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    Quickref Guide

    Uploaded by

    Angela Critton
    This document provides hot key summaries for various tasks in an email and tax preparation software: 1) The first section lists hot keys for email functions like sending, receiving, replying and attaching files. 2) The second section covers hot keys for navigating and editing within a tax data entry screen. 3) The third section lists the keyboard commands for using the calculator within a numeric tax field and performing basic math operations. 4) The final sections outline hot keys for main menu options, the client status manager, frequently used field codes, searching the electronic filing database and print mode functions.

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    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd

    Quickref Guide

    Uploaded by

    Angela Critton
    78 views2 pages
    This document provides hot key summaries for various tasks in an email and tax preparation software: 1) The first section lists hot keys for email functions like sending, receiving, replying and attaching files. 2) The second section covers hot keys for navigating and editing within a tax data entry screen. 3) The third section lists the keyboard commands for using the calculator within a numeric tax field and performing basic math operations. 4) The final sections outline hot keys for main menu options, the client status manager, frequently used field codes, searching the electronic filing database and print mode functions.

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    This document provides hot key summaries for various tasks in an email and tax preparation software: 1) The first section lists hot keys for email functions like sending, receiving, replying and attaching files. 2) The second section covers hot keys for navigating and editing within a tax data entry screen. 3) The third section lists the keyboard commands for using the calculator within a numeric tax field and performing basic math operations. 4) The final sections outline hot keys for main menu options, the client status manager, frequently used field codes, searching the electronic filing database and print mode functions.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    78 views2 pages

    Quickref Guide

    Uploaded by

    Angela Critton
    This document provides hot key summaries for various tasks in an email and tax preparation software: 1) The first section lists hot keys for email functions like sending, receiving, replying and attaching files. 2) The second section covers hot keys for navigating and editing within a tax data entry screen. 3) The third section lists the keyboard commands for using the calculator within a numeric tax field and performing basic math operations. 4) The final sections outline hot keys for main menu options, the client status manager, frequently used field codes, searching the electronic filing database and print mode functions.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
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    e-mail hot keys

    DESIRED ACTION
    E-mail a client data file from data entry Check mail / Send and Receive Open a message Edit address book Create a new mail message Print a message Reply to a message Forward a message Delete a message Send a message in the New Message window Open an address book list in the New Message window Attach a file to a message in the New Message window Check Mailbox Status

    HOT KEYS
    F11 cTrL + m cTrL + O cTrL + E cTrL + N cTrL + P cTrL + R cTrL + F cTrL + D aLT + S aLT + T aLT + A cTrL + s

    QUICK REFERENCE GUIDE


    navigating through return data entry
    DESIRED ACTION
    Move cursor forward one field Move cursor back one field Move cursor within a field Delete character behind the cursor Delete character in front of the cursor Move to last field on the screen Move to first field on the screen Bring up additional data entry screens (W-2, 1099, schedules, etc.) Return to previous screen or exit Go to the first position in a data entry field Go to the last position in a data entry field Navigate up and down a data entry screen Access view mode Access print mode Access data entry from view / print mode Access an action menu

    KEYBOARD KEYS
    Tab, ENTEr, or shifT + Tab, cTrL + , or shifT + ENTEr
    or

    backspacE DELETE cTrL + END cTrL + homE pagE DowN Esc homE END cTrL + , or cTrL + cTrL + V cTrL + p cTrL + E Right Click in Field / Right Click in Gray Area

    calculator functions
    Note: Entering numbers and their operators can be done in three ways: (1) using the numeric keypad on the keyboard, (2) using the numbers on the typewriter keyboard, or (3) using the pointer to click the numbers and operators on the calculator. When an unformatted schedule is appropriate, press Ctrl + W in a numeric field to produce a detailed worksheet.

    DESIRED ACTION
    To access the calculator in a numeric field Clear a number Insert calculation total in data entry field To exit the calculator Addition Subtraction Multiplication

    OPERATOR INSTRUCTIONS
    F10 Num-Loc F1 or F1-Insert Result Esc + * / With the cursor in the desired field during return data entry, press F10. Press Num-Lock key on the keyboard to clear the current calculation, then Num-Lock again to enable the keypad, or click the C button on the calculator. With the desired total in the summary field, press F1 or click F1-Insert Result on the screen. The calculator closes and the calculation total transfers to the active data entry field. To deactivate the calculator without inserting data in a field, press Esc or click ESC-Quit on the screen. Enter the number to be added and press +. Enter the number to be subtracted and press . Enter the first number in the equation and press *. Then, enter the second number. Press enter or click = on the screen to complete the calculation. Enter the number that you wish to divide and press /. Then, enter the number that you wish to divide by. Press enter or click = on the screen to complete the calculation.

