Pay Per Return (PPR)
Contents
1. Go to Support DrakeSoftware com Log in with your EFIN and password From the blue sidebar menu on the left go to My Account gt Software Renewal Click Renew Online Read and accept the License Agreement Enter the requested information and click Save and Continue Choose the Drake PPR Pay Per Return Renewal package Make any other selections such as the CWU program or the online filing and pre parer website package Select your delivery options Download Only Limited CD delivery or full CD delivery Receive all CDs 10 Click Continue 11 Enter or edit your Customer Information At the bottom of the page type your name then click Continue and then Check out 12 Enter your credit card information and click Submit Order 13 Review your order Click Edit to make changes Click Complete Order Renewing Your Drake PPR Software Drake Software User s Manual Renewing by Mail or Fax 10 To renew your Drake Software by mail and pay by check or credit card follow these steps 1 Go to Support DrakeSoftware com 2 Log in with your EFIN and password 3 4 From the To Renew by Check or Fax section click Drake Pay Per Return From the blue sidebar menu on the left go to My Account gt Software Renewal Renewal Print the renewal form fill it out be sure to include your credit card information unless you re paying by check To submit the form either Enter your credit card informatio2. ADIEL PAY PER RETURN PPR VOE Support DrakeSoftware com gt 828 524 8020 Drake Software User s Manual Tax Year 2015 Supplement Pay Per Return PPR Support DrakeSoftware com 828 524 8020 Copyright Trademarks Drake Software User s Manual The 2015 Drake Software Manual Drake Tax Software and any other related materi als are copyrighted material All rights are reserved by Drake Enterprises LTD including all ownership rights This document associated software and related mate rial are the property of Drake Enterprises LTD Drake Enterprises LTD hereby authorizes you to download display print and repro duce the material in this document in an unaltered form only for your personal non commercial use or for non commercial use within your organization Copyright trademark and other proprietary notices may not be removed 2015 Drake Enterprises LTD All rights reserved While every attempt has been made to produce an accurate and complete manual there is no warranty expressed or implied to that effect Drake Enterprises LTD assumes no liability for damages or claims resulting from the use of the information contained herein The Drake Software Logo Drake Tax e Collect e Bonus El card El Logo and GruntWorx are registered trademarks of Drake Enterprises LTD Microsoft and Windows are either registered trademarks or trademarks of Micro soft Corporation in the United
3. Fill out the billing information below to purchase more returns for your account Credit Card Number Expiration Date MMYY First and Last Name CVV Code I Address and ZIP Code must match exactly what is on file at the issuing bank Address ZIP Code Number of Retums to Purchase Help PPR List Exit Figure 4 Purchasing more returns through the software 3 Enter the number ofreturns you wish to purchase 4 Click Purchase You are asked if you are sure you are ready for purchase Click OK When your pur chase transaction is complete a message tells you Your purchase is successful Note e If there is a problem during your purchase transaction you will see a message informing you ERROR Credit card purchase transaction failed Verify your credit card and address information or try a different credit card 6 Tax Year 2015 Drake Software User s Manual Counting PPRs During the 2015 filing season when you ve purchased 85 returns your software is automatically converted to the unlimited Drake package Counting PPRs As stated earlier there are several ways to use PPRs so that they are counted against your total of purchased and redeemed returns Start a new return Update an existing return Change the SSN EIN of a return Change the file type Use the Quick Estimator to start a return NEW FOR 20 5 returns Remember You must be connected to the Internet to buy and
4. redeem This section provides instructions on each of these procedures Starting a New Return When you start a new return you are alerted that proceeding will lower your number of available returns by one see Figure 1 on page 4 To start a new return From the Home window toolbar click Open Create Enter an SSN or EIN in the Open Create a New Return dialog box Click OK In the Open Return window click Yes Verify the SSN EIN Select a Return Type Enter a name in the Name Entry text box Click OK Click Yes to verify that you want this return counted against your total of PPR Updating a Return Tax Year 2015 To update an existing return 1 2 Aa w From the Home window go to Last Year Data gt Update Clients 2014 to 2015 In the Update Client Selection dialog box enter an SSN EIN and click Add Cli ent Click Next In the Update Options menu select the items to update Click the Update 1040 button If you are updating business returns the button will be labeled with the appropriate entity number 1120 1120s 1065 Counting PPRs Drake Software User s Manual You will be offered the opportunity to count the newly updated return against your supply of purchased but unredeemed returns or to open the return in read only mode See Figure 2 on page 4 You cannot make any new entries or calculate the return while in read only mode An optional method of updatin
