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User's Manual - Drake Software

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<strong>Drake</strong> <strong>Software</strong> User’s <strong>Manual</strong><br />

Required Fields<br />

Required Fields<br />

New for 2012: Fields that require completion before a return is eligible for e-file are<br />

highlighted in blue (Figure 5-1).<br />

Foreign Addresses<br />

Exemptions<br />

Screen code: 2<br />

Figure 5-1: Required fields and foreign address fields<br />

Reminders appear when you try to escape from a screen on which required fields have<br />

not been completed. You can set up the software to remind you every time you leave a<br />

required field blank, to remind you only once per data-entry session, or not at all.<br />

From the Home window, go to Setup > Options > Data Entry tab.<br />

From the Home window, go to Setup > Colors to change the color of the required<br />

fields.<br />

New for 2012: Fields for adding foreign address information have been included on<br />

many <strong>Drake</strong> data-entry screens. These fields are locked to keep incorrect address data<br />

from being entered in these fields. (Figure 5-1) Click the field to unlock foreign<br />

address fields throughout the return. Close the return and re-open it to re-engage the<br />

lock for unused screens.<br />

To use the foreign address fields, enter in the first field the name of the foreign province<br />

or state, as appropriate. Select the appropriate foreign country from the drop list,<br />

and then enter the postal code, if appropriate.<br />

Use screen 2 (Dependents), accessible from the General tab, to complete the<br />

“Exemptions” section of Form 1040. Use a separate screen for each dependent, pressing<br />

PAGE DOWN to open each new screen. Data is saved automatically upon exiting a<br />

screen. The number of active Dependents screens is shown on the Data Entry Menu.<br />

(Figure 5-2 on page 100).<br />

Tax Year 2012 99

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