User's Manual - Drake Software

Drake Software User’s Manual
Index
business 110
city 73
error (in e-filing) 230
ES (estimate) 151
extension form 176
filing status 97
form 66
FTC (foreign tax credit) 142
investment credit 168
miscellaneous 187
multi-form (MFC) 73
non-paid preparer 20
OP (overpayment) 153
proforma 81
reject 240
searching 110
special processing 98
ST (state) 73
tax treatment 110
TS/TSJ 73
underpayment 154
unformatted schedule 189
colors
in data entry 46
in view/print mode (basic and enhanced) 205
combat zone 98
community property allocation 139
comparing
current to prior year 30
network options 16
two versions of a return 186
configuring
colors in basic mode 205
DDM 333
Consent to Use and Disclosure of Tax Return Information
(IRS Reg. 7216) 22, 209–212
contact lists 245
conversions 272
copying
DDM files 337, 344
EF data 247
coversheets 30
CPE credits 265
creating
see also opening
amended returns 175
appointment reports 95
archived returns 207
CSM reports 255
EF reports 241
ETC accounts 262
filters 322
key combinations 38
macros 38
miscellaneous codes 34, 35
preparer schedules 87
reports 315
returns 65
credit card (as electronic payment option) 160
credits
see also individual credit and form names
child and dependent care 142
child tax 146
elderly/disabled 143
foreign tax 142
home energy 143
homebuyer 117, 118, 158
retirement savings contributions 146
crop
income for Form 1041 131
insurance 141
CSM, see Client Status Manager
Ctrl+W (detail) worksheets 69–70
custom paragraphs 32, 59
customized supplemental letter 31
customizing
colors 46, 205
CSM display 252
data entry menu 33
drop lists 35
fields on BILL screen 34
flagged fields 34
greetings in letters 59
letters 42
miscellaneous code fields 34
report filters 317
security settings 24
D
data entry
bank screens in 220
basics of 66
colors 47
customizing 33
EF override options in 236
forms-based 309
grid 68, 100, 165
heads-down 82
help resources within 274
maximizing screens 28
menu 66
practice returns 266
printing client labels from 304
screen captures 75
setting CSM statuses from 252
setup options 28
Spanish 28
Tax Year 2012
xxxi