2015 Drake Software Classroom Training: Drake 101
Transcripción
2015 Drake Software Classroom Training: Drake 101
2015 Drake Software Classroom Training: Drake 101 Course Description: This course is designed to introduce tax preparers to the basics of Drake Tax Software. Upon completion of this course, participants will be able to: Understand installation options and data conversions Complete required setup items Use the Update Manager and the Backup utility Navigate within the software Create and open returns Perform data entry for a simple 1040 return Calculate, view, and print a return Use email to send a PDF of a return to a client e-File a return Archive a return and use the Archive Manager Fee: $149.00. Register by midnight 30 days prior to the date of the course and receive a $10.00 discount. How to Register: Log in to www.Support.DrakeSoftware.com and select Training > Classroom Training from the menu on the left side of the web page. Refer to the FAQs on the web page for detailed instructions and frequently asked questions. CPE Facts: CPE Awarded Delivery Method / Course Format Field of Study Course ID # Sponsor ID # NASBA 7 Group-Live Specialized Knowledge and Applications N/A 103137 CTEC* N/A N/A N/A N/A 3038 IRS* 7 In Person Federal Tax FQTGU-T-00120-15-I FQTGU TX State Board of Accountancy 7 Group-Live Specialized Knowledge and Applications 100153 002921 Affiliation** *CTEC does not accept courses in which the main content is software instruction. **Individuals with other professional credentials should check with their state licensing board or accrediting organization to determine if this program meets their continuing education requirements. Course Level: Basic Last Revision: Spring 2015 Course Expiration: January 1, 2016 Prerequisites: No prerequisites are necessary to participate in this live basic course and no advance preparation is needed. Course Policies: Refund requests must be sent in writing to the Drake Software Education Department via mail, fax, or email. Refunds will not be granted by phone. Drake will make a full refund for any request received 10 business days before scheduled start of the training. Any cancellation received 5-9 business days prior to start will receive 50% refund. No refunds on cancellations less than 5 days before the scheduled start of the training. For more information regarding the refund policy, administrative policies, and complaint resolution, please contact our office at (828) 524- 8020 or [email protected] or visit www.DrakeETC.com. Drake Software is an IRS qualified sponsor of continuing professional education for Enrolled Agents and Registered Tax Return Preparers. Drake Software is registered with the Texas State Board of Public accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Drake Software is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. *Attention EAs, RTRPs and CRTPs: IRS Circular 230 Section 10.6(f)(I)(iii) currently states that courses covering tax preparation software are acceptable programs for CE credit. In the event that future revisions of Circular 230 disallow tax preparation software programs as acceptable subject matter, credit for this course will no longer be awarded (from the date of the final revision, forward). CTEC no longer accepts software-training programs for CE credit. 2015 Drake Software Classroom Training: Drake Essentials Course Description: This seven-hour course introduced tax preparers to supplementary Drake Software tools and programs. Participants will learn how to utilize Bill and Pricing setup, Drake Document Manager, Drake Report Manager, and Drake's Client Status Manager. Upon completion of this course, attendees will be able to: Demonstrate how to organize and track workflow with the Client Status Manager Describe how to create reports using the various reporting features in Drake Use Drake’s practice management tools to increase office efficiency Summarize how the Drake Document Manager and SecureFilePro™ can create a paperless office Customize Drake Software using program options and macros Generate invoices using Drake’s Pricing setup Produce various tax return scenarios using the tax planner Fee: $149.00. Register by midnight 30 days prior to the date of the course and receive a $10.00 discount. How to Register: Log in to www.Support.DrakeSoftware.com and select Training > Classroom Training from the menu on the left side of the web page. Refer to the FAQs on the web page for detailed instructions and frequently asked questions. CPE Facts: CPE Awarded Delivery Method / Course Format Field of Study Course ID # Sponsor ID # NASBA 7 Group-Live Specialized Knowledge and Applications N/A 103137 CTEC* N/A* N/A N/A N/A 3038 7 In Person Federal Tax* FQTGU-T-00121-15-I FQTGU Affiliation** IRS* TX State Board of Specialized Knowledge 7 Group-Live Accountancy and Applications *CTEC does not accept courses in which the main content is software instruction. 