User's Manual - Drake Software

Drake Software User’s Manual
Data Entry
To prevent flagged fields from being overlooked, all new-return flags cause the corresponding
screen and tab names to appear as the color of the field flag (Figure 3-16;
default color is green). Once the field has been verified, the highlighted tab and screen
names go back to their original colors.
Figure 3-16: Screen C under the Income tab has a flagged field.
Flagging
Fields
Globally
To flag one or more fields in all returns:
1. From the Home window, select Setup > Options, Administrative Options.
2. Select Use Customized Flagged Fields on all Returns.
3. Click Flag to open a dialog box with buttons for all Drake packages (Figure 3-17).
Figure 3-17: Flag Fields for Review dialog box
4. Click a package button. The Flag Fields for Review window for that package is
opened. Note that this window resembles the Data Entry Menu.
5. Select a screen to open it.
6. Choose one of the following options:
• Flag a field for a screen — Click the fields to flag. The field is flagged with
the word “Screen.”
• Flag a field for all new returns — Right-click a field and select Flag For
Review When Return is Created. The field is flagged with the word
“Return,” as shown in the example in Figure 3-18 on page 72.
Tax Year 2012 71