User's Manual - Drake Software

Software Setup
Drake Software User’s Manual
Viewing
Letters for
Sample
Return
The preview feature allows you to open View mode and view a sample letter for one
of 10 return types:
• An e-filed return with refund
• An e-filed return with balance due
• A paper-filed return with refund
• A paper-filed return with balance due
• An e-filed return with an extension
• An e-filed return with an extension and balance due
• A paper-filed return with a refund and an extension
• A paper-filed return with a balance due and an extension
• A paper-filed amended return with a refund
• A paper-filed amended return with a balance due
To access the preview feature, click the Preview button in the toolbar of the Client
Communications Editor.
Bringing
Forward a
Template
To replace a current-year template with a prior-year one:
1. From the Client Communications Editor, click Open and select the template to
replace.
2. Go to Setup > Update Prior Year Letter and click OK.
3. Select the drive of the Drake program that contains the prior-year letter.
4. Select a prior-year letter.
5. Click Continue.
6. When prompted, click Yes.
Be sure to read through the replacement letter to ensure that the information is current.
Color Setup
Use the Color Setup feature to tailor Drake screens to meet your firm’s preferences.
TIP
If you used Drake last year, consider customizing colors to make your
2012 program look different from your 2011 program. If you must open
the 2011 program during tax season, customized colors will help you
avoid entering data into the old program by mistake.
Program
Colors
Use Define
Custom Colors to
create a new color.
To customize program colors:
1. From the Drake Home window, go to Setup > Colors.
2. Under Program Colors, choose one of the following options:
• Use Windows System Colors — Program screens inherit the color scheme
used by the operating system.
• Use Custom Created Colors — The Program text color and Program
background color boxes to the right become available. Click a box to view
the Windows color palette and choose a color.
46 Tax Year 2012