Pay Per Return - Drake Software
Contents
1. Drake PAY PER RETURN PPR V O ESEOSESTEWEASRSES Support DrakeSoftware com gt 828 524 8020 Drake Software User s Manual Tax Year 2014 Supplement Pay Per Return PPR Support DrakeSoftware com 828 524 8020 Copyright Trademarks Drake Software User s Manual The 2014 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 2014 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 E1 card E1 Logo and GruntWorx are registered trademarks of Drake Enterprises LTD Microsoft and Windows are either registered trademarks or trademarks of Micro soft Corporation in2. 12 Enter your credit card information and click Submit Order 13 Review your order Click Edit to make changes Click Complete Order Renewing by Mail 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 From the blue sidebar menu on the left go to My Account gt Software Renewal 4 From the To Renew by Check or Fax section click Drake Pay Per Return Renewal 5 Print the renewal form fill it out be sure to include your credit card information unless yov re paying by check 6 To submit the form either Tax Year 2014 Enter your credit card information 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 11 Renewing Your Drake PPR Software Drake Software PPR User s Manual This page intentionally left blank 12 Tax Year 2014
3. Once processing is complete an alert appears on your screen telling you how many returns have been activated 5 Click OK The For this EFIN and the For this Computer sections are updated Figure 5 however you must close the Pay Per Return dialog box and then open it again to see the updated numbers For this EFIN 904004 For this Computer Total Returns Purchased Total Returns Activated Total Returns Activated Total Returns Used Total Returns Remaining Total Returns Remaining SN ee A et ge nee ak a Figure 5 Number of PPRs activated and remaining are updated Compare to Figure 3 on page 6 Purchasing Additional PPRs To purchase more returns 1 From the Home window in Drake go to Setup gt Pay Per Return to open the Pay Per Return dialog box Figure 3 on page 6 Tax Year 2014 7 Counting PPRs Drake Software PPR User s Manual 2 Complete the You must be connected section including the number of returns to purchase in the lower section of the dialog box Figure 6 Note that the city and state aren t necessary when providing the address to which the credit card statement is mailed Fill out the information below to purchase more returns for your EFIN Credit Card Number 123456789101112 Expiration Date MMYY 1213 Name Street Address on statement Danny Dood 1234 Main Street Zip Code on statement 28734 Number of Returns to Purchase 29 Figure 6 Purchasing more returns through the
4. 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 1 for details Renewing Your Drake PPR Software After the 2014 tax season when you want to renew your Drake Software for the 2015 season you have two easy methods to choose from Renewing online with a credit card payment Renewing by mail paying by credit card or check Renewing Online 10 To renew your Drake Software online and make a credit card payment follow these steps a E a eS 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 Tax Year 2014 Drake Software PPR User s Manual Renewing Your Drake PPR Software ma 9 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
5. aey rerai rae TEE teak eee veal E E E E E 10 After Tar Season gece ares se ees R E A ke EERE EEA EREE EA ee 10 Renewing Your Drake PPR Software lt i nis e806 o5 on ete nra 10 Renewing Onlie s cop eg en eid penisin PEERS EER EEE TEE EEEE EE ee ae a 10 Renewing by Mail 4s ji0444iAwiw de 84 nanenane eeaeee 11 Tax Year 2014 iii This page intentionally left blank Drake Software PPR User s Manual Tax Year 2014 Pay Per 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 already installed that must be activated before use You can purchase more returns in any amount you need In the following pages are the steps you can take to activate your returns or purchase more returns This document has been prepared for PPR users as a supplement to the Drake Soft ware User s Manual Tax Year 2014 and is not meant to replace the manual For infor mation on installing and using your program see the manual Preparers who have purchased fewer than 85 PPR returns for tax year 2014 will not have their software M PORTANT package automatically converted to the unlimited version as in years past See Conversion to the Unlimited Pack age following Conversion to the Unlimited Package Tax Year 2014 Unlike past years owners of Drake s PPR package who have purchased f
