2013 Drake Software Classroom Training: Drake 101

Transcription

1 2013 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: Install and network Drake Software Successfully complete required set up Identify basic set up and printing options Repeat necessary steps to prepare a 1040 return Utilize Drake s View/Print Mode Understand basic letter and bill setup Describe how to electronically file a return in Drake Software List resources available to Drake customers Fee: $ Register by midnight 30 days prior to the date of the course and receive a 10% discount. How to Register: Log in to and select Training > Live 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: Affiliation** CPE Awarded Delivery Method / Course Format NASBA 7 Group-Live Field of Study Course ID # Specialized Knowledge Sponsor ID # N/A CTEC 0* N/A N/A N/A 3038 IRS* 7 In Person Federal Tax* FQTGU-T I FQTGU TX State Board of Specialized Knowledge 7 Group-Live 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: Basic Last Revision: Spring 2013 Course Expiration: January 1, 2014 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 . 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) or Education@DrakeSoftware.com or visit 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.

2 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: *Important Message for Registered Tax Return Preparers (RTRPs) 01/23/2013 The IRS continuing education and testing requirements for Registered Tax Return Preparers (RTRPs) are subject to a permanent injunction effectivejanuary 18, 2013, per a federal district court ruling. In accordance with this order, continuing education is not currently mandatory for tax return preparers who have the Registered Tax Return Preparer designation or who were planning to obtain this designation. Thus, the option to proceed with registering or participating in a CE program is now voluntary. The ruling does not apply to CPAs, Enrolled Agents and tax attorneys, who were exempt from the RTRP regime as they are already regulated under Circular 230 requirements. *Attention EAs, RTRPs and CRTPs: Please note that IRS Circular 230 Section 10.6(f)(I)(iii) is currently being modified and once finalized will no longer include programs related to tax preparation software as acceptable programs for CE credit. When these changes are confirmed, IRS CE credit for this course will no longer be offered from that date forward (currently, this date is not known but is expected to be summer 2012). If this course is completed prior to the finalization of the Circular 230 revision, CE credit will still be awarded. CTEC will no longer accept software-training programs for CE credit.

3 2013 Drake Software Classroom Training: Drake Extras Course Description: This seven-hour course introduces tax preparers to several of the key Drake Software extras, each designed to streamline your workflow and enhance your productivity: Client Status Manager (CSM), Report Manager, Letters and Labels, ing, Scheduler, Document Manager, Archiving, File Maintenance, Tax Planner, and Preparer websites. Upon completion of this course, participants will be able to: Organize and track workflow with the Client Status Manager. Create reports using the various pre-defined and custom reporting features in Drake. Understand how to use Drake s practice management tools to increase office efficiency Manage, archive, and organize client files using the DDM and other file maintenance features. Prepare custom letters and campaigns. Organize preparer schedules and appointments with Drake Scheduler Produce various return scenarios with the Archive Manager Analyze and plan tax events using the Tax Planner. Set up a preparer website and offer online filing. Recognize the benefits of Drake add-ons (GruntWorx and SecureFilePro) Fee: $ Register by midnight 30 days prior to the date of the course and receive a 10% discount. How to Register: Log in to and select Training > Live 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: Affiliation** CPE Awarded Delivery Method / Course Format NASBA 7 Group-Live Field of Study Course ID # Specialized Knowledge Sponsor ID # N/A CTEC 0* N/A N/A N/A 3038 IRS* 7 In Person Federal Tax* FQTGU-T I FQTGU TX State Board of Specialized Knowledge 7 Group-Live 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: Basic Last Revision: Spring 2013 Course Expiration: January 1, 2014 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 . 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) or Education@DrakeSoftware.com or visit Drake Software is an IRS qualified sponsor of continuing professional education for Enrolled Agents and Registered Tax Return Preparers.