100154 002921 **Individuals with other professional credentials should check with their state licensing board or accrediting organization to determine if this program meets their continuing education requirements. Course Level: Intermediate Last Revision: Spring 2015 Course Expiration: January 1, 2016 Prerequisites: There are no required prerequisites other than a general knowledge of Drake Software. Course Policies: Refund requests must be sent in writing to the Drake Software Education Department via mail, fax, or email. Refunds will not be granted by phone. Drake will make a full refund for any request received 10 business days before scheduled start of the training. Any cancellation received 5-9 business days prior to start will receive 50% refund. No refunds on cancellations less than 5 days before the scheduled start of the training. For more information regarding the refund policy, administrative policies, and complaint resolution, please contact our office at (828) 524- 8020 or [email protected] or visit www.DrakeETC.com. Drake Software is an IRS qualified sponsor of continuing professional education for Enrolled Agents and Registered Tax Return Preparers. Drake Software is registered with the Texas State Board of Public accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Drake Software is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. *Attention EAs, RTRPs and CRTPs: IRS Circular 230 Section 10.6(f)(I)(iii) currently states that courses covering tax preparation software are acceptable programs for CE credit. In the event that future revisions of Circular 230 disallow tax preparation software programs as acceptable subject matter, credit for this course will no longer be awarded (from the date of the final revision, forward). CTEC no longer accepts software-training programs for CE credit. 2015 Drake Software Classroom Training: More Data Entry Features and Tips Course Description: You already know how to prepare tax returns in Drake, but are you getting the most out of data entry and its features? From navigation tips to customization options, this course explores all the elements of return data entry. Enhance your familiarity with data entry and learn ways to boost productivity. Upon completion of this course, attendees will be able to: Understand and employ the general navigation and features of return data entry Recognize the steps needed to enter data for the Affordable Care Act Track depreciation, sale, and exchange of capital assets Identify and use the special screens in data entry Operate the import and export tools to reduce data entry time Fee: $79.00. Register by midnight 30 days prior to the date of the course and receive a 10% discount. How to Register: Log in to www.Support.DrakeSoftware.com and select Training > Classroom Training from the menu on the left side of the web page. Refer to the FAQs on the web page for detailed instructions and frequently asked questions. CPE Facts: CPE Awarded Delivery Method / Course Format Field of Study Course ID # Sponsor ID # 4 Group-Live Specialized Knowledge and Applications N/A 103137 CTEC N/A* N/A N/A N/A 3038 IRS* 4 In Person Federal Tax* FQTGU-T-00123-15-I FQTGU 100155 002921 Affiliation** NASBA TX State Board of Specialized Knowledge 4 Group-Live Accountancy and Applications *CTEC does not accept courses in which the main content is software instruction. **Individuals with other professional credentials should check with their state licensing board or accrediting organization to determine if this program meets their continuing education requirements. Course Level: Intermediate Last Revision: Spring 2015 Course Expiration: January 1, 2016 Prerequisites: There are no required prerequisites other than a general knowledge of Drake Software. Course Policies: Refund requests must be sent in writing to the Drake Software Education Department via mail, fax, or email. Refunds will not be granted by phone. Drake will make a full refund for any request received 10 business days before scheduled start of the training. Any cancellation received 5-9 business days prior to start will receive 50% refund. No refunds on cancellations less than 5 days before the scheduled start of the training. For more information regarding the refund policy, administrative policies, and complaint resolution, please contact our office at (828) 524- 8020 or [email protected] or visit www.DrakeETC.com. Drake Software is an IRS qualified sponsor of continuing professional education for Enrolled Agents and Registered Tax Return Preparers. Drake Software is registered with the Texas State Board of Public accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Drake Software is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. *Attention EAs, RTRPs and CRTPs: IRS Circular 230 Section 10.6(f)(I)(iii) currently states that courses covering tax preparation software are acceptable programs for CE credit. In the event that future revisions of Circular 230 disallow tax preparation software programs as acceptable subject matter, credit for this course will no longer be awarded (from the date of the final revision, forward). CTEC no longer accepts software-training programs for CE credit. 