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Tax PlannerDrake Software User’s ManualTable 13-2: Other DDM File TasksTaskDescriptionSelect a file in the DDM document list (or select multiple files using the SHIFT orCTRL keys), then click Email. Your default e-mail program is opened with thedocument added as an attachment.Select a file in the DDM document list, then click Delete. Click Yes to confirmthe deletion.Enable “drag-and-drop” navigation, which allows files to be “dragged” and“dropped” from one location on the computer into the DDM. You can also dragand drop files within the DDM. Use your mouse to drag the selected file to thenew location.Tax PlannerNew in Tax Year 2008Opening the Tax PlannerThe Drake Tax Planner help you assist your clients with planning for financial decisions.Clients can easily see how such events as the birth of a child, a marriage, or anew job will affect their short- and long-term finances and tax liability.The Tax Planner is installed when you install Drake. Because each worksheet in theTax Planner contains typical Excel worksheet functions, your computer must haveMicrosoft Excel 2000 or later installed.New in 2008, the Tax Planner includes fields for estimated payments and first-timehomebuyer information.• Estimated Payment Vouchers—On the Tax Planner Summary tab, the programprojects the amounts of estimated payment vouchers for future years, assumingeven quarterly payments.• First-time Homebuyer Information—The Tax Planner can now project howtaxpayers will benefit from the First-Time Homebuyer Credit, which was implementedin tax year 2008. On the Tax Planner Payments tab, you can view or enterthe following first-time homebuyer information for a selected year:– Home purchase price– Taxpayer’s share of purchase price, if someone other than the spouse heldinterest in it– Credit amount– Recapture amountTo access these fields, see “Working in the Tax Planner” on page 295.To open the Tax Planner:292 Tax Year 2008