4 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: *Important Message for Registered Tax Return Preparers (RTRPs) 01/23/2013 The IRS continuing education and testing requirements for Registered Tax Return Preparers (RTRPs) are subject to a permanent injunction effectivejanuary 18, 2013, per a federal district court ruling. In accordance with this order, continuing education is not currently mandatory for tax return preparers who have the Registered Tax Return Preparer designation or who were planning to obtain this designation. Thus, the option to proceed with registering or participating in a CE program is now voluntary. The ruling does not apply to CPAs, Enrolled Agents and tax attorneys, who were exempt from the RTRP regime as they are already regulated under Circular 230 requirements. *Attention EAs, RTRPs and CRTPs: Please note that IRS Circular 230 Section 10.6(f)(I)(iii) is currently being modified and once finalized will no longer include programs related to tax preparation software as acceptable programs for CE credit. When these changes are confirmed, IRS CE credit for this course will no longer be offered from that date forward (currently, this date is not known but is expected to be summer 2012). If this course is completed prior to the finalization of the Circular 230 revision, CE credit will still be awarded. CTEC will no longer accept software-training programs for CE credit.

5 2013 Drake Software Classroom Training: 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 special taxpayer circumstances Identify and use the special screens in data entry (PREP, PRNT, ADMIN, etc.) Operate the imports and exports to reduce data entry time Create macros for increased data entry efficiency Setup administrative features exclusivee to Admin preparers Locate relevant help options and resources Fee: $ Register by midnight 30 days prior to the date of the course and receive a 10% discount. How to Register: Log in to and select Training > Live 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: Affiliation** NASBA CPE Awarded 4 Delivery Method / Course Format Group Live Field of Study Specialized Knowledgee Course ID # N/A Sponsor ID # CTECC 0* N/A N/A N/A 3038 IRS* 4 In Person Federal Tax* FQTGU T I TX State Board of Specialized Knowledgee 4 Group Live Accountancy *CTEC does not accept coursess in which the main conten is softwaree 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. FQTGU Course Level: Intermediate Last Revision: Spring 2013 Course Expiration: January 1, 2014 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 Drakee Software Education Department via mail, fax, or . 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 dayss prior to start will receivee 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) or Education@DrakeSoftware.com or visit 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.

6 Drake Software is registered with the National Association of State Boa (NASBA) as a sponsor of continuing professional education on the Nati Sponsors. State boards of accountancy have final authority on the acce courses for CPE credit. Complaints regarding registered sponsors may b National Registry of CPE Sponsors through itss website: *Important Message for Registered Tax Return Preparers (RTRPs) 01/23/2013 Th education and testing requirements for Registered Tax Return Preparers (RTRPs) are subject to effectivejanuary 18, 2013, per a federal district court ruling. In accordance with this order, con currently mandatory for tax return preparers who have the Registered Tax Return Preparer des planning to obtain this designation. Thus, the option to proceed with registering or participatin voluntary. The ruling does not apply to CPAs, Enrolled Agents and taxx attorneys, who were exe regime as they are already regulated under Circular 230 requirements. *Attention EAs, RTRPs and CRTPs: Please note that IRS Circular 230 Section 10.6(f)(I)(iii) is curr once finalized willl no longer include programs related to tax preparation software as acceptab When these changes are confirmed, IRS CE credit for this course will no longer be offered from (currently, this date is not known but is expected to be summer 2012). If this course is complet of the Circular 230 revision, CE credit will still be awarded. CTEC will no longer accept software credit.

7 2013 Drake Software Classroom Training: Client Write-Up Basics and Beyond Course Description: This three day (twenty-hour) course is designed to introduce tax preparers to Client Write-Up, Drake Software's accounting, payroll, accounts payable, and accounts receivable program. Upon completion of this course, participants will be able to: Complete setup for accountant, new client, payroll, and Chart of Accounts Employ Live and After-the-Fact payroll processing for employees and contractors Demonstrate accounts payable and producing vendor and non-vendor checks on-the-fly Complete reconciliation, general bookkeeping, and reports Produce and electronically file W-2s, 1099s, and 941 tax returns Demonstrate basic Client Write-Up knowledge by completing a practical application workbook Fee: $ Register by midnight 30 days prior to the date of the course and receive a 10% discount. How to Register: Log in to and select Training > Live 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: Affiliation CPE Awarded Delivery Method / Course Format Field of Study Course ID # Sponsor ID # NASBA 20 Live Accounting N/A CTEC* 0 N/A N/A N/A 3038 IRS * 20 In Person Federal Tax* FQTGU-T I FQTGU TX State Board of Accountancy 20 Live Accounting *Student List and Course Report are submitted the 15th of each month to Course Level: Basic Last Revision: Spring 2013 Course Expiration: January 1, 2014 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 2013 installed. Course Policies: Refund requests must be sent in writing to the Drake Software Education Department via mail, fax, or . 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) or Education@DrakeSoftware.com or visit 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

