Drake Tax - Batch Calculation

Article #: 16972

Last Updated: October 21, 2024

 


Tags: Drake Tax

Drake Tax logo

You can calculate multiple returns at once (in a batch). This process can be used to refresh your PCM or to calculate a set of returns, or all returns, as needed. To do this, click the Calculate button at the top of the main screen of the software.

Caution  Calculated returns will appear in EF>Select Returns for EF if there are no EF messages. Be sure to review every return for accuracy prior to transmitting.

Image of the "Calculate" icon on the home page of the software

Select the clients you want to calculate by double-clicking them. This will put their name on the right side of the window. Then, click next to calculate them.

Image of the Batch Calculation dialog box

If you want to calculate all of your clients, do not select any on this window. Clicking next will then open a filter selection window followed by a search conditions window allowing you to narrow down the batch calculation.