2015 Drake Software Classroom Training: Client Write-Up Basics and Beyond Course Description: This three day (twenty-hour) course provides an overview of Client Write-Up, Drake’s accounting package. Upon completion of this course, attendees will be able to: Set up clients, payroll, and a Chart of Accounts. Create custom accounts in the Chart of Accounts, enter and post journal transactions. Process Live and After-the-Fact Payroll. Produce Accounts Payable checks and print checks “on-the-fly” using the Check Writer. Process and e-file W-2s, 1099s, and 94X series tax returns. Export account balances from the Chart of Accounts to the Drake tax program. Review Client Write-Up tools and resources. Demonstrate basic Client Write-Up knowledge by completing a practical application workbook Fee: $399.00. Register by midnight 30 days prior to the date of the course and receive a $30 discount. How to Register: Log in to www.Support.DrakeSoftware.com and select Training > Classroom Training from the menu on the left side of the web page. Refer to the FAQs on the web page for detailed instructions and frequently asked questions. CPE Facts: CPE Awarded Delivery Method / Course Format Field of Study Course ID # Sponsor ID # NASBA 20 Group-Live Accounting N/A 103137 CTEC* N/A* N/A N/A N/A 3038 20 In Person Federal Tax* FQTGU-T-00119-15-I FQTGU 100152 002921 Affiliation** IRS* TX State Board of 20 Group-Live Accounting Accountancy *CTEC does not accept courses in which the main content is software instruction. **Individuals with other professional credentials should check with their state licensing board or accrediting organization to determine if this program meets their continuing education requirements. Course Level: Intermediate Last Revision: Spring 2015 Course Expiration: January 1, 2016 Prerequisites/Advanced Preparation: The prerequisite for this course is a working knowledge of basic accounting and accounting practices and the only advance preparation needed is to bring a laptop computer to class with the latest version of Client Write-Up 2015 installed. Course Policies: Refund requests must be sent in writing to the Drake Software Education Department via mail, fax, or email. Refunds will not be granted by phone. Drake will make a full refund for any request received 10 business days before scheduled start of the training. Any cancellation received 5-9 business days prior to start will receive 50% refund. No refunds on cancellations less than 5 business days before the scheduled start of the training. For more information regarding the refund policy, administrative policies, and complaint resolution, please contact our office at (828) 5248020 or [email protected] or visit www.DrakeETC.com. Drake Software is an IRS qualified sponsor of continuing professional education for Enrolled Agents and Registered Tax Return Preparers. Drake Software is registered with the Texas State Board of Public accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Drake Software is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. *Attention EAs, RTRPs and CRTPs: IRS Circular 230 Section 10.6(f)(I)(iii) currently states that courses covering tax preparation software are acceptable programs for CE credit. In the event that future revisions of Circular 230 disallow tax preparation software programs as acceptable subject matter, credit for this course will no longer be awarded (from the date of the final revision, forward). CTEC no longer accepts software-training programs for CE credit. 2015 Drake Software Classroom Training: Drake 101 - Spanish Descripción del Curso: Este curso está diseñado para presentar a los preparadores lo básico de Drake Tax Software. Al completar este curso, los participantes podrán: Instalar, actualizar e ingresar Drake Software a la red Completar la configuración requerida Configurar cartas y facturas Navegar dentro del programa Crear, abrir y realizar entrada de datos básica para preparar una declaración 1040 básica Calcular, Ver e Imprimir una declaración Preparar una declaración para trasmitirla electrónicamente Usar herramientas de Drake, incluyendo Backup y Restore Usar recursos para entrenamiento y ayuda Valor: $149.00. Regístrese hasta media noche, 30 días antes de la fecha del curso y recibirá $10 de descuento. ¿Cómo Registrarse?: Ingrese a: www.Support.DrakeSoftware.com y seleccione Training > Classroom Training desde el menú al lado izquierdo de la pantalla. Refiérase a: FAQs en la pantalla para instrucciones detalladas y preguntas frecuentes. Información de los créditos CPE: CPE Otorgado Método/Formato del Curso Campo de Estudio ID# del Curso ID# de Patrocinador 7 Grupo/en Vivo Specialized Knowledge and Applications N/A 103137 CTEC N/A* N/A N/A N/A 3038 IRS* 7 En Persona Federal Tax* FQTGU-T-00120-15-I FQTGU Afiliación** NASBA TX State Board of Specialized Knowledge 7 Grupo/en Vivo 100153 Accountancy and Applications *CTEC no acepta cursos en los cuales su contenido principal sean instrucciones de un programa. 002921 **Las personas con otras profesiones deben consultar con el comité de licencias de su estado o la organización autorizada, para determinar si este programa cumple con sus requerimientos de educación continua. Nivel del Curso: Básico Última Revisión: Spring 2015 Expiración del Curso: Enero 1, 2016 Pre-Requisito: No se necesita ningún pre-requisito para participar en este curso básico en vivo ni ninguna preparación avanzada. Políticas del Curso: Las solicitudes de reembolso tienen que ser enviadas por escrito a Drake Software Education Department por correo, fax o email. Las devoluciones no serán aceptadas por teléfono. Drake hará un reembolso total por cualquier solicitud recibida 10 días laborables antes de la fecha de inicio del curso. Cualquier cancelación recibida con 5 a 9 días laborables antes de la fecha de inicio del curso, recibirá el 50% de reembolso. No habrá devolución por cancelaciones con menos de 5 días a la fecha de inicio del curso. Para mayor información concerniente a la política de reembolsos, política administrativa o resolución de reclamos, por favor contacte nuestra oficina