8 regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: *Important Message for Registered Tax Return Preparers (RTRPs) 01/23/2013 The IRS continuing education and testing requirements for Registered Tax Return Preparers (RTRPs) are subject to a permanent injunction effectivejanuary 18, 2013, per a federal district court ruling. In accordance with this order, continuing education is not currently mandatory for tax return preparers who have the Registered Tax Return Preparer designation or who were planning to obtain this designation. Thus, the option to proceed with registering or participating in a CE program is now voluntary. The ruling does not apply to CPAs, Enrolled Agents and tax attorneys, who were exempt from the RTRP regime as they are already regulated under Circular 230 requirements. *Attention EAs, RTRPs and CRTPs: Please note that IRS Circular 230 Section 10.6(f)(I)(iii) is currently being modified and once finalized will no longer include programs related to tax preparation software as acceptable programs for CE credit. When these changes are confirmed, IRS CE credit for this course will no longer be offered from that date forward (currently, this date is not known but is expected to be summer 2012). If this course is completed prior to the finalization of the Circular 230 revision, CE credit will still be awarded. CTEC will no longer accept software-training programs for CE credit.

9 2013 Drake Software Classroom Training: Client Write-Up Payroll Workshop Course Description: This one day (8 hour) course is designed to introduce tax preparers to the payroll functions of Client Write-Up, Drake Software's accounting software. Upon completion of this course, participants will be able to: Complete setup in Client Write-Up to offer payroll services Employ live and After-the-Fact payroll processing for employees Describe the procedures involved in meeting e-filing requirements in Client Write-Up Identify how to produce and e-file W2s and 94x series tax returns Demonstrate how to produce State Tax & Wage reports Explain how to generate payroll reports Fee: $ Register by midnight 30 days prior to the date of the course and receive a 10% discount. How to Register: Log in to and select Training > Live 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: Affiliation CPE Awarded Delivery Method / Course Format Field of Study Course ID # Sponsor ID # NASBA 8 Live Accounting N/A CTEC* 0 N/A N/A N/A 3038 IRS * 8 In Person Federal Tax* FQTGU-T I FQTGU TX State Board of Accountancy 8 Live Accounting *Student List and Course Report are submitted the 15th of each month to Course Level: Basic Last Revision: Spring 2013 Course Expiration: January 1, 2014 Prerequisites/Advanced Preparation: The prerequisite for this course is a working knowledge of basic accounting and accounting practices. Course Policies: Refund requests must be sent in writing to the Drake Software Education Department via mail, fax, or . 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) or Education@DrakeSoftware.com or visit 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:

10 *Important Message for Registered Tax Return Preparers (RTRPs) 01/23/2013 The IRS continuing education and testing requirements for Registered Tax Return Preparers (RTRPs) are subject to a permanent injunction effectivejanuary 18, 2013, per a federal district court ruling. In accordance with this order, continuing education is not currently mandatory for tax return preparers who have the Registered Tax Return Preparer designation or who were planning to obtain this designation. Thus, the option to proceed with registering or participating in a CE program is now voluntary. The ruling does not apply to CPAs, Enrolled Agents and tax attorneys, who were exempt from the RTRP regime as they are already regulated under Circular 230 requirements. *Attention EAs, RTRPs and CRTPs: Please note that IRS Circular 230 Section 10.6(f)(I)(iii) is currently being modified and once finalized will no longer include programs related to tax preparation software as acceptable programs for CE credit. When these changes are confirmed, IRS CE credit for this course will no longer be offered from that date forward (currently, this date is not known but is expected to be summer 2012). If this course is completed prior to the finalization of the Circular 230 revision, CE credit will still be awarded. CTEC will no longer accept software-training programs for CE credit.