User's Manual - Drake Software

Drake Software User’s Manual
Index
contact information 284
online forums 270
partner programs 272
shipment letters 9
Drake Support 257–285
due date to print on letter and instructions 54
due diligence screens
for EIC 155
E
E1 Card contact info xi
EA, see enrolled agents
Earned Income Credit (EIC)
blocking EIC calculations 156
due diligence 155
in data entry 154–157
interview questions 34
preparer checklist 155
editing
see also adding and deleting
firms 21
letter templates 44
printer settings 47–52
education
expenses 138
student loan interest deduction 138
educator expenses 134
EF
database 239–241
messages 195
online database 241
status letter 301
status page 33
e-filing
acknowledgments 233–234
checking e-mail while 33
combining steps for 33
delaying 188
eliminating EF messages 230
extensions 176, 237
imperfect returns 236
installment agreement requests 179
mandates 8
see also state mandates
marking "Ready for EF" 237
messages 195
online database 241
override options 236
overview Appendix B
PDF documents 184–186
PIN signature for 163
process 227–248
Schedules C and C-EZ 111
suppressing 33
test transmissions 229
transmitting a return 232
troubleshooting 232, 234
EFINs
setting up multiple 244
EFSTATUS page 230
EIN database
about 72, 307
editing 305
updating from prior year 79
EITC, see Earned Income Credit
election options 175, 178
electronic
funds withdrawal, see direct debit
games of skill 133
payment options 160
return originator, see ERO
e-mail
broadcast 275
checking during EF transmission 33
Form 9325 to taxpayer 33
in View/Print 202
notification of new 62
program in Drake 276–284
sending a client file (return) to Drake 277
to Drake Support xii
employee business expenses 134
employer information in EIN database 307
employers
foreign 102
who use Talx W-2 eXpress 104
engagment letters 31
enhanced view/print mode 197–202
enrolled agents 23
envelopes 30, 53, 305
EPS Financial contact info xi
ERO (Electronic Return Originator)
overriding defaults 55
setting the default 33
setup 21–??, 228
error messages, audible notification of 29
estate returns 299, 371
Estimated 150
estimated payment coversheet 30
estimated tax
adjustments (ETA screen) 152
applying overpayments to 152
codes in Drake 151
direct debit of 162
paid in 2008 150
payment reminders 301
payments for 2009 151
penalties 154
Tax Year 2012
xxxiii