User's Manual - Drake Software

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Drake Software User’s Manual New Page Replaces Page Table F 1: Addenda Pages for 2012 Explanation 329-366 329-354 Chapter 13 was expanded by several pages to include new enhancements. Print this addenda from the CD and replace Chapter 13 in your printed manual. 367-372 355-358 Chapter 14 page numbers were altered due to additions to Chapter 13. Print this addenda from the CD and replace Chapter 14 in your printed manual. F-2 Tax Year 2012
Drake Software User’s Manual Index Index Symbols +/- (adjustment fields) 72 = (override fields) 72 A ABCvoice files 245 accessing see also opening appointments 62 recent returns 62 state returns in data entry 75 acknowledgments ("acks") "Fees to ACH" 221 codes for 233–234 e-filing overview Appendix B notification of 62 processing 233 activating automatic program updates 288 error message beeps 29 flags 70 heads-down data entry 82 imperfect return election 33 macros 38 prompting for check print transmission 33 state return options 32 W-2 verification option 28 addenda pages Appendix F adding custom paragraphs 32, 59 employer information 307 firm information 20 preparer information 23 statements/explanations to a return 189 student records (ETC) 269 add-on fees 21 address book (Drake e-mail) 280 addresses change of 180 foreign (for tax firm) 20 in care of 98 military 98 taxpayer 98 adjusted basis, tracking 127 adjustment fields 28, 72 ADMIN, logging in as 14 administrative options setup 33 administrative rights, assigning 24 administrator login see also ADMIN, logging in as in CSM 256 in ETC 262, 269 passwords 19 Scheduler options 86 Advent Financial contact info x alimony 109, 138 Alternative Minimum Tax (AMT) data entry of 141 amended returns 175 amortization codes 169 schedules 306 applications for bank products 212, 216 appointment reminders 91 appointments see also Scheduler calendars 88 changing details of 94 on the Home window 62 overlapping 93 private 91 recurring 91 rolling over from prior year 92 scheduling 90 searching 93 Archer MSAs 133 archiving returns 207–208 ard xi assets depreciable 165 group sales 170 on Schedule C 111 sales of 111 section 179 expensing 167 sold 170 traded 116 associating two screens in data entry 73 attachments binary 184–186 DDM files 331 e-mail 278 Form 709 178 PDF, see PDF files unformatted schedules 189 audit log (DDM) 350 Tax Year 2012 xxix
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Quick Reference Contact Information
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1 Introduction Thank you for choosi
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2 Installation & Setup Read this se
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7 Banking For tax year 2012, Drake
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8 e-File This chapter provides an o
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10 Resources and Support Drake Soft
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User's Manual - Drake Software

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