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<strong>Drake</strong> <strong>Software</strong> User’s ManualTax Planner• From the desktop, double-click the Tax Planner icon. A <strong>blank</strong> planner is opened.Begin entering information, or click Open Planner to open an existing planner.• From data entry, click the Tax Planner icon. The program calculates the return,opens the Tax Planner, and imports the client’s current-year information. You canedit this information once it is in the Tax Planner._NOTESClicking New Planner opens a <strong>blank</strong> planner.See “Working in the Tax Planner” on <strong>page</strong> 295 for instructions onsteps to take once you’ve opened the Tax Planner.Tax Planner WindowAcross the top of the Tax Planner is a spreadsheet menu bar (item #1 in Figure 13-11),and just below it is the Tax Planner toolbar (item #2 in Figure 13-11). Tabs representingsetup and specific portions of the 1040 return are located across the bottom of thescreen (item #3 in Figure 13-11). In the center of the window is the taxpayer data.Figure 13-11: Tax Planner windowSome cells are “read only” and cannot be changed; others can be edited. Unshaded(white) cells are active and can be edited.Tax Year 2008 293

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