User's Manual - Drake Software

Index
Drake Software User’s Manual
supplemental income 121–127
support, see Drake Support
suppressing
documents on the fly 52
e-filing of a return (on the fly) 237
e-filing of returns (globally) 33
EIC calculations 157
Form 1116 (Foreign Tax Credit) 109
forms, options for 29
system requirements 12
T
tax courses (ETC) 264
Tax Planner 353–??
Tax Products Group contact info xii
tax returns, see returns
taxable
distributions 132
refunds 109
testing
e-file transmission 229
printing of checks 221
third-party designee 162–163
tokens (GruntWorx) 358
tracking adjusted basis 127
tracking return data (TRAC screen) 190
Trades (GruntWorx function) 358
troubleshooting
acknowledgments (in e-filing) 234
check printing 224
e-file transmissions 232
return selection (for e-filing) 232
TS/TSJ (field) 73
tutorials 265
U
unemployment
COBRA 149
compensation 131
unemployment compensation 109
unformatted schedules (SCH screen) 189
unlocking client files 297
Update Manager 287
updates
access to 34, 289
automatic 288
installing 287
notification of available 62
updating
CSM 254
from the prior year 77–80
NOTE screens from year to year 188
V
verification fields, see flags
verifying
SSNs 28
W-2 amounts 28, 102
Veriscom (ABCvoice files) 245
viewing
see also printing
bank decline reasons 241
blank forms 290
CSM filters 254
deleted records 256
earned revenue from add-on fees 21
EF reports 243
letter keywords Appendix C
loan status codes 241
processed acknowledgments 229
report keywords Appendix C
reports 323
sample letters 46
scheduled appointments 93
tax returns 196
W
W-2 import 104
watermarks 47, 48
Windows operating system
default printers 47
enabling standard keystrokes 28
using system colors 46
Windows operating system requirements 12
worksheets
AUTO 171
carryover 30
detail (Ctrl+W) 69–70
next-year depreciation listing 53
sale of home (HOME screen) 117
sales tax 191
Z
ZIP code
auto-fill 28
database 72
xlii Tax Year 2012