Drake Software Evaluation Guide

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2 0 4 | G l o s s a r y 2 0 0 8 D R A K E S O F T W A R EOnline EF DatabaseDisplays information about your electronically filed returns in real time and offers various onlinereporting features.Overrides and AdjustmentsPINsPIN SignatureFields marked by a red equal sign (=) or blue plus and minus signs (+/-). Entries in these fieldschange the amount calculated by the program.Personal Identification Numbers for tax preparers.PDFA PIN that takes the place of a signature on electronically filed returns. All electronically filedreturns must be signed by the taxpayer, spouse, (if filing a joint return), and preparer with PINs.Portable Document Format (PDF) is a file format that captures all the elements of a printeddocument as an electronic image that can be viewed or printed. PDF files are created in AdobeDistiller, PDF995, or similar products. View the files with Adobe Reader.PiggybackPractice ReturnsPrint ModeQuick EstimatorRIAElectronically filed state returns that are sent with the federal return to the IRS. If the federal returnis rejected, the state return is not sent.Like test returns, practice returns allow preparers not familiar with Drake to complete returnsbased on various scenarios and learn the basics of data entry.Allows printing of the forms associated with a return. Press CTRL + P to enter Print mode.Allows you to prepare an estimated individual return quickly and calculate the results. (Resultsform the Quick Estimator should not be filed.)RIA Checkpoint Online is an advanced online research tool for tax professionals. To access RIA,go to Help > RIA Tax Research.Drake Software Evaluation GuideCopyrighted Material
2 0 0 8 D R A K E S O F T W A R E G l o s s a r y | 2 0 5SchedulerSelector FieldSetup WizardSpeed ButtonSplit ReturnA program for setting up and managing the schedules and appointments of multiple preparers.Reminders and reports are also available through the Scheduler.In data entry, the entry field located at the bottom of the screen. Type corresponding screen codesinto the field and press ENTER to access data entry screens.A feature designed to guide you through the process of setting up important parts of the program.Used for quick access to commonly used program functions. Speed buttons are located on thetoolbar directly under the menu bar and are represented by icons.Press CTRL + S to split a MFJ (Married Filing Joint) return into two MFS (Married FilingSeparate) returns, allowing you to easily compare and determine the best option for the taxpayers.State and City ProgramsTax PlannerTest ReturnsToolbarTutorial (CBT)Programs necessary for completing state and city tax returns. Install from the Evaluation CD.A program for predicting your clients’ tax future and how changes in their lives – marriage,children, retirement, divorce – can change their tax liabilities as far ahead as seven years.Pre-prepared returns already loaded into the software that new customers can use to learn thesoftware and the basics of electronically transmitting tax returns.Located beneath the menu bar, the toolbar is where you’ll find speed buttons — one key-strokeshortcuts to commonly-used program finctions.Computer Based Tutorial. Tutorials help tax preparers learn the basics of the software throughshort instructional videos. View from the CD or to access the complete library, go to Drake’sElectronic Training Center at www.drakesoftware.com/etcCopyrighted MaterialDrake Software Evaluation Guide
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