User's Manual - Drake Software

Third-Party Designee
Drake Software User’s Manual
tion of the PMT screen. (To have a balance due from another state withdrawn from a
third account, complete Account #3.)
Direct Debit
of Estimates
To indicate direct debit of estimate payments only, select Estimates Only from the
Federal selection drop list. By default, the estimate payment amounts and dates (see
Figure 5-51 on page 161) are calculated from the information entered on the ES
screen or in the override fields in screen 1. Use the fields on the PMT screen to override
that data.
Third-Party Designee
For All Returns (Default)
To set up a preparer as a third-party designee, the preparer’s PIN must first be entered
in Preparer Setup. A default third-party designee can be set up for all returns. You can
override the default for a single return as needed.
To set up the third-party designee for all returns, go to Setup > Options > Optional
Items on Return tab and make a selection from the Third party designee drop list.
Options are shown in Table 5-16, along with descriptions of how the options affect the
“Third Party Designee” section on page 2 of Form 1040.
Table 5-16: Setup Options for Third-Party Designee
Selection “Third Party Designee” Section of Form 1040
None
Preparer (1-9)*
Return Preparer*
ERO*
Blank; “No” box is marked. (This default can be overridden from the
PREP screen; see “For a Single Return (Override),” below.)
Designated preparer (for preparer numbers, see list in Preparer Setup);
“Yes” box is marked.
Preparer who prepared the return; “Yes” box is marked.
Preparer indicated at Setup > Options > EF tab as Default ERO; “Yes”
box is marked.
*If a preparer or ERO is selected, a PIN must be entered for that preparer; otherwise,
no preparer name shows up as the third-party designee on Form 1040.
For a Single Return (Override)
Screen code:
PREP
Use the PREP screen to override the setup options for third-party designee for a single
return. Enter the designee’s name, phone, and PIN in the fields provided. (E-mail
address is optional.)
162 Tax Year 2012