User's Manual - Drake Software

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