6. ains fields and commands for activating returns e You must be connected Contains fields and commands for purchasing more returns 6 Tax Year 2014 Drake Software PPR User s Manual Activating and Purchasing PPRs e Help Opens the software s Help program e PPR List Shows a list sorted by SSNs or EINs of the returns activated and used on this computer e Exit Closes the Pay Per Return dialog box Activating Returns To activate PPRs online 1 From the Home window in Drake go to Setup gt Pay Per Return to open the Pay Per Return dialog box Figure 3 on page 6 2 Inthe Activation section enter the number of returns to activate in the Step 1 box In the example in Figure 4 the user is activating four returns Activation Step 1 Enter the Number of Returns to Activate on this Computer 4 Step 2 Retrieve Online Approval Code from Drake 1 GetCode Approval Code from Drake 4614 Confirm Approval Code 4614 Step 3 Process Approval Code 2 C Process Figure 4 Activation section of the PPR dialog box 3 Click Get Code item 1 in Figure 4 An approval code appears in both the Approval Code from Drake and the Confirm Approval Code text boxes 4 Click Process item 2 in Figure 4 and wait for the activation request to be pro cessed Depending on your computer and Internet connection this process should be almost instantaneous dial up connections take on average 15 20 seconds
7. ar 2014 Drake Software PPR User s Manual Counting PPRs 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 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 Enter a name in the Name Entry text box Click OK aS Py S Click Yes to verify that you want this return counted against your total of PPR Updating a Return To update an existing return 1 From the Home window go to Last Year Data gt Update Clients 2013 to 2014 2 Inthe Update Client Selection dialog box enter an SSN EIN and click Add Cli ent 3 Click Next 4 Inthe Update Options menu select the items to update 5 Click the Update 1040 button If updating business returns the button will be labeled with the appropriate entity number 1120 1120s 1065 etc You will be offered the opportunity to count the newly updated return against your supply of activated 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 updating 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 Op
8. ctivate on this Computer Step 2 Retrieve Online Approval Code from Drake Get Code Approval Code from Drake Confirm Approval Code Step 3 Process Approval Code Process Fill out the information below to purchase more returns for your EFIN Credit Card Number i a Expiration Date MMYY Name Street Address on statement Zip Code on statement es Number of Returns to Purchase E Purchase Help PPR List Ext Figure 3 Pay Per Return dialog box About the PPR Dialog Box The Pay Per Return dialog box Figure 3 consists of the following components e For this EFIN Displays the number of returns purchased the number of returns activated and the number of purchased returns remaining for the EFIN N OTE If the word Unknown appears in place of amounts the computer is not connected to the Internet e Upgrading your PPR Displays the number of returns you will need to pur chase before your PPR package can be converted to the full unlimited version of Drake Also displays how much those returns will cost including sales tax based on the EFIN s state e For this Computer Displays the number of PPRs activated used and remain ing on the computer This section is particularly important for EFINs who install Drake Software to more than one computer e Random Code Used only by clients activating returns through Drake Support instead of via the Internet e Activation Cont
9. ewer than 85 returns will not have their PPR packages automatically converted to the unlimited ver sion at the end of the tax season in April This conversion date has been moved to late fall 2015 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 2014 returns until e They have purchased the required 85 returns required for conversion to the unlim ited version Getting Started with PPR Drake Software PPR User s Manual e They reach the 2015 conversion date at which time they can convert their pack age to the unlimited version Drake s Demo CD Every summer Drake issues a demonstration CD for prospective customers Live returns cannot be e filed through the Demo CD but test returns can be e filed as usual At the conversion date in late fall 2015 the Demo CD can be converted for use to e file live 2014 returns Getting Started with PPR Installation for PPR preparers is nearly identical to installation for preparers using the full version of Drake Listed below is information for installing the software and acti vating returns if using a server and if using a stand alone computer e If computers are connected to a server Install the software on the server Activate the returns from the server e If computers are stand al
10. menu bar of the Home window select Last Year Data gt Organizers or Last Year Data gt Proformas For more information on proformas and organizers see Chapter 4 Preseason Preparation in Drake Software User s Manual Tax Year 2014 e Created returns can be moved to other computers An activated return is available only from the computer on which it was activated it cannot be copied and moved to another computer Once an activated return is created however it 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 s Manual Tax Year 2014 4 Tax Year 2014 Drake Software PPR User s Manual Activating and Purchasing PPRs 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 installed and acti vated on any of the computers in the network For instance two returns can be installed and activated on workstation A three on workstation B and five from workstation C Do not however transmit from more than one computer e Software can be installed on a server On networks using a true server all returns are installed and activated from the server and all computers on the net work have access to all the returns th
