Where are Drake files stored?
Where are my client files located in the file structure of Drake? Client files are stored in the DT folder inside the main Drake Software folder.
How do I restore a Drake file?
Open Drake Tax. Go to Tools > File Maintenance > Restore. Select the backup location. Beginning in Drake16, in the Restore section of the screen, select Local or network location and choose your USB drive as the Restore Location.
What is Drake documents?
Free with Drake Tax, Drake Documents is an electronic filing cabinet for client tax documents, records and returns. It greatly reduces paper handling and storage needs for paper documents. You’ll save money by using less paper and toner, and by cutting the staff time needed to search, sort and shuffle paper files.
How do I delete a folder in Drake documents?
The folder appears in the screen window.
- To change the name of the new folder, select the folder and click Edit.
- To delete the new folder, select the folder and click Remove.
What does Drake produced PDF mean?
The Drake PDF printer is a way to print tax returns, reports, and other documents in Drake Tax to PDF documents. It does not, however, function outside of Drake Software, so it cannot be used with other software programs such as Microsoft Office.
How do I password protect my Drake?
Password Protect Files
- Go to Tools > File Maintenance > Password Protect Files.
- In Enter the primary taxpayer SSN/EIN, type the taxpayer ID of the file requiring a password.
- Type the desired password in Enter password.
- Repeat the password in Confirm password.
- Click Continue.
How do I restore from a USB backup?
Restore a backup made on another computer
- Select the Start button, then select Control Panel > System and Maintenance > Backup and Restore.
- Choose Select another backup to restore files from, and then follow the steps in the wizard.
How do I create a Drake document?
15066: Drake Documents Setup (DAS)
- From the Home window in DAS, go to Client > Edit and select the Drake Documents Options tab.
- Check the box Use Drake Documents.
- Select the Drake Documents Location and confirm that it is displayed in blue in the selection window.
- Choose how files will be saved to the Drake Documents:
How do I efile a return to Drake?
From the Drake Home window, open the EF menu and click Select Returns for EF. The EF Return Selector screen shows all returns that have been calculated recently. Any returns that are eligible to be e-filed have a check box to the left side.
How do I restore my backup files?
Right-click the Start button, then select Control Panel > System and Maintenance > Backup and Restore. Do one of the following: To restore your files, choose Restore my files. To restore the files of all users, choose Restore all users’ files.