12.07.2015 Views

This page intentionally left blank. - Drake Software Support

This page intentionally left blank. - Drake Software Support

This page intentionally left blank. - Drake Software Support

SHOW MORE
SHOW LESS

You also want an ePaper? Increase the reach of your titles

YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.

2008 <strong>Drake</strong> <strong>Software</strong> Indexestimated tax 130for early withdrawal of savings 114IRA 102, 114penny rounding 28pensions, self-employment 113piggyback returns 190PIN signaturesauto-generating for taxpayer 29in data entry 139–140of preparer 17postcards 260power of attorney 17, 140PPRpurchasing 20setup 19–20practice returns 66, 231prepareradd-on fees 14checklist for EIC 131mode (in Scheduler) 75PIN signature 17security settings 17setup 16–19pre-prepared entry (also forms-based data entry) 263presidential campaign 84previously passive activities 105pricingfor a single return 49maximum/minimum fees 33per item and per form 33setup 33printer setup 41–45printingsee also viewingbank applications 29bank product fees withheld 28bill summary 27calculation details 168carryover worksheets 26checks 211data entry screens 65date of signature 28depreciation schedules 26documents only when required 29EF status <strong>page</strong> 29EIC due diligence documents 30estimate vouchers 126filing instructions 27forms in a certain order 175forms in a return 172forms only when required 26from enhanced view/print 168labels 259letters (batches) 257list of EINs 262list of firms 15list of preparers in a firm 18on the fly 45optional worksheets 26options 173–176organizers and proformas 73preparer fees withheld 28printer sets 172referral coupons 27return as PDF 45return summary 27sets 43setup, see printer setupSSN on bill 28Tax Planner 296tax returns 168taxpayer phone number 28third-party designee 28using the PRNT screen 45privacy letter 27private mortgate insurance (PMI) 104processingacknowledgments 185loan checks (for bank products) 211proformas 71–74propertylisted 142on Schedule E 103qualified Indian reservation 145rental of 104sale of 104section 179 expensing 143tax for vehicle 147–149type and usage 104publications (IRS, <strong>Drake</strong>, etc.) 233purchasingPPRs 20W-2 downloads 89QQuick Estimator 20, 263quick print 171QuickBooks imports 255Rrailroad benefits 108RAL (Refund Anticipation Loan) 205RAL Advance 205RCR (Reduced Cost RAL) 205Ready for EF indicator 29real estate 103, 105, 307Tax Year 2008xvii

Hooray! Your file is uploaded and ready to be published.

Saved successfully!

Ooh no, something went wrong!