11. o 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 Count This reduces the number of your available activated returns by one For information on updating returns see Updat ing a Return on page 9 Drake 2014 Pay Per Return SE This return has not been paid for You may choose to count the retum as one of your PPR returns or continue in read only mode Cancel Figure 2 Option for opening a return in read only mode Restrictions and Notes Be aware of these PPR restrictions and notes e SSNs or EINs entered on screen 1 cannot be edited Once a return has an SSN or EIN it counts toward your total and cannot be added back to your PPR bank of activated but unused returns e SSN verification can reduce errors The required SSN verification field on the New Return screen helps reduce errors and avoid accidentally starting a new return e Names can be changed or corrected Change or correct names on a return without being charged for another return e Proformas and organizers can be printed Print proformas and organizers for gathering information from your clients without being charged for a return From the
12. one computers Install the software on all comput ers Activate returns from any of the computers For instance you can activate three PPRs on one machine four on another and eight on a third for a total of fif teen Activate returns as you use them or activate them all at once For further information on program installation and software setup see Chapter 2 Installation and Setup in the Drake Software User s Manual Tax Year 2014 Your PPR Package Drake s tax software is available for download through the Drake Support website and via a CD service available at an extra cost All federal packages 1040 1120 1120S 1065 1041 990 706 and 709 the Drake Document Manager practice returns bank ing practice files and e file software for sending test returns to Drake are included with the installation The Drake Software User s Manual Tax Year 2014 in PDF for mat and various informational fliers are also available for download from the website and are included on the CD 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 Drake Acc
13. ounting 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 2 Tax Year 2014 Drake Software PPR User s Manual How a Return is Charged to Your Account used to help new Drake Software clients become more familiar with how data is entered in Drake You can also use the test returns to practice e filing before tax season begins The SSNs for these returns are e 400001032 400001036 400001038 e 400001060 e 400001035 e 400001037 400001039 EF Practice also allow you to practice e filing returns in Drake Software but go a step further than the test returns Transmit one of the EF Banking practice returns and the return will be either accepted or rejected Correct the rejected returns and resend it until it is accepted The EF Banking returns also allow you to go through realistic check writing scenarios Practice printing checks for the returns with a bank product The EF Practice practice return SSNs are e 500001001 e 500001003 e 500001005 e 500001007 e 500001002 500001004 500001006 e 500001008 Take advantage of these test returns Do not create unnecessary returns while learning to use the software M PORTANT Use the test returns to practice data entry Test returns and EF Banking test returns do not count against your total of activated return
14. rough the server Activating and Purchasing PPRs Your software comes with 15 PPRs installed These returns and any additional returns you purchase must be activated before use To activate or purchase returns through the software your computer must be connected to the Internet and you must complete ERO and NOTES Firm setup If you have trouble purchasing or activating returns online please call Drake Support at 828 524 8020 Returns are purchased and activated through the Pay Per Return dialog box Figure 3 on page 6 To open the Pay Per Return dialog box from the Home window go to Setup gt Pay Per Return Tax Year 2014 5 Activating and Purchasing PPRs Drake Software PPR User s Manual Drake 2014 Pay Per Return sc Ordering and Activating PPR Returns The Pay Per Return option allows a limited number of tax retums to be printed Once a tax retum has been printed it may be re printed as many times as needed without charge Once all PPRis have been used this screen may be used to purchase additional retums For this EFIN 904004 For this Computer Total Returns Purchased 41 Total Retums Activated 8 Total Retums Activated 35 Total Returns Used 8 Total Returns Remaining 6 Total Returns Remaining 0 Upgrading your PPR to a Full Package Total Retums to Purchase 44 Cost 836 00 Random Code 88b7 0276 0000 Sales Tax 56 43 Total Cost 892 43 Activation Step 1 Enter the Number of Returns to A