    main screen hot keys


    DESIRED ACTION
    Open Returns Calculate Returns Print Returns View Returns Open Recent Client Files Open the Quick Estimator Open the Client Status Manager Open the EF Return Selector Transmit / Receive Open Drake Software Help Exit the program repair index files

    HOT KEYS
    cTrL + o cTrL + c cTrL + p cTrL + V 19 cTrL + Q cTrL + L cTrL + s cTrL + T cTrL + f1 Esc cTrL + r

    Division

    data entry hot keys


    Right-click the gray area in data entry to access a list of commonly used functions and hot keys.

    client status manager (csm) hot keys


    HOT KEYS F1, or shifT + ? aLT + D cTrL + C cTrL + V cTrL + P cTrL + E cTrL + S Double-Click, cTrL + w, or Right-Click > Add Worksheet cTrL + R cTrL + shifT + N cTrL + M cTrL + N cTrL + D cTrL + X cTrL + U shifT + Esc (Within Data Entry cTrL + ?) or (cTrL + f1 from Home) F2 F4 cTrL + shifT + SpacEbar F6 F7 F8 F9 F10 F11 Esc cTrL + g cTrL + shifT + m
    F ST

    DESIRED ACTION For field help during data entry or to verify a Social Security Number Insert todays date in any date field Calculate a return View a return Print a return Return to data entry from view or print mode Split MFJ return to MFS return Open a Detailed Worksheet; Access Form 4562 from the Depreciation field View preparer notes Enter the Preparer note pad (PAD screen) Increase Declaration Control Number (DCN) Toggle heads-down and standard data entry Delete a data entry screen Carry data to an amended screen Reset the screen Exit screen without saving changes Open Help Flag a field for review Clear a flagged field Clear all flagged fields Open the Drake Document Manager Open the Tax Planner Open the Set Client Status menu Go to EF database Activate the calculator E-mail a client data file Exit data entry View / Open Forms Based Data Entry Opens Macros

    DESIRED ACTION
    Open the CSM from the Home window Open the selected client in the CSM Search for a client record Customize the display Refresh the display Filter the client list View information for the currently selected return Generate reports Export to Excel Help Exit CSM

    HOT KEYS
    cTrL + L cTrL + O cTrL + F cTrL + D F5 cTrL + L cTrL + Q cTrL + R cTrL + E F1 Esc

    frequently used codes


    FIELD CODE APPLICATION
    TS or TSJ T S J 0 (zero) State Code 0 (zero) PY C City Code Multiple 1-99 Assigns data to the primary taxpayer. The program defaults to T if the field is left blank. Assigns data to the spouse. Assigns data to both the taxpayer and spouse. To exclude data from the federal return, enter 0 (zero). For a state return, enter the appropriate two-letter state code (postal service abbreviation). If the field is left blank, the program defaults to the resident state. To exclude data from any state return, enter 0 (zero). For multi-state returns, use PY as the resident state code on screen 1. Do not use PY on any other screen. For city returns, enter the appropriate city code to indicate the source of income. For Form 4562 (depreciation), indicate the appropriate schedule for the depreciated item in the For field. Indicate where the information should be carried when there are multiple schedules.

    search ef database
    KEY FUNCTION
    F1 General information

    INSTRUCTIONS
    View basic EF information about the taxpayer: taxpayer information, federal and state acknowledgement codes, acknowledgement dates, transaction date, filing status, refund amount, or balance due. Access detailed loan information, direct deposit information, Declaration Control Number, etc. Access miscellaneous information, including Earned Income Credit and AGI, MISC field data, firm and preparer numbers, and tentative fee distribution details. Access the reject code lookup feature, which allows you to search for federal and state reject code descriptions, loan status codes, and bank decline reasons. Opens return data entry for the client. View your online database from data entry or from your EF Database.

    print mode hot keys


    DESIRED ACTION Toggle in and out of classic mode Return to Data Entry Print Selected Form Quick Print Select Form Help HOT KEYS cTrL + S cTrL + E cTrL + p cTrL + Q f1

    F2
    F3

    Bank information
    Fees/miscellaneous information Reject code lookup Return to data entry Online Database

    f4 f5 f10

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