User's Manual - Drake Software

Software Setup
Drake Software User’s Manual
– The firm state is Arkansas, Maryland, Maine, or New York (See Program
Help link in Setup > Options, Administrative Options tab.)
– In Setup > Options, Administrative Options tab, the option to charge all
taxpayers the same fees is marked
– In Setup > Pricing, the Include on Bill box is not marked for this fee
Minimum &
Maximum
Fees
Use the scroll bar
or arrow keys to
find forms.
To set minimum and maximum fees to be charged for a return:
1. From the Home window, go to Setup > Pricing and select a package from the
Form box. All forms for that package are displayed in the grid below.
2. Scroll down to Forms 0255 and 0256 (the minimum and maximum fee settings).
3. Double-click a row and enter the fee. Repeat for the other form, if desired.
4. Click Update, and then click Save.
NOTE
If incorrect charges are generated on bills, check the minimum and
maximum fees to see if the settings are affecting the totals.
Macros Setup
Macros are a series of commands and functions that allow a combination of keys to
accomplish tasks. Also called shortcut keys, some macros are already available in the
program; for example, CTRL+V opens View mode. You can edit existing macros or
create new ones to meet your office’s needs.
You can also use macros for data that is used often by your office. For example, if
many of your local clients use Small Town Bank, you can arrange for the program to
enter “Small Town Bank” every time you press a particular shortcut key combination.
NEW FOR
2012
The Setup Macros screen has changed slightly, making it easier to
enter longer macros, and a new Record feature allows you to create
new macros more quickly.
Using
Macros
Creating
New Macros
To view a list of
macros in data
entry, press
CTRL+SHIFT+M.
To insert macro data, place the cursor in the field and press the applicable shortcut key
(macro) combination. To view available macros, press CTRL+SHIFT+M from within a
field to open the Data Entry - Macros window. To insert macro data from the list,
select a macro and click Execute (or double-click the row). The Data Entry - Macros
window is closed automatically.
To set up your own macros in Drake:
1. From the Drake Home window, go to Setup > Macros. The Setup Macros dialog
box shows the shortcut keys (Hot Key column) and their associated tasks (Data
column).
2. Double-click a line to open the Edit Macro window and enter a new macro or edit
an existing macro.
38 Tax Year 2012