Drake Tax - Hot Key Shortcut List
Article #: 12130
Last Updated: October 18, 2024
A complete list of shortcuts and commonly used keyboard shortcuts for Drake Tax is available in the Drake Tax - Drake Quick Reference Guide.
The lists below are extracted from the Quick Reference Guide. For information on setting up your own custom hot keys, see Drake Tax - Macros.
Asterisked actions (*) – The listed Hot Key is overridden if standard Windows keystrokes are enabled.
Main Screen
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 |
Data Entry
DESIRED ACTION | HOT KEYS |
---|---|
Move cursor forward one field | Tab, Enter, 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 |
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 the amended screen* This function is used if you selected No when you opened the X screen and decide that you want it to auto-fill, or if you delete a value and need it to re-fill. | 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 (Drake Tax 2023 and prior) | 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 |
Enhanced Print Mode
DESIRED ACTION | HOT KEYS |
---|---|
Return to Data Entry | Ctrl + E |
Print Selected Form | Ctrl + P |
Quick Print Select Form | Ctrl + Q |
Toggle in and out of basic mode | Ctrl + S |
Help | F1 |
DESIRED ACTION | HOT KEYS |
Basic Print Mode
DESIRED ACTION | HOT KEYS |
---|---|
Adjust spacing if text is overlapping in View | Ctrl + Z |
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 |
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 |
CSM
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 |
Windows Keys
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
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. |