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12130: Drake Hot Key Shortcut List


Other Functions Generally

What hot key shortcuts are available in Drake Tax?

A complete list of shortcuts and commonly used keyboard shortcuts for Drake Tax is available in the Quick Reference Guide, included as a PDF document on your installation disk (or select Help > Software Manuals & Online Resources on the Home window of the software, and look in the Manuals folder).

The lists below are extracted from the Quick Reference Guide. For information on setting up your own custom hot keys, see "Drake Macros" in Related Links below.

Asterisked actions (*) – The listed Hot Key is overridden if standard Windows keystrokes are enabled. 

MAIN SCREEN HOT KEYS
DESIRED ACTION HOT KEYS
Open Returns CTRL + O
Calculate Returns CTRL + C
Print Returns CTRL + P
View Returns CTRL + V
Open Recent Client Files 1 through 9
Open the Quick Estimator CTRL + Q
Open the Client Status Manager CTRL + L
Open the EF Return Selector CTRL + S
Transmit / Receive CTRL + T
Open Drake Software Help CTRL + F1
Exit the program Esc
Repair index files CTRL + R
NAVIGATING THROUGH RETURN DATA ENTRY
DESIRED ACTION HOT KEYS
Move cursor forward one field TabEnter, or
Move cursor back one field Shift+ Tab
CTRL +
Shift + Enter
Move cursor within a field or
Delete character behind the cursor Backspace
Delete character in front of the cursor Delete
Move to last field on the screen CTRL + End
Move to first field on the screen CTRL + Home
Bring up additional data entry screens (W-2, 1099, schedules, etc.) Page Down
Return to previous screen or exit Esc
Go to the first position in a data entry field Home
Go to the last position in a data entry field End
Navigate up and down a data entry screen CTRL +
CTRL +
Access view mode * CTRL + V
Access print mode CTRL + P
Access data entry from view / print mode CTRL + E
Access an action menu Right Click in Field
Right Click in Gray Area
DATA ENTRY HOT KEYS
Right-click the gray area in data entry to access a list of commonly used functions and hot keys.
DESIRED ACTION HOT KEYS
For field help during data entry or to verify a Social Security Number F1
Shift + ?
Insert today’s date in any date field Alt + D
Calculate a return * CTRL + C
View a return * CTRL + V
Print a return CTRL + P
Return to data entry from view or print mode CTRL + E
Split MFJ return to MFS return CTRL + S
Open a Detailed Worksheet; Access Form 4562 from the Depreciation field Double-Click
CTRL + W
Right-Click > Add Worksheet
View preparer notes CTRL + R
Enter the Preparer note pad (PAD screen) CTRL + Shift+ N
Increase Declaration Control Number (DCN) CTRL + M
Open Interview Sheet Number and Section Entry (use numbers to the right of the Proforma section to navigate). CTRL + I
Toggle heads-down and standard data entry CTRL + N
Delete a data entry screen CTRL + D
Carry data to an amended screen * CTRL + X
Reset the screen CTRL + U
Exit screen without saving changes Shift + Esc
Open Help Within Data Entry CTRL + ?
CTRL+ F1 from Home
Flag a field for review F2
Clear a flagged field F4
Clear all flagged fields on the screen CTRL + Shift+ Space
Open the Drake Document Manager F6
Open the Tax Planner F7
Open the Set Client Status menu F8
Go to EF database F9
Activate the calculator F10
E-mail a client data file F11
Exit data entry Esc
View / Open Forms Based Data Entry CTRL + G (toggles inside 1040 return)
CTRL + E(from Home Window, to open any return in Forms Based Data Entry)
Open Macros CTRL + Shift + M
Force an entry into a field CTRL + F
PRINT MODE HOT KEYS (Enhanced Mode)
DESIRED ACTION HOT KEYS
Toggle in and out of basic mode CTRL + S
Return to Data Entry CTRL + E
Print Selected Form CTRL + P
Quick Print Select Form CTRL + Q
Help F1
PRINT MODE HOT KEYS (Basic Mode)
DESIRED ACTION HOT KEYS
Toggle in and out of Enhanced mode CTRL + S
Toggle in and out of classic mode CTRL + C
Edit properties of the selected form F9
Select all forms to print F2
Deselect all forms to print F3
Select federal forms to print F5
Select state forms to print F6
Select miscellaneous forms to print F7
Print the selected form(s) Enter
E-MAIL HOT KEYS
DESIRED ACTION HOT KEYS
E-mail a client data file from data entry F11
Check mail / Send and Receive CTRL + M
Open a message CTRL + O
Edit address book CTRL + E
Create a new mail message CTRL + N
Print a message CTRL + P
Reply to a message CTRL + R
Forward a message CTRL + F
Delete a message CTRL + D
Send a message Alt + S
Open an address book list in the New Message window Alt + T
Attach a file to a message in the New Message window Alt + A
Check Mailbox Status CTRL + S
CLIENT STATUS MANAGER (CSM) HOT KEYS
DESIRED ACTION HOT KEYS
Open the CSM from the Home window CTRL + L
Open the selected client in the CSM CTRL + O
Search for a client record CTRL + F
Customize the display CTRL + D
Refresh the display F5
Filter the client list CTRL + L
View information for the currently selected return CTRL + Q
Generate reports CTRL + R
Export to Excel CTRL + E
Help F1
Exit CSM Esc
Update CSM Data  CTRL + A

If Enable Windows standard keystrokes is selected on the Data Entry tab at Setup > Options, the following hot key combinations must be used instead:

 Desired Action Hot Key 
Cut CTRL + X
Copy CTRL + C
Paste CTRL + V
Auto Fill Amended Screen CTRL + Shift + X
Calculate CTRL + Shift + C
View CTRL + Shift + V

Typeable Commands Not Visible on the Main Screen Selection Window

In any return, you can type these commands in the Selector Field, or you can assign them to a macro so they can be used with a hot key combination:

Command Action Result
LBL Loads the client label user interface. You can print several different labels as well as a custom label.
SORT Opens the sorting window for depreciable assets if the return has more than one asset. You can sort assets.
HELP Clicks the Help button menu on the toolbar. Displays a drop menu - Program Help, Navigation Help, Support Website, Drake Software Knowledge Base, Drake e-Training Center.
EML Clicks the Email button on the toolbar. Opens a new message window and attaches the return data file.
PLAN Clicks the Tax Planner button on the toolbar. Opens the Tax Planner.
DDM Clicks the Doc Mgr button on the toolbar. Opens Drake Documents.
CALC Clicks the Calc button on the toolbar. Calculates the return.
VIEW Clicks the View button on the toolbar. Goes to View mode.
PRT Clicks the Print button on the toolbar. Goes to Print mode.



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