Drake Software Evaluation Guide

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2 1 4 | C P E E x a m A n s w e r S h e e t 2 0 0 8 D R A K E S O F T W A R E2008 EVALUATIONPlease take a moment and let us know what you think. We value your input and suggestions and strive to continuallyimprove our educational tools to better suit your needs. For CPE credit, enter your name and address and completeyour evaluation of the course material. Credit is awarded to a score of 70% or better on the exam. Exam Credits willbe determined by pilot test results. Your CPE certificate will be mailed to you.Please print all information clearly.Your Name and Designation _______________________________________________________EFIN____________________________________ CTEC # (for CA)*______________________E-mail: ________________________________________Phone __________________________Firm Name _____________________________________________________________________Address________________________________________________________________________City ________________________________________ST ___________ Zip _________________Are you interested in Oregon approved credits? Circle one: Yes or NoAre you interested in Texas approved credits? Circle one: Yes or No* A Course Report and Student List for this Evaluation is submitted on the 15th of each month to the California TaxEducation Council, www.ctec.org.Regarding content and media (please circle Yes or No):• Were the stated learning objectives met? Yes or No• If applicable, were prerequisites appropriate? Yes or No• Were program materials accurate? Yes or No• Were the program materials relevant and did they contribute to the achievement of the learningobjective? Yes or No• Was the time allotted to the learning activity appropriate? Yes or No• If applicable, were individual instructors effective? Yes or No• Were facilities and/or technological equipment appropriate? Yes or No• Were the handouts or advance preparation materials satisfactory? Yes or No• Were the audio and video materials effective? Yes or NoComments:__________________________________________________________________________________________________________________________________________________To receive your CPE certificate, you must sign and date this form.(Your signature)______________________________________________________(Date)____________(Your Name - Please Print) _____________________________________________(Date)____________Drake Software Evaluation GuideCopyrighted Material
2 0 0 8 D R A K E S O F T W A R E | vIndexAacks, 106acks only, 109adjusted basis worksheet, 147adjustments, 52admin login, 22allocation type, 146alternative electronic signature, 23Archive Manager, 95Creating an Archive, 95Restoring an Archive, 96auto-balanceForm 1065, 154Form 1120, 125auto-complete database, 53Bbackup, 162bank products, 112bank screen, 83Basic Mode, 95View, 95billingfee override, 32options, 30pricing, 32pricing on the fly, 33see pricing setupbusiness returns, see Form 1120Ccalculator, 58Client Status Manager, 172customizing, 175filtering data, 176MOM, 177return statuses, 174toolbar, 173colors setup, 34connection settings, 21CPEinformation, 3creating returns, 44CSM, see Client Status ManagerCustomer Service, 187data entryadding data, 48adjustments, 52auto-complete database, 53calculator, 58codes, 53customize, 32data entry menu, 46deleting data, 48deleting screens, 48detail worksheet, 55EIN database, 53existing forms list, 50exiting screens, 48FAQs, 82field flagssetting flags globally, 32, 51field search, 53grid data entry, 50heads down, 57hot keys, 39macros, 57magnifying fields, 52MFJ to MFS split, 54modifying data, 48navigation, 49overrides, 52DCopyrighted MaterialDrake Software Evaluation Guide
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Drake Software Evaluation Guide

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