Knowledge Base

13075: Drake Quick Reference Guide

Software Help Generally

A Quick Reference Guide is supplied with Drake Tax Software.

Drake supplies a Quick Reference Guide that covers these subjects:

  • Email Hotkeys
  • Calculator Functions
  • Data Entry Hotkeys
  • Print Mode Hotkeys
  • Navigating Through Data Entry
  • Main Screen Hotkeys
  • Client Status Manager (CSM) Hotkeys
  • Frequently Used Codes
  • Search EF Database

You can download the Guide in PDF for use as a reference tool:

  1. From the Home window of the software, select Help > Software Manuals & Online Resources from the menu bar. The Additional Education Resources page opens.
  2. From the left side menu, select 20YY > Manuals > QuickReferenceGuide.pdf. The Quick Reference Guide opens in the adjacent window.
  3. Move your pointer to the upper right corner of the displayed Guide. The PDF menu bar appears.
  4. Click the "arrow down" icon to download and save a PDF copy.

The Drake 2019 Desk Reference Guide contains other information about the IRS and 2019 filing season that may be helpful.

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