Drake Software Evaluation Guide

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1 6 6 | T o o l s 2 0 0 8 D R A K E S O F T W A R ECREATING APPOINTMENT REPORTSTo generate reports based on scheduled appointments, complete the following steps:1. From the Home window, open the Scheduler and select Reports.2. Select the type of report to run:• Preparer Appointments – List of a preparer’s appointments for one day. Enterappointment date and preparer. The report is printed.• Preparer Calls List – List of a preparer’s calls for one day.• Call List for All Preparers – List of all preparers’ calls for a specific date.• New Client List – List of new clients entered in the Scheduler.3. Choose a preparer (except when running the Call List for All Preparers).4. Click View to generate the report and open the Report Viewer.OTHER TOOLSTwo tools are located in the File menu: Forms Based Data Entry and the Quick Estimator.FORMS BASED DATA ENTRYForms Based Data Entry is available in Drake for individual tax return preparation. Instead ofaccessing data entry from the Data Entry Menu, screens are accessed from an interactive1040 form. See Figure 104 on page 167.Click a form line to access the data entry screen associated with the line. Data entry screensmay also be accessed by entering the screen code in the Screen To Load field. See Figure 103below.Figure 103: Screen to Load fieldData entry screens with data appear on the interactive 1040 form as purple links. To go backand make edits to entries on screens, click the link on the interactive form. Screens withoutdata appear as blue links. Red characters represent data as it will appear on the form.Drake Software Evaluation GuideCopyrighted Material
2 0 0 8 D R A K E S O F T W A R E T o o l s | 1 6 7Figure 104: Forms Based Data EntryCopyrighted MaterialDrake Software Evaluation Guide
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