User's Manual - Drake Software

Signing the Return
Drake Software User’s Manual
Obtaining
Client PIN
Signatures
Ideally, the client signs Form 8879 in your office. If the client is not available to sign,
you can e-mail Form 8879 as a PDF file to the client and have the client sign the form
and return it to you.
The taxpayer can select his or her own PIN (any five-digit number except 00000). On
the PIN screen, have your client enter his or her PIN, and then indicate either Taxpayer
entered or Spouse entered. If the client is not available and you enter the PIN
signatures, leave the check boxes blank.
NOTE
The taxpayer can elect to use the PIN generated by the software. To
turn off the option to generate PINs, go to Setup > Options > EF tab
and clear the check mark from Auto-generate taxpayer(s) PIN (1040
Only) option.
Direct Debit
Consent
If there will be a direct debit from the client’s bank account to make a tax payment,
selecting Direct Debit Consent on the PIN screen indicates that the taxpayer authorizes
funds to be electronically withdrawn from his or her account.
PIN Signatures for Forms Other than the 1040
By default, Form 8879 is printed with Form 1040. If an electronic signature form is to
be printed with any of the following other forms, indicate this by selecting the applicable
box in the Select Form section of the PIN screen:
• Form 4868, Application for Automatic Extension of Time to File U.S. Individual
Income Tax Return (with payment)
• Form 2350, Application for Extension of Time to File U.S. Income Tax Return
• Form 9465, Installment Agreement Request
• Form 56, Notice Concerning Fiduciary Relationship
Note that the electronic signature form is required with Form 4868 only if making a
payment. For Forms 4868 and 2350, the program produces Form 8878, IRS e-file Signature
Authorization for Form 4868 or Form 2350.
NOTE
Prior-year AGI amounts are required to e-file Forms 2350, 9465, and
56. Enter this data in the Prior year AGI section of the PIN screen.
Special Conditions
Power of
Attorney
If the return is being signed by someone with Power of Attorney for the taxpayer, indicate
this information on the MISC screen and complete the Power of Attorney section
(mark the check box and enter the name of the person signing). Because Form 2848 is
not e-filable, a transmittal (Form 8453) is produced with the paper-document indicator
marked for Form 2848.
IMPORTANT
Form 2848 itself is not printed automatically; it must be completed
on the 2848 screen in order to be generated with the return. Form
2848 must then be printed and mailed or faxed to the IRS.
164 Tax Year 2012