5. test returns do not count against your total of redeemed returns You can view more information on test returns including instructions for testing check printing at the Drake Support site Go to Support DrakeSoftware com gt Train ing Tools gt Practice Returns gt EF Banking You must enter your EFIN and Drake password to reach the Support website How a Return is Charged to Your Account Tax Year 2015 Unlike the process used in years past there are only two steps you take to purchase and use PPR returns e Purchase You purchase returns as needed 15 returns are included with the PPR program ready to redeem and use The program keeps a running tally of the number of returns you ve purchased the number redeemed used and the number needed for conversion to the unlimited mode e Redeem Unlike in the old activation process returns are available for use when they re purchased A return is redeemed when you Start a new return Update an existing return Change the SSN or EIN on a return Change the file type Use the Quick Estimator How a Return is Charged to Your Account Drake Software User s Manual See Counting PPRs on page 7 for instructions on each of these processes Before a new PPR is redeemed a PPR alert appears on your screen informing you that proceeding will reduce your store of purchased but unredeemed PPRs by one Figure 1 Drake 2015 Pay P
6. Drake Accounting for more information Practice Returns and Test Returns Test returns are installed with Drake Software These returns consist of various forms and schedules to show how different tax scenarios are prepared in Drake and can be used to help new Drake Software clients become more familiar with how data is entered 2 Tax Year 2015 Drake Software User s Manual How a Return is Charged to Your Account in Drake You can also use the test returns to practice e filing before tax season begins The SSNs for the test returns are e 400001032 400001036 400001038 400001060 e 400001035 400001037 400001039 EF Banking practice returns also allow you to practice e filing returns in Drake Soft ware but go a step further than the test returns Transmit one of the EF Banking prac tice returns and the return will be either accepted or rejected Correct the rejected returns and resend it until it is accepted The EF Banking practice returns also allow you to go through realistic check writing scenarios Practice printing checks for the returns with a bank product The EF Banking practice returns SSNs are e 500001001 e 500001003 e 500001005 500001007 e 500001002 500001004 500001006 500001008 Take advantage of these test returns Do not create redeem unnecessary returns while learning to use the M PORTANT software Use the test returns to practice data entry Test returns and EF Banking
7. States and other countries Other product names mentioned in this manual may be trademarks or registered trademarks of their respective companies Tax Year 2015 Drake Software User s Manual PPR Supplement Table of Contents Pay Per Ret rmn PER reich 1 Mew fOr 2015 cave acy ea rear Ce AE 1 Conversion to the Unlimited Package 2 Getting Started with PPR werte std de bates est ea ad a ban 2 Y o r PER en 2 Practice Returns and Test Returns ai a se ac 2 How a Return is Charged to Your Account een eens 3 Restrictions and Notes 24 44 4204 04 CARER HES MERA EEE a EER 4 Porchasin PPR Regine reretu aa a 5 About the PPR Dialog BOX 6 COU PPRS bye kare ached RAMA ERE 7 Starting a New Return cea hehe pas ee eee nap et 2 Return sy ses evade 7 Changing 8 Change Fil Type dine dink 8 Dick eee 8 Petter ve CASO yaaa eee ae ee ate ee ae eae ea 9 Renewing Your Drake PPR Softw
8. allation and setup is nearly identical to installation for preparers using the full ver sion of Drake For information on program installation and software setup see Chap ter 2 Installation and Setup in the Drake Software User s Manual Tax Year 2015 Your PPR Package Drake s tax software is available for download through the Drake Support website go to Support DrakeSoftware com and from the blue menu box select Resources gt Download Center and via a CD service available at an extra cost All federal pack ages 1040 1120 1120S 1065 1041 990 706 and 709 the Drake Document Man ager practice returns banking practice files and e file software for transmitting test returns to Drake are included with the installation The Drake Software User s Man ual Tax Year 2015 in PDF format is included on the CD and available for download from the website Support DrakeSoftware com gt Training Tools gt Manuals A printed copy of the manual is also available for purchase 25 from the website Software for state programs e file banking the Tax Planner city tax rates and forms based data entry are included in a subsequent shipment in January Federal and state programs are updated with each software release thereafter Unlike the full access version PPR does not include Drake s Client N OTE Write Up CWU accounting payroll and accounts payable program CWU is available to PPR users for an additional fee contact
