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Special Features in Data EntryDrake Software User’s ManualThis page intentionally left blank.164 Tax Year 2008
6 Return ResultsCalculating a ReturnThis chapter covers calculating, viewing, and printing returns. A return must be calculatedbefore it can be viewed, printed, or e-filed. Calculate returns as often as needed.To calculate a return from data entry, open a return and click Calculate. By default,results are displayed in the Calculation Results window. (See Figure 6-2 onpage 166.)You can also calculate one or more returns from the Home window without having toopen data entry. To calculate returns from the Home window:1. Click Calculate. The Batch Calculation dialog box (Figure 6-1) displays up tothe last nine returns calculated. Each return is indicated by a function (“F”) key.Figure 6-1: Batch Calculation dialog boxTax Year 2008 165
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CopyrightDrake Software User’s Ma
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Table of ContentsDrake Software Use
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Table of ContentsDrake Software Use
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What’s New in Drake for 2008Drake
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What’s New in Drake for 2008Drake
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Contacting Drake SupportDrake Softw
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InstallationDrake Software User’s
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Running Drake on a NetworkDrake Sof
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Running Drake on a NetworkDrake Sof
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Software SetupDrake Software User
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Making Changes on the FlyDrake Soft
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Logging In and OutDrake Software Us
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Creating and Opening ReturnsDrake S
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Data EntryDrake Software User’s M
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About State ReturnsDrake Software U
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Prior-Year UpdatesDrake Software Us
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Prior-Year UpdatesDrake Software Us
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Organizers and ProformasDrake Softw
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SchedulerDrake Software User’s Ma
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E-filing PreparationDrake Software
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Taxpayer DemographicsDrake Software
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ExemptionsDrake Software User’s M
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Personal Service Income (W-2, 1099-
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Passive and Investment Income (1099
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Passive and Investment Income (1099
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Self-Employment Income (Schedule C)
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Sales of AssetsDrake Software User
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Retirement Income (1099-R, etc.)Dra
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Supplemental IncomeDrake Software U
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Farm IncomeDrake Software User’s
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Social Security and Railroad Benefi
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Educator ExpensesDrake Software Use
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Self-Employment AdjustmentsDrake So
Page 122 and 123: PenaltiesDrake Software User’s Ma
Page 124 and 125: Domestic Production Activities Dedu
Page 126 and 127: Alternative Minimum TaxDrake Softwa
Page 128 and 129: Elderly/Disabled CreditDrake Softwa
Page 130 and 131: Retirement Savings Contributions Cr
Page 132 and 133: Household Employment TaxesDrake Sof
Page 134 and 135: Estimated TaxesDrake Software User
Page 136 and 137: Estimated TaxesDrake Software User
Page 138 and 139: Earned Income Credit (EIC)Drake Sof
Page 140 and 141: Additional Child Tax Credit and Com
Page 142 and 143: Recovery Rebate CreditDrake Softwar
Page 144 and 145: Electronic Funds Withdrawal (Direct
Page 146 and 147: Third Party DesigneeDrake Software
Page 148 and 149: DepreciationDrake Software User’s
Page 154 and 155: Auto ExpensesDrake Software User’
Page 156 and 157: Auto ExpensesDrake Software User’
Page 158 and 159: Office in HomeDrake Software User
Page 160 and 161: Net Operating LossesDrake Software
Page 162 and 163: Special ReturnsDrake Software User
Page 164 and 165: Requests, Claims, and Other FormsDr
Page 166 and 167: Requests, Claims, and Other FormsDr
Page 168 and 169: Special Features in Data EntryDrake
Page 170 and 171: Special Features in Data EntryDrake
Page 174 and 175: Calculation ResultsDrake Software U
Page 176 and 177: Viewing and Printing a ReturnDrake
Page 182 and 183: Setting Up View/Print OptionsDrake
Page 184 and 185: Archive ManagerDrake Software User
Page 186 and 187: Archive ManagerDrake Software User
Page 188 and 189: Preparing to E-FileDrake Software U
Page 190 and 191: E-filing a ReturnDrake Software Use
Page 196 and 197: EF Override Options in Data EntryDr
Page 198 and 199: EF Override Options in Data EntryDr
Page 200 and 201: EF DatabaseDrake Software User’s
Page 202 and 203: Online EF DatabaseDrake Software Us
Page 208 and 209: About State FilingDrake Software Us
Page 210 and 211: About Bank ProductsDrake Software U
Page 216 and 217: Preparing to Offer Bank ProductsDra
Page 218 and 219: Bank Product TransmissionDrake Soft
Page 220 and 221: Processing the Loan CheckDrake Soft
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Troubleshooting Check PrintingDrake
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Cancellations, Tracking, & Post-Sea
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About Client StatusesDrake Software
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Customizing the DisplayDrake Softwa
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CSM ReportsDrake Software User’s
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Admin-only FeaturesDrake Software U
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Online SupportDrake Software User
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Software SupportDrake Software User
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Interactive SupportDrake Software U
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Fax Cover Letter for SupportDrake S
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Install UpdatesDrake Software User
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Download FontsDrake Software User
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File MaintenanceDrake Software User
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LettersDrake Software User’s Manu
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AmortizationDrake Software User’s
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Install State ProgramsDrake Softwar
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Quick EstimatorDrake Software User
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Report ManagerDrake Software User
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Setting Up a ReportDrake Software U
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Setting Up a ReportDrake Software U
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Filter ManagerDrake Software User
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Filter ManagerDrake Software User
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Report ViewerDrake Software User’
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Fixed Asset ManagerDrake Software U
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Hash TotalsDrake Software User’s
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Document ManagerDrake Software User
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Tax PlannerDrake Software User’s
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Client Write-UpDrake Software User
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Trial Balance ImportDrake Software
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Binary AttachmentsDrake Software Us
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Binary AttachmentsDrake Software Us
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Appendix A: Preseason ChecklistDrak
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Appendix A: Preseason ChecklistDrak
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PROCESS: E-FILING FEDERAL RETURNSCo
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Appendix C: KeywordsDrake Software
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Appendix D: Acronyms & Abbreviation
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Appendix D: Acronyms & Abbreviation
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Appendix E: State E-filing Mandates
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Prepare to use TrialBalance ImportC
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Index2008 Drake Softwarebank name d
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Index2008 Drake Softwarechanging 18
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Index2008 Drake Softwareestimating
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Index2008 Drake SoftwareForm 8867 (
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Index2008 Drake Softwareand moving
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Index2008 Drake SoftwareReal-Time L
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Index2008 Drake SoftwareSSN, see So
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