth of a child, buying or selling a house, change in income—
clients can see how these changes can affect their finances and tax liability. Because
the different scenarios are set up using the same Drake Data Entry Menu and dataentry
screens you’re already familiar with, building your different scenarios is quick
and easy.
The Tax Planner is installed when you install Drake.
Open the Tax Planner from data entry:
1. Open a client’s return.
2. Click the Tax Planner icon from the Data Entry Menu toolbar.
Tax Planner Window
The Tax Planner window is opened, displaying a toolbar, the original return, and any
planners (or “scenarios”) you create (Figure 13-15).
Figure 13-15: Tax Planner toolbar and scenario pane
The items on the toolbar are explained in Table 13-4.
Table 13-4: Toolbar of the Tax Planner
Tool button
New
Function
Click New to begin new scenarios for different tax years, or to
plan a new scenario based on a previous scenario
Tax Year 2012 353