• Data Entry – This button returns to Data Entry for the current return. 
    • Print – opens the "Print" dialog. The print action assumes Print Selected Form(s).
      • Print Selected Form(s) – This option prints all the selected forms (check marked) on the selected tab.
      • Print Selected Forms(s) to PDF – This option opens the "Print" dialog with Drake PDF Printer selected. If you keep the Drake PDF Printer as your PDF printer, you are able to Password Protect the PDF file. To do this, simply select the check box to enable this feature. The tax software defaults the last five of the taxpayer's SSN/EIN as the password. This can be changed, but it is important to note that the password should be something that both the preparer and the taxpayer can remember.
      • Quick Print – This feature prints the form currently in the view, no other selected forms print using this feature. 
    • E-sign – Print and digitally sign selected forms.
    • Setup – This item displays options for View/Print configurations.
      • Form Properties – This option displays and allows changes to the currently selected form. For more information review Editing Form Properties.
      • Form Colors – This option opens the "View Mode Color Selection" dialog, that allows color changes for the form border, background, and text.
      • Form Order – This option opens the "Sort Form Order" dialog, which allows drag and drop placement of forms by return type. For more information, review Sort Form Order.
      • Allow Drag/Drop Form Ordering – Select this option to enable drag and drop actions to set a new form order.
      • Drake Documents – Select this option to open and update Drake Documents Integration Options.
      • Pricing – This option opens the "Pricing Setup" dialog, which allows customized pricing per form or per item. For more information, see Pricing Setup.
      • Printing – This option opens the "Printer Setup" dialog, which provides a way to set up printers for use with the tax application. For more information, see Printer Setup.
      • Sets – This option opens the "Copies Per Set" dialog, which provides a way to establish how many copies of each form print in each different set. For more information, see Printer Sets Setup.
    • Archive – This button provides access to archive and restore features. For more information, see Archive Manager.
      • Drake Documents – Select this option to open Drake Documents.
      • Archive Client Return – Select this option to archive the client return.
      • Archive Manager – Select this option to access the archived data for the client.
    • Email – This action uses an external email software, or the internal Drake Email to send client emails from within the Enhanced View/Print mode. For Individual return types, the email process uses the information entered on screen–1. You can manually type in any email address needed. Use the semi-colon to separate email address on the To, CC, and Bcc fields. Click Email to initiate the default email software, or the available drop list to override the default settings for this one time only and change email Setup.
      • Email  Client – this setting overrides the default email software selection and send this email using an external software (Outlook, Outlook Express, Windows Mail, etc.).
      • Email Client (using Drake Email) – this setting overrides the default email software selection and sent this email using the internal Drake Email software.
      • Email to Drake Support – this selection initiates the Drake Email software regardless of default email software, and allow use of the Drake Email Address Books.
      • Email Setup – choose this selection to open the "Email Setup" dialog to change the View/Print Email configuration settings.
        • Select Email Method – Choose from the internal or external email software available. 

 

Note:

If you select Use My Email Software, you need to ensure that you have completed the set up necessary for the program to run outside of Drake Software.


        • Email Description – gives a brief summary of the selected email method.
        • To...
        • Cc... – allows entry for a consistent carbon copy email address.
        • Bcc... – allows entry of a consistent blind carbon copy email address.
        • Subject – The shipped default is [current year] Tax Return Information, but this can be changed. Note, that changing this text within the setup changes it for all future email sent from within View/Print Email.
        • Body of the email is shipped with default text. This can be changed, but any changes affect all future email sent from View/Print Email.


Note:

Changing the Subject text changes it for all future email sent from within View/Print Email.


        • The body of the email is shipped with default text. This can be changed. 


Note:

Changing the Body text changes it for all future email sent from within View/Print Email.


    • Refresh – Select this option to refresh the client’s information and update the view.
    • Basic View – Select this to return your viewing preference back to the established print mode and view mode settings.
    • K1 Export – This item is only visible for business returns where the K1 List is in the set up options settings.
    • 8615 Export – This item is only visible when the taxpayer's return has eligible child dependents.
    • Attach PDF – When the return requires an attachment in order to be e-filed, this option is displayed in the toolbar menu options. Click this button to attach the needed documentation.
    • Help – Opens this help documentation.
    • Exit – Exits the "View/Print Tax Return" dialog.