15. s To view more information on test returns including instructions for testing check printing go to the Drake Support site Go to Support DrakeSoftware com enter your EFIN and password then from the blue menu box go to Training Tools gt Practice Returns gt EF Banking How a Return is Charged to Your Account A return must go through three steps before it can be charged to your account e Purchase You receive 15 returns with the PPR program you can purchase additional returns as needed The program keeps a running tally of the number of returns you ve purchased e Activate Returns are activated online through the program Once a return is activated it is available for use The program keeps a running tally of the number of returns you ve activated e Create A return is created when you Start a new return Update an existing return Change the SSN or EIN on a return Use the Quick Estimator See Counting PPRs on page 8 for instructions on each of these processes Tax Year 2014 3 How a Return is Charged to Your Account Drake Software PPR User s Manual Before you are charged for a new PPR an alert appears on your screen informing you that proceeding will reduce your store of PPRs by one Figure 1 Drake 2014 Pay Per Return z Creating this return will lower the number of available returns on this computer by one Proceed E Figure 1 An alert allows you t
16. software 3 Click Purchase You are asked if you re sure you re ready for purchase Click OK When your pur chase transaction is complete a message tells you Your purchase is successful Please 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 e During the 2014 filing season when you ve purchased 85 returns your software can be automatically be converted to the unlimited Drake package simply by opening the Pay Per Return window From the Home window go to Setup gt Pay Per Return e Ifyou purchase fewer than 85 returns after the end of the 2014 filing season you can download an update that will automatically switch your PPR software over the unlimited mode If you attempt to purchase more returns after the end of the 2014 filing season you will see a message telling you to Download update for unlimited mode Call Drake s Accounting Department at 828 349 5900 for details Counting PPRs As stated earlier there are several ways to use PPRs so that they are counted against your total of purchased and activated returns e Start a new return e Update an existing return e Change the SSN EIN of a return e Use the Quick Estimator to start a return This section provides instructions on each of these procedures 8 Tax Ye
17. the United States and other countries Other product names mentioned in this manual may be trademarks or registered trademarks of their respective companies Tax Year 2014 Drake Software PPR User s Manual Table of Contents Conversion to the Unlimited Package lt 2i 24 cncadiiadateetedineeb hen bended Geaened eee 1 Drakes Demo CD 4 3404 Sy eee ceed oar cues EEEE ee ise e Oey Bae hes Gees ees eke 2 Getting Started with PPR jciascc tae ds ake de dddees deeb awe ee de ensi dada ka daa ddtan 2 VOU PPR Packs 4s oss hcscetabvad hetee aia paaa ea ae a ai ai botaue nea bans 2 Practice Returns and Test Returns nannan nanen vee kee ee Ke PORES Minow eR PAG 2 How a Return is Charged to Your Account uana nannan anrea 3 Restrictions and Notes nunnana anana 4 Activating and Purchasing PPRs 24 266 40 Candee nas unanenn reee 5 Aboutthe PPR Dialog BOR 45 4 00 d ca tou dd yoo deeded ae AE DEE a E a koi 6 Activating Rets 63 404 45 aedena Tetran TiC EAA ETEEN AEO EEEE E ELEA EEEa 7 Purchasing Additional PPRS 2 34 420 be edd tes bhusd et EEN ner EGE eek bes bes 7 Co nting PPRS esisti ake aes ok eriba ape a ea BG e ERRE a ee DER E ERA 8 Starting a New Return srresrresisecrs ter Ke ceed TE TAEDE EA TEET ERA SEN Geeris 9 Updating a RU repisa cadet aad aad pai dan E aa nebo paia aaa E Ea aranda Sete pandas 9 Changing an SSN EIN ossdicgrertete iki rad ia kr R aie EE a ads dice wan bee digs 9 Quick ESMAO er erener i vaca d
18. tions menu Step 4 on page 9 Changing an SSN EIN Tax Year 2014 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 2 An alert reminds you that changing the SSN counts against your total of PPRs Click Yes 3 Inthe Incorrect SSN EIN text box enter the current SSN EIN After Tax Season Drake Software PPR User s Manual 4 Inthe Correct SSN EIN text box enter the new SSN EIN to associate with this return 5 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 Quick Estimator The Quick Estimator is used to quickly calculate results for an individual 1040 return Please note In PPR mode each use of the Quick Estimator to start a new return counts against your total of purchased and activated 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
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