Drake Software Evaluation Guide

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5 0 | R e t u r n P r e p a r a t i o n 2 0 0 8 D R A K E S O F T W A R EGrid Data EntryThis feature allows faster data entry and is available for the Dependents screen (screen 2),Interest Income (INT screen), Dividend Income (DIV), and Depreciation Detail(4562). Only the most commonly-used fields are displayed in grid data entry. SeeFigure 16 below.Figure 16: Grid Data EntryTo turn grid data entry on or off, from the Home screen, go to Setup > Options > DataEntry tab and click Use grid data entry format for... (select screens). Once in data entry,press F3 to move back and forth from full screen to the grid data entry screen. You do nothave to activate grid data entry in Setup > Options to use the F3 feature.Page Down for Additional FormsPress PAGE DOWN to open an additional (blank) data entry screen. Each time a new screenis produced, the record number is indicated on the status bar.Use PAGE DOWN in the following circumstances:• To open another form or schedule. For instance, if you have completed one W2 screenand need to fill out a second one, press PAGE DOWN.• To move to the next data entry screen. For example, instead of returning to the DataEntry Menu to move from screen 1 to screen 2, press PAGE DOWN.___NOTEThe properties of the PAGE DOWN feature vary depending upon whichscreen is open. If PAGE DOWN moves to the next data entry screen but youneed a duplicate blank screen, press CTRL + PAGE DOWN.Existing Forms ListIf there are multiple occurrences of a form in data entry, the number of forms enteredappears in parentheses next to the screen name on the Data Entry Menu. If, for instance,three W-2s are entered, a (3) appears beside W2 - Wages on the Data Entry Screen.When the W2 screen is accessed, an Existing Forms List - W2: Wages appears. SeeFigure 17 on page 51.Drake Software Evaluation GuideCopyrighted Material
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 | 5 1Figure 17: Existing Forms List: WagesTo open a screen from the list, double-click a row, or select a row and click Open. To opena new, blank screen, double-click New Record or select New Record and click Open.Field FlagsUse field flags to set certain fields apart for review. Flagged fields require verificationbefore the return can be filed. You can “flag” fields as you go or set flags globally for allnew returns.To flags fields as you go, press F2 in a field or right click the field and choose Flag forReview. The field is displayed with a shaded background (default is green). See Figure 18below.Figure 18: Flagged FieldOnce you have verified the field, clear the flag by clicking the field and pressing F4, orright-clicking the field and selecting Remove Flag. A return with unverified fieldsgenerates an UNVER message page when the return is calculated. Clear all flags toremove the message.___TIPTo clear all return flags at once, press CTRL + SHIFT + SPACEBAR from theData Entry Menu of a return.Flagging Fields For All Returns (Globally)Flagged fields can be selected globally. Only the ADMIN login can access the globalflagging feature at Setup > Options > Administrative Options tab. Global flags canbe one of two types: for screens, or for new returns.Flag a field for a screen — Each time a new screen with a global flag is created in dataentry, the flag is present. An unverified flag produces an EF message page only if thescreen exists for the return.Copyrighted MaterialDrake Software Evaluation Guide
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