Drake Software Evaluation Guide

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2 0 6 | G l o s s a r y 2 0 0 8 D R A K E S O F T W A R EUpdates (Patches)View ModeWorksheetsChanges in tax laws and corrections, additions, and improvements to how the program functionsthat Drake sends its customers. During tax season, updates should be downloaded from Drakeevery day.Allows you to view the actual forms that print with a return. Press CTRL + V to enter View mode.Available in every numerical field in data entry, worksheets allow up to 30 lines of descriptionsand amounts. Amounts entered are totaled in the data entry field. Detail worksheets are notelectronically filed with a return.Drake Software Evaluation GuideCopyrighted Material
2 0 0 8 D R A K E S O F T W A R E C P E E x a m | 2 0 7CPE ExamAnswer the questions below. See“CPE Exam Answer Sheet” on page 213 for answer sheet and instructions forreceiving credit.1. Which of these setup options are available at Setup > Options > Data Entry tab?a) Choose which federal forms are included with returnsb) Choose which state forms share data entry information with federal returnsc) Select appearance, size, and content of data entry screensd) Select which data entry fields must be filled out for each return2. What operation does CTRL + F1 perform when on the Home window in Drake?a) Open the Quick Estimatorb) Open Drake Software Helpc) Transmit and Received) Add appointments to the Scheduler3. What purpose does the Multi-Office Manager serve?a) Stores returns and scanned-in tax papers in electronic filesb) Alerts you when to send preseason and after-season organizers and proformasc) Alerts you when an SSN has already been filed to prevent duplicate filingsd) Tracks client files for multiple offices4. What function does an EF MESSAGES page serve?a) Alerts you to messages and broadcast e-mail stored in the Drake Message Centerb) Prevents electronic filing and produces error messages, explaining why EF was preventedc) Produces NOTES pages with all EF errors listed for each clientd) Opens the EF Options Override screen with federal and state error messages listed5. Many of the settings on the Form and Schedule Options tab in Setup > Options can be overriddenon a per return basis from which screen in data entry?a) TRAC screenb) Screen 1c) PRNT screend) EF screen6. What key toggles grid data entry and full-screen mode?a) F4b) CTRL + F2c) SHIFT + F1d) F3Copyrighted MaterialDrake Software Evaluation Guide
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Drake Software Evaluation Guide

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