9. are anna akku 9 Renewing sse epi aha eg hy E T ae EN SORTE 9 Renewing by Mail or Fax ae 10 2015 iii iv This page intentionally left blank Drake Software User s Manual PPR Supplement Tax Year 2015 Pay Return PPR Unlike Drake Software s unlimited package the Pay Per Return PPR tax program allows you to purchase only as many returns as you think you ll need for tax season The PPR package comes with 15 returns ready for use You can purchase more returns in any amount you need In the following pages are the steps you can take to purchase and redeem more returns This document has been prepared for PPR users as a supplement to the Drake Soft ware User s Manual Tax Year 2015 and is not meant to replace the manual For infor mation on installing and using your program see the manual New for 2015 Customers who have opted for the Pay Per Return version of Drake Software should be aware of this important change Beginning with Drake15 when you purchase returns those returns are kept on the Drake servers until you redeem use them at which point the return is stored on your system Therefore to purchase and redeem returns your computer must be connected to the Internet Returns cannot be purchased or redeemed without an Internet connection The number of returns purchased and the number of returns redeemed will still
10. be recorded on your computer e If your Internet connection is broken you can still work in redeemed returns but you cannot purchase or redeem more returns until the Inter net connection is reestablished N OTES e Returns cannot be purchased or redeemed by phone It is no longer necessary to activate PPR returns Once they re paid for they can be used or redeemed simply by beginning a new return or updating one from the previous year e Returns can be redeemed only one at a time Tax Year 2015 1 Conversion to the Unlimited Package Drake Software User s Manual Conversion to the Unlimited Package Owners of Drake s PPR package who have purchased fewer than 85 returns will not have their PPR packages automatically converted to the unlimited version at the end of the tax season in April This conversion date is late fall of 2016 Preparers who purchase 85 returns will have their PPR package converted to the full version automatically as soon as they ve purchased their 85th return Preparers who have purchased fewer than 85 returns can continue to purchase returns and file 2015 returns until e They have purchased the required 85 returns required for conversion to the unlim ited version e They reach the 2016 conversion date at which time they can convert their pack age to the unlimited version Getting Started with PPR Whether you re installing Drake s PPR package to a single computer or a network inst
11. er Return There are currently 15 return s available in your bank If you redeem this return you will have 14 return s remaining Do you wish to continue Y N Figure 1 An alert allows you to verify that you re ready to use one of your PPRs If you want to open an existing return from the previous year but aren t ready to update that return you can open it in read only mode Figure 2 Read only mode allows viewing of the return but does not allow calculation or data entry If you want to enter data or calculate the return click Redeem This reduces the number of your available unredeemed returns by one For information on updating returns see Updating a Return on page 7 Drake 2015 Pay Per Return This return has not been paid for There are currently 15 return s available in your bank If you redeem this return you will have 14 return s remaining You may redeem this return or continue in read only mode Redeem Read Only Figure 2 Option for opening return in read only mode Restrictions and Notes Be aware of these PPR restrictions and notes SSNs or EINs cannot be edited Once a return has an SSN or EIN it counts toward your total of redeemed returns and cannot be added back to your PPR bank of unredeemed returns e SSN verification can reduce errors The required SSN EIN Verification field on the New Return screen helps reduce errors and av
12. g a return is to click New Create from N OTE the toolbar enter the SSN or EIN of a previous year s client and then make selections from the Update Options menu Step 4 in Updating a Return above Changing an SSN EIN Once an SSN or EIN is displayed on screen 1 the return is counted against your sup ply of returns You can change the SSN or EIN associated with a return but this will cost you another PPR To change the SSN EIN 1 From the Home window go to Tools gt File Maintenance gt Change SSN EIN on Return An alert reminds you that changing the SSN counts against your total of PPRs Click Yes 2 Inthe Incorrect SSN EIN text box enter the current SSN EIN 3 Inthe Correct SSN EIN text box enter the new SSN EIN to associate with this return 4 Click Continue and then click Exit After changing a return s SSN or EIN update your client list by running N OTE the Repair Index Files tool From the Home window go to Tools gt Repair Index Files Changing File Type You can change the file type of a return 1040 11205 etc but this will cost you another PPR To change the file type 1 From the Home window go to Tools gt File Maintenance gt Change File Type to open the Convert Client Data File Type dialog box An alert reminds you that changing the SSN counts against your total of PPRs Click Yes 2 Enter the SSN EIN of the return you wish to change Click Continue 3 From the Conver
