User's Manual - Drake Software

Index
Drake Software User’s Manual
Multi-Office Manager (MOM) 33, 241, 245–246
multiple EFINs 244
multi-screen forms 68
N
net operating losses (NOLs) 173–174
network
options 16
peer-to-peer 234
new features this year
other packages 367
new features this year (1040 package) 2–7
non-paid preparers 20
non-passive activities 124
non-profit contributions 119
notary income, exempt 110
NOTE screen 187
notepad (PAD screen) 188
notes
pages (generated with return) 195
release 271
NWClient 17
O
office in home 172
Ohio city tax rates 309
online EF database 241–245
opening
see also accessing
see also activating
see also creating
Drake tax software 14, 61
password-protected files in the DDM 351
returns from the CSM 252
returns in Drake 65
the DDM 331
the EF return selector 231
the Scheduler 85
the Tax Planner 353
optional
documents with return 30
items on return 31
options setup 27–36
order of forms 206
Organize (GruntWorx function) 357
organizers 80–84
overflow statements 29
overlapping appointments (in Scheduler) 93
overpayments 152
override fields 28, 72
overriding
bill amounts 56
EF options 236
letters setup 58
setup options 53–60
P
PAD screen (preparer notepad) 188
paper boy 110
paper document indicators 238
paper jams 225
parsonage allowance 140
see also clergy
partner programs 272
passive
activities 124
activity loss limitations 125
activity numbers (PANs) 123
income 105–142
password protecting
client files 296
DDM files 351
e-mails with PDFs 203
online EF database reports 244
pause option for calculations 29
Pay Per Return (PPR) 27
payment options, electronic 160
payroll, see Client Write-Up
PCM, see Personal Client Manager
PDF documents, e-filing 184–186
PDF files
e-mailing forms as 164
penalties
estimated tax 154
for early withdrawal of savings 138
for late-filed returns 181
IRA 120, 138
Pennsylvania city tax rates 309
penny rounding 31
pensions, self-employment 137
Personal Client Manager 34, 63
PIN signatures
auto-generating for taxpayer 32
in data entry 163–164
of preparer 23
PMI (private mortgage insurance) 123
Populate (GruntWorx function) 357
Portal (SecureFileProTM) 362–??
postcards 305
power of attorney 23, 164
PPR, see Pay Per Return
practice returns 76, 266
preparer
checklist for EIC 155
mode (in Scheduler) 85
xxxviii Tax Year 2012