Drake Software Evaluation Guide

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5 8 | 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 ERight-Click MenusTo access several useful functions in data entry, right-click the screen, or right-clickwithin a field to view a right-click menu.CalculatorA calculator is available in every numeric field in data entry. To access the calculator,press F10 from within the field. Press F1 to insert the calculated results into the data entryfield. When the calculator is active, the NUM-LOCK status is activated and cannot bedisabled. NUM-LOCK is disabled when the calculator is closed.ImportsImporting features are accessed from the data entry toolbar.Schedule D ImportImport capital gain and loss transactions into Drake using the Schedule D Importtool. Import transaction information from Excel 2008, Excel 97-2003, TAB (tabdelimited), or CSV (comma delimited) files. For the data to import correctly, theworksheet must contain specific columns of information. Details about the requiredspreadsheet format are available from the Schedule D Import window.W-2 ImportIf your client is an employee of a company that uses Talx W-2 eXpress, that client’sW-2 can be downloaded directly into Drake. See the Drake Support site,Support.Drakesoftware.com, for information on purchasing W-2 downloads and for alist of companies that supply employee W-2s using this service.DATA ENTRY RESOURCESAnswers to most data entry questions are just a few key strokes away. To access help in dataentry:• For field specific help, press F1, SHIFT + ?, or right-click in any data entry field and clickView Help.• Click one of the various Screen Help buttons on the screen title bar for help within aparticular screen.Field Help (F1)Field help provides specifics — such as explanations and lists of accepted entries – abouteach field in data entry. To access field help, place the cursor in the field and press F1 orright-click the field and select View Help. The Data Entry - Help window is opened. SeeFigure 27 on page 59.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 9Figure 27: Field HelpScreen HelpVarious screens in data entry offer screen-level help with detailed explanations of thescreen and associated form. To open Screen Help, click Screen Help located at the topright of the screen. See Figure 28 below.___NOTEScreen help is available only for screens with Screen Help buttons.Figure 28: Screen HelpRIA Form/Line FinderClick Screen Help to access to the RIA Form/Line Finder. (An Internet connection isrequired.) Enter a line number in the Input Line # text box and click Go to accessline-specific instructions from RIA’s online tax return guides. Line numbers for fieldsare indicated in data entry. See Figure 29 on page 60.Copyrighted MaterialDrake Software Evaluation Guide
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