This page intentionally left blank. - Drake Software Support

Online EF DatabaseDrake Software User’s Manual• To access data entry for a selected return, click F5 - Data Entry (or press F5). TheEF database is closed._NOTEPeer-to-peer networks only: For non-transmitting workstations toview the EF database, you must enter the drive letter of the transmittingmachine in the Shared Drive Letter field in Directoriesand Paths Setup. See “Directories and Paths Setup” on page 20.Online EF DatabaseThe Online EF database displays real-time data on e-filed returns. You can run reportson returns, loans, and checks; search for e-filing information for a single SSN or EIN;access the Multi-Office Manager (MOM); view CSM data for one or multiple offices;and check the status of each IRS Service Center.To access your Online EF database from within the software:1. From the Home window, click Support. (If you are already in the EF database,click F10 - Online DB.)2. Enter your EFIN and password and click Log In.3. Go to My Account > EF Database.4. Enter your EFIN and password again and click Login.By default, the database displays information for the current tax year. To view anothertax year, select the year from the drop list near the top right corner of the page.Above the tax year drop list is the SSN/Lastname Lookup field. To find informationon a specific return, enter the SSN or last name in this field and click Go.Most of the buttons at the top of the Online EF database screen are for viewing andrunning reports. Reports available are listed in Table 7-5.Table 7-5: Reports Available from the Online EF DatabaseCategoryReturnsBank ProductsLoansChecksFeesSummaryToolsMulti-OfficeManager (MOM)DescriptionPending, accepted, and rejected federal and state returns; extensionsLoan status, original and current type of bank product, amount deposited,debt codeBank productsReports by check status, check data, and EFINPreparer and bank feesSummary reports by date, EFIN, preparer, and ZIP code, plus a summaryof all returns, bank products, and preparer fees94x reports (for Client Write-Up users), ABC Voice Files, client contactinformation lists; see “94x Reports” on page 197.Multiple office reports; see “Multi-Office Manager (MOM)” on page 197.194 Tax Year 2008