13. he server Purchasing PPR Returns Your software comes with 15 PPRs installed These returns and any additional returns you purchase are available immediately for redemption provided your system 15 con nected to the Internet To purchase or redeem returns your computer must be connected to the N OTE Internet and you must complete ERO and Firm setup Returns cannot be purchased or redeemed without an Internet connection To purchase more returns from the Home window of Drake go to Setup gt Pay Per Return to open the Pay Per Return dialog box Figure 3 Drake 2015 Pay Per Return x Purchasing Pay Per Return Returns The Pay Per Return screen allows purchasing returns as needed Once purchased a return may be printed multiple times without additional charges Use this screen to purchase additional returns as needed Account 72223 Summary PPR to Full Package Total Returns Purchased 50 Total Returns to Purchase 36 Total Returns Redeemed 36 Cost 700 00 Total Returns Remaining 14 Sales Tax 47 25 Total Cost 747 25 Purchase 5 Fill out the billing information below to purchase more returns for your account Credit Card Number Expiration Date First and Last Name CVV Code Address and ZIP Code must match exactly what is on file at the issuing bank Address ZIP Code Number of Returns to Purchase Purchase Help PPR List Exit Figure 3 Pay Per Return dia
14. log box Tax Year 2015 5 Purchasing PPR Returns Drake Software User s Manual About the PPR Dialog Box The Pay Per Return dialog box Figure 3 on page 5 consists of the following com ponents e Account Summary Displays the number of returns purchased the number of returns redeemed and the number of purchased but unredeemed returns remain ing for the account number entered in Setup gt ERO These numbers are updated as more returns are purchased or redeemed e PPR to Full Package Displays the number of returns that must be purchased before the PPR package can be converted to the full unlimited version of Drake and displays how much those returns will cost including sales tax based on the EFIN s state These numbers are updated as more returns are purchased e Purchase Return s Provides fields for entering credit card information for purchasing more PPR returns Help Opens the software s Help program e PPR List Shows a list sorted by SSNs EINs of the returns redeemed used for this ERO e Exit Closes the Pay Per Return dialog box Purchasing To purchase more returns Returns In the lower section of the PPR dialog box Figure 4 complete the credit card information all fields are required 2 Complete address information related to the credit card you are using Note that the city and state must match exactly what is on file with the issuing bank Purchase Return s
15. n and fax the form to Drake Accounting at 828 524 9549 Mail the form and check to Drake Software Attn Accounting 235 East Palmer Street Franklin NC 28734 3049 M PORTANT Do not send your renewal form to Drake Accounting via email Tax Year 2015
16. oid accidentally starting a new return e Names can be changed or corrected Change or correct names on a return with out being charged for another return e and organizers can be printed Print proformas and organizers for gathering information from your clients without your being charged for a return From the menu bar of the Home window select Last Year Data gt Organizers or 4 Tax Year 2015 Drake Software User s Manual Purchasing PPR Returns Last Year Data gt Proformas For more information on proformas and organiz ers see Chapter 4 Preseason Preparation in Drake Software User s Manual Tax Year 2015 e Redeemed returns can be moved to other computers A redeemed return can be copied and moved to another computer without counting against your total For details on transferring returns see Backing up and Restoring Files in Chap ter 11 of Drake Software User 5 Manual Tax Year 2013 e Software can be installed on peer to peer networks On networks not using a true server networks where one computer is designated a server and the other computers share files through that computer returns can be redeemed on any of the computers in the network Do not however transmit from more than one com puter e Software can be installed on a server On networks using a true server all returns are redeemed from the server and all computers on the network have access to all the returns through t
17. t this file to section select the type of return you wish this return to be converted to Click Continue and then click OK Quick Estimator The Quick Estimator is used to quickly calculate results for an individual 1040 return Please note Tax Year 2015 Drake Software User s Manual After Tax Season In PPR mode each use of the Quick Estimator starts a new return and counts against your total of purchased and unredeemed PPRs In PPR mode use of the Quick Estimator with already started returns does not count against your total The Quick Estimator produces only one return if Married Filing Separately is selected as the filing status A separate return must be generated using another PPR for the spouse M PORTANT Do not file the return generated in the Quick Estimator with the IRS or an amended return will be required After Tax Season When tax season is over the software can be switched from PPR version to the unlim ited version See Conversion to the Unlimited Package on page 2 for details Renewing Your Drake PPR Software After the 2015 tax season when you want to renew your Drake Software for the 2016 season you have two easy methods to choose from Renewing online with a credit card payment Renewing by fax or mail paying by credit card or check Renewing Online Tax Year 2015 To renew your Drake Software online and make a credit card payment follow these steps 9 O NDO J
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