User's Manual - Drake Software

Index
Drake Software User’s Manual
special features in 183–192
upper/mixed case 28
date shown on return 31, 54
DCNs (Document Control Numbers)
assignment of 20
changing 235
staggering 234
DDM 2 331–??
DDM, see Document Manager
debit card (as electronic payment option) 160
debt cancellation 133
deceased taxpayer 98
deductions
claiming for depreciation 165
domestic production activities 139
itemizing 140–141
section 179 expensing 166
self-employed health insurance 137
tuition and fees 138
deleted files in the CSM 254
deleting
see also editing
appointments 94
archived returns 208
checks 222
CSM records 256
duplicate entries from the CSM 256
e-mail messages 277
employer data 307
files from Drake 297
firm information 21
flags 70
records from CSM display 256
reports from "My Reports" 319
reports from online EF database 243
rows in grid data entry 68
screens in Drake 67
text from letter templates 44
update files 295
dependent of another 98
dependents
child-care expenses 142
claiming (if married filing separately) 101
EIC information for 155
kiddie tax 149–150
release of claim to exemption (Form 8332) 179
state-related data 101
depreciation
see also depreciation schedules
see also section 179 expensing
elections 171
in data entry 165–171
of farm assets 131
of home 169, 173
of sold assets 170
of traded assets 116
reports and lists 323–326
stopping depreciation on an asset 170
depreciation schedules
for 2009 29
generated in Drake 165
layout (portrait or landscape) 29
detail (Ctrl+W) worksheets 69–70
direct debit
balance due 161
consent (Form 8879) 164
from multiple accounts 161
of estimates 162
direct deposit
of bank products 214, 240
of refunds 158–160
to multiple accounts 159
direct expenses (on Schedule E) 123
directories and paths 27
disabling grid data entry 68
disaster
payments (farm) 130
special tax treatment due to 54
disposal of property 122
distributions, charitable 118
distributions, HSA funding 118
dividends and interest 105–108
document control numbers, see DCNs
Document Manager
printer setup 52
using 331–337
dollar rounding 31
domestic production activities deduction 139
DOT hours of service rules, meals subject to 110
downloading
ABCvoice Files 245
automatic updates 288
conversion software 272
Drake tax software 271
e-mail messages 277
fonts 290
prior-year state programs 271
program updates 287
publications 272
W-2 information 104
drag/drop ordering 206
Drake Document Manager, see Document Manager
Drake PDF
password-protection 200
printing to 198
Drake Software
Banking Department x
CD installation process 12
xxxii Tax Year 2012