User's Manual - Drake Software

Data Entry
Drake Software User’s Manual
• Press SHIFT+TAB to move the cursor back one field.
• Press CTRL+ or CTRL+ to move the cursor up or down one field, respectively.
Grid Data
Entry
Grid data entry allows faster data entry for the Dependents, INT, DIV, and 4562
screens. In grid data entry mode, click a field to activate it, and then type data directly
into the field.
Figure 3-10: Entering data directly with grid data entry
To access grid data entry from full-screen mode, press F3. Press F3 again (or click
Item Detail) to return to full-screen mode. To delete a row in grid data entry, select a
row number and click Delete (or press CTRL+D). At the prompt, click Yes.
Existing
Forms List
The Existing Forms List is displayed if more than one instance of a screen has been
saved in a return.
Figure 3-11: Existing Forms List
To open a screen from the list, double-click a row (or select it and click Open). To
open a new, blank screen, select New Record.
NOTE
Grid data entry replaces an Existing Forms List if grid data is the
established default in Options Setup. Disable the default from Setup >
Options > Data Entry tab.
Multiple
Instances of
a Form
Many clients require multiple instances of such forms as Form W-2. In most cases,
press PAGE DOWN to open a new screen and enter data for a second form.
Some forms have more than one “page” or screen. If you are in a multiple-screen
form, use the links provided to go to the next page. If no links are provided, press
PAGE DOWN to move to the second “page” of the screen. Press CTRL+PAGE DOWN to
open a new instance of the form.
Each time a new screen is produced, Drake indicates the record number on the status
bar of the screen. The number of records is also shown on the Data Entry Menu
(Figure 3-12 on page 69).
68 Tax Year 2012