Drake Software Evaluation Guide

More documents

Recommendations

Info

2 0 | P r o g r a m S e t u p 2 0 0 8 D R A K E S O F T W A R EFigure 6: Firm SetupERO SETUPYou must complete Electronic Filing Setup to:• Electronically file returns• Use the Drake E-mail program• Download software updates through Tools > Install Updates• Access your Online EF Database from EF > Search EF Database > F10-Online DB• Access RIA from the toolbarIMPORTANTA temporary EFIN assigned by Drake allows you to test electronic filing andgives you access to Drake Internet tools. Preparers who are new toelectronic filing and wish to transmit live returns must apply to the IRS foran EFIN.Drake Software Evaluation GuideCopyrighted Material
2 0 0 8 D R A K E S O F T W A R E P r o g r a m S e t u p | 2 1To set up an ERO’s information:1. From the menu bar, go to Setup > ERO.2. Enter or edit the general information fields. Fields highlighted in yellow indicate requiredentries. See Figure 7 below.___NOTEYou must enter your Drake Account Number in Setup > ERO. Enter yourtemporary EFIN and password in the EFIN and Drake Password fields.Your account number, EFIN and password are included on your packingslip or in the email confirmation you received after registering for a Demo.The default Connection Settings are the settings that work for mostcomputers. If you are experiencing problems connecting to Drake, pleasecontact Drake Support for technical assistance.The Service Bureau section must be configured only by offices practicingas Service Bureaus. Service Bureaus actively collect and transmit returnsfor other preparers. This is small percentage of offices.3. Click OK to save changes. Click Exit to exit without saving changes.Figure 7: Electronic Filing SetupCopyrighted MaterialDrake Software Evaluation Guide
Page 3 and 4: 2 0 0 8 D R A K E S O F T W A R E C
Page 5: 2 0 0 8 D R A K E S O F T W A R E |
Page 8 and 9: 2 | W e l c o m e 2 0 0 8 D R A K E
Page 10 and 11: 4 | C P E I n f o r m a t i o n 2 0
Page 12 and 13: 6 | I n s t a l l i n g t h e S o f
Page 14 and 15: 8 | I n s t a l l i n g t h e S o f
Page 16 and 17: 1 0 | I n s t a l l i n g t h e S o
Page 18 and 19: 1 2 | I n s t a l l i n g t h e S o
Page 20 and 21: 1 4 | N a v i g a t i n g t h e P r
Page 22 and 23: 1 6 | N a v i g a t i n g t h e P r
Page 24 and 25: 1 8 | P r o g r a m S e t u p 2 0 0
Page 44 and 45: 3 8 | R e v i e w Q u e s t i o n s
Page 46 and 47: 4 0 | H o t K e y s 2 0 0 8 D R A K
Page 48 and 49: 4 2 | R e v i e w Q u e s t i o n s
Page 50 and 51: 4 4 | R e t u r n P r e p a r a t i
Page 76 and 77:
7 0 | R e t u r n P r e p a r a t i
Page 78 and 79:
Page 80 and 81:
Page 82 and 83:
Page 84 and 85:
Page 86 and 87:
Page 88 and 89:
Page 90 and 91:
Page 92 and 93:
Page 94 and 95:
Page 96 and 97:
9 0 | C a l c u l a t e a n d P r i
Page 98 and 99:
Page 100 and 101:
Page 102 and 103:
Page 104 and 105:
Page 106 and 107:
1 0 0 | R e v i e w Q u e s t i o n
Page 108 and 109:
1 0 2 | E l e c t r o n i c a l l y
Page 110 and 111:
Page 112 and 113:
Page 114 and 115:
Page 116 and 117:
Page 118 and 119:
Page 120 and 121:
Page 122 and 123:
1 1 6 | B u s i n e s s R e t u r n
Page 124 and 125:
Page 126 and 127:
Page 128 and 129:
Page 130 and 131:
Page 132 and 133:
Page 134 and 135:
Page 136 and 137:
Page 138 and 139:
Page 140 and 141:
Page 142 and 143:
Page 144 and 145:
1 3 8 | P a r t n e r s h i p R e t
Page 146 and 147:
Page 148 and 149:
Page 150 and 151:
Page 152 and 153:
Page 154 and 155:
Page 156 and 157:
Page 158 and 159:
Page 160 and 161:
Page 162 and 163:
Page 164 and 165:
Page 166 and 167:
Page 168 and 169:
1 6 2 | T o o l s 2 0 0 8 D R A K E
Page 170 and 171:
1 6 4 | T o o l s 2 0 0 8 D R A K E
Page 172 and 173:
1 6 6 | T o o l s 2 0 0 8 D R A K E
Page 174 and 175:
1 6 8 | T o o l s 2 0 0 8 D R A K E
Page 176 and 177:
1 7 0 | R e p o r t s 2 0 0 8 D R A
Page 178 and 179:
1 7 2 | R e p o r t s 2 0 0 8 D R A
Page 180 and 181:
1 7 4 | R e p o r t s 2 0 0 8 D R A
Page 182 and 183:
1 7 6 | R e p o r t s 2 0 0 8 D R A
Page 184 and 185:
1 7 8 | R e p o r t s 2 0 0 8 D R A
Page 186 and 187:
Page 188 and 189:
1 8 2 | S u p p o r t R e s o u r c
Page 190 and 191:
Page 192 and 193:
Page 194 and 195:
Page 196 and 197:
1 9 0 | S u i t e P r o d u c t s 2
Page 198 and 199:
1 9 2 | S u i t e P r o d u c t s 2
Page 200 and 201:
1 9 4 | S u i t e P r o d u c t s 2
Page 202 and 203:
1 9 6 | S u i t e P r o d u c t s 2
Page 204 and 205:
1 9 8 | S u i t e P r o d u c t s 2
Page 206 and 207:
Page 208 and 209:
2 0 2 | G l o s s a r y 2 0 0 8 D R
Page 210 and 211:
2 0 4 | G l o s s a r y 2 0 0 8 D R
Page 212 and 213:
2 0 6 | G l o s s a r y 2 0 0 8 D R
Page 214 and 215:
2 0 8 | C P E E x a m 2 0 0 8 D R A
Page 216 and 217:
2 1 0 | C P E E x a m 2 0 0 8 D R A
Page 218 and 219:
2 1 2 | C P E E x a m 2 0 0 8 D R A
Page 220 and 221:
2 1 4 | C P E E x a m A n s w e r S
Page 222 and 223:
v i |2 0 0 8 D R A K E S O F T W A
Page 224 and 225:
v i i i |2 0 0 8 D R A K E S O F T
Page 226 and 227:
x |2 0 0 8 D R A K E S O F T W A R
Page 228:
x i i |2 0 0 8 D R A K E S O F T W
show all

Drake Software Evaluation Guide

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

Delete template?

Save as template?