User's Manual - Drake Software

Drake Software User’s Manual
Index
PIN signature 23
schedules 89–96
security settings 24
setup 22–27
tax identification number, see PTIN
pre-prepared entry (also forms-based data entry) 309
presidential campaign 98
previously passive activities 124
pricing
for a single return 57
maximum/minimum fees 38
per item and per form 37
setup 37
printer setup 47–52
printing
see also viewing
bill summary 30
calculation details 196
carryover worksheets 30
checks 221, 222
data entry screens 75
date of signature 31
depreciation schedules 29
documents only when required 32
due diligence info for homebuyer credit 34
EF status page 33
EIC due diligence documents 34
estimate vouchers 151
filing instructions 30
forms in a certain order 206
forms in a return 200
forms only when required 29
labels 304
letters (batches) 302
list of EINs 307
list of firms 21
list of preparers in a firm 26
on the fly 52
options 205–207
organizers and proformas 82
preparer fees withheld 32
printer sets 201
referral coupons 31
return summary 30
sets 51
SSN on bill 32
tax returns 196
taxpayer phone number 31
third-party designee 31
using the PRNT screen 52
privacy
letter 31
private
appointments, setting up 91
mortgage insurance (PMI) 123
processing
acknowledgments 233
loan checks (for bank products) 221
proformas 81–84
property
disposal of 122
listed 166
on Schedule E 121
qualified Indian reservation 169
rental of personal 124
sale of 123
section 179 expensing 167
type and usage 122
PTIN 8, 19, 23, 227
public safety officers 118
publications (IRS, Drake, etc.) 272
purchasing
GruntWorx 358
SecureFileProTM 363
W-2 downloads 104
Q
qualified charitable distributions 118
Quick Estimator 310
Quick Reference
Accepted Forms xviii
Contact Information ix
Shortcut Keys xiii
QuickBooks imports 299
R
railroad benefits 132
Ready for EF indicator 32
real estate 121, 125
receiving "acks only" 233
recurring appointments, setting up 91
referral coupons 31
refunds, direct deposit of 158–160
Regulation 7216 (Consent to Use and Disclosure of Tax
Return Information) 22, 209–212
reject codes
see also acknowledgments
due to multiple 2106 forms 135
foreign tax credit 142
looking up 240
troubleshooting acks 234
release notes 271
rental real estate with active participation 125
rentals
see also Schedule E (Supplemental Income and Loss)
by clergy 140
Tax Year 2012
xxxix