al: (828) 524-8020 o a nuestro email [email protected] o visite www.DrakeETC.com. Drake Software es un patrocinador calificado por el IRS para educación profesional continua, para EA Enrolled Agents y RTRP Registered Tax Return Preparers. Drake Software está registrado en el Texas State Board of Public Accountancy como un patrocinador de CPE. Esta registración no constituye una aprobación del comité como para la calidad de nuestro programa CPE. Drake Software is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. *Atención EAs, RTRPs y CRTPs: IRS Circular 230 Sección 10.6 (f) (I) (iii) actualmente establece que los cursos que cubren programas para preparación de impuestos son aceptados para créditos CE. En el caso de que futuras revisiones de Circular 230 no permitan que los programas para preparación de impuestos sean aceptados, los créditos CE para este curso no continuarán siendo ofrecidos desde esa fecha en adelante. CTEC no acepta programas de software-training para créditos CE. 2015 Drake Software Classroom Training: Drake Essential - Spanish Descripción del Curso: Este curso de 7 horas está diseñado para presentar a los preparadores las distintas “extra” opciones de Drake Software, cada una está diseñada para llevar al máximo su flujo de trabajo y mejorar su productividad: Client Status Manager (CSM), Report Manager, Letters and Labels, Drake e-mail, Appointment Scheduler, Document Manager, Archive Manager, File Maintenance, Tax Planner, Preparer websites, and Drake e-Sign. Al completar este curso, los participantes podrán: Organizar y hacer seguimiento del flujo de trabajo con el Client Status Manager Crear reportes usando las varias opciones de reportes pre-diseñados y personalizados en Drake Usar las herramientas prácticas de administración de Drake para aumentar la eficiencia en su oficina Manejar, guardar y organizar archivos de clientes usando el DDM y otras opciones para mantener archivos Preparar cartas personalizadas y campañas vía e-mail Organizar el horario de preparadores y sus citas con Drake Scheduler Producir varios tipos de declaraciones con el Archive Manager Analizar y planificar diferentes eventos de impuestos usando el Tax Planner Configurar una página web para el preparador y ofrecer transmisión en línea Capturar firmas digitales para declaraciones de impuestos, aplicaciones bancarias y formularios de consentimiento usando un signature pad Reconocer los beneficios de Drake add-ons (GruntWorx y SecureFilePro™) Valor: $149.00. Regístrese hasta media noche, 30 días antes de la fecha del curso y recibirá $10 de descuento. ¿Cómo Registrarse?: Ingrese a: www.Support.DrakeSoftware.com y seleccione Training > Classroom Training desde el menú al lado izquierdo de la pantalla. Refiérase a: FAQs en la pantalla para instrucciones detalladas y preguntas frecuentes. Información de los créditos CPE: CPE Otorgado Método/Formato del Curso Campo de Estudio ID# del Curso ID# de Patrocinador 7 Grupo/en Vivo Specialized Knowledge and Applications N/A 103137 CTEC N/A* N/A N/A N/A 3038 IRS* 7 En Persona Federal Tax* FQTGU-T-00121-15-I FQTGU Afiliación** NASBA TX State Board of Specialized Knowledge 7 Grupo/en Vivo 100154 Accountancy and Applications *CTEC no acepta cursos en los cuales su contenido principal sean instrucciones de un programa. 002921 **Las personas con otras profesiones deben consultar con el comité de licencias de su estado o la organización autorizada, para determinar si este programa coincide con sus requerimientos de educación continua. Nivel del Curso: Básico Última Revisión: Spring 2015 Expiración del Curso: Enero 1, 2016 Pre-Requisito: No se necesita ningún pre-requisito para participar en este curso básico en vivo ni ninguna preparación avanzada. Políticas del Curso: Las solicitudes de reembolso tienen que ser enviadas por escrito a Drake Software Education Department por correo, fax o email. Las devoluciones no serán aceptadas por teléfono. Drake hará un reembolso total por cualquier solicitud recibida 10 días laborables antes de la fecha de inicio del curso. Cualquier cancelación recibida con 5 a 9 días laborables antes de la fecha de inicio del curso, recibirá el 50% de reembolso. No habrá devolución por cancelaciones con menos de 5 días a la fecha de inicio del curso. Para mayor información concerniente a la política de reembolsos, política administrativa o resolución de reclamos, por favor contacte nuestra oficina al: (828) 524-8020 o a nuestro email [email protected] o visite www.DrakeETC.com. Drake Software es un patrocinador calificado por el IRS para educación profesional continua, para EA Enrolled Agents y RTRP Registered Tax Return Preparers. Drake Software está registrado en el Texas State Board of Public Accountancy como un patrocinador de CPE. Esta registración no constituye una aprobación del comité como para la calidad de nuestro programa CPE. Drake Software is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. *Atención EAs, RTRPs y CRTPs: IRS Circular 230 Sección 10.6 (f) (I) (iii) actualmente establece que los cursos que cubren programas para preparación de impuestos son aceptados para créditos CE. En el caso de que futuras revisiones de Circular 230 no permitan que los programas para preparación de impuestos sean aceptados, los créditos CE para este curso no continuarán siendo ofrecidos desde esa fecha en adelante. CTEC no acepta programas de software-training para créditos CE.