2015 Drake Software Classroom Training: Drake 101

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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.

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