Drake Software Evaluation Guide

2 0 0 8 D R A K E S O F T W A R E R e t u r n P r e p a r a t i o n | 4 55. The return is opened to screen 1 (Demographics). Enter the new client’s name and address.Press ESC to save and close screen 1 and go to the Data Entry Menu for the return.To open an existing return, choose either of the following methods:• From the Home screen, if it is a recently-opened file (the last nine are listed), select it from theRecent Files list or press 1 through 9.• Click the Open/New button on the top left of the screen and take one of the following steps:• Type the SSN or EIN in the top field with no dashes, spaces, or other characters. (Numbersonly.) Click OK or press ENTER.• Select the desired return from those returns displayed in the lower box. Use the filters tothe right to narrow your search to return types.• Clear the top field and click OK or press ENTER. Scroll through the resulting list to selecta return. Click the headers to sort by name or SSN.• Type an individual’s name or company name in the text box and press ENTER.TEST RETURNSTest returns are located in the software and consist of various forms and schedules. View thesereturns to see how different return scenarios are prepared in Drake. Test returns are identifiedby SSNs that begin with 400-00 and end with 0001 through 0010. Use these returns to practiceelectronic filing.To open a test return, click the Open/New button, type a test SSN on the Open/Create a NewReturn screen, and press ENTER. Once the return is opened, it appears in your return list.___NOTEBefore accessing the test returns in the program, go to Tools > RepairIndex Files and Repair All, then choose Scan Current Files and click OK.Copyrighted MaterialDrake Software Evaluation Guide