User's Manual - Drake Software

Drake Software User’s Manual
Software Setup
Printing Sets
The Printing Sets feature allows you to print multiple sets of returns for different purposes.
To define printing sets:
1. From the Drake Home window, go to Setup > Printing > Printer Setup.
2. Click the Sets button to open the Copies Per Set dialog box.
3. Select a category from Form Categories. Your selection determines which forms
are displayed in the grid below.
4. Double-click a form in the list. The default information for that form fills the text
boxes above.
5. In the boxes under each set name, enter the number of copies of the form to be
printed with each set. For example, to include three Schedule Cs with the Client
set, enter 3 under Client.
Figure 2-20: Example: Three copies of Schedule C for client
6. Click Update.
7. Click Save, and then click OK.
Repeat this procedure for other forms as needed.
Changing
Print Sets “On
the Fly”
You can make Sets changes on the fly (in other words, without going to Printer Setup),
but this will modify settings globally—not just for the active return. If you change
your Sets settings on the fly, you change the settings for all returns.
To change or add print settings on the fly, complete the following steps while in
Enhanced View mode for a return:
1. Select a form from the directory tree.
2. Select Setup > Form Properties from the toolbar.
3. In the Number of Copies section, edit settings and click Save.
NOTES
Pricing can also be changed using this option; see “Pricing for a Single
Return” on page 57.
If using Basic View, access this feature by right-clicking a form in Basic
View and selecting Properties.
Setting a Print
Order
Use this option to view or change the order in which forms are printed.
1. From the Drake Home window, go to Setup > Printing > Printer Setup.
2. Click Set Form Order (at the bottom of the Printer Setup dialog box) to open
the Sort Form Order window.
3. Select a package series and choose a set type. Forms are listed with their order
number in parentheses to the left. Normal (Default) is the established IRS order.
Tax Year 2012 51