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Appendix A: Preseason ChecklistDrake Software User’s ManualPrepare for E-Filing Research and verify e-file requirements — Review any state e-file mandates. Complete settings — Preparer, Firm, and EF (e-filing) settings in Drake. Send test transmissions to Drake. Access EF & Banking Practice — Access practice returns on the Drake Support Web site, TrainingTools menu.A-4 Tax Year 2008
Drake Software User’s ManualAppendix B: E-filing OverviewAppendix B: E-filing OverviewThe flow chart on the following page shows an overview of the e-filing process formost Drake preparers. Included are definitions of acknowledgment codes (“acks”).Tax Year 2008 B-1
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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
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PenaltiesDrake Software User’s Ma
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Domestic Production Activities Dedu
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Alternative Minimum TaxDrake Softwa
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Elderly/Disabled CreditDrake Softwa
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Retirement Savings Contributions Cr
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Household Employment TaxesDrake Sof
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Estimated TaxesDrake Software User
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Estimated TaxesDrake Software User
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Earned Income Credit (EIC)Drake Sof
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Additional Child Tax Credit and Com
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Recovery Rebate CreditDrake Softwar
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Electronic Funds Withdrawal (Direct
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Third Party DesigneeDrake Software
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DepreciationDrake Software User’s
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Auto ExpensesDrake Software User’
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Auto ExpensesDrake Software User’
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Office in HomeDrake Software User
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Net Operating LossesDrake Software
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Special ReturnsDrake Software User
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Requests, Claims, and Other FormsDr
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Requests, Claims, and Other FormsDr
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Special Features in Data EntryDrake
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Calculation ResultsDrake Software U
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Viewing and Printing a ReturnDrake
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Setting Up View/Print OptionsDrake
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Archive ManagerDrake Software User
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Archive ManagerDrake Software User
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Preparing to E-FileDrake Software U
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E-filing a ReturnDrake Software Use
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EF Override Options in Data EntryDr
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EF Override Options in Data EntryDr
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EF DatabaseDrake Software User’s
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Online EF DatabaseDrake Software Us
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About State FilingDrake Software Us
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About Bank ProductsDrake Software U
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Preparing to Offer Bank ProductsDra
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Bank Product TransmissionDrake Soft
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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
Page 274 and 275: Report ManagerDrake Software User
Page 276 and 277: Setting Up a ReportDrake Software U
Page 278 and 279: Setting Up a ReportDrake Software U
Page 280 and 281: Filter ManagerDrake Software User
Page 282 and 283: Filter ManagerDrake Software User
Page 284 and 285: Report ViewerDrake Software User’
Page 286 and 287: Fixed Asset ManagerDrake Software U
Page 288 and 289: Hash TotalsDrake Software User’s
Page 290 and 291: Document ManagerDrake Software User
Page 300 and 301: Tax PlannerDrake Software User’s
Page 306 and 307: Client Write-UpDrake Software User
Page 308 and 309: Trial Balance ImportDrake Software
Page 318 and 319: Binary AttachmentsDrake Software Us
Page 320 and 321: Binary AttachmentsDrake Software Us
Page 322 and 323: Appendix A: Preseason ChecklistDrak
Page 326 and 327: PROCESS: E-FILING FEDERAL RETURNSCo
Page 328 and 329: Appendix C: KeywordsDrake Software
Page 334 and 335: Appendix D: Acronyms & Abbreviation
Page 336 and 337: Appendix D: Acronyms & Abbreviation
Page 338 and 339: Appendix E: State E-filing Mandates
Page 344 and 345: Prepare to use TrialBalance ImportC
Page 346 and 347: Index2008 Drake Softwarebank name d
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Page 354 and 355: Index2008 Drake Softwareand moving
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