12.07.2015 Views

This page intentionally left blank. - Drake Software Support

This page intentionally left blank. - Drake Software Support

This page intentionally left blank. - Drake Software Support

SHOW MORE
SHOW LESS

Create successful ePaper yourself

Turn your PDF publications into a flip-book with our unique Google optimized e-Paper software.

<strong>Drake</strong> <strong>Software</strong> User’s ManualContacting <strong>Drake</strong> <strong>Support</strong>New E-filing Featuresand 990-PF. Screens are less entry-intensive, with information carried to as manyother areas as possible. The 990 updates are more concise in 2008, and the field-specifichelps have been revised for accuracy and thoroughness.1120, 1120S, and 1065 Packages — <strong>Drake</strong>’s corporate (1120), S corp (1120S), andpartnership (1065) packages now include a trial balance importing feature. Thesepackages, along with the 990 package, also include the ability to attach PDF files to e-filed returns. See Chapter 14, “Business Packages: New Features.”Fiduciary/Trust (1041) Package — The Fiduciary/Trust (1041) package now hasForm 8879-F, E-file PIN Authorization, for e-filing. Several new forms have beenadded to the package, including a worksheet for allowable miscellaneous deductionssubject to the 2% floor (WK_AMID; generated by line 15b of Form 1041).Estate (706) Package — As part of <strong>Drake</strong>’s Estate (706) tax package, the programnow supports Form 706-A, United States Additional Estate Tax Return, and Form706-CE, Certificate of Payment of Foreign Death Tax.Among the program changes in e-filing this year:• Customer Account Numbers — In addition to your EFIN, your <strong>Drake</strong> customeraccount number is now required in Setup > ERO. Your customer account numberis provided on your packing slip.• Expanded EF Select — The EF Select button on the Calculation Results screennow sends federal returns, federal returns with state piggyback returns, and directstate returns to the e-filing queue. <strong>This</strong> button is also now available for all applicablepackages.• Check Print Alert — The program now provides an automatic alert when checkprint records are ready to be transmitted.• EF Reports — EF selection reports, transmission reports, and bank acknowledgmentreports have a new look this year. The EF selection reports also include moredata and can display up to 12 columns. In addition, you can now view the mostrecent EF transmission report.• ERO Online Bank Application — <strong>This</strong> year, the ERO online bank applicationfeatures a new look and some new functionality.For more information on e-filing in <strong>Drake</strong>, see Chapter 7, “E-filing.”Contacting <strong>Drake</strong> <strong>Support</strong>In addition to the manual, on-screen Help, and online resources, <strong>Drake</strong> offers unparalleledtelephone and e-mail support. Use one of the following methods to consult amember of the <strong>Drake</strong> <strong>Support</strong> team:• E-mail <strong>Support</strong> — <strong>Support</strong>@<strong>Drake</strong><strong>Software</strong>.com — Recommended for simpler<strong>Drake</strong> <strong>Software</strong> questions.Tax Year 2008 5

Hooray! Your file is uploaded and ready to be published.

Saved successfully!

Ooh no, something went wrong!