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This is a basic course designed to assist Drake Software users with the required setup and steps to successfully e-file a return. In this webinar, we will discuss the EFIN application process, set up Drake Software to e-file returns, discuss the four-step process of electronic filing, review the types of acknowledgements, use the EF Database to review electronic filing data for returns, and diagnose and resolve electronic filing rejections.
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In this webinar we will demonstrate how to create custom, global settings in Drake Software that can increase office efficiency and decrease return preparation time. At the end of this webinar you will be able to:
• Recognize how flags and locks are assigned to data fields
• Recall how custom drop lists can be used for tracking client data
• Select automatic password protection for PDF documents
• Identify how user-defined shortcuts are created
• Arrange print sets and form order lists
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