User's Manual - Drake Software

Index
Drake Software User’s Manual
converted from home use 118
farm 130
repairing index files 291
report cards (ETC) 269
reports
appointment 95
creating 315
CSM 255
deleting 319
depreciation list 323
filters 316–323
hash totals 326
in Drake 313–327
keywords Appendix C
Multi-Office Manager (MOM) 246
reprinting checks 223
Republic Bank contact info xi
requirements
e-filing, see e-filing
EIC due diligence 155
for bank product eligibility 212
service bureau 213
system (for running Drake software) 12
resetting check stock 223
restoring
see also backup and restore files
archived returns 208
client files 292, 293
color settings 47
CSM data 256
DDM files 345
default color palette (basic view/print) 206
letter templates 45
print order settings 52
statuses in the CSM 251
retirement income 118–121
return options 55
returns
amending 175
archiving 207–208
calculating 193–196, 230
comparing data between 186
creating 65
e-filing process 227–248
e-mailing to Drake 277
entity packages (990, 1120, 1120S, 1065) 367
estate (706) 299, 371
extensions 176
fiduciary (1041) 60, 131
filing late 181
gift (709) 177
indicators on 54
late-filed 181
non-resident 177
NOTES pages 195
opening 65, 252
Pay Per Return (PPR) 27
practice 76, 266
preparation of 97–192
pre-prepared entry 309
printing 196
requesting copies from IRS 179
splitting 73
state 75, 238
statuses of 249
storing information in DDM 331–337
tax-exempt organizations (990) 186
tracking information on 190
updating from prior year 77–80
viewing and printing 196–202
River City Bank contact info xi
rollover of pensions/annuities 119
Roth IRAs 120
rounding amounts 31
royalties 121
S
S corporations, changing from C corps 298
sale of residence 117
sales tax 191
saving previously prepared returns 207
scanners 12, 334, 341, 348, 349
scanning
2D barcode 105
DDM files 348
Schedule A (Itemized Deductions)
and application for tentative refund 174
depreciation schedules for 165
entering data for 140–141
printing 29, 53
Schedule B (Interest and Ordinary Dividends)
entering data for 105–107
order of items listed on 29
printing 29, 53
Schedule C (Profit or Loss From Business)
applying expenses to 171, 172
depreciation schedules for 165
e-filing 111
entering data for 109–111
for clergy 140
for statutory employees 103
foreign income on 134
Schedule C-EZ (Net Profit From Business) 111
Schedule D (Capital Gains and Losses)
entering AMT cost/basis on 113
entering data for 112, 367
importing data from spreadsheet 113
xl Tax Year 2012