Accessing the current or prior tax year Desk Reference and Quick Reference Guide

Quick Reference Guide

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

To download the Quick Reference Guide:

• Go to https://www.drakesoftware.com/.

• From the top menu, select Service and Learning > Get Started with Drake.

• Under Document Downloads, choose Quick Reference Guide.

Desk Reference Guide

A Desk Reference Guide is also available. This guide contains a pre-season checklist, list of Drake Software resources, and year-specific items such as tax law changes, filing requirements, thresholds, rates, and limitations. To access the current year desk reference: 

• Go to https://www.drakesoftware.com/.

• From the top menu, select Service and Learning > Get Started with Drake.

• Under Document Downloads, choose Desk Reference.

If you need to access a prior-year version of the Desk Reference Guide:

• log in to the Drake Software Support website.

• Choose Support > Documents.

• Choose the applicable tax year from the drop list.

• Click 20YY Desk Reference Guide.